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U.S. REITS Industry Analysis

UpdatedJun 23, 2026
DataAggregated Company Financials
Companies19
  • 7D-3.5%
  • 3M5.3%
  • 1Y4.1%
  • YTD7.5%

Over the last 7 days, the REITS industry has dropped 3.5%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 4.1%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Jun 2026US$34.7bUS$5.5bUS$697.8m44.9x49.8x6.3x
Thu, 21 May 2026US$35.7bUS$5.4bUS$711.7m42.6x50.1x6.6x
Sat, 18 Apr 2026US$40.8bUS$6.9b-US$133,289,621.0031.4x-306.3x5.9x
Mon, 16 Mar 2026US$40.0bUS$7.0b-US$80,008,385.0029.5x-500.1x5.7x
Wed, 11 Feb 2026US$41.7bUS$7.5b-US$256,823,402.0031x-162.3x5.5x
Fri, 09 Jan 2026US$33.4bUS$7.5b-US$252,955,402.0031.5x-132.2x4.4x
Sun, 07 Dec 2025US$32.9bUS$6.0bUS$422.0m30.6x78.1x5.5x
Tue, 04 Nov 2025US$33.0bUS$6.1bUS$435.5m29.4x75.7x5.4x
Thu, 02 Oct 2025US$34.2bUS$6.1bUS$444.4m31x76.9x5.6x
Sat, 30 Aug 2025US$34.5bUS$6.1bUS$462.1m29.9x74.7x5.6x
Mon, 28 Jul 2025US$33.6bUS$6.3bUS$621.7m25.6x54x5.3x
Wed, 25 Jun 2025US$34.3bUS$6.3bUS$598.5m27.7x57.3x5.5x
Fri, 23 May 2025US$32.7bUS$6.3bUS$598.1m25x54.7x5.2x
Sun, 20 Apr 2025US$34.9bUS$7.1bUS$745.2m25.1x46.8x4.9x
Tue, 18 Mar 2025US$35.7bUS$6.9bUS$876.2m28.8x40.7x5.2x
Thu, 13 Feb 2025US$34.5bUS$7.0bUS$779.1m27.4x44.3x5x
Sat, 11 Jan 2025US$34.7bUS$7.0bUS$878.8m24.6x39.5x5x
Mon, 09 Dec 2024US$36.5bUS$6.9bUS$847.8m29.1x43.1x5.3x
Wed, 06 Nov 2024US$36.4bUS$7.0bUS$623.4m28.4x58.4x5.2x
Fri, 04 Oct 2024US$38.6bUS$7.0bUS$628.7m25.9x61.4x5.5x
Sun, 01 Sep 2024US$37.7bUS$6.8bUS$565.4m30x66.7x5.5x
Tue, 30 Jul 2024US$37.4bUS$6.8bUS$670.4m27.4x55.8x5.5x
Thu, 27 Jun 2024US$33.0bUS$6.8bUS$676.6m24.3x48.7x4.8x
Sat, 25 May 2024US$33.7bUS$6.9bUS$664.0m23.7x50.8x4.9x
Mon, 22 Apr 2024US$32.7bUS$6.7bUS$814.5m24.1x40.2x4.9x
Wed, 20 Mar 2024US$32.9bUS$6.5bUS$887.0m27.2x37.1x5x
Fri, 16 Feb 2024US$32.5bUS$6.3bUS$988.6m26.9x32.8x5.1x
Sun, 14 Jan 2024US$86.3bUS$21.2bUS$876.1m25.5x98.5x4.1x
Tue, 12 Dec 2023US$84.6bUS$21.3bUS$878.5m26.3x96.2x4x
Thu, 09 Nov 2023US$81.0bUS$21.3bUS$854.9m25.1x94.7x3.8x
Sat, 07 Oct 2023US$79.4bUS$21.1bUS$1.0b21.2x77.8x3.8x
Mon, 04 Sep 2023US$83.3bUS$21.1bUS$1.0b24.2x81.4x3.9x
Wed, 02 Aug 2023US$84.3bUS$21.1bUS$1.2b22.9x70.5x4x
Fri, 30 Jun 2023US$148.1bUS$20.9bUS$1.2b22.1x125.9x7.1x
Price to Earnings Ratio

125.9x


Total Market Cap: US$148.1bTotal Earnings: US$1.2bTotal Revenue: US$20.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. REITS Industry Price to Earnings3Y Average -13.2x202420252026
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 49.8x which is higher than its 3-year average PE of -13.2x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 6.3x.
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-1.82%
Real Estate-1.42%
REITS-3.47%
Hotel and Resort REITs1.89%
Healthcare REITs-0.61%
Retail REITs-1.70%
Office REITs-1.82%
Residential REITs-2.71%
Industrial REITs-2.97%
Diversified REITs-3.47%
Specialized REITs-4.21%
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?

CompanyLast Price7D1YValuation
No data available

Latest News

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7D
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1Y
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7D
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1Y
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7D
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MDV
US$17.69
Modiv Industrial
7D
-2.6%
1Y
23.3%
NXDT
US$4.41
NexPoint Diversified Real Estate Trust
7D
-6.0%
1Y
13.4%