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U.S. REITS Industry Analysis

UpdatedSep 04, 2025
DataAggregated Company Financials
Companies22
  • 7D-0.02%
  • 3M3.7%
  • 1Y-3.6%
  • YTD5.3%

Over the last 7 days, the REITS industry has remained flat. As for the longer term, the industry has declined 3.6% in the last year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Sep 2025US$34.2bUS$6.1bUS$468.9m30.1x73x5.6x
Sun, 03 Aug 2025US$33.2bUS$6.4bUS$483.7m23.6x68.7x5.2x
Tue, 01 Jul 2025US$33.7bUS$6.3bUS$598.5m26.9x56.2x5.4x
Thu, 29 May 2025US$33.5bUS$6.3bUS$598.1m25.8x56x5.3x
Sat, 26 Apr 2025US$34.6bUS$7.1bUS$754.5m25.2x45.9x4.9x
Mon, 24 Mar 2025US$35.4bUS$7.0bUS$871.7m28.2x40.6x5.1x
Wed, 19 Feb 2025US$35.4bUS$7.0bUS$779.1m28.7x45.4x5.1x
Fri, 17 Jan 2025US$34.3bUS$7.0bUS$878.8m25.8x39x4.9x
Sun, 15 Dec 2024US$37.1bUS$7.0bUS$878.8m29.1x42.2x5.3x
Tue, 12 Nov 2024US$37.5bUS$7.1bUS$764.7m29.5x49x5.3x
Thu, 10 Oct 2024US$37.9bUS$7.0bUS$622.4m25.9x60.9x5.4x
Sat, 07 Sep 2024US$37.7bUS$6.8bUS$565.4m29.4x66.7x5.5x
Mon, 05 Aug 2024US$36.0bUS$6.8bUS$643.8m27x55.8x5.3x
Wed, 03 Jul 2024US$33.2bUS$6.8bUS$676.6m25x49x4.9x
Fri, 31 May 2024US$33.3bUS$6.9bUS$664.0m23.7x50.1x4.8x
Sun, 28 Apr 2024US$32.5bUS$6.7bUS$827.0m22.9x39.2x4.8x
Tue, 26 Mar 2024US$33.0bUS$6.5bUS$903.8m25.8x36.5x5.1x
Thu, 22 Feb 2024US$32.9bUS$6.3bUS$984.9m26.6x33.4x5.2x
Sat, 20 Jan 2024US$85.2bUS$21.2bUS$876.1m24.9x97.2x4x
Mon, 18 Dec 2023US$85.8bUS$21.3bUS$878.5m28.2x97.6x4x
Wed, 15 Nov 2023US$80.3bUS$21.3bUS$864.1m25.4x92.9x3.8x
Fri, 13 Oct 2023US$80.4bUS$21.1bUS$1.0b21.2x78.7x3.8x
Sun, 10 Sep 2023US$81.1bUS$21.1bUS$1.0b23.4x79.3x3.8x
Tue, 08 Aug 2023US$84.3bUS$21.1bUS$1.2b21.6x72.8x4x
Thu, 06 Jul 2023US$148.7bUS$20.9bUS$1.2b22.4x126.5x7.1x
Sat, 03 Jun 2023US$82.4bUS$12.2bUS$2.6b19.6x31.4x6.7x
Mon, 01 May 2023US$83.4bUS$12.3bUS$2.6b20.6x31.6x6.8x
Wed, 29 Mar 2023US$84.7bUS$12.2bUS$2.7b25.8x31.8x6.9x
Fri, 24 Feb 2023US$1.3tUS$187.0bUS$38.6b26.2x34.2x7x
Sun, 22 Jan 2023US$1.3tUS$183.5bUS$43.3b26.8x30.4x7.2x
Tue, 20 Dec 2022US$1.2tUS$183.5bUS$44.0b24.9x28.2x6.8x
Thu, 17 Nov 2022US$1.3tUS$183.3bUS$43.7b25.4x29.1x6.9x
Sat, 15 Oct 2022US$1.1tUS$177.8bUS$39.9b25.8x28.3x6.4x
Mon, 12 Sep 2022US$1.4tUS$177.4bUS$40.0b30.5x35x7.9x
Price to Earnings Ratio

35x


Total Market Cap: US$1.4tTotal Earnings: US$40.0bTotal Revenue: US$177.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. REITS Industry Price to Earnings3Y Average 52.2x202320242025
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 73.0x which is higher than its 3-year average PE of 52.2x.
  • The industry is trading close to its 3-year average PS ratio of 5.4x.
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 68% 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-0.60%
Real Estate-1.17%
REITS-0.023%
Office REITs2.53%
Diversified REITs-0.023%
Retail REITs-0.32%
Healthcare REITs-0.43%
Hotel and Resort REITs-0.63%
Specialized REITs-1.09%
Residential REITs-1.19%
Industrial REITs-1.68%
Industry PE
  • Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 267x.
    • Analysts are expecting annual earnings growth of 24.4%, 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 24% 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 14% 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$66.900.6%
+US$92.0m		10.2%PB1.8x
GNL Global Net LeaseUS$7.932.1%
+US$35.3m		-8.9%PB1x
OLP One Liberty PropertiesUS$23.561.2%
+US$6.0m		-11.5%PB1.7x
BNL Broadstone Net LeaseUS$18.480.2%
+US$5.7m		1.4%PB1.2x
CTO CTO Realty GrowthUS$17.340.9%
+US$4.9m		-9.9%PB1x

Latest News

OLP
US$23.56
One Liberty Properties
7D
1.2%
1Y
-11.5%
NXDT
US$3.80
NexPoint Diversified Real Estate Trust
7D
-2.8%
1Y
-33.2%
GOOD
US$13.25
Gladstone Commercial
7D
-0.4%
1Y
-12.8%
AAT
US$20.60
American Assets Trust
7D
-1.3%
1Y
-20.6%
BNL
US$18.48
Broadstone Net Lease
7D
0.2%
1Y
1.4%

E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development

Broadstone Net Lease’s fair value has been revised upward to $19.60 as analysts gain confidence in management’s strategic execution, earnings visibility from a growing development pipeline, and enhanced growth prospects following accretive transactions and strong Q2 results. Analyst Commentary Disposal of the healthcare portfolio increased confidence in management's strategic execution.
CTO
US$17.34
CTO Realty Growth
7D
0.9%
1Y
-9.9%
PINE
US$15.20
Alpine Income Property Trust
7D
0.6%
1Y
-20.4%
MDV
US$15.33
Modiv Industrial
7D
0.5%
1Y
-3.0%
MDRR
US$14.45
Medalist Diversified REIT
7D
23.4%
1Y
18.0%
GIPR
US$0.93
Generation Income Properties
7D
-1.2%
1Y
-59.0%
WPC
US$66.90
W. P. Carey
7D
0.6%
1Y
10.2%
GNL
US$7.93
Global Net Lease
7D
2.1%
1Y
-8.9%

Global Net Lease Reports H1/Q2 Quarter 2025 Results

GNL – $1.8B Revolving Credit Facility Refinance (Aug 2025) Deal Highlights Size: $1.8B revolving credit facility. Maturity: Extended from Oct 2026 → Aug 2030 (+ two 6-month extensions possible).
ALEX
US$19.15
Alexander & Baldwin
7D
-0.9%
1Y
-1.0%

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

Jul 30
EPRT
US$30.74
Essential Properties Realty Trust
7D
-1.1%
1Y
-4.3%
SQFT
US$4.89
Presidio Property Trust
7D
-4.9%
1Y
-25.7%
MKZR
US$5.91
MacKenzie Realty Capital
7D
-4.5%
1Y
-82.9%