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U.S. REITS Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies24
  • 7D1.7%
  • 3M1.4%
  • 1Y-0.8%
  • YTD1.6%

Over the last 7 days, the REITS industry has risen 1.7%, driven by gains from W. P. Carey of 1.4%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 9.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025US$33.8bUS$6.2bUS$472.2m26.8x71.5x5.4x
Tue, 08 Jul 2025US$34.0bUS$6.3bUS$598.5m27.1x56.8x5.4x
Thu, 05 Jun 2025US$33.8bUS$6.3bUS$598.1m26.8x56.5x5.4x
Sat, 03 May 2025US$33.0bUS$6.3bUS$644.3m27.1x51.2x5.2x
Mon, 31 Mar 2025US$35.7bUS$7.0bUS$831.3m27.6x43x5.1x
Wed, 26 Feb 2025US$36.1bUS$6.9bUS$826.2m23.6x43.7x5.2x
Fri, 24 Jan 2025US$34.6bUS$7.0bUS$878.8m25.2x39.3x5x
Sun, 22 Dec 2024US$35.1bUS$7.0bUS$878.8m27.2x40x5x
Tue, 19 Nov 2024US$36.3bUS$7.0bUS$943.1m28.3x38.5x5.2x
Thu, 17 Oct 2024US$38.7bUS$7.0bUS$622.4m26.1x62.1x5.5x
Sat, 14 Sep 2024US$38.0bUS$6.8bUS$580.6m28.6x65.5x5.6x
Mon, 12 Aug 2024US$35.5bUS$6.9bUS$641.2m26.5x55.4x5.1x
Wed, 10 Jul 2024US$33.7bUS$6.8bUS$676.6m25.1x49.9x4.9x
Fri, 07 Jun 2024US$33.9bUS$6.9bUS$664.0m24.2x51.1x4.9x
Sun, 05 May 2024US$33.4bUS$6.7bUS$739.8m23.2x45.2x5x
Tue, 02 Apr 2024US$34.1bUS$6.6bUS$768.4m25.5x44.4x5.2x
Thu, 29 Feb 2024US$32.1bUS$6.6bUS$891.4m25.8x36x4.9x
Sat, 27 Jan 2024US$85.0bUS$21.2bUS$889.0m24.7x95.6x4x
Mon, 25 Dec 2023US$86.0bUS$21.3bUS$878.5m27.8x97.9x4x
Wed, 22 Nov 2023US$81.9bUS$21.3bUS$878.5m23.6x93.3x3.8x
Fri, 20 Oct 2023US$79.6bUS$21.1bUS$1.0b20.9x78x3.8x
Sun, 17 Sep 2023US$84.3bUS$21.1bUS$1.0b21.9x82.6x4x
Tue, 15 Aug 2023US$83.5bUS$21.2bUS$1.2b22.2x72.2x3.9x
Thu, 13 Jul 2023US$83.9bUS$20.9bUS$1.2b23x71.3x4x
Sat, 10 Jun 2023US$83.2bUS$12.2bUS$2.6b20.6x31.7x6.8x
Mon, 08 May 2023US$83.1bUS$12.2bUS$2.7b18.4x30.5x6.8x
Wed, 05 Apr 2023US$85.0bUS$12.2bUS$2.7b25.9x31.9x7x
Fri, 03 Mar 2023US$1.3tUS$189.9bUS$39.2b26.3x33.1x6.8x
Sun, 29 Jan 2023US$1.4tUS$183.3bUS$42.9b27.4x31.5x7.4x
Tue, 27 Dec 2022US$1.3tUS$183.5bUS$44.0b25.3x28.4x6.8x
Thu, 24 Nov 2022US$1.3tUS$183.4bUS$44.0b25.6x29.4x7x
Sat, 22 Oct 2022US$1.2tUS$178.5bUS$40.3b25.9x28.7x6.5x
Mon, 19 Sep 2022US$1.3tUS$177.4bUS$40.0b29.9x33x7.4x
Wed, 17 Aug 2022US$1.5tUS$177.4bUS$40.0b32.6x37.2x8.4x
Price to Earnings Ratio

37.2x


Total Market Cap: US$1.5tTotal Earnings: US$40.0bTotal Revenue: US$177.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. REITS Industry Price to Earnings3Y Average 51.3x202320242025
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 71.5x which is higher than its 3-year average PE of 51.3x.
  • The industry is trading close to its 3-year average PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 77% 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 Market2.39%
Real Estate0.20%
REITS1.68%
Diversified REITs1.68%
Retail REITs1.51%
Healthcare REITs1.11%
Industrial REITs0.21%
Residential REITs0.20%
Office REITs-0.70%
Hotel and Resort REITs-0.75%
Specialized REITs-0.98%
Industry PE
  • Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 253x.
    • Analysts are expecting annual earnings growth of 25.4%, which is lower than the prior year's growth of 39.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 25% over the next 5 years.
  • However this is lower than its past earnings growth rate of 39% per year.
  • In contrast, the Office REITs industry is expected to see its earnings decline by 15% 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
WPC W. P. CareyUS$65.881.4%
+US$197.1m		17.1%PB1.8x
GNL Global Net LeaseUS$7.6811.6%
+US$162.3m		-4.7%PB0.9x
BNL Broadstone Net LeaseUS$16.813.6%
+US$109.7m		-2.5%PB1.1x
AHH Armada Hoffler PropertiesUS$6.953.9%
+US$20.9m		-39.1%PB1.2x
ALEX Alexander & BaldwinUS$18.211.2%
+US$16.0m		-4.0%PB1.3x

Latest News

MDRR
US$10.61
Medalist Diversified REIT
7D
-6.2%
1Y
-6.5%
AHH
US$6.95
Armada Hoffler Properties
7D
3.9%
1Y
-39.1%
CTO
US$16.34
CTO Realty Growth
7D
-0.6%
1Y
-16.2%
MDV
US$15.00
Modiv Industrial
7D
4.5%
1Y
2.5%
GNL
US$7.68
Global Net Lease
7D
11.6%
1Y
-4.7%
OLP
US$22.69
One Liberty Properties
7D
2.6%
1Y
-9.3%
WPC
US$65.88
W. P. Carey
7D
1.4%
1Y
17.1%
BNL
US$16.81
Broadstone Net Lease
7D
3.6%
1Y
-2.5%
AAT
US$18.86
American Assets Trust
7D
0.9%
1Y
-25.0%
ALEX
US$18.21
Alexander & Baldwin
7D
1.2%
1Y
-4.0%

Alexander & Baldwin: Dividends And Strong Balance Sheet Make It A Buy

Jul 30
EPRT
US$30.22
Essential Properties Realty Trust
7D
-1.0%
1Y
3.0%
SQFT
US$5.11
Presidio Property Trust
7D
-11.9%
1Y
-21.4%
MKZR
US$4.76
MacKenzie Realty Capital
7D
-5.2%
1Y
-81.6%
GIPR
US$0.84
Generation Income Properties
7D
-41.0%
1Y
-60.5%