Have your own idea? Try our Stock Screener
U.S. REITS Industry Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies22
- 7D1.8%
- 3M9.3%
- 1Y5.2%
- YTD9.2%
In the last week, the REITS industry is up 1.8%, with Essential Properties Realty Trust up 3.9%. This means that the industry has gained 5.2% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the U.S. REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 04 Mar 2026 | US$43.1b | US$7.2b | -US$26,519,157.00 | 29.3x | -1624.4x | 6x |
| Fri, 30 Jan 2026 | US$33.9b | US$7.5b | -US$252,955,402.00 | 32.5x | -134.1x | 4.5x |
| Sun, 28 Dec 2025 | US$38.7b | US$7.5b | -US$252,955,402.00 | 31.9x | -152.9x | 5.1x |
| Tue, 25 Nov 2025 | US$33.5b | US$6.0b | US$431.1m | 27.4x | 77.7x | 5.6x |
| Thu, 23 Oct 2025 | US$34.0b | US$6.1b | US$423.7m | 30.9x | 80.3x | 5.6x |
| Sat, 20 Sep 2025 | US$34.6b | US$6.1b | US$448.2m | 33.1x | 77.1x | 5.7x |
| Mon, 18 Aug 2025 | US$33.6b | US$6.2b | US$468.4m | 27x | 71.6x | 5.4x |
| Wed, 16 Jul 2025 | US$34.0b | US$6.3b | US$598.5m | 26.5x | 56.9x | 5.4x |
| Fri, 13 Jun 2025 | US$34.3b | US$6.3b | US$598.5m | 28.3x | 57.3x | 5.5x |
| Sun, 11 May 2025 | US$33.3b | US$6.2b | US$544.5m | 27.3x | 61.1x | 5.4x |
| Tue, 08 Apr 2025 | US$34.0b | US$7.1b | US$745.2m | 24.5x | 45.6x | 4.8x |
| Thu, 06 Mar 2025 | US$36.9b | US$7.0b | US$871.9m | 29.8x | 42.3x | 5.3x |
| Sat, 01 Feb 2025 | US$34.9b | US$7.0b | US$879.2m | 25.4x | 39.6x | 5x |
| Mon, 30 Dec 2024 | US$35.0b | US$7.0b | US$878.8m | 27.3x | 39.9x | 5x |
| Wed, 27 Nov 2024 | US$35.4b | US$7.0b | US$915.5m | 29.9x | 38.7x | 5.1x |
| Fri, 25 Oct 2024 | US$38.0b | US$7.0b | US$634.5m | 27.6x | 60x | 5.4x |
| Sun, 22 Sep 2024 | US$38.8b | US$6.9b | US$648.3m | 27x | 59.9x | 5.6x |
| Tue, 20 Aug 2024 | US$35.8b | US$6.8b | US$561.6m | 28.5x | 63.7x | 5.2x |
| Thu, 18 Jul 2024 | US$36.4b | US$6.8b | US$676.6m | 27.7x | 53.8x | 5.3x |
| Sat, 15 Jun 2024 | US$33.6b | US$6.9b | US$664.0m | 24x | 50.6x | 4.9x |
| Mon, 13 May 2024 | US$34.2b | US$6.9b | US$671.0m | 24.1x | 51x | 5x |
| Wed, 10 Apr 2024 | US$33.5b | US$6.6b | US$759.3m | 26.9x | 44.1x | 5.1x |
| Fri, 08 Mar 2024 | US$32.5b | US$6.5b | US$882.7m | 27.5x | 36.8x | 5x |
| Sun, 04 Feb 2024 | US$83.7b | US$21.2b | US$890.2m | 26.6x | 94.1x | 4x |
| Tue, 02 Jan 2024 | US$85.9b | US$21.3b | US$878.7m | 27.7x | 97.8x | 4x |
| Thu, 30 Nov 2023 | US$83.2b | US$21.3b | US$878.5m | 24.3x | 94.7x | 3.9x |
| Sat, 28 Oct 2023 | US$79.1b | US$21.1b | US$1.0b | 20.6x | 78x | 3.8x |
| Mon, 25 Sep 2023 | US$81.7b | US$21.1b | US$1.0b | 22.4x | 80x | 3.9x |
| Wed, 23 Aug 2023 | US$82.4b | US$21.1b | US$1.0b | 23.3x | 80.6x | 3.9x |
| Fri, 21 Jul 2023 | US$84.9b | US$20.9b | US$1.2b | 23.2x | 72.2x | 4.1x |
| Sun, 18 Jun 2023 | US$82.9b | US$12.0b | US$2.6b | 20.7x | 31.8x | 6.9x |
| Tue, 16 May 2023 | US$82.2b | US$12.2b | US$2.6b | 19.6x | 31.3x | 6.7x |
| Thu, 13 Apr 2023 | US$84.4b | US$12.4b | US$2.5b | 24.8x | 34.3x | 6.8x |
| Sat, 11 Mar 2023 | US$1.2t | US$189.9b | US$38.8b | 24.6x | 31.8x | 6.5x |
Price to Earnings Ratio
31.8x
Current Industry PE
- Investors are optimistic on the American REITs industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 5.2x is lower than the industry's current PS ratio of 6.0x.
Past Earnings Growth
- Total earnings for the REITs industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 66% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the U.S. Real Estate industry?
| US Market | -0.57% | |
| Real Estate | 0.74% | |
| REITS | 1.82% | |
| Specialized REITs | 2.28% | |
| Diversified REITs | 1.82% | |
| Retail REITs | 1.40% | |
| Industrial REITs | 1.07% | |
| Residential REITs | 0.43% | |
| Healthcare REITs | 0.37% | |
| Hotel and Resort REITs | -2.82% | |
| Office REITs | -3.69% | |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 334x.
- Analysts are expecting annual earnings growth of 28.1%, which is higher than its past year's earnings growth of 12.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Office REITs industry is expected to see its earnings decline by 22% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EPRT Essential Properties Realty Trust | US$34.58 | 3.9% +US$274.9m | 7.9% | PB1.7x | |
| WPC W. P. Carey | US$73.79 | 0.5% +US$76.7m | 14.5% | PB2x | |
| AHRT AH REALTY TRUST | US$6.21 | 4.5% +US$21.7m | -30.7% | PB1.1x | |
| AAT American Assets Trust | US$19.53 | 1.5% +US$17.2m | -10.1% | PB1x | |
| CTO CTO Realty Growth | US$19.64 | 1.0% +US$6.5m | 4.2% | PB1.1x |