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U.S. REITS Industry Analysis
UpdatedJul 13, 2026
DataAggregated Company Financials
Companies19
- 7D1.3%
- 3M2.5%
- 1Y8.9%
- YTD10.6%
In the last week, REITS has been flat. The past year has been better, since the industry has gained 9.8% in that time. 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 |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | US$35.8b | US$5.5b | US$697.8m | 44.1x | 51.3x | 6.5x |
| Wed, 10 Jun 2026 | US$35.7b | US$5.5b | US$699.2m | 42.4x | 51x | 6.5x |
| Fri, 08 May 2026 | US$35.1b | US$5.4b | US$707.9m | 31.2x | 49.6x | 6.5x |
| Sun, 05 Apr 2026 | US$39.1b | US$6.9b | -US$127,240,621.00 | 30.2x | -307.2x | 5.7x |
| Tue, 03 Mar 2026 | US$43.1b | US$7.2b | -US$26,519,157.00 | 29.3x | -1624.4x | 6x |
| Thu, 29 Jan 2026 | US$34.5b | US$7.5b | -US$252,955,402.00 | 32.4x | -136.3x | 4.6x |
| Sat, 27 Dec 2025 | US$38.6b | US$7.5b | -US$252,955,402.00 | 31.9x | -152.8x | 5.1x |
| Mon, 24 Nov 2025 | US$33.5b | US$6.0b | US$427.0m | 27.6x | 78.4x | 5.6x |
| Wed, 22 Oct 2025 | US$34.0b | US$6.1b | US$423.7m | 30.8x | 80.3x | 5.6x |
| Fri, 19 Sep 2025 | US$34.6b | US$6.1b | US$448.2m | 32.9x | 77.2x | 5.7x |
| Sun, 17 Aug 2025 | US$33.6b | US$6.2b | US$470.6m | 27x | 71.3x | 5.4x |
| Tue, 15 Jul 2025 | US$33.8b | US$6.3b | US$598.5m | 27.5x | 56.4x | 5.4x |
| Thu, 12 Jun 2025 | US$34.4b | US$6.3b | US$598.5m | 27.9x | 57.5x | 5.5x |
| Sat, 10 May 2025 | US$32.9b | US$6.2b | US$544.6m | 27.3x | 60.5x | 5.3x |
| Mon, 07 Apr 2025 | US$34.0b | US$7.1b | US$745.2m | 25.8x | 45.6x | 4.8x |
| Wed, 05 Mar 2025 | US$37.5b | US$7.0b | US$871.9m | 29.7x | 43x | 5.4x |
| Fri, 31 Jan 2025 | US$34.3b | US$7.0b | US$879.2m | 25.5x | 39x | 4.9x |
| Sun, 29 Dec 2024 | US$35.0b | US$7.0b | US$878.8m | 27.3x | 39.9x | 5x |
| Tue, 26 Nov 2024 | US$35.1b | US$7.0b | US$915.5m | 29.6x | 38.3x | 5x |
| Thu, 24 Oct 2024 | US$38.2b | US$7.0b | US$631.2m | 28x | 60.5x | 5.5x |
| Sat, 21 Sep 2024 | US$39.3b | US$6.9b | US$648.3m | 27x | 60.7x | 5.7x |
| Mon, 19 Aug 2024 | US$35.8b | US$6.9b | US$629.3m | 27x | 57x | 5.2x |
| Wed, 17 Jul 2024 | US$35.9b | US$6.8b | US$676.6m | 27.5x | 53.1x | 5.3x |
| Fri, 14 Jun 2024 | US$33.6b | US$6.9b | US$664.0m | 24.2x | 50.6x | 4.9x |
| Sun, 12 May 2024 | US$34.2b | US$6.9b | US$730.3m | 24.1x | 46.9x | 5x |
| Tue, 09 Apr 2024 | US$33.0b | US$6.6b | US$760.5m | 25.9x | 43.5x | 5x |
| Thu, 07 Mar 2024 | US$32.4b | US$6.5b | US$882.2m | 27.5x | 36.7x | 4.9x |
| Sat, 03 Feb 2024 | US$83.7b | US$21.2b | US$890.2m | 26.6x | 94.1x | 4x |
| Mon, 01 Jan 2024 | US$85.9b | US$21.3b | US$878.7m | 27.7x | 97.8x | 4x |
| Wed, 29 Nov 2023 | US$82.6b | US$21.3b | US$878.5m | 24x | 94x | 3.9x |
| Fri, 27 Oct 2023 | US$79.2b | US$21.1b | US$1.0b | 20.7x | 78x | 3.8x |
| Sun, 24 Sep 2023 | US$81.7b | US$21.1b | US$1.0b | 22.4x | 80x | 3.9x |
| Tue, 22 Aug 2023 | US$82.6b | US$21.1b | US$1.0b | 23.4x | 80.8x | 3.9x |
| Thu, 20 Jul 2023 | US$84.7b | US$20.9b | US$1.2b | 23.5x | 72x | 4.1x |
Price to Earnings Ratio
72x
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 | 0.11% | |
| Real Estate | -0.39% | |
| REITS | 1.34% | |
| Diversified REITs | 1.34% | |
| Industrial REITs | 0.26% | |
| Hotel and Resort REITs | -0.78% | |
| Retail REITs | -0.97% | |
| Healthcare REITs | -1.09% | |
| Specialized REITs | -1.46% | |
| Residential REITs | -2.27% | |
| Office REITs | -4.08% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WPC W. P. Carey | US$71.66 | 1.6% +US$247.2m | 12.9% | PB1.9x | |
| BNL Broadstone Net Lease | US$21.83 | 3.5% +US$141.9m | 35.3% | PB1.4x | |
| EPRT Essential Properties Realty Trust | US$31.18 | 1.0% +US$64.9m | -2.1% | PB1.5x | |
| GNL Global Net Lease | US$9.07 | 0.8% +US$14.8m | 22.1% | PB1.2x | |
| AHRT AH REALTY TRUST | US$7.07 | 0.4% +US$2.3m | -0.3% | PB1.3x |
