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U.S. REITS Industry Analysis
UpdatedJun 03, 2026
DataAggregated Company Financials
Companies19
- 7D-1.5%
- 3M-0.3%
- 1Y8.8%
- YTD9.9%
Over the last 7 days, the REITS industry has dropped 1.5%, driven by pullbacks in Essential Properties Realty Trust and W. P. Carey of 4.0% and 1.5%, respectively. In the past year, the industry has gained 8.8%. As for the next few years, earnings are expected to grow by 16% 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, 03 Jun 2026 | US$35.1b | US$5.4b | US$711.7m | 42.8x | 49.3x | 6.4x |
| Fri, 01 May 2026 | US$43.9b | US$7.5b | -US$93,187,621.00 | 39.8x | -471.1x | 5.9x |
| Sun, 29 Mar 2026 | US$38.1b | US$6.9b | -US$97,584,385.00 | 29.5x | -390.5x | 5.5x |
| Tue, 24 Feb 2026 | US$42.8b | US$7.5b | -US$122,349,157.00 | 29x | -349.5x | 5.7x |
| Thu, 22 Jan 2026 | US$34.7b | US$7.5b | -US$252,955,402.00 | 31.1x | -137.3x | 4.6x |
| Sat, 20 Dec 2025 | US$33.1b | US$6.0b | US$427.5m | 32.1x | 77.4x | 5.6x |
| Mon, 17 Nov 2025 | US$33.5b | US$6.0b | US$426.9m | 27.8x | 78.6x | 5.6x |
| Wed, 15 Oct 2025 | US$33.2b | US$6.1b | US$423.7m | 30.3x | 78.4x | 5.5x |
| Fri, 12 Sep 2025 | US$34.4b | US$6.1b | US$468.9m | 29.6x | 73.4x | 5.7x |
| Sun, 10 Aug 2025 | US$33.8b | US$6.2b | US$472.2m | 26.8x | 71.5x | 5.4x |
| Tue, 08 Jul 2025 | US$34.0b | US$6.3b | US$598.5m | 27.1x | 56.8x | 5.4x |
| Thu, 05 Jun 2025 | US$33.8b | US$6.3b | US$598.1m | 26.8x | 56.5x | 5.4x |
| Sat, 03 May 2025 | US$33.0b | US$6.3b | US$644.3m | 27.1x | 51.2x | 5.2x |
| Mon, 31 Mar 2025 | US$35.7b | US$7.0b | US$831.3m | 27.6x | 43x | 5.1x |
| Wed, 26 Feb 2025 | US$36.1b | US$6.9b | US$826.2m | 23.6x | 43.7x | 5.2x |
| Fri, 24 Jan 2025 | US$34.6b | US$7.0b | US$878.8m | 25.2x | 39.3x | 5x |
| Sun, 22 Dec 2024 | US$35.1b | US$7.0b | US$878.8m | 27.2x | 40x | 5x |
| Tue, 19 Nov 2024 | US$36.3b | US$7.0b | US$943.1m | 28.3x | 38.5x | 5.2x |
| Thu, 17 Oct 2024 | US$38.7b | US$7.0b | US$622.4m | 26.1x | 62.1x | 5.5x |
| Sat, 14 Sep 2024 | US$38.0b | US$6.8b | US$580.6m | 28.6x | 65.5x | 5.6x |
| Mon, 12 Aug 2024 | US$35.5b | US$6.9b | US$641.2m | 26.5x | 55.4x | 5.1x |
| Wed, 10 Jul 2024 | US$33.7b | US$6.8b | US$676.6m | 25.1x | 49.9x | 4.9x |
| Fri, 07 Jun 2024 | US$33.9b | US$6.9b | US$664.0m | 24.2x | 51.1x | 4.9x |
| Sun, 05 May 2024 | US$33.4b | US$6.7b | US$739.8m | 23.2x | 45.2x | 5x |
| Tue, 02 Apr 2024 | US$34.1b | US$6.6b | US$768.4m | 25.5x | 44.4x | 5.2x |
| Thu, 29 Feb 2024 | US$32.1b | US$6.6b | US$891.4m | 25.8x | 36x | 4.9x |
| Sat, 27 Jan 2024 | US$85.0b | US$21.2b | US$889.0m | 24.7x | 95.6x | 4x |
| Mon, 25 Dec 2023 | US$86.0b | US$21.3b | US$878.5m | 27.8x | 97.9x | 4x |
| Wed, 22 Nov 2023 | US$81.9b | US$21.3b | US$878.5m | 23.6x | 93.3x | 3.8x |
| Fri, 20 Oct 2023 | US$79.6b | US$21.1b | US$1.0b | 20.9x | 78x | 3.8x |
| Sun, 17 Sep 2023 | US$84.3b | US$21.1b | US$1.0b | 21.9x | 82.6x | 4x |
| Tue, 15 Aug 2023 | US$83.5b | US$21.2b | US$1.2b | 22.2x | 72.2x | 3.9x |
| Thu, 13 Jul 2023 | US$83.9b | US$20.9b | US$1.2b | 23x | 71.3x | 4x |
| Sat, 10 Jun 2023 | US$83.2b | US$12.2b | US$2.6b | 20.6x | 31.7x | 6.8x |
Price to Earnings Ratio
31.7x
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 49.3x which is higher than its 3-year average PE of -13.5x.
- 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 35% per year over the last three years,
- Revenues have also declined 24% 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 | 1.22% | |
| Real Estate | -2.73% | |
| REITS | -1.52% | |
| Hotel and Resort REITs | 2.42% | |
| Office REITs | 1.70% | |
| Residential REITs | -1.15% | |
| Diversified REITs | -1.52% | |
| Retail REITs | -2.41% | |
| Specialized REITs | -3.34% | |
| Industrial REITs | -4.11% | |
| Healthcare REITs | -8.49% | |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry even though it's trading below its 3-year average PE ratio of 372x.
- Analysts are expecting annual earnings growth of 25.6%, 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 26% 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 12% 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 | |
|---|---|---|---|---|---|
| AAT American Assets Trust | US$23.34 | 4.2% +US$58.3m | 16.3% | PB1.3x | |
| NXDT NexPoint Diversified Real Estate Trust | US$5.19 | 2.0% +US$5.2m | 33.8% | PB0.4x |