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U.S. Retail REITs Industry Analysis

UpdatedJun 19, 2025
DataAggregated Company Financials
Companies28
  • 7D-0.6%
  • 3M-1.4%
  • 1Y7.1%
  • YTD-3.6%

Over the last 7 days, the Retail REITs industry has dropped 1.6%, driven by Simon Property Group declining 1.6%. In the past year, the industry has gained 6.5%. Earnings are forecast to grow by 9.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Jun 2025US$206.9bUS$25.9bUS$5.8b29.4x35.9x8x
Sat, 17 May 2025US$208.7bUS$25.9bUS$5.8b28.8x36.3x8x
Mon, 14 Apr 2025US$189.6bUS$25.5bUS$5.7b29.4x33.4x7.4x
Wed, 12 Mar 2025US$213.4bUS$25.6bUS$5.6b33x37.8x8.3x
Fri, 07 Feb 2025US$217.9bUS$25.5bUS$6.3b33.5x34.7x8.5x
Sun, 05 Jan 2025US$216.5bUS$25.4bUS$6.4b34x34x8.5x
Tue, 03 Dec 2024US$230.8bUS$25.4bUS$6.4b34.8x36.3x9.1x
Thu, 31 Oct 2024US$222.5bUS$25.0bUS$6.0b34.3x36.9x8.9x
Sat, 28 Sep 2024US$219.3bUS$24.7bUS$5.9b34.1x37x8.9x
Mon, 26 Aug 2024US$207.6bUS$24.7bUS$5.9b33.9x35x8.4x
Wed, 24 Jul 2024US$205.7bUS$24.2bUS$5.6b36.5x36.5x8.5x
Fri, 21 Jun 2024US$188.4bUS$24.2bUS$5.6b33.7x33.4x7.8x
Sun, 19 May 2024US$192.2bUS$24.2bUS$5.6b34x34.1x7.9x
Tue, 16 Apr 2024US$184.3bUS$23.6bUS$5.9b29.7x31.1x7.8x
Thu, 14 Mar 2024US$189.0bUS$23.0bUS$5.9b32.3x32.1x8.2x
Sat, 10 Feb 2024US$180.1bUS$22.6bUS$5.6b31.2x32.1x8x
Mon, 08 Jan 2024US$192.7bUS$24.0bUS$5.5b31.3x35.3x8x
Wed, 06 Dec 2023US$184.5bUS$24.0bUS$5.5b30.2x33.8x7.7x
Fri, 03 Nov 2023US$162.0bUS$23.8bUS$5.6b27.8x29.2x6.8x
Sun, 01 Oct 2023US$159.4bUS$23.7bUS$5.7b25.9x28.2x6.7x
Tue, 29 Aug 2023US$168.9bUS$23.7bUS$5.7b26.4x29.9x7.1x
Thu, 27 Jul 2023US$184.3bUS$23.2bUS$5.5b28.8x33.7x7.9x
Sat, 24 Jun 2023US$165.1bUS$23.2bUS$5.5b23.7x29.9x7.1x
Mon, 22 May 2023US$163.6bUS$23.2bUS$5.5b23.6x29.6x7x
Wed, 19 Apr 2023US$168.6bUS$22.8bUS$5.5b22.7x30.7x7.4x
Price to Earnings Ratio

29.6x


Total Market Cap: US$163.1bTotal 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 33.4x20242025
Current Industry PE
  • Investors are relatively neutral on the American Retail 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 33.4x.
  • The industry is trading close to its 3-year average PS ratio of 7.9x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 4.3% 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 Trends

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

US Market-0.61%
Real Estate-0.96%
Retail REITs-0.63%
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
ADC Agree RealtyUS$75.311.0%
+US$84.6m
22.2%PB1.5x
NNN NNN REITUS$42.700.5%
+US$43.2m
1.2%PB1.8x
KRG Kite Realty Group TrustUS$22.610.8%
+US$37.4m
3.7%PB1.5x
NTST NETSTREITUS$16.752.1%
+US$27.8m
-2.0%PB1x
BRX Brixmor Property GroupUS$25.790.3%
+US$21.4m
15.7%PB2.7x

Latest News

SITC

US$12.37

SITE Centers

7D

3.3%

1Y

-78.5%

SKT

US$29.88

Tanger

7D

-1.6%

1Y

12.0%

O

US$57.58

Realty Income

7D

-0.3%

1Y

8.4%

ADC

US$75.31

Agree Realty

7D

1.0%

1Y

22.2%

SPG

US$157.10

Simon Property Group

7D

-1.6%

1Y

6.9%

BRX

US$25.79

Brixmor Property Group

7D

0.3%

1Y

15.7%

CBL

US$25.79

CBL & Associates Properties

7D

1.3%

1Y

16.4%

REG

US$70.72

Regency Centers

7D

-0.4%

1Y

15.6%

PECO

US$35.34

Phillips Edison

7D

-1.1%

1Y

10.3%

KIM

US$21.00

Kimco Realty

7D

0.05%

1Y

11.7%

MAC

US$16.03

Macerich

7D

-1.3%

1Y

8.2%

NTST

US$16.75

NETSTREIT

7D

2.1%

1Y

-2.0%

FRT

US$95.62

Federal Realty Investment Trust

7D

-0.9%

1Y

-5.3%