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U.S. REITS Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies19
  • 7D-0.4%
  • 3M-0.2%
  • 1Y9.5%
  • YTD10.5%

Over the last 7 days, the REITS industry has remained flat. The past year has been better, since the industry has gained 9.5% in that time. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026US$35.7bUS$5.4bUS$711.7m42.9x50.1x6.6x
Thu, 30 Apr 2026US$44.0bUS$7.4b-US$143,665,621.0040.1x-306x5.9x
Sat, 28 Mar 2026US$38.4bUS$6.9b-US$97,584,385.0029.5x-393x5.6x
Mon, 23 Feb 2026US$42.7bUS$7.5b-US$122,349,157.0029.4x-349.1x5.7x
Wed, 21 Jan 2026US$34.9bUS$7.5b-US$252,955,402.0030.7x-138x4.6x
Fri, 19 Dec 2025US$33.4bUS$6.0bUS$427.5m32.6x78x5.6x
Sun, 16 Nov 2025US$33.5bUS$6.0bUS$425.7m27.8x78.8x5.6x
Tue, 14 Oct 2025US$33.0bUS$6.1bUS$423.7m30.2x77.8x5.4x
Thu, 11 Sep 2025US$34.5bUS$6.1bUS$468.9m29.5x73.5x5.7x
Sat, 09 Aug 2025US$33.8bUS$6.2bUS$473.0m26.8x71.4x5.4x
Mon, 07 Jul 2025US$34.0bUS$6.3bUS$598.5m27.3x56.8x5.4x
Wed, 04 Jun 2025US$33.7bUS$6.3bUS$598.1m26.7x56.3x5.4x
Fri, 02 May 2025US$35.3bUS$7.1bUS$747.8m23.8x47.2x5x
Sun, 30 Mar 2025US$35.7bUS$7.0bUS$831.3m27.6x43x5.1x
Tue, 25 Feb 2025US$35.7bUS$6.9bUS$826.2m23.7x43.3x5.1x
Thu, 23 Jan 2025US$35.4bUS$7.0bUS$878.8m25.5x40.3x5.1x
Sat, 21 Dec 2024US$34.7bUS$7.0bUS$878.8m27.2x39.5x5x
Mon, 18 Nov 2024US$36.3bUS$7.0bUS$943.1m28.2x38.5x5.2x
Wed, 16 Oct 2024US$38.5bUS$7.0bUS$622.4m26x61.8x5.5x
Fri, 13 Sep 2024US$37.7bUS$6.8bUS$565.4m29.7x66.7x5.5x
Sun, 11 Aug 2024US$35.5bUS$6.9bUS$641.2m26.5x55.4x5.1x
Tue, 09 Jul 2024US$33.5bUS$6.8bUS$676.6m25x49.5x4.9x
Thu, 06 Jun 2024US$34.0bUS$6.9bUS$664.0m24.4x51.2x4.9x
Sat, 04 May 2024US$33.1bUS$6.7bUS$740.1m23.2x44.8x4.9x
Mon, 01 Apr 2024US$34.1bUS$6.6bUS$768.4m26.5x44.4x5.2x
Wed, 28 Feb 2024US$32.0bUS$6.4bUS$929.3m26x34.5x5x
Fri, 26 Jan 2024US$84.7bUS$21.2bUS$889.0m24.9x95.3x4x
Sun, 24 Dec 2023US$86.0bUS$21.3bUS$878.5m27.8x97.9x4x
Tue, 21 Nov 2023US$81.9bUS$21.3bUS$878.5m23.6x93.3x3.8x
Thu, 19 Oct 2023US$80.1bUS$21.1bUS$1.0b21.3x78.4x3.8x
Sat, 16 Sep 2023US$83.7bUS$21.1bUS$1.0b23.6x81.9x4x
Mon, 14 Aug 2023US$83.9bUS$21.2bUS$1.2b21x72.7x4x
Wed, 12 Jul 2023US$83.9bUS$20.9bUS$1.2b23.1x71.4x4x
Fri, 09 Jun 2023US$83.3bUS$12.2bUS$2.6b20.6x31.7x6.8x
Price to Earnings Ratio

31.7x


Total Market Cap: US$83.3bTotal Earnings: US$2.6bTotal Revenue: US$12.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. REITS Industry Price to Earnings3Y Average -13.6x202420252026
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 50.1x which is higher than its 3-year average PE of -13.6x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 6.6x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 35% per year over the last three years,
  • Revenues have also declined 24% 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 Market1.58%
Real Estate-1.15%
REITS-0.43%
Hotel and Resort REITs2.70%
Office REITs1.66%
Retail REITs-0.33%
Diversified REITs-0.43%
Industrial REITs-0.86%
Specialized REITs-1.09%
Residential REITs-1.64%
Healthcare REITs-3.85%
Industry PE
  • Investors are most optimistic about the Healthcare REITs industry even though it's trading below its 3-year average PE ratio of 372x.
    • Analysts are expecting annual earnings growth of 24.1%, which is higher than its past year's earnings growth of 20.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Residential REITs industry is expected to see its earnings decline by 12% 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
AAT American Assets TrustUS$23.422.8%
+US$39.3m		15.9%PB1.3x
NXDT NexPoint Diversified Real Estate TrustUS$5.1912.3%
+US$29.5m		38.0%PB0.4x

Latest News

AAT
US$23.42
American Assets Trust
7D
2.8%
1Y
15.9%
PINE
US$19.15
Alpine Income Property Trust
7D
-0.7%
1Y
24.0%
AHRT
US$6.80
AH REALTY TRUST
7D
-1.7%
1Y
-2.4%
GOOD
US$12.53
Gladstone Commercial
7D
-1.2%
1Y
-13.2%
NXDT
US$5.19
NexPoint Diversified Real Estate Trust
7D
12.3%
1Y
38.0%
EPRT
US$29.91
Essential Properties Realty Trust
7D
-4.5%
1Y
-8.5%
Seeking Alpha • May 28

Essential Properties: Targeting An Underserved Segment Of The Market

Summary During the quarter, we initiated a position in Essential Properties Realty Trust, a triple net lease REIT that owns a portfolio of approximately 2,300 properties across the U.S. Essential Properties maintains a well-diversified property portfolio with only one tenant representing more than 2% of annualized rent. The company pays a 4% dividend yield which, combined with high-single-digit earnings growth, should generate double-digit total annual returns for investors. Read the full article on Seeking Alpha
WPC
US$72.87
W. P. Carey
7D
-2.2%
1Y
17.0%
BNL
US$19.86
Broadstone Net Lease
7D
-2.6%
1Y
24.0%
GNL
US$9.24
Global Net Lease
7D
-1.0%
1Y
20.0%
MDV
US$17.90
Modiv Industrial
7D
-1.9%
1Y
25.5%