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U.S. Specialized REITs Industry Analysis

UpdatedApr 30, 2025
DataAggregated Company Financials
Companies11
  • 7D-0.6%
  • 3M2.1%
  • 1Y9.3%
  • YTDn/a

The Specialized REITs is pretty flat in the last 7 days, but Iron Mountain has stood out, gaining 6.3%. The past year has been better, since the industry has gained 9.3% in that time. As for the next few years, earnings are expected to grow by 6.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Apr 2025US$74.5bUS$10.9bUS$4.2b14.9x17.9x6.8x
Fri, 28 Mar 2025US$75.9bUS$10.9bUS$4.2b15.1x17.9x6.9x
Sun, 23 Feb 2025US$75.0bUS$10.9bUS$4.2b19.2x17.7x6.9x
Tue, 21 Jan 2025US$68.9bUS$10.8bUS$4.7b18.6x14.6x6.4x
Thu, 19 Dec 2024US$70.4bUS$10.8bUS$4.7b17.6x14.9x6.5x
Sat, 16 Nov 2024US$71.4bUS$10.8bUS$4.7b18.2x15.2x6.6x
Mon, 14 Oct 2024US$74.2bUS$10.7bUS$4.4b19.7x17x6.9x
Wed, 11 Sep 2024US$74.5bUS$10.7bUS$4.4b19.4x17x6.9x
Fri, 09 Aug 2024US$69.4bUS$10.7bUS$4.4b20.9x15.8x6.5x
Sun, 07 Jul 2024US$63.7bUS$10.6bUS$3.6b20.4x17.7x6x
Tue, 04 Jun 2024US$64.7bUS$10.6bUS$3.6b20.2x18x6.1x
Thu, 02 May 2024US$63.7bUS$10.5bUS$3.5b20.1x18.3x6.1x
Sat, 30 Mar 2024US$66.9bUS$10.6bUS$3.5b20.3x19.3x6.3x
Mon, 26 Feb 2024US$65.3bUS$10.6bUS$3.4b22.4x19.1x6.2x
Wed, 24 Jan 2024US$66.3bUS$10.5bUS$3.2b23.3x20.5x6.3x
Fri, 22 Dec 2023US$67.7bUS$10.5bUS$3.2b24.3x20.9x6.5x
Sun, 19 Nov 2023US$61.9bUS$10.5bUS$3.2b21.8x19.1x5.9x
Tue, 17 Oct 2023US$60.4bUS$10.3bUS$3.2b18.5x18.6x5.9x
Thu, 14 Sep 2023US$63.7bUS$10.3bUS$3.2b18.9x19.6x6.2x
Sat, 12 Aug 2023US$63.9bUS$10.2bUS$3.3b19.3x19.6x6.2x
Mon, 10 Jul 2023US$66.0bUS$9.9bUS$3.1b22.4x21.6x6.7x
Wed, 07 Jun 2023US$66.3bUS$9.9bUS$3.1b22x21.7x6.7x
Fri, 05 May 2023US$67.4bUS$9.9bUS$3.1b22.8x22x6.8x
Sun, 02 Apr 2023US$71.7bUS$9.8bUS$2.9b19.8x24.4x7.3x
Tue, 28 Feb 2023US$448.0bUS$60.1bUS$15.3b24.2x29.2x7.5x
Thu, 26 Jan 2023US$465.9bUS$58.9bUS$17.8b22x26.2x7.9x
Sat, 24 Dec 2022US$442.0bUS$58.9bUS$17.8b21.3x24.9x7.5x
Mon, 21 Nov 2022US$450.2bUS$58.9bUS$17.8b22.7x25.4x7.6x
Wed, 19 Oct 2022US$421.3bUS$57.7bUS$15.0b22.5x28.2x7.3x
Fri, 16 Sep 2022US$480.5bUS$57.7bUS$15.0b25.3x32.1x8.3x
Sun, 14 Aug 2022US$544.3bUS$57.7bUS$15.0b30.6x36.4x9.4x
Tue, 12 Jul 2022US$496.5bUS$56.3bUS$14.9b29.9x33.4x8.8x
Thu, 09 Jun 2022US$524.7bUS$56.3bUS$14.9b31.7x35.3x9.3x
Sat, 07 May 2022US$530.5bUS$57.2bUS$15.0b32.7x35.3x9.3x
Price to Earnings Ratio

35.3x


Total Market Cap: US$530.5bTotal Earnings: US$15.0bTotal Revenue: US$57.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 22.2x202320242025
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 17.9x which is lower than its 3-year average PE of 22.2x.
  • 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 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 Market5.23%
Real Estate1.46%
REITS-1.15%
Specialized REITs-0.57%
Industrial REITs2.57%
Hotel and Resort REITs1.72%
Healthcare REITs0.91%
Office REITs0.39%
Retail REITs0.17%
Residential REITs-0.022%
Diversified REITs-1.15%
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$88.276.3%
+US$1.5b
13.9%PE144.5x
LAMR Lamar AdvertisingUS$114.533.7%
+US$415.2m
-1.1%PB11.2x
OUT OUTFRONT MediaUS$15.375.2%
+US$126.9m
-5.4%PB4x
MRP Millrose PropertiesUS$25.002.5%
+US$99.6m
n/aPB0.8x
UNIT Uniti GroupUS$4.936.0%
+US$68.4m
-14.3%PE13.2x
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Latest News

GLPI

US$48.25

Gaming and Leisure Properties

7D

-2.1%

1Y

12.9%

MRP

US$25.00

Millrose Properties

7D

2.5%

1Y

n/a

UNIT

US$4.93

Uniti Group

7D

6.0%

1Y

-14.3%

FCPT

US$27.85

Four Corners Property Trust

7D

-2.9%

1Y

18.8%

OUT

US$15.37

OUTFRONT Media

7D

5.2%

1Y

-5.4%

LAMR

US$114.53

Lamar Advertising

7D

3.7%

1Y

-1.1%

SAFE

US$15.62

Safehold

7D

4.1%

1Y

-14.4%

FPI

US$10.06

Farmland Partners

7D

1.7%

1Y

-6.5%