Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. REITS Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies19
  • 7D1.5%
  • 3M7.3%
  • 1Y9.1%
  • YTD9.3%

Over the last 7 days, the REITS industry has risen 1.5%, driven by gains from every company within the industry. This means that the industry has gained 9.1% over the past year. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026US$35.4bUS$5.5bUS$697.8m44.9x50.7x6.4x
Sat, 23 May 2026US$36.0bUS$5.4bUS$711.7m42.7x50.6x6.6x
Mon, 20 Apr 2026US$41.4bUS$6.9b-US$133,289,621.0031.4x-310.4x6x
Wed, 18 Mar 2026US$40.3bUS$7.0b-US$80,008,385.0029.8x-503.9x5.8x
Fri, 13 Feb 2026US$42.2bUS$7.6b-US$155,527,402.0029.9x-271.1x5.6x
Sun, 11 Jan 2026US$33.5bUS$7.5b-US$252,955,402.0031.8x-132.6x4.4x
Tue, 09 Dec 2025US$33.0bUS$6.0bUS$422.0m30.8x78.2x5.5x
Thu, 06 Nov 2025US$32.8bUS$6.0bUS$430.4m28.7x76.1x5.4x
Sat, 04 Oct 2025US$34.1bUS$6.1bUS$423.7m31.4x80.5x5.6x
Mon, 01 Sep 2025US$34.8bUS$6.1bUS$462.1m29.9x75.3x5.7x
Wed, 30 Jul 2025US$33.2bUS$6.3bUS$621.7m24.7x53.4x5.3x
Fri, 27 Jun 2025US$33.5bUS$6.3bUS$598.5m26.9x56x5.3x
Sun, 25 May 2025US$32.9bUS$6.3bUS$598.1m25x55x5.2x
Tue, 22 Apr 2025US$34.9bUS$7.1bUS$745.2m24x46.8x4.9x
Thu, 20 Mar 2025US$35.8bUS$7.0bUS$871.7m28.6x41x5.1x
Sat, 15 Feb 2025US$35.5bUS$7.0bUS$785.4m27.9x45.2x5.1x
Mon, 13 Jan 2025US$33.9bUS$7.0bUS$878.8m24.6x38.5x4.9x
Wed, 11 Dec 2024US$37.1bUS$7.0bUS$878.8m29x42.2x5.3x
Fri, 08 Nov 2024US$37.0bUS$7.1bUS$702.7m28.9x52.7x5.2x
Sun, 06 Oct 2024US$38.3bUS$7.0bUS$628.7m26.1x61x5.5x
Tue, 03 Sep 2024US$37.7bUS$6.8bUS$565.4m30x66.7x5.5x
Thu, 01 Aug 2024US$36.7bUS$6.8bUS$643.7m27.3x56.9x5.4x
Sat, 29 Jun 2024US$33.3bUS$6.8bUS$676.6m25x49.2x4.9x
Mon, 27 May 2024US$33.6bUS$6.9bUS$664.0m23.7x50.6x4.9x
Wed, 24 Apr 2024US$33.2bUS$6.7bUS$814.5m24.8x40.8x5x
Fri, 22 Mar 2024US$33.2bUS$6.5bUS$886.1m25.9x37.4x5.1x
Sun, 18 Feb 2024US$33.2bUS$6.3bUS$988.2m26.6x33.6x5.3x
Tue, 16 Jan 2024US$86.4bUS$21.2bUS$876.1m25.5x98.6x4.1x
Thu, 14 Dec 2023US$84.4bUS$21.3bUS$878.5m27.6x96.1x4x
Sat, 11 Nov 2023US$80.5bUS$21.3bUS$863.0m25x93.3x3.8x
Mon, 09 Oct 2023US$79.4bUS$21.1bUS$1.0b21.2x77.8x3.8x
Wed, 06 Sep 2023US$82.7bUS$21.1bUS$1.0b23.5x80.9x3.9x
Fri, 04 Aug 2023US$84.0bUS$21.1bUS$1.2b22.4x72.9x4x
Sun, 02 Jul 2023US$148.1bUS$20.9bUS$1.2b21.9x125.9x7.1x
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 -13.3x202420252026
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 50.7x which is higher than its 3-year average PE of -13.3x.
  • 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 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-2.47%
Real Estate2.33%
REITS1.50%
Healthcare REITs6.56%
Retail REITs4.19%
Office REITs2.55%
Residential REITs2.13%
Hotel and Resort REITs1.63%
Diversified REITs1.50%
Specialized REITs0.93%
Industrial REITs0.75%
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
EPRT Essential Properties Realty TrustUS$30.433.1%
+US$196.8m		-4.5%PB1.5x
BNL Broadstone Net LeaseUS$21.093.5%
+US$136.2m		30.9%PB1.4x
WPC W. P. CareyUS$72.630.6%
+US$89.1m		15.9%PB1.9x
AAT American Assets TrustUS$24.372.2%
+US$31.9m		26.0%PB1.3x
CTO CTO Realty GrowthUS$21.252.9%
+US$19.9m		24.3%PB1.2x

Latest News

BNL
US$21.09
Broadstone Net Lease
7D
3.5%
1Y
30.9%
EPRT
US$30.43
Essential Properties Realty Trust
7D
3.1%
1Y
-4.5%
WPC
US$72.63
W. P. Carey
7D
0.6%
1Y
15.9%
Narrative Update • Jun 23

WPC: Portfolio Simplification And Credit Risks Will Shape Balanced Forward Outlook

Analysts have nudged their average price target on W. P.
PINE
US$20.18
Alpine Income Property Trust
7D
5.0%
1Y
36.5%
Seeking Alpha • Jun 23

Alpine Income Property Trust Is Still Buyable

Summary PINE remains a buy, offering strong income and attractive valuation despite recent price softness. PINE's small portfolio enables selective acquisitions, driving 11% AFFO per share CAGR since Q2 2024 and positioning for dynamic 2026 growth. Tenant concentration risk exists, but 50% IG-rated tenants, 99.5% occupancy, and a 9.3-year WALT mitigate concerns. PINE trades at a low P/AFFO multiple, offers a 6.3% yield, and has a 57% payout ratio, supporting upside potential and income appeal. Read the full article on Seeking Alpha
GNL
US$9.17
Global Net Lease
7D
0.5%
1Y
25.1%
AHRT
US$6.80
AH REALTY TRUST
7D
3.0%
1Y
-0.9%
Narrative Update • Jun 22

AHRT: Share Repurchases And Leasing Progress Will Support Future Margin Stability

The analyst price target for AH Realty Trust has shifted to $7.00 from $7.88 as analysts factor in a lower fair value estimate, along with adjustments to the discount rate, revenue growth, profit margin expectations, and future P/E assumptions informed by recent sector-wide REIT valuation updates. Analyst Commentary Recent research on AH Realty Trust reflects a mixed but generally balanced view, with price targets and ratings signaling both optimism about execution and caution around valuation for a smaller REIT in a sector seeing broad recalibrations.
CTO
US$21.25
CTO Realty Growth
7D
2.9%
1Y
24.3%
Seeking Alpha • Jun 21

CTO Realty Growth: Hold Common Stock For Dividend, Buy Preferred For 7.5% Yield

Summary CTO Realty Growth is a small REIT with 22 properties / 5.9M sq ft of open-air shopping centers, focused on fast-growing Southeast and Southwest U.S. markets. Q1 2026: Core FFO $0.52/share, AFFO $0.56/share, revenue up to $41.2M, and full-year guidance was raised. Dividend yield is ~7.4%, uncut since 2022, while the stock trades at ~10x forward FFO - below the sector average of 14-18x for peers. Key risks: Atlanta concentration (~34% of ABR), 2027 debt maturities (~$284M), and reliance on SNO pipeline tenants opening on time. Read the full article on Seeking Alpha
AAT
US$24.37
American Assets Trust
7D
2.2%
1Y
26.0%