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

U.S. Residential REITs Industry Analysis

UpdatedAug 28, 2025
DataAggregated Company Financials
Companies20
  • 7D1.4%
  • 3M-5.2%
  • 1Y-11.6%
  • YTD-5.7%

Over the last 7 days, the Residential REITs industry has remained flat. Unfortunately though, the industry is down 12% over the past 12 months. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Aug 2025US$188.0bUS$25.0bUS$4.9b32.1x38.3x7.5x
Sat, 26 Jul 2025US$194.3bUS$24.7bUS$4.8b37.3x40.6x7.9x
Mon, 23 Jun 2025US$197.9bUS$24.7bUS$4.8b38.7x41.5x8x
Wed, 21 May 2025US$203.8bUS$24.7bUS$4.8b40x42.7x8.2x
Fri, 18 Apr 2025US$195.1bUS$24.5bUS$4.8b45.5x40.7x8x
Sun, 16 Mar 2025US$203.8bUS$24.5bUS$4.8b45.3x42.5x8.3x
Tue, 11 Feb 2025US$203.1bUS$24.5bUS$4.7b36.1x43.1x8.3x
Thu, 09 Jan 2025US$195.2bUS$24.3bUS$4.6b34.5x42.6x8x
Sat, 07 Dec 2024US$210.6bUS$24.3bUS$4.6b37.2x46x8.7x
Mon, 04 Nov 2024US$200.0bUS$24.2bUS$4.2b36.5x47.9x8.3x
Wed, 02 Oct 2024US$213.1bUS$24.1bUS$4.3b36.7x50x8.8x
Fri, 30 Aug 2024US$212.8bUS$24.1bUS$4.3b37.6x49.9x8.8x
Sun, 28 Jul 2024US$198.1bUS$24.0bUS$4.6b30.7x43.5x8.3x
Tue, 25 Jun 2024US$200.3bUS$24.7bUS$5.2b30.4x38.4x8.1x
Thu, 23 May 2024US$197.4bUS$24.7bUS$5.2b29.1x37.8x8x
Sat, 20 Apr 2024US$183.0bUS$24.5bUS$4.9b27.8x37.7x7.5x
Mon, 18 Mar 2024US$188.2bUS$24.5bUS$4.9b28.1x38.8x7.7x
Wed, 14 Feb 2024US$177.5bUS$24.4bUS$5.3b26.5x33.4x7.3x
Fri, 12 Jan 2024US$190.5bUS$24.3bUS$5.5b34.5x34.8x7.8x
Sun, 10 Dec 2023US$175.2bUS$24.3bUS$5.5b32.9x32x7.2x
Tue, 07 Nov 2023US$175.0bUS$24.3bUS$5.5b30.5x31.8x7.2x
Thu, 05 Oct 2023US$176.0bUS$24.1bUS$5.3b30.4x33.5x7.3x
Sat, 02 Sep 2023US$191.2bUS$24.1bUS$5.3b33.3x36.4x8x
Mon, 31 Jul 2023US$196.8bUS$24.0bUS$5.7b29.2x34.7x8.2x
Wed, 28 Jun 2023US$195.3bUS$23.7bUS$5.6b28.6x35.1x8.3x
Fri, 26 May 2023US$183.8bUS$23.7bUS$5.6b27.4x33x7.8x
Sun, 23 Apr 2023US$189.5bUS$23.1bUS$5.8b30.6x32.5x8.2x
Price to Earnings Ratio

31.8x


Total Market Cap: US$185.4bTotal Earnings: US$5.8bTotal Revenue: US$23.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Residential REITs Industry Price to Earnings3Y Average 39.4x20242025
Current Industry PE
  • Investors are relatively neutral on the American Residential REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 39.4x.
  • The industry is trading close to its 3-year average PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Residential REITs industry have declined 5.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market1.88%
Real Estate1.84%
Residential REITs1.38%
Single-Family Residential REITs0.60%
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
AVB AvalonBay CommunitiesUS$194.121.8%
+US$497.7m		-13.0%PB2.3x
MAA Mid-America Apartment CommunitiesUS$144.422.4%
+US$399.2m		-10.4%PB2.9x
ESS Essex Property TrustUS$267.622.1%
+US$359.4m		-9.6%PB3.1x
INVH Invitation HomesUS$31.131.8%
+US$337.2m		-14.1%PB2x
EQR Equity ResidentialUS$65.141.0%
+US$252.1m		-12.2%PB2.3x

Latest News

AMH
US$35.55
American Homes 4 Rent
7D
1.3%
1Y
-9.4%

Rising Expenses Will Undermine US Housing Market Stability

The consensus price target for American Homes 4 Rent was largely unchanged despite a notable decline in its projected future P/E ratio, with fair value dipping marginally from $40.55 to $40.45. What's in the News No shares were repurchased between April 1 and June 30, 2025; 11,653,421 shares (5.26%) have been bought back for $188.2 million under the ongoing buyback program.
AVB
US$194.12
AvalonBay Communities
7D
1.8%
1Y
-13.0%
SUI
US$126.54
Sun Communities
7D
-0.2%
1Y
-4.8%
IRT
US$17.72
Independence Realty Trust
7D
3.3%
1Y
-13.3%
EQR
US$65.14
Equity Residential
7D
1.0%
1Y
-12.2%
INVH
US$31.13
Invitation Homes
7D
1.8%
1Y
-14.1%

Invitation Homes: A Low-Hanging Fruit In The U.S. Housing Market

Aug 11
CPT
US$110.56
Camden Property Trust
7D
2.0%
1Y
-11.4%
ESS
US$267.62
Essex Property Trust
7D
2.1%
1Y
-9.6%
ELS
US$60.00
Equity LifeStyle Properties
7D
-1.0%
1Y
-15.9%
MAA
US$144.42
Mid-America Apartment Communities
7D
2.4%
1Y
-10.4%