Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. REITS Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies19
  • 7D2.0%
  • 3M3.0%
  • 1Y9.5%
  • YTD11.3%

Over the last 7 days, the REITS industry has risen 1.3%, driven by gains from W. P. Carey of 2.8%. This means that the industry has gained 8.9% over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026US$35.8bUS$5.5bUS$697.8m44.1x51.3x6.5x
Thu, 11 Jun 2026US$36.3bUS$5.5bUS$699.2m42.4x51.8x6.6x
Sat, 09 May 2026US$35.4bUS$5.4bUS$707.9m31.2x50x6.5x
Mon, 06 Apr 2026US$39.1bUS$6.9b-US$127,240,621.0030.2x-307.2x5.7x
Wed, 04 Mar 2026US$43.1bUS$7.2b-US$9,231,157.0027.9x-4668x6x
Fri, 30 Jan 2026US$33.9bUS$7.5b-US$252,955,402.0032.5x-134.1x4.5x
Sun, 28 Dec 2025US$38.7bUS$7.5b-US$252,955,402.0031.9x-152.9x5.1x
Tue, 25 Nov 2025US$33.5bUS$6.0bUS$431.1m27.4x77.7x5.6x
Thu, 23 Oct 2025US$34.0bUS$6.1bUS$423.7m30.9x80.3x5.6x
Sat, 20 Sep 2025US$34.6bUS$6.1bUS$448.2m33.1x77.1x5.7x
Mon, 18 Aug 2025US$33.6bUS$6.2bUS$468.4m27x71.6x5.4x
Wed, 16 Jul 2025US$34.0bUS$6.3bUS$598.5m26.5x56.9x5.4x
Fri, 13 Jun 2025US$34.3bUS$6.3bUS$598.5m28.3x57.3x5.5x
Sun, 11 May 2025US$33.3bUS$6.2bUS$544.5m27.3x61.1x5.4x
Tue, 08 Apr 2025US$34.0bUS$7.1bUS$745.2m24.5x45.6x4.8x
Thu, 06 Mar 2025US$36.9bUS$7.0bUS$871.9m29.8x42.3x5.3x
Sat, 01 Feb 2025US$34.9bUS$7.0bUS$879.2m25.4x39.6x5x
Mon, 30 Dec 2024US$35.0bUS$7.0bUS$878.8m27.3x39.9x5x
Wed, 27 Nov 2024US$35.4bUS$7.0bUS$915.5m29.9x38.7x5.1x
Fri, 25 Oct 2024US$38.0bUS$7.0bUS$634.5m27.6x60x5.4x
Sun, 22 Sep 2024US$38.8bUS$6.9bUS$648.3m27x59.9x5.6x
Tue, 20 Aug 2024US$35.8bUS$6.8bUS$561.6m28.5x63.7x5.2x
Thu, 18 Jul 2024US$36.4bUS$6.8bUS$676.6m27.7x53.8x5.3x
Sat, 15 Jun 2024US$33.6bUS$6.9bUS$664.0m24x50.6x4.9x
Mon, 13 May 2024US$34.2bUS$6.9bUS$671.0m24.1x51x5x
Wed, 10 Apr 2024US$33.5bUS$6.6bUS$759.3m26.9x44.1x5.1x
Fri, 08 Mar 2024US$32.5bUS$6.5bUS$882.7m27.5x36.8x5x
Sun, 04 Feb 2024US$83.7bUS$21.2bUS$890.2m26.6x94.1x4x
Tue, 02 Jan 2024US$85.9bUS$21.3bUS$878.7m27.7x97.8x4x
Thu, 30 Nov 2023US$83.2bUS$21.3bUS$878.5m24.3x94.7x3.9x
Sat, 28 Oct 2023US$79.1bUS$21.1bUS$1.0b20.6x78x3.8x
Mon, 25 Sep 2023US$81.7bUS$21.1bUS$1.0b22.4x80x3.9x
Wed, 23 Aug 2023US$82.4bUS$21.1bUS$1.0b23.3x80.6x3.9x
Fri, 21 Jul 2023US$84.9bUS$20.9bUS$1.2b23.2x72.2x4.1x
Price to Earnings Ratio

72.2x


Total Market Cap: US$84.9bTotal Earnings: US$1.2bTotal Revenue: US$20.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. REITS Industry Price to Earnings3Y Average -14.2x202420252026
Current Industry PE
  • Investors are optimistic on the American REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 51.3x which is higher than its 3-year average PE of -14.2x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 6.5x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 16% per year over the last three years,
  • Revenues have also declined 36% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-0.93%
Real Estate0.19%
REITS1.96%
Diversified REITs1.96%
Industrial REITs1.18%
Healthcare REITs0.17%
Specialized REITs-0.11%
Retail REITs-0.25%
Residential REITs-1.10%
Hotel and Resort REITs-1.33%
Office REITs-3.37%
Industry PE
  • Investors are most optimistic about the Healthcare REITs industry even though it's trading below its 3-year average PE ratio of 374x.
    • Analysts are expecting annual earnings growth of 23.8%, which is lower than the prior year's growth of 30.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 30% per year.
  • In contrast, the Residential REITs industry is expected to see its earnings decline by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WPC W. P. CareyUS$72.532.8%
+US$441.0m		14.3%PB1.9x
BNL Broadstone Net LeaseUS$21.944.0%
+US$163.0m		35.9%PB1.5x
EPRT Essential Properties Realty TrustUS$31.381.6%
+US$108.1m		-1.5%PB1.5x
AHRT AH REALTY TRUSTUS$7.060.3%
+US$1.5m		-0.4%PB1.3x
CTO CTO Realty GrowthUS$21.440.05%
+US$337.8k		20.8%PB1.3x

Latest News

AHRT
US$7.06
AH REALTY TRUST
7D
0.3%
1Y
-0.4%
Seeking Alpha • Jul 13

AH Realty Trust: An Unsafe 8% Dividend, But A Strong Long-Term Buy

Summary AH Realty Trust is simplifying its business by exiting multifamily properties and non-core operations. Management redeployed sale proceeds to reduce debt, invest selectively in retail, and repurchase shares, aiming for higher-quality, predictable earnings. Market confusion over AHRT's complexity justified the strategic pivot to a focused retail and office portfolio. Divesting multifamily assets at favorable cap rates capitalizes on strong demand, avoiding sales during market downturns. Read the full article on Seeking Alpha
GNL
US$8.82
Global Net Lease
7D
-2.0%
1Y
18.7%
BNL
US$21.94
Broadstone Net Lease
7D
4.0%
1Y
35.9%
NXDT
US$5.35
NexPoint Diversified Real Estate Trust
7D
-1.3%
1Y
12.6%
WPC
US$72.53
W. P. Carey
7D
2.8%
1Y
14.3%
AAT
US$25.14
American Assets Trust
7D
-0.08%
1Y
17.9%
MDV
US$17.53
Modiv Industrial
7D
-0.8%
1Y
18.5%
PINE
US$20.35
Alpine Income Property Trust
7D
-0.9%
1Y
38.0%
EPRT
US$31.38
Essential Properties Realty Trust
7D
1.6%
1Y
-1.5%
GOOD
US$12.54
Gladstone Commercial
7D
-1.4%
1Y
-11.3%
Narrative Update • Jun 25

GOOD: Stable Cash Flows And Portfolio Quality Will Support Future Upside Potential

Analysts kept their $13.88 price target for Gladstone Commercial unchanged, citing a steady fair value estimate, along with only marginal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News for Gladstone Commercial No recent news stories, periodical coverage, or key developments were provided for Gladstone Commercial in the available sources.
CTO
US$21.44
CTO Realty Growth
7D
0.05%
1Y
20.8%
Narrative Update • Jun 25

CTO: Steady Fair Value And 2026 Guidance Will Shape Future Returns

Analysts kept their fair value estimate for CTO Realty Growth steady at $23.00, citing largely unchanged assumptions around the discount rate, revenue growth, profit margin, and future P/E in their updated price target work. What’s in the News for CTO Realty Growth Reported completion of a share repurchase program announced on September 24, 2025, with a total of 307,563 shares bought back, representing 0.94% of shares, for US$5 million.
SQFT
US$2.43
Presidio Property Trust
7D
-4.9%
1Y
-82.1%
GIPR
US$1.40
Generation Income Properties
7D
-19.5%
1Y
-90.3%
MKZR
US$1.71
MacKenzie Realty Capital
7D
2.4%
1Y
-73.7%