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U.S. Specialized REITs Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies12
  • 7D0.4%
  • 3M3.4%
  • 1Y1.5%
  • YTDn/a

The Specialized REITs is pretty flat in the last 7 days, but Iron Mountain has stood out, gaining 13%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

Has the U.S. Specialized REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026US$76.9bUS$11.6bUS$4.8b23.8x16.1x6.7x
Thu, 15 Jan 2026US$73.7bUS$11.5bUS$4.8b23.4x15.4x6.4x
Sat, 13 Dec 2025US$72.7bUS$11.5bUS$4.8b21.7x15.2x6.3x
Mon, 10 Nov 2025US$75.1bUS$11.5bUS$4.8b22.1x15.8x6.5x
Wed, 08 Oct 2025US$77.1bUS$11.3bUS$4.5b23.7x17.3x6.9x
Fri, 05 Sep 2025US$79.9bUS$11.3bUS$4.5b25.7x17.9x7.1x
Sun, 03 Aug 2025US$77.5bUS$11.3bUS$4.6b18.2x16.9x6.9x
Tue, 01 Jul 2025US$76.1bUS$11.1bUS$4.3b14.8x17.6x6.9x
Thu, 29 May 2025US$74.9bUS$11.1bUS$4.3b14.5x17.3x6.8x
Sat, 26 Apr 2025US$74.8bUS$10.9bUS$4.2b14.8x17.9x6.8x
Mon, 24 Mar 2025US$74.7bUS$10.9bUS$4.2b15x17.6x6.8x
Wed, 19 Feb 2025US$74.7bUS$10.8bUS$4.7b19.2x15.9x6.9x
Fri, 17 Jan 2025US$67.0bUS$10.8bUS$4.7b18.5x14.2x6.2x
Sun, 15 Dec 2024US$72.0bUS$10.8bUS$4.7b18.5x15.3x6.6x
Tue, 12 Nov 2024US$72.0bUS$10.8bUS$4.7b18.5x15.3x6.6x
Thu, 10 Oct 2024US$73.9bUS$10.7bUS$4.4b19.6x16.9x6.9x
Sat, 07 Sep 2024US$73.8bUS$10.7bUS$4.4b19.3x16.9x6.9x
Mon, 05 Aug 2024US$69.9bUS$10.7bUS$3.7b23.8x18.7x6.5x
Wed, 03 Jul 2024US$63.6bUS$10.6bUS$3.6b20.4x17.6x6x
Fri, 31 May 2024US$63.7bUS$10.6bUS$3.6b20x17.7x6x
Sun, 28 Apr 2024US$63.4bUS$10.5bUS$3.5b19.7x18.2x6x
Tue, 26 Mar 2024US$65.0bUS$10.6bUS$3.5b19.8x18.8x6.1x
Thu, 22 Feb 2024US$63.9bUS$10.4bUS$3.2b22.5x20x6.1x
Sat, 20 Jan 2024US$65.3bUS$10.5bUS$3.2b23.3x20.2x6.2x
Mon, 18 Dec 2023US$67.9bUS$10.5bUS$3.2b24.1x21x6.5x
Wed, 15 Nov 2023US$60.2bUS$10.5bUS$3.2b22.2x18.6x5.7x
Fri, 13 Oct 2023US$60.3bUS$10.3bUS$3.2b17.9x18.6x5.9x
Sun, 10 Sep 2023US$63.6bUS$10.3bUS$3.2b19.1x19.6x6.2x
Tue, 08 Aug 2023US$64.8bUS$10.2bUS$3.3b19.5x19.9x6.3x
Thu, 06 Jul 2023US$66.3bUS$9.9bUS$3.1b22.5x21.7x6.7x
Sat, 03 Jun 2023US$66.3bUS$9.9bUS$3.1b22.1x21.7x6.7x
Mon, 01 May 2023US$70.5bUS$9.4bUS$2.8b20.2x24.9x7.5x
Wed, 29 Mar 2023US$67.2bUS$9.5bUS$2.8b19.2x24x7x
Fri, 24 Feb 2023US$454.2bUS$59.5bUS$14.9b23x30.4x7.6x
Price to Earnings Ratio

30.4x


Total Market Cap: US$454.2bTotal Earnings: US$14.9bTotal Revenue: US$59.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 18.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialized REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 16.1x which is lower than its 3-year average PE of 18.6x.
  • The industry is trading close to its 3-year average PS ratio of 6.6x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 32% per year over the last three years,
  • Revenues have also declined 42% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Specialized REITs compare with similar industries?

US Market-1.93%
Real Estate1.46%
REITS1.66%
Specialized REITs0.45%
Healthcare REITs4.73%
Retail REITs2.02%
Diversified REITs1.66%
Hotel and Resort REITs1.45%
Industrial REITs0.14%
Residential REITs-0.074%
Office REITs-5.53%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IRM Iron MountainUS$109.8310.6%
+US$3.1b		16.6%PE224.7x
MRP Millrose PropertiesUS$31.971.5%
+US$78.0m		37.5%PB0.9x
EPR EPR PropertiesUS$58.491.6%
+US$69.3m		19.4%PB1.9x
VICI VICI PropertiesUS$29.300.2%
+US$53.4m		-3.5%PB1.1x
SAFE SafeholdUS$15.661.3%
+US$14.4m		-8.6%PB0.5x

Latest News

IRM
US$109.83
Iron Mountain
7D
10.6%
1Y
16.6%
FCPT
US$24.37
Four Corners Property Trust
7D
-3.8%
1Y
-12.3%
SAFE
US$15.66
Safehold
7D
1.3%
1Y
-8.6%
EPR
US$58.49
EPR Properties
7D
1.6%
1Y
19.4%
FPI
US$11.98
Farmland Partners
7D
0.8%
1Y
2.0%
MRP
US$31.97
Millrose Properties
7D
1.5%
1Y
37.5%
LAMR
US$131.79
Lamar Advertising
7D
-2.7%
1Y
-0.8%

LAMR: Special Dividends And Stable Assumptions Will Support A Balanced Outlook

Analysts have maintained their price target for Lamar Advertising at $134.80, with only slight adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E. This reflects a broadly consistent view of the stock's valuation drivers.
OUT
US$25.04
OUTFRONT Media
7D
-5.2%
1Y
29.3%

OUT: Formula E And ANA Partnerships Will Shape In Real Life Media Returns

Analysts have lifted their price target on OUTFRONT Media to $25.00 from $24.20, citing updated assumptions for revenue growth, profit margins, a modestly lower discount rate, and a slightly reduced future P/E multiple. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.
VICI
US$29.30
VICI Properties
7D
0.2%
1Y
-3.5%

VICI: Future Upside Will Depend On Caesars Regional Lease Stability

Analysts have trimmed their average price target on VICI Properties slightly, reflecting updated assumptions for fair value at about $35.13 and a marginally higher discount rate. Recent downgrades citing limited gaming investment opportunities and concerns around the Caesars regional lease help explain the more cautious stance.
LAND
US$11.19
Gladstone Land
7D
2.2%
1Y
-4.3%

LAND: Slower Acquisitions And Lease Risks Will Pressure Overvalued Shares

Narrative Update Analysts maintained the price target for Gladstone Land at $10, citing Q3 Core FFO that exceeded estimates, recent price strength in key crops tied to participation leases, and a more cautious stance on acquisitions, along with a lower modeled discount rate and slightly higher projected profit margins and revenue growth. One firm shifted its rating to neutral as the shares trade close to that target.
PW
US$0.86
Power REIT
7D
-7.6%
1Y
-26.2%