Narrative Update • Jun 24
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U.S. REITS Industry Analysis
UpdatedJun 26, 2026
DataAggregated Company Financials
Companies19
- 7D1.9%
- 3M7.8%
- 1Y8.5%
- YTD9.3%
In the last week, the REITS industry is up 1.5%, with W. P. Carey up 3.0%. In the last 12 months, the industry was up 9.1%. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | US$35.4b | US$5.5b | US$697.8m | 44.5x | 50.8x | 6.5x |
| Sun, 24 May 2026 | US$35.8b | US$5.4b | US$711.7m | 42.7x | 50.4x | 6.6x |
| Tue, 21 Apr 2026 | US$41.4b | US$6.9b | -US$133,289,621.00 | 31.2x | -310.4x | 6x |
| Thu, 19 Mar 2026 | US$40.2b | US$6.9b | -US$85,923,385.00 | 30.1x | -468.3x | 5.8x |
| Sat, 14 Feb 2026 | US$42.2b | US$7.6b | -US$155,527,402.00 | 30.7x | -271.5x | 5.6x |
| Mon, 12 Jan 2026 | US$33.5b | US$7.5b | -US$252,955,402.00 | 31.8x | -132.6x | 4.4x |
| Wed, 10 Dec 2025 | US$32.9b | US$6.0b | US$422.0m | 32.1x | 78x | 5.5x |
| Fri, 07 Nov 2025 | US$33.0b | US$6.0b | US$433.6m | 28.1x | 76x | 5.5x |
| Sun, 05 Oct 2025 | US$34.3b | US$6.1b | US$423.7m | 31.4x | 81.1x | 5.7x |
| Tue, 02 Sep 2025 | US$34.8b | US$6.1b | US$462.1m | 29.9x | 75.3x | 5.7x |
| Thu, 31 Jul 2025 | US$33.8b | US$6.3b | US$498.9m | 24.3x | 67.7x | 5.3x |
| Sat, 28 Jun 2025 | US$33.7b | US$6.3b | US$598.5m | 27.5x | 56.3x | 5.4x |
| Mon, 26 May 2025 | US$32.9b | US$6.3b | US$598.1m | 25x | 55x | 5.2x |
| Wed, 23 Apr 2025 | US$34.4b | US$7.1b | US$745.2m | 25.3x | 46.2x | 4.9x |
| Fri, 21 Mar 2025 | US$35.7b | US$7.0b | US$871.7m | 28.6x | 40.9x | 5.1x |
| Sun, 16 Feb 2025 | US$35.4b | US$7.0b | US$779.1m | 27.9x | 45.4x | 5.1x |
| Tue, 14 Jan 2025 | US$33.9b | US$7.0b | US$878.8m | 25.2x | 38.5x | 4.9x |
| Thu, 12 Dec 2024 | US$36.8b | US$7.0b | US$878.8m | 29x | 41.8x | 5.3x |
| Sat, 09 Nov 2024 | US$37.1b | US$7.1b | US$702.2m | 29.4x | 52.8x | 5.3x |
| Mon, 07 Oct 2024 | US$38.3b | US$7.0b | US$628.7m | 26.1x | 60.9x | 5.5x |
| Wed, 04 Sep 2024 | US$37.7b | US$6.8b | US$565.4m | 29.9x | 66.7x | 5.5x |
| Fri, 02 Aug 2024 | US$36.7b | US$6.8b | US$643.7m | 27.5x | 56.9x | 5.4x |
| Sun, 30 Jun 2024 | US$33.5b | US$6.8b | US$676.6m | 25x | 49.5x | 4.9x |
| Tue, 28 May 2024 | US$33.6b | US$6.9b | US$664.0m | 23.7x | 50.6x | 4.9x |
| Thu, 25 Apr 2024 | US$33.2b | US$6.7b | US$814.5m | 24.9x | 40.8x | 5x |
| Sat, 23 Mar 2024 | US$32.9b | US$6.5b | US$903.8m | 25.4x | 36.5x | 5.1x |
| Mon, 19 Feb 2024 | US$33.2b | US$6.3b | US$988.2m | 26.6x | 33.6x | 5.3x |
| Wed, 17 Jan 2024 | US$86.4b | US$21.2b | US$876.1m | 25.1x | 98.6x | 4.1x |
| Fri, 15 Dec 2023 | US$85.8b | US$21.3b | US$878.5m | 28.3x | 97.6x | 4x |
| Sun, 12 Nov 2023 | US$80.6b | US$21.3b | US$863.0m | 25x | 93.4x | 3.8x |
| Tue, 10 Oct 2023 | US$80.1b | US$21.1b | US$1.0b | 21.4x | 78.4x | 3.8x |
| Thu, 07 Sep 2023 | US$82.6b | US$21.1b | US$1.0b | 23.5x | 80.8x | 3.9x |
| Sat, 05 Aug 2023 | US$84.0b | US$21.1b | US$1.2b | 21.3x | 71.1x | 4x |
| Mon, 03 Jul 2023 | US$148.1b | US$20.9b | US$1.2b | 21.9x | 125.9x | 7.1x |
Price to Earnings Ratio
125.9x
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 50.7x which is higher than its 3-year average PE of -13.3x.
- The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 6.4x.
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 | -2.68% | |
| Real Estate | 2.62% | |
| REITS | 1.85% | |
| Healthcare REITs | 7.57% | |
| Retail REITs | 4.78% | |
| Residential REITs | 4.41% | |
| Diversified REITs | 1.85% | |
| Specialized REITs | 1.84% | |
| Office REITs | 1.45% | |
| Hotel and Resort REITs | 0.90% | |
| Industrial REITs | 0.80% | |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry even though it's trading below its 3-year average PE ratio of 373x.
- Analysts are expecting annual earnings growth of 25.3%, 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 25% over the next 5 years.
- This is better than its past earnings growth rate of 20% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WPC W. P. Carey | US$73.35 | 3.0% +US$474.4m | 16.5% | PB2x | |
| EPRT Essential Properties Realty Trust | US$30.40 | 3.5% +US$224.9m | -5.4% | PB1.5x | |
| BNL Broadstone Net Lease | US$21.02 | 2.1% +US$84.4m | 29.5% | PB1.4x | |
| AAT American Assets Trust | US$24.57 | 2.2% +US$31.9m | 23.4% | PB1.3x | |
| AHRT AH REALTY TRUST | US$6.94 | 4.0% +US$20.5m | -0.3% | PB1.3x |