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U.S. Specialized REITs Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies11
- 7D1.3%
- 3M2.4%
- 1Y7.7%
- YTDn/a
The Specialized REITs industry is up 1.3% in the last week, with Iron Mountain up 8.1%. In the same time, Safehold was down 20%. This means that the industry has gained 7.7% over the past year. As for the next few years, earnings are expected to grow by 6.2% per annum.
Industry Valuation and Performance
Has the U.S. Specialized REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$72.3b | US$10.9b | US$4.2b | 14.5x | 17.3x | 6.6x |
| Wed, 12 Mar 2025 | US$77.0b | US$10.9b | US$4.2b | 15.3x | 18.2x | 7.1x |
| Fri, 07 Feb 2025 | US$70.0b | US$10.8b | US$4.7b | 19x | 14.9x | 6.5x |
| Sun, 05 Jan 2025 | US$68.3b | US$10.8b | US$4.7b | 18x | 14.5x | 6.3x |
| Tue, 03 Dec 2024 | US$74.8b | US$10.8b | US$4.7b | 18.8x | 15.9x | 6.9x |
| Thu, 31 Oct 2024 | US$73.8b | US$10.8b | US$4.5b | 18.7x | 16.3x | 6.9x |
| Sat, 28 Sep 2024 | US$74.7b | US$10.7b | US$4.4b | 19.8x | 17.1x | 7x |
| Mon, 26 Aug 2024 | US$73.0b | US$10.7b | US$4.4b | 19.4x | 16.7x | 6.8x |
| Wed, 24 Jul 2024 | US$68.8b | US$10.6b | US$3.6b | 22.2x | 19.1x | 6.5x |
| Fri, 21 Jun 2024 | US$63.4b | US$10.6b | US$3.6b | 20.3x | 17.6x | 6x |
| Sun, 19 May 2024 | US$67.3b | US$10.6b | US$3.6b | 20.9x | 18.7x | 6.3x |
| Tue, 16 Apr 2024 | US$62.7b | US$10.6b | US$3.5b | 19.2x | 18.1x | 5.9x |
| Thu, 14 Mar 2024 | US$66.4b | US$10.6b | US$3.5b | 20.1x | 19.2x | 6.3x |
| Sat, 10 Feb 2024 | US$64.0b | US$10.4b | US$3.2b | 22.1x | 20.2x | 6.2x |
| Mon, 08 Jan 2024 | US$67.8b | US$10.5b | US$3.2b | 24.2x | 21x | 6.5x |
| Wed, 06 Dec 2023 | US$66.5b | US$10.5b | US$3.2b | 23.5x | 20.6x | 6.3x |
| Fri, 03 Nov 2023 | US$58.5b | US$10.5b | US$3.3b | 21.6x | 18x | 5.6x |
| Sun, 01 Oct 2023 | US$59.9b | US$10.3b | US$3.2b | 18.1x | 18.5x | 5.8x |
| Tue, 29 Aug 2023 | US$62.8b | US$10.2b | US$3.3b | 18.9x | 19.3x | 6.1x |
| Thu, 27 Jul 2023 | US$67.8b | US$9.9b | US$3.1b | 22.9x | 22.2x | 6.9x |
| Sat, 24 Jun 2023 | US$63.9b | US$9.9b | US$3.1b | 21.3x | 20.9x | 6.5x |
| Mon, 22 May 2023 | US$65.7b | US$9.9b | US$3.1b | 22x | 21.5x | 6.6x |
| Wed, 19 Apr 2023 | US$70.4b | US$9.5b | US$2.8b | 21.3x | 25.3x | 7.4x |
| Fri, 17 Mar 2023 | US$448.1b | US$60.1b | US$15.3b | 24.4x | 29.2x | 7.5x |
| Sun, 12 Feb 2023 | US$472.9b | US$58.7b | US$17.4b | 22.9x | 27.2x | 8.1x |
| Tue, 10 Jan 2023 | US$449.9b | US$58.9b | US$17.8b | 21.4x | 25.3x | 7.6x |
| Thu, 08 Dec 2022 | US$453.4b | US$58.9b | US$17.8b | 22.3x | 25.5x | 7.7x |
| Sat, 05 Nov 2022 | US$425.3b | US$59.0b | US$17.7b | 21.1x | 24x | 7.2x |
| Mon, 03 Oct 2022 | US$433.1b | US$57.7b | US$15.0b | 23.8x | 28.9x | 7.5x |
| Wed, 31 Aug 2022 | US$505.3b | US$57.7b | US$15.0b | 27.6x | 33.8x | 8.8x |
| Fri, 29 Jul 2022 | US$507.9b | US$56.4b | US$14.9b | 31.4x | 34.1x | 9x |
| Sun, 26 Jun 2022 | US$505.8b | US$56.3b | US$14.9b | 29.2x | 34.1x | 9x |
| Tue, 24 May 2022 | US$515.6b | US$57.2b | US$15.1b | 31x | 34.2x | 9x |
| Thu, 21 Apr 2022 | US$608.5b | US$60.4b | US$15.1b | 40x | 40.4x | 10.1x |
Price to Earnings Ratio
40.4x
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 17.3x which is lower than its 3-year average PE of 22.5x.
- The industry is trading close to its 3-year average PS ratio of 7.0x.
Past Earnings Growth
- The earnings for companies in the Specialized REITs industry have declined 35% per year over the last three years,
- Revenues have also declined 43% 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 | 5.42% | |
| Real Estate | -0.85% | |
| REITS | -2.66% | |
| Specialized REITs | 1.27% | |
| Hotel and Resort REITs | 1.97% | |
| Retail REITs | 0.46% | |
| Healthcare REITs | -0.66% | |
| Residential REITs | -0.74% | |
| Office REITs | -1.81% | |
| Industrial REITs | -2.54% | |
| Diversified REITs | -2.66% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IRM Iron Mountain | US$83.44 | 8.1% +US$1.8b | 9.8% | PE136x | |
| LAMR Lamar Advertising | US$113.01 | 7.6% +US$817.1m | 1.2% | PB11.1x | |
| VICI VICI Properties | US$31.05 | 1.5% +US$486.1m | 11.1% | PB1.2x | |
| OUT OUTFRONT Media | US$14.54 | 4.2% +US$98.5m | -9.2% | PB3.7x | |
| EPR EPR Properties | US$47.23 | 0.8% +US$29.7m | 16.1% | PB1.5x |