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U.S. Retail REITs Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies28
  • 7D0.4%
  • 3M-1.1%
  • 1Y0.4%
  • YTD1.4%

Over the last 7 days, the Retail REITs industry has remained flat. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 6.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025US$220.8bUS$26.7bUS$6.0b27.2x36.8x8.3x
Fri, 21 Nov 2025US$216.2bUS$26.7bUS$6.0b26.7x36.1x8.1x
Sun, 19 Oct 2025US$220.7bUS$26.2bUS$5.9b26.5x37.2x8.4x
Tue, 16 Sep 2025US$224.5bUS$26.2bUS$5.9b27.1x37.8x8.6x
Thu, 14 Aug 2025US$213.3bUS$26.3bUS$5.7b26.1x37.6x8.1x
Sat, 12 Jul 2025US$208.2bUS$25.9bUS$5.8b30.2x36.2x8x
Mon, 09 Jun 2025US$208.8bUS$25.9bUS$5.8b29.5x36.3x8x
Wed, 07 May 2025US$208.0bUS$25.9bUS$5.9b28.4x35x8x
Fri, 04 Apr 2025US$215.4bUS$25.5bUS$5.7b31.2x38x8.4x
Sun, 02 Mar 2025US$223.4bUS$25.6bUS$5.6b35.6x39.8x8.7x
Tue, 28 Jan 2025US$215.3bUS$25.4bUS$6.4b33.4x33.9x8.5x
Thu, 26 Dec 2024US$216.7bUS$25.4bUS$6.4b34.3x34.1x8.5x
Sat, 23 Nov 2024US$228.1bUS$25.4bUS$6.4b34.9x35.9x9x
Mon, 21 Oct 2024US$229.4bUS$24.9bUS$6.0b36.7x38.5x9.2x
Wed, 18 Sep 2024US$221.9bUS$24.7bUS$5.9b35x37.4x9x
Fri, 16 Aug 2024US$209.3bUS$24.7bUS$6.2b33.3x33.7x8.5x
Sun, 14 Jul 2024US$197.3bUS$24.2bUS$5.6b35.3x35x8.2x
Tue, 11 Jun 2024US$189.9bUS$24.2bUS$5.6b33.5x33.7x7.8x
Thu, 09 May 2024US$190.1bUS$24.2bUS$5.7b32.8x33.2x7.8x
Sat, 06 Apr 2024US$187.1bUS$23.6bUS$5.9b30.8x31.6x7.9x
Mon, 04 Mar 2024US$188.3bUS$23.0bUS$5.9b31.9x32x8.2x
Wed, 31 Jan 2024US$190.6bUS$24.0bUS$5.5b31.5x34.9x7.9x
Fri, 29 Dec 2023US$195.3bUS$24.0bUS$5.5b31.3x35.8x8.1x
Sun, 26 Nov 2023US$173.7bUS$24.0bUS$5.5b28.7x31.8x7.2x
Tue, 24 Oct 2023US$154.6bUS$23.7bUS$5.7b25.1x27.3x6.5x
Thu, 21 Sep 2023US$169.2bUS$23.7bUS$5.7b26.9x29.9x7.2x
Sat, 19 Aug 2023US$171.1bUS$23.7bUS$5.7b27.2x30.2x7.2x
Mon, 17 Jul 2023US$178.5bUS$23.2bUS$5.5b25.6x32.3x7.7x
Wed, 14 Jun 2023US$171.5bUS$23.2bUS$5.5b24.7x31x7.4x
Fri, 12 May 2023US$165.5bUS$23.2bUS$5.5b23x29.9x7.1x
Sun, 09 Apr 2023US$169.5bUS$22.8bUS$5.5b23.5x30.7x7.4x
Price to Earnings Ratio

29.7x


Total Market Cap: US$163.8bTotal 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 34x20242025
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 34.0x.
  • 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 2.9% per year over the last three years.
  • Revenues for these companies have grown 5.4% 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 Market2.62%
Real Estate-0.35%
Retail REITs0.39%
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
SPG Simon Property GroupUS$187.602.8%
+US$1.7b		8.2%PB26.5x
REG Regency CentersUS$69.121.6%
+US$195.2m		-7.2%PB1.9x
BRX Brixmor Property GroupUS$26.102.1%
+US$162.2m		-5.8%PB2.7x
MAC MacerichUS$18.822.8%
+US$133.2m		-7.0%PB1.9x
ADC Agree RealtyUS$72.041.4%
+US$112.4m		1.5%PB1.5x

Latest News

AKR
US$20.60
Acadia Realty Trust
7D
4.1%
1Y
-14.5%
GTY
US$27.77
Getty Realty
7D
-2.3%
1Y
-9.7%
IVT
US$28.54
InvenTrust Properties
7D
-0.9%
1Y
-5.1%
REG
US$69.12
Regency Centers
7D
1.6%
1Y
-7.2%
O
US$55.93
Realty Income
7D
-2.6%
1Y
5.1%
BRX
US$26.10
Brixmor Property Group
7D
2.1%
1Y
-5.8%
SPG
US$187.60
Simon Property Group
7D
2.8%
1Y
8.2%

SPG: Future Performance Will Reflect Redevelopment Progress And Measured Premium Mall Expansion

Analysts have nudged their consolidated price target for Simon Property Group modestly higher, with multiple firms lifting estimates in the roughly $6 to $10 per share range to reflect strong Q3 REIT earnings, updated sector models, and improved expectations following recent capital markets activity and transactions. Analyst Commentary Recent Street research reflects a generally constructive outlook on Simon Property Group, with several bullish analysts lifting price targets into the high $180s to low $200s range as they refresh sector models following Q3 results and capital markets activity.
ADC
US$72.04
Agree Realty
7D
1.4%
1Y
1.5%
BFS
US$31.07
Saul Centers
7D
-1.9%
1Y
-19.8%
UE
US$19.05
Urban Edge Properties
7D
-2.1%
1Y
-11.8%
MAC
US$18.82
Macerich
7D
2.8%
1Y
-7.0%
CBL
US$36.83
CBL & Associates Properties
7D
-1.9%
1Y
25.5%
PECO
US$35.59
Phillips Edison
7D
-1.9%
1Y
-6.9%
KRG
US$23.74
Kite Realty Group Trust
7D
1.2%
1Y
-6.1%
FRT
US$101.13
Federal Realty Investment Trust
7D
1.0%
1Y
-10.3%
NNN
US$39.05
NNN REIT
7D
-2.5%
1Y
-4.1%