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U.S. Specialized REITs Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies12
  • 7D3.3%
  • 3M1.0%
  • 1Y5.7%
  • YTDn/a

Over the last 7 days, the Specialized REITs industry has risen 3.3%, driven by gains in Lamar Advertising and VICI Properties of 5.2% and 2.2%, respectively. Meanwhile, Power REIT actually underperformed within the industry, shrinking 8.7% in the last week. This means that the industry has gained 5.7% over the past year. Earnings are forecast to grow by 5.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026US$80.3bUS$12.1bUS$5.7b16.2x14.2x6.6x
Tue, 21 Apr 2026US$78.3bUS$11.9bUS$5.2b17.4x15x6.6x
Thu, 19 Mar 2026US$77.0bUS$11.9bUS$5.2b16.8x14.7x6.5x
Sat, 14 Feb 2026US$76.2bUS$11.5bUS$4.8b23.5x16x6.6x
Mon, 12 Jan 2026US$73.3bUS$11.5bUS$4.8b22.7x15.4x6.4x
Wed, 10 Dec 2025US$72.0bUS$11.5bUS$4.8b22x15.1x6.2x
Fri, 07 Nov 2025US$73.8bUS$11.5bUS$4.8b21.4x15.5x6.4x
Sun, 05 Oct 2025US$78.1bUS$11.3bUS$4.5b23.9x17.5x6.9x
Tue, 02 Sep 2025US$80.7bUS$11.3bUS$4.5b25.6x18.1x7.2x
Thu, 31 Jul 2025US$77.8bUS$11.1bUS$4.3b15.5x18.2x7x
Sat, 28 Jun 2025US$76.0bUS$11.1bUS$4.3b14.7x17.6x6.9x
Mon, 26 May 2025US$73.9bUS$11.1bUS$4.3b14.5x17.1x6.7x
Wed, 23 Apr 2025US$73.5bUS$10.9bUS$4.2b15.1x17.6x6.7x
Fri, 21 Mar 2025US$76.3bUS$10.9bUS$4.2b15.2x18x7x
Sun, 16 Feb 2025US$74.7bUS$10.8bUS$4.7b19x15.9x6.9x
Tue, 14 Jan 2025US$65.7bUS$10.8bUS$4.7b17.9x13.9x6.1x
Thu, 12 Dec 2024US$72.3bUS$10.8bUS$4.7b18.3x15.3x6.7x
Sat, 09 Nov 2024US$72.0bUS$10.8bUS$4.7b18.5x15.3x6.7x
Mon, 07 Oct 2024US$74.0bUS$10.7bUS$4.4b19.5x16.9x6.9x
Wed, 04 Sep 2024US$74.5bUS$10.7bUS$4.4b19.4x17x6.9x
Fri, 02 Aug 2024US$70.4bUS$10.7bUS$3.7b24.5x18.8x6.6x
Sun, 30 Jun 2024US$65.0bUS$10.6bUS$3.6b20.6x18x6.1x
Tue, 28 May 2024US$64.3bUS$10.6bUS$3.6b20x17.8x6.1x
Thu, 25 Apr 2024US$63.9bUS$10.5bUS$3.5b19.8x18.3x6.1x
Sat, 23 Mar 2024US$65.0bUS$10.6bUS$3.5b19.9x18.8x6.1x
Mon, 19 Feb 2024US$63.9bUS$10.4bUS$3.2b22.3x20x6.1x
Wed, 17 Jan 2024US$67.3bUS$10.5bUS$3.2b23.8x20.8x6.4x
Fri, 15 Dec 2023US$67.9bUS$10.5bUS$3.2b24.5x21x6.5x
Sun, 12 Nov 2023US$60.6bUS$10.5bUS$3.2b21.1x18.7x5.8x
Tue, 10 Oct 2023US$59.5bUS$10.3bUS$3.2b17.8x18.4x5.8x
Thu, 07 Sep 2023US$63.9bUS$10.3bUS$3.2b19.4x19.7x6.2x
Sat, 05 Aug 2023US$64.2bUS$10.2bUS$3.3b19.2x19.7x6.3x
Mon, 03 Jul 2023US$66.4bUS$9.9bUS$3.1b22.4x21.7x6.7x
Wed, 31 May 2023US$63.7bUS$9.9bUS$3.1b21.6x20.8x6.4x
Price to Earnings Ratio

20.8x


Total Market Cap: US$63.7bTotal 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 17.5x202420252026
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 14.2x which is lower than its 3-year average PE of 17.5x.
  • 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 Market1.06%
Real Estate2.81%
REITS2.83%
Specialized REITs3.31%
Hotel and Resort REITs5.39%
Industrial REITs3.70%
Residential REITs3.50%
Diversified REITs2.83%
Retail REITs2.67%
Office REITs2.19%
Healthcare REITs1.27%
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$153.105.2%
+US$767.2m		32.8%PB16x
VICI VICI PropertiesUS$28.502.2%
+US$655.7m		-9.4%PB1.1x
IRM Iron MountainUS$126.461.1%
+US$413.6m		31.4%PE138.2x
GLPI Gaming and Leisure PropertiesUS$47.783.0%
+US$396.5m		3.4%PB2.9x
OUT OUTFRONT MediaUS$33.606.6%
+US$368.0m		114.0%PB8.9x

Latest News

GLPI
US$47.78
Gaming and Leisure Properties
7D
3.0%
1Y
3.4%
IRM
US$126.46
Iron Mountain
7D
1.1%
1Y
31.4%
Narrative Update • May 22

IRM: Raised Guidance And P/E Assumptions Will Shape Forward Compounding Potential

Analysts have raised the Iron Mountain price target to $131.55 from $122.73 as they incorporate recent target increases from several firms and modest adjustments to assumptions for growth, profitability, and future P/E. Analyst Commentary Recent research on Iron Mountain has centered on how higher price targets line up with expectations for execution, growth, and the valuation investors are being asked to pay.
OUT
US$33.60
OUTFRONT Media
7D
6.6%
1Y
114.0%
LAMR
US$153.10
Lamar Advertising
7D
5.2%
1Y
32.8%
FCPT
US$25.06
Four Corners Property Trust
7D
2.4%
1Y
-7.5%
EPR
US$58.62
EPR Properties
7D
2.2%
1Y
11.1%
Seeking Alpha • May 18

EPR Properties: 6%+ Yield, Raised Guidance, And A Transition Story Worth Watching

Summary EPR Properties offers a compelling 6.4% yield and 6% projected AFFO growth, appealing to income-focused investors. EPR trades at a discounted 10.7x forward P/AFFO, with potential for re-rating as the portfolio transitions away from theaters. Management raised 2026 AFFO, investment, and disposition guidance following strong Q1 results and increased investment activity. I maintain a hold rating due to macroeconomic uncertainty and recommend waiting for a pullback near $50 for a better margin of safety. Read the full article on Seeking Alpha
PW
US$0.54
Power REIT
7D
-8.7%
1Y
-52.7%
VICI
US$28.50
VICI Properties
7D
2.2%
1Y
-9.4%
Seeking Alpha • May 18

VICI Properties: Writing Options To Generate Monthly Cash Flow While Attractively Valued

Summary VICI Properties' shares look like they are trading at a discounted valuation relative to its historical trading level and attractive dividend yield. While I'm long a position already, I've been writing put options lately to generate some additional 'income' nearly every month this year. This can provide an attractive alternative to income-focused investors combined with or in place of buying shares outright today. Read the full article on Seeking Alpha
MRP
US$27.63
Millrose Properties
7D
3.4%
1Y
-1.4%