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U.S. Residential REITs Industry Analysis

UpdatedSep 13, 2026
DataAggregated Company Financials
Companies19
  • 7D-0.8%
  • 3M-3.3%
  • 1Y-5.4%
  • YTD-0.3%

Over the last 7 days, the Residential REITs industry has remained flat, although notably Sun Communities declined by 4.2%. Unfortunately though, the industry is down 5.4% over the past 12 months. In the next few years, earnings are forecast to decline by 4.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Sep 2026US$221.3bUS$24.4bUS$5.2b42.4x42.6x9.1x
Tue, 11 Aug 2026US$181.2bUS$24.4bUS$5.0b34.4x35.9x7.4x
Thu, 09 Jul 2026US$187.3bUS$24.3bUS$5.1b31.2x36.7x7.7x
Sat, 06 Jun 2026US$181.0bUS$24.3bUS$5.1b31.1x35.5x7.5x
Mon, 04 May 2026US$176.7bUS$24.5bUS$5.2b29.2x34.2x7.2x
Wed, 01 Apr 2026US$163.3bUS$24.3bUS$5.3b26.7x30.9x6.7x
Fri, 27 Feb 2026US$177.4bUS$24.4bUS$5.2b30.2x34.1x7.3x
Sun, 25 Jan 2026US$177.7bUS$25.2bUS$5.0b28.8x35.8x7x
Tue, 23 Dec 2025US$176.3bUS$25.2bUS$5.0b29x35.5x7x
Thu, 20 Nov 2025US$174.5bUS$25.2bUS$5.0b28.7x35.1x6.9x
Sat, 18 Oct 2025US$178.4bUS$25.0bUS$4.9b32.1x36.4x7.1x
Mon, 15 Sep 2025US$188.9bUS$25.0bUS$4.9b32.4x38.5x7.6x
Wed, 13 Aug 2025US$182.0bUS$25.0bUS$4.9b31.7x37.1x7.3x
Fri, 11 Jul 2025US$194.5bUS$24.7bUS$4.8b37.4x40.8x7.9x
Sun, 08 Jun 2025US$196.5bUS$24.7bUS$4.8b38.4x41.2x7.9x
Tue, 06 May 2025US$208.9bUS$24.7bUS$4.8b40.6x43.9x8.4x
Thu, 03 Apr 2025US$209.6bUS$24.5bUS$4.8b46.8x43.7x8.5x
Sat, 01 Mar 2025US$211.1bUS$24.5bUS$4.8b46x44x8.6x
Mon, 27 Jan 2025US$189.5bUS$24.3bUS$4.6b34.8x41.4x7.8x
Wed, 25 Dec 2024US$205.3bUS$24.3bUS$4.6b35.9x44.8x8.5x
Fri, 22 Nov 2024US$211.0bUS$24.3bUS$4.6b37.5x46.1x8.7x
Sun, 20 Oct 2024US$211.7bUS$24.1bUS$4.3b36.7x49.6x8.8x
Tue, 17 Sep 2024US$223.9bUS$24.1bUS$4.3b39.3x52.5x9.3x
Thu, 15 Aug 2024US$204.9bUS$24.1bUS$4.3b36.1x48x8.5x
Sat, 13 Jul 2024US$195.3bUS$23.9bUS$4.6b30.1x42.6x8.2x
Mon, 10 Jun 2024US$194.7bUS$24.7bUS$5.2b29.1x37.3x7.9x
Wed, 08 May 2024US$194.7bUS$24.7bUS$5.2b28.9x37.3x7.9x
Fri, 05 Apr 2024US$184.7bUS$24.5bUS$4.9b27.6x38x7.6x
Sun, 03 Mar 2024US$185.4bUS$24.4bUS$4.9b27.3x38.2x7.6x
Tue, 30 Jan 2024US$183.2bUS$24.3bUS$5.5b33.2x33.5x7.5x
Thu, 28 Dec 2023US$192.0bUS$24.3bUS$5.5b34.6x35.1x7.9x
Sat, 25 Nov 2023US$177.1bUS$24.3bUS$5.5b31.8x32.4x7.3x
Mon, 23 Oct 2023US$172.6bUS$24.1bUS$5.3b30.4x32.8x7.2x
Wed, 20 Sep 2023US$186.5bUS$24.1bUS$5.3b32.4x35.5x7.8x
Price to Earnings Ratio

35.5x


Total Market Cap: US$186.5bTotal Earnings: US$5.3bTotal Revenue: US$24.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Residential REITs Industry Price to Earnings3Y Average 38.9x202420252026
Current Industry PE
  • Investors are optimistic on the American Residential REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 42.6x which is higher than its 3-year average PE of 38.9x.
  • The 3-year average PS ratio of 7.8x is lower than the industry's current PS ratio of 9.1x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Residential REITs industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-0.94%
Real Estate-1.30%
Residential REITs-0.84%
Single-Family Residential REITs-3.45%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
VMRK Vivmark ResidentialUS$65.540.3%
+US$147.0m		-1.4%PB4.2x
CSR CenterspaceUS$58.2910.2%
+US$90.5m		-0.2%PB1.4x
CLPR Clipper RealtyUS$3.220.3%
+US$161.6k		-26.3%PS0.3x

Latest News

SUI
US$114.48
Sun Communities
7D
-4.2%
1Y
-11.9%
CLPR
US$3.22
Clipper Realty
7D
0.3%
1Y
-26.3%
INVH
US$27.54
Invitation Homes
7D
-3.0%
1Y
-8.8%
CSR
US$58.29
Centerspace
7D
10.2%
1Y
-0.2%
New Narrative • Sep 10

Portfolio Repositioning Toward Denver And Minneapolis Will Likely Restrain Future Earnings Power

Catalysts About Centerspace Centerspace is a residential REIT that owns and operates apartment communities across several U.S. markets, with a focus on institutional urban and suburban locations. What are the underlying business or industry changes driving this perspective?
ESS
US$272.91
Essex Property Trust
7D
-2.0%
1Y
2.2%
Seeking Alpha • Sep 09

Essex Property Trust: Strong Quarter, Legal Uncertainty Removed

Summary Essex Property Trust, Inc. (ESS) delivered strong Q2 2026 results, beating Core FFO guidance and raising full-year Core FFO for the second consecutive quarter. ESS resolved its two largest litigation matters, removing a key risk overhang and improving its risk profile going forward. The company maintains a robust balance sheet, opportunistically repurchasing shares and redeploying capital into high-yield investments. I maintain a 'Buy' rating on ESS and raise my price target to $305/share, reflecting improved fundamentals and risk reduction. Read the full article on Seeking Alpha
UDR
US$35.12
UDR
7D
-3.5%
1Y
-8.5%
Seeking Alpha • Sep 08

UDR: 10% To 13% Annual Total Return Potential

Summary UDR, Inc. (UDR) is a multifamily REIT focused on high-barrier, upscale markets with strong employment and resilient rental demand. UDR is rated a BUY, with a 4.7% yield, expected 4% dividend CAGR, and projected 10–13% compound annual total returns over five years. Management’s disciplined capital allocation, Orion analytics platform, and share buybacks position UDR for above-industry AFFO growth and lower volatility. Balance sheet strength, healthy occupancy (96.6%), and undervaluation (16% discount to fair value) underpin the investment case despite moderate near-term growth. Read the full article on Seeking Alpha
AMH
US$31.48
American Homes 4 Rent
7D
-3.0%
1Y
-7.8%
MAA
US$124.79
Mid-America Apartment Communities
7D
-2.8%
1Y
-12.2%
VMRK
US$65.54
Vivmark Residential
7D
0.3%
1Y
-1.4%
CPT
US$103.01
Camden Property Trust
7D
-2.5%
1Y
-5.9%
ELS
US$60.08
Equity LifeStyle Properties
7D
-3.7%
1Y
-2.3%