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U.S. Retail REITs Industry Analysis

UpdatedSep 14, 2025
DataAggregated Company Financials
Companies27
  • 7D0.002%
  • 3M8.0%
  • 1Y-1.9%
  • YTD3.8%

Over the last 7 days, the Retail REITs industry has remained flat, although notably Regency Centers declined by 3.2%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Sep 2025US$224.5bUS$26.2bUS$5.9b27.1x37.8x8.6x
Tue, 12 Aug 2025US$210.2bUS$26.2bUS$6.0b25.2x35.3x8x
Thu, 10 Jul 2025US$208.9bUS$25.9bUS$5.8b29.7x36.3x8.1x
Sat, 07 Jun 2025US$206.8bUS$25.9bUS$5.8b29.5x35.9x8x
Mon, 05 May 2025US$208.8bUS$25.7bUS$5.8b29x35.9x8.1x
Wed, 02 Apr 2025US$213.6bUS$25.5bUS$5.7b32.9x37.7x8.4x
Fri, 28 Feb 2025US$220.8bUS$25.6bUS$5.6b35.2x39.3x8.6x
Sun, 26 Jan 2025US$204.6bUS$25.4bUS$6.4b32.7x32.2x8x
Tue, 24 Dec 2024US$214.8bUS$25.4bUS$6.4b33.9x33.8x8.4x
Thu, 21 Nov 2024US$227.5bUS$25.4bUS$6.4b34.6x35.8x8.9x
Sat, 19 Oct 2024US$227.2bUS$24.9bUS$6.0b36.7x38.1x9.1x
Mon, 16 Sep 2024US$221.5bUS$24.7bUS$5.9b35.5x37.3x9x
Wed, 14 Aug 2024US$207.3bUS$24.7bUS$6.2b33.2x33.4x8.4x
Fri, 12 Jul 2024US$191.9bUS$24.2bUS$5.6b34.8x34x7.9x
Sun, 09 Jun 2024US$191.1bUS$24.2bUS$5.6b33.6x33.9x7.9x
Tue, 07 May 2024US$188.4bUS$23.8bUS$5.5b33x34.1x7.9x
Thu, 04 Apr 2024US$188.5bUS$23.6bUS$5.9b31.2x31.8x8x
Sat, 02 Mar 2024US$187.0bUS$23.0bUS$5.9b31.9x31.7x8.1x
Mon, 29 Jan 2024US$190.6bUS$24.0bUS$5.5b31.6x34.9x7.9x
Wed, 27 Dec 2023US$193.5bUS$24.0bUS$5.5b31.3x35.5x8x
Fri, 24 Nov 2023US$173.4bUS$24.0bUS$5.5b28.5x31.8x7.2x
Sun, 22 Oct 2023US$156.3bUS$23.7bUS$5.7b25.5x27.6x6.6x
Tue, 19 Sep 2023US$169.7bUS$23.7bUS$5.7b27.3x30x7.2x
Thu, 17 Aug 2023US$173.0bUS$23.6bUS$5.7b27.5x30.6x7.3x
Sat, 15 Jul 2023US$178.6bUS$23.2bUS$5.5b25.6x32.3x7.7x
Mon, 12 Jun 2023US$171.5bUS$23.2bUS$5.5b25x31x7.4x
Wed, 10 May 2023US$166.8bUS$23.2bUS$5.5b23.4x30.1x7.2x
Fri, 07 Apr 2023US$169.5bUS$22.8bUS$5.5b23.5x30.7x7.4x
Price to Earnings Ratio

30.7x


Total Market Cap: US$169.5bTotal Earnings: US$5.5bTotal Revenue: US$22.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 33.7x20242025
Current Industry PE
  • Investors are optimistic on the American Retail REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.8x which is higher than its 3-year average PE of 33.7x.
  • The industry is trading close to its 3-year average PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 2.5% per year over the last three years.
  • Revenues for these companies have grown 4.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market1.73%
Real Estate0.32%
Retail REITs0.0022%
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
O Realty IncomeUS$60.411.9%
+US$1.0b		-3.7%PB1.4x
SPG Simon Property GroupUS$182.470.1%
+US$71.8m		11.2%PB24.7x
ALX Alexander'sUS$244.194.2%
+US$49.7m		-0.1%PB8.6x
NTST NETSTREITUS$18.241.5%
+US$22.5m		6.8%PB1.2x
IVT InvenTrust PropertiesUS$30.060.3%
+US$7.8m		0.9%PB1.3x

Latest News

SPG
US$182.47
Simon Property Group
7D
0.1%
1Y
11.2%

Urban Redevelopment Will Boost Mixed-use Retail Appeal

Simon Property Group’s consensus price target saw a modest upward revision to $184.55 as analysts updated FY25/FY26 FFO estimates following strong Q2 results and sector-wide REIT outperformance, while some valuation-based downgrades reflect caution amidst macro risks. Analyst Commentary Price target increases by bullish analysts reflect updated FY25 and FY26 Funds From Operations (FFO) estimates following solid Q2 results.
BRX
US$27.99
Brixmor Property Group
7D
-0.7%
1Y
-0.1%
ADC
US$73.10
Agree Realty
7D
0.07%
1Y
-4.7%
O
US$60.41
Realty Income
7D
1.9%
1Y
-3.7%
KIM
US$22.39
Kimco Realty
7D
-1.6%
1Y
-6.8%

Grocery Anchors And AI Will Shape Retail Future Despite Risks

Kimco Realty’s consensus price target was modestly raised to $24.53 as analysts point to strong Q2 earnings, upbeat sentiment for retail REITs, and the resilience of its grocery-anchored centers, supporting a slightly higher fair value. Analyst Commentary Bullish analysts cite strong Q2 earnings results and increased estimates for retail REITs as driving price target increases.
SKT
US$34.12
Tanger
7D
-1.9%
1Y
7.2%
FRT
US$101.65
Federal Realty Investment Trust
7D
-1.0%
1Y
-13.4%
AKR
US$20.15
Acadia Realty Trust
7D
0.2%
1Y
-12.3%
KRG
US$22.53
Kite Realty Group Trust
7D
-3.1%
1Y
-16.0%
REG
US$71.34
Regency Centers
7D
-3.2%
1Y
-4.5%
PECO
US$35.60
Phillips Edison
7D
-1.5%
1Y
-8.6%
MAC
US$18.14
Macerich
7D
-3.3%
1Y
10.0%
NTST
US$18.24
NETSTREIT
7D
1.5%
1Y
6.8%
IVT
US$30.06
InvenTrust Properties
7D
0.3%
1Y
0.9%
FVR
US$13.69
FrontView REIT
7D
2.1%
1Y
n/a
ALX
US$244.19
Alexander's
7D
4.2%
1Y
-0.1%