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U.S. REITS Industry Analysis

UpdatedAug 27, 2026
DataAggregated Company Financials
Companies20
  • 7D-1.0%
  • 3M-2.8%
  • 1Y3.9%
  • YTD8.0%

Broadstone Net Lease is up 0.8%, leading the way for the REITS industry, which has gained 1.5%. In the last 12 months, the industry was up 6.2%. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 27 Aug 2026US$35.6bUS$5.6bUS$944.0m44.9x37.7x6.4x
Sat, 25 Jul 2026US$36.8bUS$5.5bUS$708.8m44.5x51.9x6.7x
Mon, 22 Jun 2026US$34.7bUS$5.5bUS$697.8m44.5x49.8x6.3x
Wed, 20 May 2026US$35.4bUS$5.4bUS$711.7m42.9x49.8x6.5x
Fri, 17 Apr 2026US$40.4bUS$6.9b-US$127,240,621.0030.8x-317.6x5.9x
Sun, 15 Mar 2026US$40.0bUS$7.0b-US$80,008,385.0029.5x-500.1x5.7x
Tue, 10 Feb 2026US$41.6bUS$7.5b-US$256,823,402.0031.5x-162.1x5.5x
Thu, 08 Jan 2026US$33.0bUS$7.5b-US$252,955,402.0031.5x-130.5x4.4x
Sat, 06 Dec 2025US$33.3bUS$6.0bUS$422.0m30.6x78.9x5.5x
Mon, 03 Nov 2025US$33.0bUS$6.1bUS$435.5m30.2x75.7x5.4x
Wed, 01 Oct 2025US$34.2bUS$6.1bUS$444.4m31.3x76.9x5.6x
Fri, 29 Aug 2025US$34.6bUS$6.1bUS$462.1m29.6x74.9x5.7x
Sun, 27 Jul 2025US$33.6bUS$6.3bUS$621.7m25.6x54x5.3x
Tue, 24 Jun 2025US$34.6bUS$6.3bUS$598.5m28.1x57.8x5.5x
Thu, 22 May 2025US$33.3bUS$6.3bUS$598.1m25.4x55.6x5.3x
Sat, 19 Apr 2025US$34.9bUS$7.1bUS$745.2m25.1x46.8x4.9x
Mon, 17 Mar 2025US$35.8bUS$7.0bUS$871.7m28.4x41x5.1x
Wed, 12 Feb 2025US$34.5bUS$7.0bUS$876.4m24.2x39.3x4.9x
Fri, 10 Jan 2025US$34.7bUS$7.0bUS$878.8m25.4x39.5x5x
Sun, 08 Dec 2024US$36.5bUS$6.9bUS$847.8m29.1x43.1x5.3x
Tue, 05 Nov 2024US$36.2bUS$7.0bUS$628.9m25.8x57.6x5.2x
Thu, 03 Oct 2024US$38.8bUS$7.0bUS$628.7m26.4x61.7x5.5x
Sat, 31 Aug 2024US$37.4bUS$6.8bUS$565.4m30x66.1x5.5x
Mon, 29 Jul 2024US$37.4bUS$6.8bUS$670.4m27.6x55.8x5.5x
Wed, 26 Jun 2024US$33.4bUS$6.8bUS$676.6m24.3x49.4x4.9x
Fri, 24 May 2024US$34.5bUS$6.9bUS$664.0m23.6x52x5x
Sun, 21 Apr 2024US$32.7bUS$6.7bUS$814.5m24.1x40.2x4.9x
Tue, 19 Mar 2024US$32.8bUS$6.5bUS$887.0m27.1x37x5x
Thu, 15 Feb 2024US$32.4bUS$6.3bUS$974.4m26.3x33.2x5.1x
Sat, 13 Jan 2024US$86.3bUS$21.2bUS$876.1m25.5x98.5x4.1x
Mon, 11 Dec 2023US$82.6bUS$21.3bUS$878.5m26.4x94.1x3.9x
Wed, 08 Nov 2023US$81.3bUS$21.3bUS$1.0b25.3x80.8x3.8x
Fri, 06 Oct 2023US$79.5bUS$21.1bUS$1.0b21.3x77.9x3.8x
Sun, 03 Sep 2023US$83.3bUS$21.1bUS$1.0b24.2x81.4x3.9x
Price to Earnings Ratio

81.4x


Total Market Cap: US$83.3bTotal Earnings: US$1.0bTotal Revenue: US$21.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. REITS Industry Price to Earnings3Y Average -15.4x202420252026
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 37.6x which is higher than its 3-year average PE of -15.4x.
  • The 3-year average PS ratio of 5.2x 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 2.6% 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-0.42%
Real Estate0.093%
REITS-0.97%
Residential REITs2.25%
Healthcare REITs2.22%
Office REITs1.89%
Industrial REITs0.45%
Specialized REITs-0.45%
Hotel and Resort REITs-0.63%
Diversified REITs-0.97%
Retail REITs-1.59%
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 18.8%, which is lower than the prior year's growth of 42.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 23% per year.
  • In contrast, the Residential REITs industry is expected to see its earnings decline by 10% 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
BNL Broadstone Net LeaseUS$21.310.8%
+US$30.7m		15.9%PB1.4x
GNL Global Net LeaseUS$9.141.4%
+US$27.4m		17.6%PB1.3x
GIPR Generation Income PropertiesUS$0.4858.9%
+US$333.5k		-94.8%PS0.1x
SQFT Presidio Property TrustUS$1.513.4%
+US$65.8k		-71.2%PB0.1x

Latest News

PINE
US$19.69
Alpine Income Property Trust
7D
-0.6%
1Y
29.5%
Seeking Alpha • 7h

Alpine Income Property Trust: One Of The Best Risk-To-Reward Ratios Across REITs

Summary PINE offers one of the highest AFFO per share growth rates in the REIT sector, exceeding 13%. PINE trades at a sub-10x AFFO multiple, significantly below slower-growing peers, creating a compelling risk-reward profile. Recent acquisitions and commercial loan investments yield an overall 8.7%, supporting positive investment spreads and portfolio credit quality. PINE's 6.7% dividend increase and low 55% AFFO payout ratio signal strong income growth and sustainability. Even Wall Street analysts expect double-digit upside potential. Read the full article on Seeking Alpha
GNL
US$9.14
Global Net Lease
7D
1.4%
1Y
17.6%
CTO
US$21.71
CTO Realty Growth
7D
-1.5%
1Y
26.7%
WPC
US$71.15
W. P. Carey
7D
-1.1%
1Y
6.4%
Seeking Alpha • Aug 20

W. P. Carey: A Rock-Solid 5% Yielding REIT For Dividend Growth Investors

Summary W. P. Carey Inc. raised and narrowed its 2026 AFFO guidance, reflecting strong execution and portfolio expansion, with 45 new properties added in Q2. WPC's adjusted FFO growth outpaces its dividend increases, resulting in a safer, well-supported 5% yield and ongoing dividend growth prospects. The REIT maintains a near-full occupancy rate of 98.5% and a robust 143% dividend coverage ratio, the highest in the past year. WPC stock trades at a 13.8x forward AFFO multiple and continues its strategic pivot toward industrial and warehouse assets. Read the full article on Seeking Alpha
GIPR
US$0.48
Generation Income Properties
7D
58.9%
1Y
-94.8%
AHRT
US$6.71
AH REALTY TRUST
7D
-0.1%
1Y
-6.8%
NXDT
US$5.52
NexPoint Diversified Real Estate Trust
7D
-3.8%
1Y
43.4%
GOOD
US$13.01
Gladstone Commercial
7D
-0.2%
1Y
-2.0%
EPRT
US$30.71
Essential Properties Realty Trust
7D
-1.3%
1Y
-1.8%
Seeking Alpha • Aug 09

Essential Properties Realty Trust Is Getting Close To A Buy Rating

Summary EPRT remains a hold, with business fundamentals outpacing peers but valuation not yet compelling enough to upgrade. EPRT's portfolio is highly diversified, with the top 10 tenants accounting for just 15.2% of ABR, mitigating concentration risk. EPRT targets 8% AFFO growth for 2026, supported by robust investment activity and sector-leading investment spreads of 1.4%. Current 14.0x P/FFO multiple is more attractive than prior levels, but I await a further drop to 13–13.5x before adding. Read the full article on Seeking Alpha
AAT
US$22.74
American Assets Trust
7D
-0.3%
1Y
9.9%
BNL
US$21.31
Broadstone Net Lease
7D
0.8%
1Y
15.9%
SQFT
US$1.51
Presidio Property Trust
7D
3.4%
1Y
-71.2%