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U.S. Specialized REITs Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies12
  • 7D0.7%
  • 3M-2.1%
  • 1Y-3.3%
  • YTDn/a

Over the last 7 days, the Specialized REITs industry has remained flat, although notably Lamar Advertising gained 3.8%. As for the longer term, the industry has declined 3.3% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$75.8bUS$11.5bUS$4.8b22.1x15.9x6.6x
Thu, 16 Oct 2025US$75.1bUS$11.3bUS$4.5b24x16.8x6.7x
Sat, 13 Sep 2025US$80.4bUS$11.3bUS$4.5b25.1x18x7.1x
Mon, 11 Aug 2025US$76.8bUS$11.3bUS$4.5b25.4x17.2x6.8x
Wed, 09 Jul 2025US$77.2bUS$11.1bUS$4.3b15x17.9x7x
Fri, 06 Jun 2025US$74.8bUS$11.1bUS$4.3b14.5x17.3x6.8x
Sun, 04 May 2025US$74.3bUS$11.0bUS$4.1b14.7x18x6.8x
Tue, 01 Apr 2025US$75.7bUS$10.9bUS$4.2b15.4x17.9x6.9x
Thu, 27 Feb 2025US$77.1bUS$10.9bUS$4.3b15.1x17.9x7.1x
Sat, 25 Jan 2025US$68.7bUS$10.8bUS$4.7b18.7x14.6x6.3x
Mon, 23 Dec 2024US$67.6bUS$10.8bUS$4.7b17.7x14.3x6.2x
Wed, 20 Nov 2024US$72.3bUS$10.8bUS$4.7b18.5x15.4x6.7x
Fri, 18 Oct 2024US$75.7bUS$10.7bUS$4.4b19.9x17.3x7x
Sun, 15 Sep 2024US$75.7bUS$10.7bUS$4.4b19.9x17.3x7x
Tue, 13 Aug 2024US$69.5bUS$10.7bUS$4.4b17.6x15.9x6.5x
Thu, 11 Jul 2024US$63.7bUS$10.6bUS$3.6b20.5x17.7x6x
Sat, 08 Jun 2024US$64.3bUS$10.6bUS$3.6b19.9x17.8x6.1x
Mon, 06 May 2024US$64.2bUS$10.6bUS$3.6b20.1x18x6.1x
Wed, 03 Apr 2024US$66.0bUS$10.6bUS$3.5b19.7x19x6.2x
Fri, 01 Mar 2024US$64.6bUS$10.6bUS$3.5b20.5x18.7x6.1x
Sun, 28 Jan 2024US$65.8bUS$10.5bUS$3.2b22.8x20.4x6.3x
Tue, 26 Dec 2023US$68.1bUS$10.5bUS$3.2b24.5x21.1x6.5x
Thu, 23 Nov 2023US$62.1bUS$10.5bUS$3.2b21.8x19.2x5.9x
Sat, 21 Oct 2023US$57.3bUS$10.2bUS$3.3b17.7x17.6x5.6x
Mon, 18 Sep 2023US$63.7bUS$10.3bUS$3.2b18.8x19.7x6.2x
Wed, 16 Aug 2023US$62.3bUS$10.2bUS$3.3b18.8x19.2x6.1x
Fri, 14 Jul 2023US$66.7bUS$9.9bUS$3.1b22.6x21.8x6.7x
Sun, 11 Jun 2023US$67.0bUS$9.9bUS$3.1b22.4x21.9x6.8x
Tue, 09 May 2023US$68.0bUS$9.9bUS$3.1b22.8x22.2x6.9x
Thu, 06 Apr 2023US$68.7bUS$9.5bUS$2.8b19.6x24.6x7.2x
Sat, 04 Mar 2023US$459.0bUS$60.1bUS$15.3b24.7x29.9x7.6x
Mon, 30 Jan 2023US$474.2bUS$58.7bUS$17.4b22.8x27.2x8.1x
Wed, 28 Dec 2022US$440.8bUS$58.9bUS$17.8b21.4x24.8x7.5x
Fri, 25 Nov 2022US$457.5bUS$58.9bUS$17.8b22.7x25.8x7.8x
Price to Earnings Ratio

25.8x


Total Market Cap: US$457.5bTotal 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 19.4x202320242025
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 15.9x which is lower than its 3-year average PE of 19.4x.
  • The industry is trading close to its 3-year average PS ratio of 6.7x.
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-0.39%
Real Estate-0.77%
REITS-0.038%
Specialized REITs0.65%
Healthcare REITs0.94%
Residential REITs0.066%
Diversified REITs-0.038%
Retail REITs-0.38%
Hotel and Resort REITs-0.51%
Industrial REITs-2.17%
Office REITs-3.55%
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
LAMR Lamar AdvertisingUS$129.633.8%
+US$475.0m		1.6%PB12.7x
OUT OUTFRONT MediaUS$22.089.5%
+US$319.4m		17.6%PB6.8x
EPR EPR PropertiesUS$51.280.4%
+US$15.2m		15.4%PB1.7x
FCPT Four Corners Property TrustUS$24.210.3%
+US$7.4m		-15.8%PB1.7x
SAFE SafeholdUS$13.410.7%
+US$6.5m		-33.1%PB0.4x

Latest News

SAFE
US$13.41
Safehold
7D
0.7%
1Y
-33.1%

SAFE: Revenue Slowdown Will Be Offset By Expanding Affordable Housing Portfolio

Analysts have lowered their price target for Safehold from $20.64 to $20.00, citing a slowdown in expected revenue growth. This change in expectations outweighs improvements in profit margin and valuation metrics.
EPR
US$51.28
EPR Properties
7D
0.4%
1Y
15.4%
OUT
US$22.08
OUTFRONT Media
7D
9.5%
1Y
17.6%
FCPT
US$24.21
Four Corners Property Trust
7D
0.3%
1Y
-15.8%
LAMR
US$129.63
Lamar Advertising
7D
3.8%
1Y
1.6%

LAMR: Sector Resilience And Upcoming Events Will Shape Outlook Amid Competitive Pressures

Analysts have modestly increased their price target for Lamar Advertising, raising it from $130.20 to $133.80 per share. They cite resilience in the out-of-home advertising sector and anticipated cyclical tailwinds supporting the company's outlook.
IRM
US$91.37
Iron Mountain
7D
-10.7%
1Y
-20.9%

IRM: Expanding Data Centers And Digital Offerings Will Drive Future Momentum

Iron Mountain's analyst fair value estimate increased from $114.50 to $116.45 as analysts highlighted accelerating growth from digital and data center initiatives. They cited strengthened cross-selling opportunities and model adjustments in the sector.
FPI
US$9.70
Farmland Partners
7D
-0.4%
1Y
-20.9%
GLPI
US$44.54
Gaming and Leisure Properties
7D
-1.0%
1Y
-9.9%
PW
US$0.71
Power REIT
7D
9.1%
1Y
-32.4%
VICI
US$30.36
VICI Properties
7D
-0.2%
1Y
-4.8%

Rising US Experiential Demand Will Unlock Long-Term Value

The average analyst price target for VICI Properties has edged up from $36.73 to $36.91, as analysts cite updated financial models, expectations for steady revenue growth, improved profit margins, and the resilience of net lease REITs in upcoming quarters. Analyst Commentary Recent research updates reflect a generally optimistic view of VICI Properties, as a series of analysts have raised their price targets and reiterated positive ratings.
LAND
US$9.60
Gladstone Land
7D
-2.2%
1Y
-19.0%
MRP
US$31.17
Millrose Properties
7D
-1.6%
1Y
n/a