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U.S. Specialized REITs Industry Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies12
  • 7D2.8%
  • 3M-2.4%
  • 1Y-3.2%
  • YTDn/a

In the last week, the Specialized REITs industry is up 2.8%, with Lamar Advertising up 8.1%. In the past year, the industry is down 3.2%. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Nov 2025US$75.2bUS$11.5bUS$4.8b22.2x15.8x6.5x
Sat, 11 Oct 2025US$74.9bUS$11.3bUS$4.5b23.6x16.8x6.7x
Mon, 08 Sep 2025US$80.4bUS$11.3bUS$4.5b25.8x18x7.1x
Wed, 06 Aug 2025US$79.1bUS$11.3bUS$4.6b18.3x17.2x7x
Fri, 04 Jul 2025US$78.4bUS$11.1bUS$4.3b15.3x18.2x7.1x
Sun, 01 Jun 2025US$74.9bUS$11.1bUS$4.3b14.6x17.4x6.8x
Tue, 29 Apr 2025US$74.1bUS$10.9bUS$4.2b14.8x17.8x6.8x
Thu, 27 Mar 2025US$75.3bUS$10.9bUS$4.2b15.2x17.8x6.9x
Sat, 22 Feb 2025US$75.0bUS$10.9bUS$4.2b19.2x17.7x6.9x
Mon, 20 Jan 2025US$68.9bUS$10.8bUS$4.7b18.6x14.6x6.4x
Wed, 18 Dec 2024US$71.8bUS$10.8bUS$4.7b18.3x15.2x6.6x
Fri, 15 Nov 2024US$71.7bUS$10.8bUS$4.7b18.1x15.2x6.6x
Sun, 13 Oct 2024US$74.2bUS$10.7bUS$4.4b19.7x17x6.9x
Tue, 10 Sep 2024US$74.5bUS$10.7bUS$4.4b19.5x17x6.9x
Thu, 08 Aug 2024US$69.3bUS$10.7bUS$4.4b20.7x15.8x6.5x
Sat, 06 Jul 2024US$63.6bUS$10.6bUS$3.6b20.4x17.7x6x
Mon, 03 Jun 2024US$64.7bUS$10.6bUS$3.6b20.2x18x6.1x
Wed, 01 May 2024US$63.7bUS$10.5bUS$3.5b19.6x18.3x6.1x
Fri, 29 Mar 2024US$66.6bUS$10.6bUS$3.5b20.3x19.3x6.3x
Sun, 25 Feb 2024US$65.3bUS$10.6bUS$3.3b22.5x19.5x6.2x
Tue, 23 Jan 2024US$66.3bUS$10.5bUS$3.2b23.1x20.5x6.3x
Thu, 21 Dec 2023US$68.7bUS$10.5bUS$3.2b24.3x21.3x6.6x
Sat, 18 Nov 2023US$61.9bUS$10.5bUS$3.2b21.8x19.1x5.9x
Mon, 16 Oct 2023US$59.3bUS$10.3bUS$3.2b18x18.3x5.8x
Wed, 13 Sep 2023US$64.0bUS$10.3bUS$3.2b19.1x19.8x6.2x
Fri, 11 Aug 2023US$64.0bUS$10.2bUS$3.3b19.3x19.6x6.3x
Sun, 09 Jul 2023US$66.0bUS$9.9bUS$3.1b22.4x21.6x6.7x
Tue, 06 Jun 2023US$66.4bUS$9.9bUS$3.1b21.8x21.7x6.7x
Thu, 04 May 2023US$67.7bUS$9.9bUS$3.1b19.8x21.8x6.9x
Sat, 01 Apr 2023US$69.8bUS$9.5bUS$2.8b20x25x7.3x
Mon, 27 Feb 2023US$445.7bUS$60.1bUS$15.3b24.4x29.1x7.4x
Wed, 25 Jan 2023US$463.7bUS$58.9bUS$17.8b22x26.1x7.9x
Fri, 23 Dec 2022US$438.6bUS$58.9bUS$17.8b21.2x24.7x7.4x
Sun, 20 Nov 2022US$450.2bUS$58.9bUS$17.8b22.7x25.4x7.6x
Price to Earnings Ratio

25.4x


Total Market Cap: US$450.2bTotal 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 19.5x202320242025
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 15.8x which is lower than its 3-year average PE of 19.5x.
  • 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 Market0.42%
Real Estate1.11%
REITS1.67%
Specialized REITs2.82%
Hotel and Resort REITs7.32%
Healthcare REITs2.11%
Diversified REITs1.67%
Retail REITs1.32%
Office REITs0.43%
Residential REITs0.41%
Industrial REITs-0.11%
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$128.098.1%
+US$980.0m		-0.1%PB12.6x
OUT OUTFRONT MediaUS$21.4722.1%
+US$649.0m		12.1%PB6.6x
VICI VICI PropertiesUS$30.581.4%
+US$438.2m		-2.3%PB1.2x
EPR EPR PropertiesUS$50.932.6%
+US$98.2m		13.3%PB1.7x
MRP Millrose PropertiesUS$31.791.9%
+US$97.9m		n/aPB0.9x

Latest News

OUT
US$21.47
OUTFRONT Media
7D
22.1%
1Y
12.1%

OUT: Upcoming Campaigns And Partnerships Will Shape Performance Amid Leadership Change

Analysts have raised their price target for OUTFRONT Media from $19.50 to $20.00 per share. They cite slight improvements in profit margin and a higher valuation multiple, despite modestly increased discount rates and marginally lower revenue growth expectations.
FCPT
US$24.02
Four Corners Property Trust
7D
0.2%
1Y
-13.9%
LAMR
US$128.09
Lamar Advertising
7D
8.1%
1Y
-0.1%
IRM
US$98.09
Iron Mountain
7D
-2.4%
1Y
-15.4%

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.
SAFE
US$13.32
Safehold
7D
-7.4%
1Y
-34.5%
EPR
US$50.93
EPR Properties
7D
2.6%
1Y
13.3%
FPI
US$9.77
Farmland Partners
7D
-1.4%
1Y
-19.7%
GLPI
US$44.76
Gaming and Leisure Properties
7D
-0.8%
1Y
-8.8%
PW
US$0.62
Power REIT
7D
-16.8%
1Y
-41.5%
VICI
US$30.58
VICI Properties
7D
1.4%
1Y
-2.3%

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$9.89
Gladstone Land
7D
7.0%
1Y
-18.9%
MRP
US$31.79
Millrose Properties
7D
1.9%
1Y
n/a