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U.S. Specialized REITs Industry Analysis

UpdatedMay 30, 2025
DataAggregated Company Financials
Companies11
  • 7D2.1%
  • 3M-2.9%
  • 1Y9.3%
  • YTDn/a

In the last week, the Specialized REITs industry is up 2.1%, with Iron Mountain leading the way with a 2.1% gain. This takes the industry's 12 month performance to a gain of 9.3%. Earnings are forecast to grow by 5.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 May 2025US$74.5bUS$11.1bUS$4.3b14.6x17.3x6.7x
Sun, 27 Apr 2025US$74.1bUS$10.9bUS$4.2b14.8x17.8x6.8x
Tue, 25 Mar 2025US$74.7bUS$10.9bUS$4.2b15.3x17.6x6.8x
Thu, 20 Feb 2025US$74.7bUS$10.8bUS$4.7b19.2x15.9x6.9x
Sat, 18 Jan 2025US$68.3bUS$10.8bUS$4.7b18.6x14.5x6.3x
Mon, 16 Dec 2024US$72.0bUS$10.8bUS$4.7b18.5x15.3x6.6x
Wed, 13 Nov 2024US$71.9bUS$10.8bUS$4.7b18.4x15.3x6.6x
Fri, 11 Oct 2024US$73.8bUS$10.7bUS$4.4b19.4x16.9x6.9x
Sun, 08 Sep 2024US$73.8bUS$10.7bUS$4.4b19.3x16.9x6.9x
Tue, 06 Aug 2024US$69.9bUS$10.7bUS$3.7b22.8x18.7x6.5x
Thu, 04 Jul 2024US$63.6bUS$10.6bUS$3.6b20.4x17.7x6x
Sat, 01 Jun 2024US$63.7bUS$10.6bUS$3.6b20.2x17.7x6x
Mon, 29 Apr 2024US$63.4bUS$10.5bUS$3.5b19.7x18.2x6x
Wed, 27 Mar 2024US$65.1bUS$10.6bUS$3.5b19.9x18.8x6.1x
Fri, 23 Feb 2024US$64.1bUS$10.4bUS$3.2b22.5x20x6.2x
Sun, 21 Jan 2024US$65.3bUS$10.5bUS$3.2b23.3x20.2x6.2x
Tue, 19 Dec 2023US$67.9bUS$10.5bUS$3.2b24.1x21x6.5x
Thu, 16 Nov 2023US$62.6bUS$10.5bUS$3.2b22x19.3x6x
Sat, 14 Oct 2023US$59.3bUS$10.3bUS$3.2b18x18.3x5.8x
Mon, 11 Sep 2023US$63.6bUS$10.3bUS$3.2b19.1x19.6x6.2x
Wed, 09 Aug 2023US$64.2bUS$10.2bUS$3.3b19.3x19.7x6.3x
Fri, 07 Jul 2023US$65.5bUS$9.9bUS$3.1b22.3x21.4x6.6x
Sun, 04 Jun 2023US$66.3bUS$9.9bUS$3.1b22.1x21.7x6.7x
Tue, 02 May 2023US$70.2bUS$9.4bUS$2.8b20.4x24.8x7.5x
Thu, 30 Mar 2023US$67.8bUS$9.5bUS$2.8b19.4x24.3x7.1x
Sat, 25 Feb 2023US$445.6bUS$60.0bUS$15.4b24.4x28.9x7.4x
Mon, 23 Jan 2023US$465.7bUS$58.9bUS$17.8b21.9x26.2x7.9x
Wed, 21 Dec 2022US$436.7bUS$58.9bUS$17.8b21.2x24.6x7.4x
Fri, 18 Nov 2022US$445.7bUS$58.9bUS$17.8b22.4x25.1x7.6x
Sun, 16 Oct 2022US$399.5bUS$57.7bUS$15.0b22x26.7x6.9x
Tue, 13 Sep 2022US$519.4bUS$57.7bUS$15.0b28.4x34.7x9x
Thu, 11 Aug 2022US$540.4bUS$57.7bUS$15.0b30x36.1x9.4x
Sat, 09 Jul 2022US$496.1bUS$56.3bUS$14.9b30.2x33.4x8.8x
Mon, 06 Jun 2022US$520.0bUS$56.3bUS$14.9b31.4x35x9.2x
Price to Earnings Ratio

35x


Total Market Cap: US$520.0bTotal Earnings: US$14.9bTotal Revenue: US$56.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 21.7x202320242025
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 17.3x which is lower than its 3-year average PE of 21.7x.
  • The industry is trading close to its 3-year average PS ratio of 6.9x.
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 Market1.15%
Real Estate2.53%
REITS4.29%
Specialized REITs2.06%
Office REITs5.01%
Diversified REITs4.29%
Hotel and Resort REITs3.40%
Healthcare REITs3.08%
Industrial REITs2.89%
Retail REITs2.72%
Residential REITs2.42%
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$97.802.1%
+US$590.1m		22.8%PE236.4x
LAMR Lamar AdvertisingUS$119.684.4%
+US$508.9m		2.5%PB11.8x
VICI VICI PropertiesUS$31.671.5%
+US$496.7m		12.9%PB1.3x
EPR EPR PropertiesUS$55.265.5%
+US$219.1m		36.0%PB1.8x
OUT OUTFRONT MediaUS$16.595.5%
+US$143.7m		11.9%PB4.9x
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MRP

US$27.88

Millrose Properties

7D

-0.5%

1Y

n/a

LAMR

US$119.68

Lamar Advertising

7D

4.4%

1Y

2.5%

Lamar's Outlook Bolstered By Recent Data

May 27

SAFE

US$15.27

Safehold

7D

5.2%

1Y

-20.5%

Safehold: A Look At That Large Discount To NAV

May 27

OUT

US$16.59

OUTFRONT Media

7D

5.5%

1Y

11.9%

Outfront Media: High Yield, Low Valuation Make The Perfect Setup

May 27

EPR

US$55.26

EPR Properties

7D

5.5%

1Y

36.0%

GLPI

US$46.20

Gaming and Leisure Properties

7D

0.4%

1Y

4.3%

PW

US$1.09

Power REIT

7D

-5.9%

1Y

65.2%

VICI

US$31.67

VICI Properties

7D

1.5%

1Y

12.9%

VICI Properties: Near-Term Upside Likely Limited, But Still A Solid Bet Long-Term

May 14

FCPT

US$27.41

Four Corners Property Trust

7D

1.5%

1Y

13.7%

IRM

US$97.80

Iron Mountain

7D

2.1%

1Y

22.8%