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U.S. REITS Industry Analysis

UpdatedMay 30, 2025
DataAggregated Company Financials
Companies24
  • 7D4.3%
  • 3M-4.3%
  • 1Y7.1%
  • YTD2.3%

The REITS industry is up 4.3% in the last week, with W. P. Carey up 4.8%. This takes the industry's 12 month performance to a gain of 7.1%. Earnings are forecast to grow by 4.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 May 2025US$33.7bUS$6.3bUS$598.1m26.5x56.3x5.4x
Sun, 27 Apr 2025US$34.6bUS$7.1bUS$754.4m25.2x45.9x4.9x
Tue, 25 Mar 2025US$35.4bUS$7.0bUS$871.7m28.2x40.6x5.1x
Thu, 20 Feb 2025US$35.4bUS$7.0bUS$779.1m28.7x45.4x5.1x
Sat, 18 Jan 2025US$34.8bUS$7.0bUS$878.8m25.9x39.6x5x
Mon, 16 Dec 2024US$37.1bUS$7.0bUS$878.8m29.1x42.2x5.3x
Wed, 13 Nov 2024US$37.3bUS$7.1bUS$761.8m28.6x48.9x5.3x
Fri, 11 Oct 2024US$38.0bUS$7.0bUS$622.4m25.6x61x5.5x
Sun, 08 Sep 2024US$37.7bUS$6.8bUS$565.4m29.4x66.7x5.5x
Tue, 06 Aug 2024US$36.0bUS$6.8bUS$643.8m25.8x55.8x5.3x
Thu, 04 Jul 2024US$33.5bUS$6.8bUS$676.6m25.1x49.5x4.9x
Sat, 01 Jun 2024US$33.3bUS$6.9bUS$664.0m23.9x50.1x4.8x
Mon, 29 Apr 2024US$32.5bUS$6.7bUS$827.0m22.9x39.2x4.8x
Wed, 27 Mar 2024US$32.8bUS$6.5bUS$903.8m25.5x36.3x5x
Fri, 23 Feb 2024US$33.0bUS$6.3bUS$960.2m26.4x34.3x5.2x
Sun, 21 Jan 2024US$85.2bUS$21.2bUS$876.1m24.9x97.2x4x
Tue, 19 Dec 2023US$85.8bUS$21.3bUS$878.5m27.7x97.6x4x
Thu, 16 Nov 2023US$81.8bUS$21.3bUS$853.8m25.2x95.8x3.8x
Sat, 14 Oct 2023US$80.0bUS$21.1bUS$1.0b21.2x78.3x3.8x
Mon, 11 Sep 2023US$81.1bUS$21.1bUS$1.0b23.4x79.3x3.8x
Wed, 09 Aug 2023US$84.1bUS$21.1bUS$1.2b21x72.3x4x
Fri, 07 Jul 2023US$83.0bUS$20.9bUS$1.2b22.2x70.6x4x
Sun, 04 Jun 2023US$82.5bUS$12.2bUS$2.6b19.6x31.4x6.7x
Tue, 02 May 2023US$83.2bUS$12.3bUS$2.6b20.5x31.5x6.8x
Thu, 30 Mar 2023US$85.3bUS$12.2bUS$2.7b26x32x7x
Sat, 25 Feb 2023US$1.3tUS$189.1bUS$39.0b26.1x33.3x6.9x
Mon, 23 Jan 2023US$1.3tUS$183.5bUS$43.3b26.8x30.4x7.2x
Wed, 21 Dec 2022US$1.2tUS$183.5bUS$44.0b24.9x28.1x6.7x
Fri, 18 Nov 2022US$1.3tUS$183.3bUS$43.7b25.5x28.9x6.9x
Sun, 16 Oct 2022US$1.1tUS$177.8bUS$39.9b25.8x28.2x6.3x
Tue, 13 Sep 2022US$1.4tUS$177.4bUS$40.0b31x35.3x8x
Thu, 11 Aug 2022US$1.5tUS$176.6bUS$40.0b31.8x36.5x8.3x
Sat, 09 Jul 2022US$1.3tUS$168.8bUS$38.3b30.6x35x7.9x
Mon, 06 Jun 2022US$1.4tUS$168.6bUS$38.3b33.3x37.2x8.5x
Price to Earnings Ratio

37.2x


Total Market Cap: US$1.4tTotal Earnings: US$38.3bTotal Revenue: US$168.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. REITS Industry Price to Earnings3Y Average 49.8x202320242025
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 56.3x which is higher than its 3-year average PE of 49.8x.
  • The industry is trading close to its 3-year average PS ratio of 5.7x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 75% per year over the last three years,
  • Revenues have also declined 67% 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 Market1.15%
Real Estate2.53%
REITS4.29%
Office REITs5.01%
Diversified REITs4.29%
Hotel and Resort REITs3.40%
Healthcare REITs3.08%
Industrial REITs2.89%
Retail REITs2.72%
Residential REITs2.42%
Specialized REITs2.06%
Industry PE
  • Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 160x.
    • Analysts are expecting annual earnings growth of 22.9%, which is lower than the prior year's growth of 43.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 23% over the next 5 years.
  • However this is lower than its past earnings growth rate of 44% per year.
  • In contrast, the Office REITs industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WPC W. P. CareyUS$63.094.8%
+US$628.5m
12.5%PB1.7x
EPRT Essential Properties Realty TrustUS$32.452.3%
+US$146.2m
22.7%PB1.7x
BNL Broadstone Net LeaseUS$15.953.4%
+US$98.3m
5.6%PB1x
GNL Global Net LeaseUS$7.853.8%
+US$64.6m
6.9%PB0.9x
AAT American Assets TrustUS$20.155.5%
+US$64.2m
-4.6%PB1x
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Latest News

AAT

US$20.15

American Assets Trust

7D

5.5%

1Y

-4.6%

NXDT

US$3.90

NexPoint Diversified Real Estate Trust

7D

15.7%

1Y

-28.4%

MDRR

US$11.75

Medalist Diversified REIT

7D

-1.9%

1Y

0.9%

GIPR

US$1.60

Generation Income Properties

7D

-2.0%

1Y

-63.1%

GOOD

US$14.29

Gladstone Commercial

7D

3.8%

1Y

0.6%

GNL

US$7.85

Global Net Lease

7D

3.8%

1Y

6.9%

WPC

US$63.09

W. P. Carey

7D

4.8%

1Y

12.5%

ALEX

US$17.92

Alexander & Baldwin

7D

3.0%

1Y

7.9%

SQFT

US$5.89

Presidio Property Trust

7D

-2.3%

1Y

-25.8%