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U.S. Single-Family Residential REITs Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies6
  • 7D-1.7%
  • 3M-5.7%
  • 1Y-12.4%
  • YTDn/a

Over the last 7 days, the Single-Family Residential REITs industry has dropped 1.7%, driven by Sun Communities declining 2.7%. The industry has fallen 12% in the last year. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$58.7bUS$9.6bUS$1.1b29.5x55.7x6.1x
Thu, 13 Nov 2025US$61.4bUS$9.6bUS$1.1b30.9x58.2x6.4x
Sat, 11 Oct 2025US$60.7bUS$9.5bUS$1.2b32.4x48.7x6.4x
Mon, 08 Sep 2025US$63.9bUS$9.5bUS$1.2b33.3x51.2x6.7x
Wed, 06 Aug 2025US$63.7bUS$9.5bUS$1.2b33.5x51.1x6.7x
Fri, 04 Jul 2025US$66.0bUS$9.4bUS$1.3b42x49x7x
Sun, 01 Jun 2025US$64.0bUS$9.4bUS$1.3b43.3x47.6x6.8x
Tue, 29 Apr 2025US$66.5bUS$9.3bUS$1.3b46x51x7.1x
Thu, 27 Mar 2025US$68.2bUS$9.3bUS$1.3b46.5x52.3x7.3x
Sat, 22 Feb 2025US$65.6bUS$9.3bUS$1.4b44.4x47.1x7.1x
Mon, 20 Jan 2025US$65.4bUS$9.3bUS$1.4b43.6x47x7.1x
Wed, 18 Dec 2024US$67.5bUS$9.3bUS$1.4b45.2x48.5x7.3x
Fri, 15 Nov 2024US$69.5bUS$9.3bUS$1.4b46.7x50.1x7.5x
Sun, 13 Oct 2024US$68.0bUS$9.2bUS$1.2b41.5x55x7.4x
Tue, 10 Sep 2024US$72.3bUS$9.2bUS$1.2b43.4x58.4x7.8x
Thu, 08 Aug 2024US$70.0bUS$9.2bUS$1.2b42.7x56.5x7.6x
Sat, 06 Jul 2024US$66.5bUS$9.1bUS$1.0b38.4x64.5x7.3x
Mon, 03 Jun 2024US$65.0bUS$9.1bUS$1.0b37x63.1x7.1x
Wed, 01 May 2024US$63.3bUS$9.0bUS$1.0b35.9x62.2x7x
Fri, 29 Mar 2024US$66.5bUS$9.0bUS$972.9m38.2x68.4x7.4x
Sun, 25 Feb 2024US$66.0bUS$8.9bUS$976.4m39.3x67.6x7.4x
Tue, 23 Jan 2024US$67.0bUS$8.8bUS$1.4b43.1x49x7.6x
Thu, 21 Dec 2023US$68.5bUS$8.8bUS$1.4b43.8x50.1x7.8x
Sat, 18 Nov 2023US$66.0bUS$8.8bUS$1.4b42.9x48.3x7.5x
Mon, 16 Oct 2023US$61.1bUS$8.7bUS$1.3b43.8x47.8x7x
Wed, 13 Sep 2023US$65.0bUS$8.7bUS$1.3b45.5x50.8x7.5x
Fri, 11 Aug 2023US$66.3bUS$8.7bUS$1.3b46.5x51.9x7.6x
Sun, 09 Jul 2023US$67.0bUS$8.6bUS$1.2b47.5x57x7.8x
Tue, 06 Jun 2023US$66.5bUS$8.6bUS$1.2b46.9x56.5x7.8x
Thu, 04 May 2023US$65.5bUS$8.5bUS$1.1b49x58.7x7.7x
Sat, 01 Apr 2023US$64.1bUS$8.3bUS$1.1b47.7x57.3x7.7x
Price to Earnings Ratio

57.3x


Total Market Cap: US$64.1bTotal Earnings: US$1.1bTotal Revenue: US$8.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Single-Family Residential REITs Industry Price to Earnings3Y Average 54x20242025
Current Industry PE
  • Investors are relatively neutral on the American Single-Family 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 54.0x.
  • The 3-year average PS ratio of 7.3x is higher than the industry's current PS ratio of 6.1x.
Past Earnings Growth
  • The earnings for companies in the Single-Family Residential REITs industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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 and as a result, profits have held steady.

Industry Comparison

How does U.S. Single-Family Residential REITs compare with similar industries?

US Market-0.59%
Real Estate-0.74%
Residential REITs-0.35%
Single-Family Residential REITs-1.70%
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
ELS Equity LifeStyle PropertiesUS$62.723.8%
+US$447.7m		-8.2%PB6.9x
AMH American Homes 4 RentUS$31.413.2%
+US$360.0m		-16.1%PB1.6x
INVH Invitation HomesUS$26.900.9%
+US$147.1m		-18.8%PB1.7x
UMH UMH PropertiesUS$15.966.6%
+US$84.4m		-17.3%PB2.3x
BHM Bluerock Homes TrustUS$8.892.4%
+US$851.9k		-36.9%PB0.3x

Latest News

AMH
US$31.41
American Homes 4 Rent
7D
3.2%
1Y
-16.1%

AMH: Healthy Operating Backdrop Will Support Shares Despite Near Term Demand Caution

Analysts have nudged their average price target on American Homes 4 Rent slightly lower, trimming it by about $0.20 to reflect a more conservative outlook on near term demand, occupancy and rent growth, even as overall operating conditions remain healthy. Analyst Commentary Research desks have modestly reduced their price targets on American Homes 4 Rent, citing a more cautious stance on demand, occupancy and blended rent growth over the next few quarters, while still largely endorsing the long term fundamentals of the single family rental platform.
INVH
US$26.90
Invitation Homes
7D
0.9%
1Y
-18.8%
SUI
US$123.89
Sun Communities
7D
-1.3%
1Y
1.0%
UMH
US$15.96
UMH Properties
7D
6.6%
1Y
-17.3%

UMH: Expanding Share Buyback Will Support Performance Amid Sector Uncertainty

The consensus analyst price target for UMH Properties has been revised slightly lower, from $18.81 to $18.63. Analysts cite continued robust fundamentals, but expectations for growth and profit margins have been slightly tempered.
BHM
US$8.89
Bluerock Homes Trust
7D
2.4%
1Y
-36.9%
ELS
US$62.72
Equity LifeStyle Properties
7D
3.8%
1Y
-8.2%

ELS: Steady Demand and Resilient Leasing Expected to Drive Strong Outlook

Equity LifeStyle Properties' analyst price target was lowered by $5.00 to $62.50. Analysts cite mixed second-quarter performance and updated industry checks to support the revised outlook.