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U.S. Retail REITs Industry Analysis

UpdatedMay 12, 2026
DataAggregated Company Financials
Companies28
  • 7D-0.4%
  • 3M2.1%
  • 1Y13.3%
  • YTD11.0%

The Retail REITs is pretty flat in the last 7 days, but CBL & Associates Properties has stood out, gaining 7.2%. As for the the longer term, the industry is up 13% over the past 12 months. Looking forward, earnings are forecast to decline by 2.2% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 May 2026US$245.8bUS$27.6bUS$9.6b24.1x25.6x8.9x
Thu, 09 Apr 2026US$237.3bUS$27.3bUS$9.2b26.9x25.7x8.7x
Sat, 07 Mar 2026US$247.0bUS$27.3bUS$9.2b27.6x26.8x9.1x
Mon, 02 Feb 2026US$228.4bUS$26.7bUS$6.0b27.8x38.1x8.5x
Wed, 31 Dec 2025US$221.6bUS$26.7bUS$6.0b27.4x36.9x8.3x
Fri, 28 Nov 2025US$221.1bUS$26.7bUS$6.0b27.1x36.8x8.3x
Sun, 26 Oct 2025US$222.7bUS$26.3bUS$6.0b27.1x37.3x8.5x
Tue, 23 Sep 2025US$220.8bUS$26.2bUS$5.9b26.4x37.2x8.4x
Thu, 21 Aug 2025US$218.2bUS$26.3bUS$5.9b26.2x36.7x8.3x
Sat, 19 Jul 2025US$208.8bUS$25.9bUS$5.8b31x36.3x8.1x
Mon, 16 Jun 2025US$206.9bUS$25.9bUS$5.8b29x36x8x
Wed, 14 May 2025US$213.6bUS$25.9bUS$5.7b28.5x37.2x8.2x
Fri, 11 Apr 2025US$198.5bUS$25.5bUS$5.7b29.3x35x7.8x
Sun, 09 Mar 2025US$216.5bUS$25.6bUS$5.6b34.5x38.4x8.5x
Tue, 04 Feb 2025US$215.2bUS$25.4bUS$6.4b32.8x33.8x8.5x
Thu, 02 Jan 2025US$215.8bUS$25.4bUS$6.4b34.2x33.9x8.5x
Sat, 30 Nov 2024US$230.8bUS$25.4bUS$6.4b35.2x36.3x9.1x
Mon, 28 Oct 2024US$221.5bUS$24.9bUS$6.0b34.2x37x8.9x
Wed, 25 Sep 2024US$221.3bUS$24.7bUS$5.9b34.5x37.3x8.9x
Fri, 23 Aug 2024US$213.4bUS$24.7bUS$5.9b33.6x36x8.6x
Sun, 21 Jul 2024US$203.3bUS$24.2bUS$5.6b36.4x36.1x8.4x
Tue, 18 Jun 2024US$189.4bUS$24.2bUS$5.6b33.6x33.6x7.8x
Thu, 16 May 2024US$192.1bUS$24.2bUS$5.7b36.5x33.5x7.9x
Sat, 13 Apr 2024US$185.3bUS$23.6bUS$5.9b30x31.3x7.9x
Mon, 11 Mar 2024US$189.7bUS$23.0bUS$5.9b32.2x32.2x8.2x
Wed, 07 Feb 2024US$179.3bUS$22.5bUS$5.3b31.2x33.6x8x
Fri, 05 Jan 2024US$192.5bUS$24.0bUS$5.5b31.3x35.3x8x
Sun, 03 Dec 2023US$181.0bUS$24.0bUS$5.5b29.4x33.2x7.5x
Tue, 31 Oct 2023US$154.1bUS$23.7bUS$5.7b23.7x27x6.5x
Thu, 28 Sep 2023US$159.0bUS$23.7bUS$5.7b25.8x28.1x6.7x
Sat, 26 Aug 2023US$169.0bUS$23.7bUS$5.7b26.4x29.9x7.1x
Mon, 24 Jul 2023US$183.4bUS$23.2bUS$5.5b26.4x33.2x7.9x
Wed, 21 Jun 2023US$170.7bUS$23.2bUS$5.5b24.6x30.9x7.4x
Fri, 19 May 2023US$164.1bUS$23.2bUS$5.5b23.7x29.7x7.1x
Price to Earnings Ratio

29.7x


Total Market Cap: US$164.1bTotal Earnings: US$5.5bTotal Revenue: US$23.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 33.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Retail REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 25.6x which is lower than its 3-year average PE of 33.6x.
  • The industry is trading close to its 3-year average PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Market2.58%
Real Estate1.51%
Retail REITs-0.37%
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
CBL CBL & Associates PropertiesUS$46.427.2%
+US$96.2m		82.1%PB3.6x
KRG Kite Realty Group TrustUS$26.671.7%
+US$89.3m		14.5%PB1.9x
FRT Federal Realty Investment TrustUS$115.420.8%
+US$82.1m		17.5%PB3.2x
CURB Curbline PropertiesUS$27.982.5%
+US$72.8m		17.8%PB1.6x
MAC MacerichUS$21.640.7%
+US$62.5m		30.8%PB2.3x

Latest News

MAC
US$21.64
Macerich
7D
0.7%
1Y
30.8%
SPG
US$201.00
Simon Property Group
7D
-0.3%
1Y
17.2%
CURB
US$27.98
Curbline Properties
7D
2.5%
1Y
17.8%
CBL
US$46.42
CBL & Associates Properties
7D
7.2%
1Y
82.1%
REG
US$77.72
Regency Centers
7D
-1.3%
1Y
5.3%
WHLR
US$1.07
Wheeler Real Estate Investment Trust
7D
-44.0%
1Y
-99.8%
SKT
US$36.01
Tanger
7D
-0.8%
1Y
13.8%
Narrative Update • May 09

SKT: Future Returns Will Reflect Mixed Ratings And Dividend And Buyback Shifts

Analysts have trimmed Tanger's consolidated price target by $1 to reflect slightly lower modeled revenue growth and a higher discount rate, partly offset by firm views on margins and P/E support. Analyst Commentary Recent research on Tanger shows a mix of optimism on earnings power and caution on how the stock is priced versus peers.
O
US$62.36
Realty Income
7D
-1.7%
1Y
11.5%
BRX
US$29.84
Brixmor Property Group
7D
-0.1%
1Y
13.0%
NTST
US$20.70
NETSTREIT
7D
2.7%
1Y
31.0%
Narrative Update • May 07

NTST: Forward Equity Raises And Higher Dividend Will Guide Future Cash Flows

Analysts have raised the NETSTREIT price target to $22.41 from $21.97, citing updated expectations for revenue growth, profit margins and a higher future P/E, along with a series of recent target increases from other Wall Street firms. Analyst Commentary Recent research coverage around NETSTREIT has been active, with several firms adjusting price targets higher and revisiting ratings as new information on Q4 results, capital deployment and sector conditions comes through.
KIM
US$23.47
Kimco Realty
7D
0.3%
1Y
8.8%
ALX
US$236.70
Alexander's
7D
-2.9%
1Y
9.1%
FRT
US$115.42
Federal Realty Investment Trust
7D
0.8%
1Y
17.5%
IVT
US$31.31
InvenTrust Properties
7D
-1.0%
1Y
8.5%
KRG
US$26.67
Kite Realty Group Trust
7D
1.7%
1Y
14.5%
ADC
US$76.39
Agree Realty
7D
0.5%
1Y
3.8%
Seeking Alpha • May 01

Agree Realty: Bigger Investments, Stronger Growth Amid Uncertainty Puts Them In A Different League

Summary Agree Realty (ADC) continues to outperform peers, demonstrating resilient growth despite higher interest rates and economic uncertainty. ADC reported robust Q1 results: 8% AFFO and core FFO growth, $424M invested at a 7.1% cap rate, and a 99.7% occupancy rate. With an A-rated balance sheet, low leverage (3.2x pro forma), and strong liquidity, ADC is well-positioned for accelerated growth as rates decline. I maintain a buy rating on ADC, targeting $86–$90 per share within 2.5 years, supported by AFFO growth and a 4%+ yield. Read the full article on Seeking Alpha