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U.S. REITS Industry Analysis
UpdatedMar 10, 2026
DataAggregated Company Financials
Companies22
- 7D-1.9%
- 3M7.5%
- 1Y4.5%
- YTD7.3%
Over the last 7 days, the REITS industry has dropped 1.9%, driven by a pullback from W. P. Carey of 3.0%. This takes the industry's 12 month performance to a gain of 4.5%. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Tue, 10 Mar 2026 | US$42.3b | US$7.2b | -US$13,618,385.00 | 27.7x | -3105.1x | 5.9x |
| Thu, 05 Feb 2026 | US$34.5b | US$7.6b | -US$258,702,402.00 | 31.3x | -133.5x | 4.6x |
| Sat, 03 Jan 2026 | US$32.8b | US$7.5b | -US$252,955,402.00 | 32.4x | -129.8x | 4.3x |
| Mon, 01 Dec 2025 | US$33.6b | US$6.0b | US$422.0m | 30.1x | 79.6x | 5.6x |
| Wed, 29 Oct 2025 | US$33.8b | US$6.1b | US$435.7m | 31.2x | 77.6x | 5.6x |
| Fri, 26 Sep 2025 | US$34.1b | US$6.1b | US$448.2m | 31.2x | 76x | 5.6x |
| Sun, 24 Aug 2025 | US$34.4b | US$6.1b | US$462.1m | 29.9x | 74.5x | 5.6x |
| Tue, 22 Jul 2025 | US$32.8b | US$6.3b | US$598.5m | 26x | 54.7x | 5.2x |
| Thu, 19 Jun 2025 | US$34.0b | US$6.3b | US$598.5m | 28.2x | 56.8x | 5.4x |
| Sat, 17 May 2025 | US$33.3b | US$6.2b | US$591.6m | 27x | 56.3x | 5.4x |
| Mon, 14 Apr 2025 | US$33.2b | US$7.1b | US$745.2m | 25.1x | 44.6x | 4.7x |
| Wed, 12 Mar 2025 | US$36.6b | US$7.0b | US$867.5m | 28.8x | 42.2x | 5.3x |
| Fri, 07 Feb 2025 | US$34.8b | US$7.0b | US$877.7m | 24.5x | 39.7x | 5x |
| Sun, 05 Jan 2025 | US$35.3b | US$7.0b | US$878.8m | 27.5x | 40.2x | 5.1x |
| Tue, 03 Dec 2024 | US$37.5b | US$7.0b | US$915.5m | 29.7x | 40.9x | 5.4x |
| Thu, 31 Oct 2024 | US$37.2b | US$7.0b | US$643.1m | 26x | 57.8x | 5.3x |
| Sat, 28 Sep 2024 | US$38.7b | US$7.0b | US$643.6m | 26.6x | 60.1x | 5.6x |
| Mon, 26 Aug 2024 | US$37.0b | US$6.8b | US$561.6m | 29.5x | 65.9x | 5.4x |
| Wed, 24 Jul 2024 | US$36.8b | US$6.8b | US$676.8m | 27.9x | 54.4x | 5.4x |
| Fri, 21 Jun 2024 | US$33.1b | US$6.8b | US$676.6m | 24.4x | 48.9x | 4.8x |
| Sun, 19 May 2024 | US$35.0b | US$6.9b | US$666.0m | 24.4x | 52.6x | 5.1x |
| Tue, 16 Apr 2024 | US$32.4b | US$6.6b | US$759.3m | 24.8x | 42.7x | 4.9x |
| Thu, 14 Mar 2024 | US$33.2b | US$6.5b | US$881.4m | 27.5x | 37.6x | 5.1x |
| Sat, 10 Feb 2024 | US$33.1b | US$6.3b | US$1.0b | 26.8x | 31.8x | 5.3x |
| Mon, 08 Jan 2024 | US$85.6b | US$21.2b | US$876.1m | 25.3x | 97.7x | 4x |
| Wed, 06 Dec 2023 | US$85.3b | US$21.3b | US$878.5m | 26.2x | 97.1x | 4x |
| Fri, 03 Nov 2023 | US$79.9b | US$21.2b | US$1.0b | 27.1x | 79.2x | 3.8x |
| Sun, 01 Oct 2023 | US$80.6b | US$21.1b | US$1.0b | 21.5x | 79x | 3.8x |
| Tue, 29 Aug 2023 | US$82.5b | US$21.1b | US$1.0b | 23.5x | 80.7x | 3.9x |
| Thu, 27 Jul 2023 | US$85.3b | US$20.9b | US$1.2b | 23.7x | 73.4x | 4.1x |
| Sat, 24 Jun 2023 | US$146.7b | US$20.9b | US$1.2b | 19.7x | 124.7x | 7x |
| Mon, 22 May 2023 | US$81.8b | US$12.2b | US$2.6b | 19.6x | 31.2x | 6.7x |
| Wed, 19 Apr 2023 | US$85.2b | US$12.8b | US$2.1b | 24.8x | 41.3x | 6.7x |
| Fri, 17 Mar 2023 | US$1.3t | US$190.0b | US$38.8b | 24.8x | 32.2x | 6.6x |
Price to Earnings Ratio
32.2x
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 5.1x is lower than the industry's current PS ratio of 5.9x.
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 | -1.50% | |
| Real Estate | -2.45% | |
| REITS | -1.89% | |
| Healthcare REITs | -1.16% | |
| Residential REITs | -1.41% | |
| Diversified REITs | -1.89% | |
| Office REITs | -2.35% | |
| Specialized REITs | -2.60% | |
| Retail REITs | -3.26% | |
| Hotel and Resort REITs | -3.44% | |
| Industrial REITs | -4.94% | |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 338x.
- 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 | |
|---|---|---|---|---|---|
| ALEX Alexander & Baldwin | US$20.85 | 0.1% +US$1.5m | 13.6% | PB1.5x | |
| NXDT NexPoint Diversified Real Estate Trust | US$4.70 | 0.2% +US$490.2k | 6.3% | PB0.3x | |
| MKZR MacKenzie Realty Capital | US$3.68 | 4.0% +US$275.3k | -81.7% | PB0.1x |
