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U.S. Specialized REITs Industry Analysis

UpdatedMay 30, 2023
DataAggregated Company Financials
Companies12
  • 7D-3.0%
  • 3M-10.2%
  • 1Y-7.7%
  • YTD-4.3%

Over the last 7 days, the Specialized REITs industry has dropped 3.0%, driven by a pullback from VICI Properties of 1.8%. However, the industry is down 7.7% over the past year. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 May 2023US$63.6bUS$9.9bUS$3.1b21.4x20.8x6.4x
Thu, 27 Apr 2023US$68.4bUS$9.3bUS$2.8b19.9x24.7x7.3x
Sat, 25 Mar 2023US$1.9bUS$302.8mUS$62.0m103.1x31.1x6.4x
Mon, 20 Feb 2023US$466.0bUS$59.5bUS$16.3b23.1x28.5x7.8x
Wed, 18 Jan 2023US$471.7bUS$58.9bUS$17.8b22.2x26.6x8x
Fri, 16 Dec 2022US$456.4bUS$58.9bUS$17.8b22.4x25.7x7.7x
Sun, 13 Nov 2022US$458.5bUS$59.0bUS$17.8b22.9x25.8x7.8x
Tue, 11 Oct 2022US$412.2bUS$57.7bUS$15.0b22.7x27.6x7.1x
Thu, 08 Sep 2022US$502.3bUS$57.7bUS$15.0b26.4x33.6x8.7x
Sat, 06 Aug 2022US$526.6bUS$57.5bUS$14.7b29x35.9x9.2x
Mon, 04 Jul 2022US$500.5bUS$56.3bUS$14.9b29.3x33.7x8.9x
Wed, 01 Jun 2022US$519.2bUS$56.3bUS$14.9b31.1x35x9.2x
Fri, 29 Apr 2022US$567.5bUS$59.5bUS$15.4b35.7x36.9x9.5x
Sun, 27 Mar 2022US$554.8bUS$60.4bUS$15.1b38.2x36.8x9.2x
Tue, 22 Feb 2022US$521.8bUS$59.3bUS$14.7b37.2x35.6x8.8x
Thu, 20 Jan 2022US$555.0bUS$61.4bUS$13.8b42.7x40.3x9x
Sat, 18 Dec 2021US$598.8bUS$61.4bUS$13.8b42.1x43.5x9.7x
Mon, 15 Nov 2021US$572.4bUS$62.0bUS$13.7b39.4x41.7x9.2x
Wed, 13 Oct 2021US$546.6bUS$59.9bUS$12.3b46x44.4x9.1x
Fri, 10 Sep 2021US$564.0bUS$59.3bUS$12.3b40.8x45.7x9.5x
Sun, 08 Aug 2021US$552.3bUS$59.3bUS$12.3b36.7x44.7x9.3x
Sat, 01 May 2021US$497.9bUS$51.5bUS$9.4b45x52.9x9.7x
Tue, 02 Feb 2021US$444.3bUS$53.8bUS$8.0b39.2x55.3x8.3x
Fri, 06 Nov 2020US$420.9bUS$48.4bUS$7.3b37.6x57.5x8.7x
Mon, 10 Aug 2020US$436.8bUS$47.6bUS$7.4b60.3x59.4x9.2x
Price to Earnings Ratio

52.3x


Total Market Cap: US$420.9bTotal Earnings: US$8.0bTotal Revenue: US$52.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 42.3x202120222023
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 20.8x which is lower than its 3-year average PE of 42.3x.
  • The 3-year average PS ratio of 8.7x is higher than the industry's current PS ratio of 6.4x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 28% 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 Market0.061%
Real Estate-1.82%
REITS-1.26%
Specialized REITs-3.00%
Industrial REITs-0.061%
Diversified REITs-1.21%
Hotel and Resort REITs-1.76%
Residential REITs-2.05%
Retail REITs-2.98%
Healthcare REITs-2.98%
Office REITs-4.11%
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
PW Power REITUS$2.260.8%
+US$61.0k
-90.1%PB0.2x
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Latest News

IRM

US$53.58

Iron Mountain

7D

-2.1%

1Y

-0.6%

OUT

US$14.33

Outfront Media

7D

-1.2%

1Y

-30.5%

PW

US$2.26

Power REIT

7D

0.8%

1Y

-90.1%

VICI

US$30.53

VICI Properties

7D

-1.8%

1Y

-1.0%

SAFE

US$24.50

Safehold

7D

-6.1%

1Y

-45.4%

LAMR

US$91.10

Lamar Advertising

7D

-1.0%

1Y

-7.0%

UNIT

US$3.63

Uniti Group

7D

-7.2%

1Y

-68.0%

GLPI

US$47.08

Gaming and Leisure Properties

7D

-1.6%

1Y

0.6%