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U.S. Specialized REITs Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies12
  • 7D-0.2%
  • 3M-6.9%
  • 1Y-2.0%
  • YTDn/a

Over the last 7 days, the Specialized REITs industry has remained flat. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 9.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026US$72.9bUS$11.5bUS$4.8b21.6x15.3x6.3x
Sun, 30 Nov 2025US$74.2bUS$11.5bUS$4.8b22.7x15.6x6.4x
Tue, 28 Oct 2025US$75.5bUS$11.4bUS$4.6b24x16.3x6.6x
Thu, 25 Sep 2025US$78.0bUS$11.3bUS$4.5b24.1x17.4x6.9x
Sat, 23 Aug 2025US$79.2bUS$11.3bUS$4.5b25.7x17.7x7x
Mon, 21 Jul 2025US$77.7bUS$11.1bUS$4.3b15.1x18x7x
Wed, 18 Jun 2025US$75.3bUS$11.1bUS$4.3b14.7x17.4x6.8x
Fri, 16 May 2025US$73.6bUS$11.1bUS$4.3b14.7x17.1x6.7x
Sun, 13 Apr 2025US$72.3bUS$10.9bUS$4.2b14.5x17.3x6.6x
Tue, 11 Mar 2025US$77.5bUS$10.9bUS$4.2b15.4x18.3x7.1x
Thu, 06 Feb 2025US$69.4bUS$10.8bUS$4.7b18.9x14.7x6.4x
Sat, 04 Jan 2025US$67.6bUS$10.8bUS$4.7b18x14.3x6.2x
Mon, 02 Dec 2024US$74.8bUS$10.8bUS$4.7b18.9x15.9x6.9x
Wed, 30 Oct 2024US$73.8bUS$10.8bUS$4.5b18.5x16.3x6.9x
Fri, 27 Sep 2024US$74.8bUS$10.7bUS$4.4b19.9x17.1x7x
Sun, 25 Aug 2024US$73.0bUS$10.7bUS$4.4b19.4x16.7x6.8x
Tue, 23 Jul 2024US$68.3bUS$10.6bUS$3.6b22.1x19x6.4x
Thu, 20 Jun 2024US$63.4bUS$10.6bUS$3.6b20.3x17.6x6x
Sat, 18 May 2024US$67.2bUS$10.6bUS$3.6b20.9x18.6x6.3x
Mon, 15 Apr 2024US$62.7bUS$10.6bUS$3.5b19.4x18.1x5.9x
Wed, 13 Mar 2024US$66.4bUS$10.6bUS$3.5b20.3x19.2x6.3x
Fri, 09 Feb 2024US$63.7bUS$10.4bUS$3.2b22.1x20.1x6.1x
Sun, 07 Jan 2024US$67.8bUS$10.5bUS$3.2b24.2x21x6.5x
Tue, 05 Dec 2023US$66.2bUS$10.5bUS$3.2b23.6x20.5x6.3x
Thu, 02 Nov 2023US$58.5bUS$10.5bUS$3.5b18.4x16.9x5.6x
Sat, 30 Sep 2023US$60.2bUS$10.3bUS$3.2b18.1x18.6x5.9x
Mon, 28 Aug 2023US$62.8bUS$10.2bUS$3.3b18.9x19.3x6.1x
Wed, 26 Jul 2023US$67.8bUS$9.9bUS$3.1b22.4x22.2x6.9x
Fri, 23 Jun 2023US$65.4bUS$9.9bUS$3.1b21.9x21.4x6.6x
Sun, 21 May 2023US$65.7bUS$9.9bUS$3.1b22x21.5x6.6x
Tue, 18 Apr 2023US$70.6bUS$9.5bUS$2.8b21.5x25.4x7.4x
Thu, 16 Mar 2023US$445.2bUS$60.1bUS$15.3b24.2x29x7.4x
Sat, 11 Feb 2023US$472.9bUS$58.7bUS$17.4b22.9x27.2x8.1x
Mon, 09 Jan 2023US$447.3bUS$58.9bUS$17.8b20.9x25.2x7.6x
Price to Earnings Ratio

25.2x


Total Market Cap: US$447.3bTotal Earnings: US$17.8bTotal Revenue: US$58.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 19x202420252026
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 15.4x which is lower than its 3-year average PE of 19.0x.
  • 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 35% 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-1.43%
Real Estate-0.79%
REITS-0.14%
Specialized REITs-0.15%
Residential REITs-0.015%
Diversified REITs-0.14%
Industrial REITs-0.97%
Office REITs-1.05%
Retail REITs-1.06%
Healthcare REITs-1.09%
Hotel and Resort REITs-2.98%
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$82.951.2%
+US$283.8m		-21.5%PE154x
GLPI Gaming and Leisure PropertiesUS$44.690.1%
+US$17.0m		-6.6%PB2.8x
LAND Gladstone LandUS$9.153.9%
+US$12.7m		-15.9%PB0.5x
SAFE SafeholdUS$13.691.2%
+US$11.5m		-26.2%PB0.4x
LAMR Lamar AdvertisingUS$126.580.02%
+US$3.0m		4.0%PB12.4x

Latest News

FCPT
US$23.06
Four Corners Property Trust
7D
-1.6%
1Y
-15.1%
MRP
US$29.87
Millrose Properties
7D
-1.7%
1Y
n/a
OUT
US$24.10
OUTFRONT Media
7D
-0.1%
1Y
33.3%
VICI
US$28.12
VICI Properties
7D
-0.04%
1Y
-4.5%

VICI: Future Returns Will Hinge On Caesars Regional Lease Resilience

The analyst price target for VICI Properties has been modestly reduced by about $0.25 per share, as analysts factor in slightly higher discounting, muted new gaming investment opportunities, and potential rent pressure on key regional leases despite stable margins and revenue growth expectations. Analyst Commentary Recent research updates present a mixed but generally constructive view on VICI Properties, with modest target changes reflecting evolving expectations for regional gaming fundamentals, lease durability, and the company’s ability to deploy capital into attractive net lease opportunities.
LAMR
US$126.58
Lamar Advertising
7D
0.02%
1Y
4.0%

LAMR: Political And World Cup Tailwinds Will Shape Resilient But Balanced Outlook

Lamar Advertising's analyst price target has inched higher by $1 to $128, as analysts point to the out of home channel's resilient momentum, a favorable 2026 sector backdrop, and expected cyclical tailwinds from political advertising and global sporting events. Analyst Commentary Recent commentary from JPMorgan highlights both supportive and cautionary factors for Lamar Advertising's valuation and growth outlook, shaping a nuanced risk reward profile at current levels.
IRM
US$82.95
Iron Mountain
7D
1.2%
1Y
-21.5%

IRM: Leverage And Accounting Concerns Will Drive Bearish Repricing Ahead

Analysts have raised their price target on Iron Mountain by about $4 to approximately $123, citing continued confidence in double digit growth compounding and management's reassurances that recent short seller concerns are a temporary distraction rather than a change in fundamentals. Analyst Commentary Recent research updates have emphasized that the latest short report is unlikely to alter the long term growth trajectory for Iron Mountain, with several firms reiterating positive ratings and modestly lifting price targets.
EPR
US$49.90
EPR Properties
7D
-0.3%
1Y
12.0%
SAFE
US$13.69
Safehold
7D
1.2%
1Y
-26.2%
FPI
US$9.69
Farmland Partners
7D
-0.3%
1Y
-18.4%
LAND
US$9.15
Gladstone Land
7D
3.9%
1Y
-15.9%

LAND: Rising Nut Crop Pricing Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Gladstone Land up to $10.00 from $9.00, as stronger than expected Q3 Core FFO, improving nut crop pricing, and disciplined capital deployment offset a more cautious stance reflected in recent rating downgrades and higher assumed discount rates. Analyst Commentary Bearish analysts acknowledge the stronger Q3 performance and recent price target increase but remain cautious on the sustainability of growth and the risk reward profile at current levels.
GLPI
US$44.69
Gaming and Leisure Properties
7D
0.1%
1Y
-6.6%
PW
US$0.88
Power REIT
7D
-8.2%
1Y
-32.6%