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U.S. Specialized REITs Industry Analysis
UpdatedJul 25, 2025
DataAggregated Company Financials
Companies25
- 7D1.9%
- 3M4.2%
- 1Y3.8%
- YTD2.9%
In the last week, the Specialized REITs industry is up 1.9%, with Crown Castle leading the way, up 9.3%. In the last 12 months, the industry was up 3.8%. Looking forward, earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the U.S. Specialized REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 25 Jul 2025 | US$451.4b | US$55.2b | US$12.4b | 28.4x | 36.4x | 8.2x |
| Sun, 22 Jun 2025 | US$448.6b | US$55.2b | US$12.4b | 28.7x | 36.2x | 8.1x |
| Tue, 20 May 2025 | US$450.4b | US$55.2b | US$12.4b | 28.6x | 36.3x | 8.2x |
| Thu, 17 Apr 2025 | US$424.8b | US$54.8b | US$12.8b | 27.7x | 33.3x | 7.8x |
| Sat, 15 Mar 2025 | US$470.7b | US$61.5b | US$14.1b | 27.9x | 33.3x | 7.7x |
| Mon, 10 Feb 2025 | US$481.0b | US$61.8b | US$13.2b | 25.5x | 36.4x | 7.8x |
| Wed, 08 Jan 2025 | US$470.1b | US$61.6b | US$13.2b | 24.4x | 35.7x | 7.6x |
| Fri, 06 Dec 2024 | US$516.5b | US$61.5b | US$13.1b | 29x | 39.5x | 8.4x |
| Sun, 03 Nov 2024 | US$502.5b | US$61.7b | US$13.1b | 28.9x | 38.5x | 8.1x |
| Tue, 01 Oct 2024 | US$524.0b | US$61.7b | US$14.3b | 30x | 36.6x | 8.5x |
| Thu, 29 Aug 2024 | US$504.1b | US$61.7b | US$14.3b | 28.8x | 35.2x | 8.2x |
| Sat, 27 Jul 2024 | US$467.7b | US$61.0b | US$13.2b | 27.2x | 35.4x | 7.7x |
| Mon, 24 Jun 2024 | US$449.7b | US$61.3b | US$13.5b | 26.4x | 33.4x | 7.3x |
| Wed, 22 May 2024 | US$454.0b | US$61.3b | US$13.5b | 25.8x | 33.7x | 7.4x |
| Fri, 19 Apr 2024 | US$417.2b | US$60.7b | US$12.6b | 23.2x | 33x | 6.9x |
| Sun, 17 Mar 2024 | US$456.5b | US$61.0b | US$12.7b | 24.4x | 36x | 7.5x |
| Tue, 13 Feb 2024 | US$454.3b | US$59.9b | US$11.4b | 28.7x | 39.8x | 7.6x |
| Thu, 11 Jan 2024 | US$479.6b | US$60.9b | US$11.5b | 31.7x | 41.6x | 7.9x |
| Sat, 09 Dec 2023 | US$467.7b | US$60.9b | US$11.5b | 30.9x | 40.6x | 7.7x |
| Mon, 06 Nov 2023 | US$430.5b | US$60.7b | US$11.6b | 27.5x | 37.2x | 7.1x |
| Wed, 04 Oct 2023 | US$405.8b | US$60.1b | US$13.7b | 25.3x | 29.7x | 6.8x |
| Fri, 01 Sep 2023 | US$392.7b | US$55.7b | US$9.6b | 30.9x | 40.9x | 7.1x |
| Sun, 30 Jul 2023 | US$443.7b | US$59.8b | US$14.4b | 25.7x | 30.7x | 7.4x |
| Tue, 27 Jun 2023 | US$433.2b | US$60.0b | US$14.6b | 23x | 29.7x | 7.2x |
| Thu, 25 May 2023 | US$412.6b | US$60.0b | US$14.6b | 23x | 28.3x | 6.9x |
| Sat, 22 Apr 2023 | US$444.7b | US$59.9b | US$15.3b | 28x | 29.1x | 7.4x |
Price to Earnings Ratio
28.9x
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 6.7% per year over the last three years,
- Revenues have also declined 2.7% 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 Market | 0.97% | |
| Real Estate | 2.04% | |
| Specialized REITs | 1.86% | |
| Telecom Tower REITs | 3.68% | |
| Data Center REITs | 1.82% | |
| Self-Storage REITs | 1.58% | |
| Timber REITs | 0.20% | |
Industry PE
- Investors are most optimistic about the Data Center REITs industry which is trading above its 3-year average PE ratio of 83.0x.
- Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings decline of 33.3% 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 28.3x.
Forecasted Growth
- Analysts are most optimistic on the Data Center REITs industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 6.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CCI Crown Castle | US$113.91 | 9.3% +US$4.2b | 7.9% | PS7.7x | |
| AMT American Tower | US$231.24 | 3.7% +US$3.8b | 10.2% | PB30.6x | |
| EQIX Equinix | US$789.54 | 1.8% +US$1.4b | 2.6% | PB5.6x | |
| DLR Digital Realty Trust | US$180.02 | 1.8% +US$1.1b | 22.2% | PB2.9x | |
| EXR Extra Space Storage | US$150.51 | 2.2% +US$687.6m | -6.3% | PB2.3x |