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U.S. Specialized REITs Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies12
  • 7D-2.3%
  • 3M0.6%
  • 1Y1.9%
  • YTDn/a

Over the last 7 days, the Specialized REITs industry has dropped 2.3%, driven by VICI Properties declining 3.2%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 5.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 May 2026US$78.5bUS$12.1bUS$5.7b16.1x13.9x6.5x
Mon, 13 Apr 2026US$76.3bUS$11.9bUS$5.2b16.3x14.6x6.4x
Wed, 11 Mar 2026US$78.9bUS$11.9bUS$5.2b17.5x15.1x6.7x
Fri, 06 Feb 2026US$75.3bUS$11.5bUS$4.8b23.7x15.8x6.5x
Sun, 04 Jan 2026US$72.6bUS$11.5bUS$4.8b22x15.2x6.3x
Tue, 02 Dec 2025US$74.2bUS$11.5bUS$4.8b22.9x15.6x6.4x
Thu, 30 Oct 2025US$74.2bUS$11.4bUS$4.6b22.5x16x6.5x
Sat, 27 Sep 2025US$77.4bUS$11.3bUS$4.5b24.1x17.3x6.9x
Mon, 25 Aug 2025US$80.2bUS$11.3bUS$4.5b25.7x17.9x7.1x
Wed, 23 Jul 2025US$77.5bUS$11.1bUS$4.3b15.1x18x7x
Fri, 20 Jun 2025US$75.8bUS$11.1bUS$4.3b14.7x17.6x6.9x
Sun, 18 May 2025US$75.9bUS$11.1bUS$4.3b14.9x17.6x6.9x
Tue, 15 Apr 2025US$72.3bUS$10.9bUS$4.2b14.7x17.3x6.6x
Thu, 13 Mar 2025US$75.8bUS$10.9bUS$4.2b15.1x17.9x6.9x
Sat, 08 Feb 2025US$70.4bUS$10.8bUS$4.7b18.9x15x6.5x
Mon, 06 Jan 2025US$68.3bUS$10.8bUS$4.7b18x14.5x6.3x
Wed, 04 Dec 2024US$74.1bUS$10.8bUS$4.7b18.7x15.7x6.8x
Fri, 01 Nov 2024US$72.6bUS$10.8bUS$4.5b18.6x16.1x6.7x
Sun, 29 Sep 2024US$75.0bUS$10.7bUS$4.4b19.8x17.1x7x
Tue, 27 Aug 2024US$73.0bUS$10.7bUS$4.4b19.4x16.7x6.8x
Thu, 25 Jul 2024US$69.0bUS$10.6bUS$3.6b21.6x19.2x6.5x
Sat, 22 Jun 2024US$63.3bUS$10.6bUS$3.6b20.1x17.6x6x
Mon, 20 May 2024US$67.3bUS$10.6bUS$3.6b20.9x18.7x6.3x
Wed, 17 Apr 2024US$62.1bUS$10.6bUS$3.5b19.1x17.9x5.9x
Fri, 15 Mar 2024US$66.1bUS$10.6bUS$3.5b19.8x19.1x6.2x
Sun, 11 Feb 2024US$64.0bUS$10.4bUS$3.2b22.1x20.2x6.2x
Tue, 09 Jan 2024US$67.8bUS$10.5bUS$3.2b24.5x21x6.5x
Thu, 07 Dec 2023US$65.8bUS$10.5bUS$3.2b23.6x20.4x6.3x
Sat, 04 Nov 2023US$62.3bUS$10.5bUS$3.2b21.6x19.3x5.9x
Mon, 02 Oct 2023US$59.9bUS$10.3bUS$3.2b18.1x18.5x5.8x
Wed, 30 Aug 2023US$63.8bUS$10.3bUS$3.2b19.3x19.7x6.2x
Fri, 28 Jul 2023US$67.5bUS$9.9bUS$3.1b22.9x22.1x6.8x
Sun, 25 Jun 2023US$63.9bUS$9.9bUS$3.1b21.3x20.9x6.5x
Tue, 23 May 2023US$65.6bUS$9.9bUS$3.1b21.8x21.4x6.6x
Price to Earnings Ratio

21.4x


Total Market Cap: US$65.6bTotal Earnings: US$3.1bTotal Revenue: US$9.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 17.6x202420252026
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 13.9x which is lower than its 3-year average PE of 17.6x.
  • The industry is trading close to its 3-year average PS ratio of 6.5x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 6.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market1.15%
Real Estate-0.99%
REITS-0.97%
Specialized REITs-2.26%
Healthcare REITs2.41%
Retail REITs-0.18%
Industrial REITs-0.32%
Residential REITs-0.74%
Diversified REITs-0.97%
Hotel and Resort REITs-1.28%
Office REITs-1.34%
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
No data available

Latest News

LAMR
US$145.46
Lamar Advertising
7D
-7.9%
1Y
21.3%
OUT
US$31.51
OUTFRONT Media
7D
-7.1%
1Y
91.1%
Narrative Update • May 14

OUT: Higher Profitability Assumptions Will Support Steady Real World Media Returns

Analysts have lifted their price target for OUTFRONT Media from about $30.83 to roughly $36.33, citing updated assumptions that include slightly different discount rates, revenue growth expectations, profit margin outlook, and future P/E levels. Valuation Changes Fair Value: revised from $30.83 to $36.33, indicating a higher implied valuation for the stock.
FCPT
US$24.47
Four Corners Property Trust
7D
-2.8%
1Y
-11.2%
Narrative Update • May 13

FCPT: Net Lease Acquisitions And Sector Repricing Will Shape Future Returns

Analysts have nudged the average price target on Four Corners Property Trust higher by $2 to around $28, reflecting a mix of recent target increases and rating changes that highlight evolving views on its valuation and earnings potential. Analyst Commentary Recent research on Four Corners Property Trust shows a mix of optimism and caution, with several analysts adjusting price targets and ratings as they reassess earnings potential and execution against sector peers.
EPR
US$57.35
EPR Properties
7D
-1.6%
1Y
5.9%
IRM
US$125.07
Iron Mountain
7D
-2.9%
1Y
24.3%
SAFE
US$14.17
Safehold
7D
-6.3%
1Y
-9.5%
Seeking Alpha • May 08

Safehold: Return-Free-Risk Comes To Haunt Investors

Summary Safehold (SAFE) reported a 13% revenue increase in Q1-2026, but earnings per share declined year over year. EPS deterioration was driven by SAFE taking over two hotel assets, where expenses outpaced revenues. Ground lease defaults, though rare, can materially impact SAFE due to its weak cash flow profile. Despite trading opportunities, SAFE remains disappointing for buy-and-hold investors since August 2021. Read the full article on Seeking Alpha
VICI
US$27.90
VICI Properties
7D
-3.3%
1Y
-13.1%
GLPI
US$46.38
Gaming and Leisure Properties
7D
-3.8%
1Y
-2.6%