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U.S. Specialized REITs Industry Analysis

UpdatedJul 19, 2025
DataAggregated Company Financials
Companies12
  • 7D-0.8%
  • 3M5.1%
  • 1Y5.6%
  • YTDn/a

Over the last 7 days, the Specialized REITs industry has dropped 1.0%, driven by VICI Properties declining 1.6%. This takes the industry's 12 month performance to a gain of 4.9%. As for the next few years, earnings are expected to grow by 5.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Jul 2025US$78.1bUS$11.1bUS$4.3b15.1x18.1x7.1x
Mon, 16 Jun 2025US$75.3bUS$11.1bUS$4.3b14.6x17.4x6.8x
Wed, 14 May 2025US$74.4bUS$11.0bUS$4.2b14.4x17.8x6.8x
Fri, 11 Apr 2025US$72.4bUS$10.9bUS$4.2b14.1x17.3x6.6x
Sun, 09 Mar 2025US$77.5bUS$10.9bUS$4.2b15.3x18.3x7.1x
Tue, 04 Feb 2025US$69.3bUS$10.8bUS$4.7b18.5x14.7x6.4x
Thu, 02 Jan 2025US$68.1bUS$10.8bUS$4.7b18x14.5x6.3x
Sat, 30 Nov 2024US$74.8bUS$10.8bUS$4.7b18.9x15.9x6.9x
Mon, 28 Oct 2024US$73.3bUS$10.8bUS$4.4b19x16.8x6.8x
Wed, 25 Sep 2024US$75.7bUS$10.7bUS$4.4b20.2x17.3x7x
Fri, 23 Aug 2024US$71.5bUS$10.7bUS$4.4b19.1x16.3x6.7x
Sun, 21 Jul 2024US$68.3bUS$10.6bUS$3.6b21.6x19x6.4x
Tue, 18 Jun 2024US$63.3bUS$10.6bUS$3.6b20.3x17.6x6x
Thu, 16 May 2024US$66.6bUS$10.6bUS$3.6b21.3x18.5x6.3x
Sat, 13 Apr 2024US$63.4bUS$10.6bUS$3.5b19.4x18.2x6x
Mon, 11 Mar 2024US$65.9bUS$10.6bUS$3.5b20.3x19.1x6.2x
Wed, 07 Feb 2024US$63.8bUS$10.4bUS$3.2b22.3x20.1x6.2x
Fri, 05 Jan 2024US$68.0bUS$10.5bUS$3.2b24.2x21x6.5x
Sun, 03 Dec 2023US$66.2bUS$10.5bUS$3.2b23x20.5x6.3x
Tue, 31 Oct 2023US$57.1bUS$10.5bUS$3.5b18.1x16.6x5.5x
Thu, 28 Sep 2023US$59.2bUS$10.3bUS$3.2b17.8x18.3x5.8x
Sat, 26 Aug 2023US$62.8bUS$10.2bUS$3.3b18.9x19.3x6.1x
Mon, 24 Jul 2023US$68.3bUS$9.9bUS$3.1b22.8x22.3x6.9x
Wed, 21 Jun 2023US$66.5bUS$9.9bUS$3.1b22.8x21.7x6.7x
Fri, 19 May 2023US$65.5bUS$9.9bUS$3.1b21.9x21.4x6.6x
Sun, 16 Apr 2023US$69.4bUS$9.5bUS$2.8b21.2x25x7.3x
Tue, 14 Mar 2023US$441.4bUS$60.1bUS$15.3b24x28.8x7.3x
Thu, 09 Feb 2023US$477.1bUS$58.7bUS$17.4b23.3x27.4x8.1x
Sat, 07 Jan 2023US$447.3bUS$58.9bUS$17.8b20.9x25.2x7.6x
Mon, 05 Dec 2022US$461.7bUS$58.9bUS$17.8b22.8x26x7.8x
Wed, 02 Nov 2022US$435.4bUS$58.5bUS$15.3b23.1x28.4x7.4x
Fri, 30 Sep 2022US$427.9bUS$57.7bUS$15.0b22.6x28.6x7.4x
Sun, 28 Aug 2022US$519.2bUS$57.7bUS$15.0b29.1x34.7x9x
Tue, 26 Jul 2022US$505.4bUS$56.5bUS$14.9b31.2x33.8x8.9x
Price to Earnings Ratio

33.8x


Total Market Cap: US$505.4bTotal Earnings: US$14.9bTotal Revenue: US$56.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 21x202320242025
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 18.2x which is lower than its 3-year average PE of 21.0x.
  • The industry is trading close to its 3-year average PS ratio of 6.8x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 34% 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 Market0.96%
Real Estate-0.069%
REITS-2.98%
Specialized REITs-0.84%
Healthcare REITs1.40%
Residential REITs0.21%
Retail REITs-0.081%
Industrial REITs-2.17%
Hotel and Resort REITs-2.87%
Office REITs-2.90%
Diversified 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$99.671.7%
+US$495.7m		1.4%PE240.9x
MRP Millrose PropertiesUS$30.682.7%
+US$134.5m		n/aPB0.9x
UNIT Uniti GroupUS$4.795.7%
+US$63.8m		29.8%PE18.9x
OUT OUTFRONT MediaUS$17.891.6%
+US$46.8m		12.6%PB5.3x
FPI Farmland PartnersUS$11.443.2%
+US$16.4m		-0.09%PB1.1x

Latest News

EPR
US$58.73
EPR Properties
7D
-2.7%
1Y
33.7%
FPI
US$11.44
Farmland Partners
7D
3.2%
1Y
-0.09%
OUT
US$17.89
OUTFRONT Media
7D
1.6%
1Y
12.6%
UNIT
US$4.79
Uniti Group
7D
5.7%
1Y
29.8%
IRM
US$99.67
Iron Mountain
7D
1.7%
1Y
1.4%
LAND
US$10.31
Gladstone Land
7D
-3.3%
1Y
-30.3%
MRP
US$30.68
Millrose Properties
7D
2.7%
1Y
n/a
FCPT
US$26.34
Four Corners Property Trust
7D
-0.9%
1Y
-1.9%
LAMR
US$124.93
Lamar Advertising
7D
-0.6%
1Y
4.2%
GLPI
US$47.70
Gaming and Leisure Properties
7D
-0.2%
1Y
-0.7%
VICI
US$32.90
VICI Properties
7D
-1.6%
1Y
8.5%
SAFE
US$14.73
Safehold
7D
-4.0%
1Y
-33.2%
PW
US$1.19
Power REIT
7D
5.4%
1Y
-2.5%