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U.S. Specialized REITs Industry Analysis

UpdatedSep 13, 2025
DataAggregated Company Financials
Companies25
  • 7D0.2%
  • 3M-3.9%
  • 1Y-11.7%
  • YTD-1.2%

Over the last 7 days, the Specialized REITs industry has remained flat, although notably Digital Realty Trust gained 6.3%. As for the longer term, the industry has declined 12% in the last year. As for the next few years, earnings are expected to grow by 8.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Sep 2025US$437.3bUS$55.7bUS$13.0b30.6x33.7x7.8x
Mon, 11 Aug 2025US$428.1bUS$55.7bUS$13.0b27.5x33x7.7x
Wed, 09 Jul 2025US$440.2bUS$55.2bUS$12.4b28.8x35.5x8x
Fri, 06 Jun 2025US$452.7bUS$55.2bUS$12.4b28.8x36.5x8.2x
Sun, 04 May 2025US$448.9bUS$55.1bUS$12.3b29.7x36.6x8.1x
Tue, 01 Apr 2025US$432.1bUS$54.8bUS$12.8b28.6x33.7x7.9x
Thu, 27 Feb 2025US$490.7bUS$60.9bUS$14.2b23.8x34.4x8.1x
Sat, 25 Jan 2025US$475.9bUS$61.6bUS$13.2b25.6x36.2x7.7x
Mon, 23 Dec 2024US$470.0bUS$61.6bUS$13.2b24.8x35.7x7.6x
Wed, 20 Nov 2024US$504.1bUS$61.7bUS$13.1b28.4x38.5x8.2x
Fri, 18 Oct 2024US$519.2bUS$61.7bUS$14.4b29.3x36.1x8.4x
Sun, 15 Sep 2024US$527.5bUS$61.7bUS$14.3b30.1x36.8x8.6x
Tue, 13 Aug 2024US$488.2bUS$61.7bUS$14.3b27.4x34x7.9x
Thu, 11 Jul 2024US$448.6bUS$61.3bUS$13.5b25.1x33.3x7.3x
Sat, 08 Jun 2024US$449.0bUS$61.3bUS$13.5b25.2x33.3x7.3x
Mon, 06 May 2024US$427.9bUS$61.1bUS$13.5b23.9x31.8x7x
Wed, 03 Apr 2024US$455.3bUS$61.0bUS$12.7b25x35.8x7.5x
Fri, 01 Mar 2024US$460.7bUS$61.0bUS$12.7b25.7x36.4x7.6x
Sun, 28 Jan 2024US$468.3bUS$60.8bUS$11.7b30.9x40.1x7.7x
Tue, 26 Dec 2023US$483.7bUS$60.9bUS$11.5b32.1x41.9x7.9x
Thu, 23 Nov 2023US$446.4bUS$60.9bUS$11.5b28.9x38.7x7.3x
Sat, 21 Oct 2023US$392.3bUS$60.0bUS$13.5b25.9x29x6.5x
Mon, 18 Sep 2023US$437.6bUS$60.1bUS$13.7b27.9x32x7.3x
Wed, 16 Aug 2023US$438.2bUS$60.1bUS$13.7b28x32x7.3x
Fri, 14 Jul 2023US$455.3bUS$60.0bUS$14.6b24.4x31.3x7.6x
Sun, 11 Jun 2023US$432.2bUS$60.0bUS$14.6b23.2x29.7x7.2x
Tue, 09 May 2023US$439.3bUS$60.0bUS$14.6b26.2x30.1x7.3x
Thu, 06 Apr 2023US$448.1bUS$59.8bUS$15.3b26.7x29.3x7.5x
Price to Earnings Ratio

29.3x


Total Market Cap: US$448.1bTotal Earnings: US$15.3bTotal Revenue: US$59.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 34.8x20242025
Current Industry PE
  • Investors are relatively neutral on the American Specialized 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 34.8x.
  • The industry is trading close to its 3-year average PS ratio of 7.6x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 5.3% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

US Market1.69%
Real Estate0.31%
Specialized REITs0.24%
Data Center REITs3.79%
Self-Storage REITs-1.23%
Telecom Tower REITs-1.63%
Timber REITs-4.14%
Industry PE
  • Investors are most optimistic about the Data Center REITs industry even though it's trading below its 3-year average PE ratio of 81.6x.
    • Analysts are expecting annual earnings growth of 4.2%, which is lower than the prior year's growth of 10.0% per year.
  • Investors are most pessimistic about the Self-Storage REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 28.5x.
Forecasted Growth
  • Analysts are most optimistic on the Timber REITs industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 13% per year.
  • In contrast, the Data Center REITs industry is expected to see its earnings grow by 4.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DLR Digital Realty TrustUS$173.506.3%
+US$3.5b		9.2%PB2.7x
EQIX EquinixUS$788.611.9%
+US$1.5b		-9.5%PB5.5x
IRM Iron MountainUS$96.694.9%
+US$1.3b		-17.4%PE690.7x
EPR EPR PropertiesUS$58.479.8%
+US$396.6m		20.0%PB1.9x
SBAC SBA CommunicationsUS$199.971.1%
+US$239.5m		-17.7%PE24.4x

Latest News

DLR
US$173.50
Digital Realty Trust
7D
6.3%
1Y
9.2%
IRM
US$96.69
Iron Mountain
7D
4.9%
1Y
-17.4%
VICI
US$33.16
VICI Properties
7D
-1.3%
1Y
-2.4%
CCI
US$95.39
Crown Castle
7D
-0.8%
1Y
-19.7%
EQIX
US$788.61
Equinix
7D
1.9%
1Y
-9.5%
EPR
US$58.47
EPR Properties
7D
9.8%
1Y
20.0%
WY
US$24.90
Weyerhaeuser
7D
-4.8%
1Y
-23.3%
PSA
US$292.32
Public Storage
7D
-1.8%
1Y
-18.6%

Digital Tools And Urban Densification Will Unlock Self Storage Value

Analysts have largely maintained their price target for Public Storage at $322.74, as cautious optimism about stabilized fundamentals, management’s positive outlook, and international expansion opportunities offset near-term concerns over weaker occupancy and move-in trends. Analyst Commentary Bearish analysts trimmed price targets to reflect Q2 results that showed stability in the storage market, but highlighted weaker occupancy and move-in rate trends—particularly with negative shifts in June and July.
CUBE
US$41.19
CubeSmart
7D
-1.3%
1Y
-23.7%

New York City Growth And Sunbelt Trends Will Strengthen Portfolios

Analysts maintain a Neutral stance on CubeSmart citing persistent moderation in storage sector fundamentals, muted demand expectations, and limited upside catalysts, resulting in the price target holding steady at $45.28. Analyst Commentary Moderation of storage sector fundamentals expected to persist over the medium term, leading to tempered growth assumptions.
GLPI
US$48.05
Gaming and Leisure Properties
7D
-0.8%
1Y
-6.9%
PCH
US$41.34
PotlatchDeltic
7D
-3.6%
1Y
-8.8%
SMA
US$38.99
SmartStop Self Storage REIT
7D
4.4%
1Y
n/a
OUT
US$18.91
OUTFRONT Media
7D
3.8%
1Y
7.7%
AMT
US$195.08
American Tower
7D
-1.6%
1Y
-18.2%
SBAC
US$199.97
SBA Communications
7D
1.1%
1Y
-17.7%
MRP
US$34.64
Millrose Properties
7D
1.3%
1Y
n/a