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U.S. Specialized REITs Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies24
  • 7D2.6%
  • 3M7.5%
  • 1Y6.5%
  • YTD14.4%

Equinix is up 3.5%, leading the way for the Specialized REITs industry, which has gained 2.6%. This takes the industry's 12 month performance to a gain of 6.5%. Looking forward, earnings are forecast to grow by 8.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$460.7bUS$55.7bUS$13.2b30.5x35x8.3x
Sat, 14 Mar 2026US$442.1bUS$55.7bUS$13.7b30.7x32.3x7.9x
Mon, 09 Feb 2026US$427.1bUS$55.7bUS$13.8b27.3x31x7.7x
Wed, 07 Jan 2026US$403.5bUS$56.7bUS$14.0b28x28.9x7.1x
Fri, 05 Dec 2025US$407.5bUS$56.7bUS$14.0b28.6x29.2x7.2x
Sun, 02 Nov 2025US$431.0bUS$56.6bUS$13.9b26x31.1x7.6x
Tue, 30 Sep 2025US$427.0bUS$55.7bUS$13.0b29.5x32.9x7.7x
Thu, 28 Aug 2025US$436.1bUS$55.7bUS$13.0b30.1x33.6x7.8x
Sat, 26 Jul 2025US$450.4bUS$55.3bUS$13.2b28.5x34.1x8.1x
Mon, 23 Jun 2025US$448.7bUS$55.2bUS$12.4b28.7x36.2x8.1x
Wed, 21 May 2025US$451.6bUS$55.2bUS$12.4b28.4x36.4x8.2x
Fri, 18 Apr 2025US$424.2bUS$54.8bUS$12.8b28.1x33.3x7.7x
Sun, 16 Mar 2025US$435.2bUS$54.9bUS$12.9b27.9x33.8x7.9x
Tue, 11 Feb 2025US$481.0bUS$61.8bUS$13.2b25.6x36.4x7.8x
Thu, 09 Jan 2025US$467.6bUS$61.6bUS$13.2b24x35.6x7.6x
Sat, 07 Dec 2024US$517.1bUS$61.6bUS$13.2b28.6x39.3x8.4x
Mon, 04 Nov 2024US$502.5bUS$61.7bUS$13.1b28.9x38.5x8.1x
Wed, 02 Oct 2024US$529.3bUS$61.7bUS$14.3b29.6x36.9x8.6x
Fri, 30 Aug 2024US$501.9bUS$61.7bUS$14.3b28.7x35x8.1x
Sun, 28 Jul 2024US$474.6bUS$61.0bUS$13.2b27.2x35.9x7.8x
Tue, 25 Jun 2024US$449.7bUS$61.3bUS$13.5b26.4x33.4x7.3x
Thu, 23 May 2024US$452.5bUS$61.3bUS$13.5b25.6x33.6x7.4x
Sat, 20 Apr 2024US$417.2bUS$60.7bUS$12.6b23.2x33x6.9x
Mon, 18 Mar 2024US$456.5bUS$61.0bUS$12.7b24.4x36x7.5x
Wed, 14 Feb 2024US$445.6bUS$59.9bUS$11.4b28.2x39x7.4x
Fri, 12 Jan 2024US$478.8bUS$60.9bUS$11.5b30.9x41.5x7.9x
Sun, 10 Dec 2023US$461.1bUS$60.9bUS$11.5b30.9x40x7.6x
Tue, 07 Nov 2023US$430.5bUS$60.7bUS$11.6b27.1x37.2x7.1x
Thu, 05 Oct 2023US$405.8bUS$60.1bUS$13.7b25.5x29.7x6.8x
Sat, 02 Sep 2023US$392.1bUS$55.7bUS$9.6b30.9x40.8x7x
Mon, 31 Jul 2023US$444.0bUS$59.8bUS$14.4b25.7x30.8x7.4x
Wed, 28 Jun 2023US$435.9bUS$60.0bUS$14.6b23.4x29.9x7.3x
Fri, 26 May 2023US$412.6bUS$60.0bUS$14.6b23x28.3x6.9x
Sun, 23 Apr 2023US$444.7bUS$59.9bUS$15.3b28x29.1x7.4x
Price to Earnings Ratio

29.1x


Total Market Cap: US$444.7bTotal Earnings: US$15.3bTotal Revenue: US$59.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 34.2x202420252026
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 34.2x.
  • 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 4.8% 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 Market3.42%
Real Estate2.45%
Specialized REITs2.62%
Data Center REITs4.51%
Self-Storage REITs2.86%
Telecom Tower REITs0.46%
Timber REITs-2.60%
Industry PE
  • Investors are most optimistic about the Data Center REITs industry, which is trading close to its 3-year average PE ratio of 77.6x.
    • Analysts are expecting annual earnings growth of 7.3%, which is lower than the prior year's growth of 95.7% per year.
  • Investors are most pessimistic about the Telecom Tower REITs industry, which is trading below its 3-year average of 41.4x.
Forecasted Growth
  • Analysts are most optimistic on the Timber REITs industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 49% per year.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 6.5% 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$199.055.8%
+US$3.7b		32.0%PB3.1x
EQIX EquinixUS$1.05k3.5%
+US$3.5b		35.2%PB7.3x
IRM Iron MountainUS$117.738.3%
+US$2.7b		39.8%PE242.2x
PSA Public StorageUS$299.833.4%
+US$1.7b		3.7%PB10.7x
FRMI FermiUS$6.6738.4%
+US$1.2b		n/aPB3.8x

Latest News

WY
US$24.36
Weyerhaeuser
7D
-1.9%
1Y
-5.6%

Weyerhaeuser: Upside Possible For 2026 Before Q1

Apr 16
RYN
US$21.03
Rayonier
7D
-1.5%
1Y
-16.8%
EQIX
US$1,052.98
Equinix
7D
3.5%
1Y
35.2%
SBAC
US$214.20
SBA Communications
7D
-2.1%
1Y
-5.1%
PSA
US$299.83
Public Storage
7D
3.4%
1Y
3.7%
VICI
US$28.40
VICI Properties
7D
1.2%
1Y
-12.7%

VICI Properties: A Winning High-Yield Bet To Buy Now

Apr 12
EXR
US$141.64
Extra Space Storage
7D
1.7%
1Y
0.3%

EXR: Buyback Completion And Mixed Operating Trends Will Shape Cash Flow Recovery

Analysts kept the fair value estimate for Extra Space Storage steady at $152.85, with a mix of recent target hikes and cuts across firms pointing to differing views on self storage REIT fundamentals, tax impacts, and the pacing of any recovery in operating trends. Analyst Commentary Recent Street research on Extra Space Storage highlights a split view, with several firms lifting price targets and ratings while others turn more cautious and trim targets.
IRM
US$117.73
Iron Mountain
7D
8.3%
1Y
39.8%
AMT
US$176.99
American Tower
7D
0.5%
1Y
-18.8%
FRMI
US$6.67
Fermi
7D
38.4%
1Y
n/a
DLR
US$199.05
Digital Realty Trust
7D
5.8%
1Y
32.0%

DLR: AI Demand And European Expansion Will Support A Balanced Outlook

Analysts have nudged the price target for Digital Realty Trust slightly higher to $198.55 from $198.38, reflecting updated assumptions around revenue growth, profit margins and future P/E that are being supported by recent positive coverage initiations and target revisions across several research firms. Analyst Commentary Recent research updates on Digital Realty Trust present a mixed picture, with some firms highlighting growth opportunities in AI and interconnection, while others flag potential constraints around development pace, leasing and macro risks.
FPI
US$11.53
Farmland Partners
7D
-0.8%
1Y
15.0%