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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 25 Jul 2025US$451.4bUS$55.2bUS$12.4b28.4x36.4x8.2x
Sun, 22 Jun 2025US$448.6bUS$55.2bUS$12.4b28.7x36.2x8.1x
Tue, 20 May 2025US$450.4bUS$55.2bUS$12.4b28.6x36.3x8.2x
Thu, 17 Apr 2025US$424.8bUS$54.8bUS$12.8b27.7x33.3x7.8x
Sat, 15 Mar 2025US$470.7bUS$61.5bUS$14.1b27.9x33.3x7.7x
Mon, 10 Feb 2025US$481.0bUS$61.8bUS$13.2b25.5x36.4x7.8x
Wed, 08 Jan 2025US$470.1bUS$61.6bUS$13.2b24.4x35.7x7.6x
Fri, 06 Dec 2024US$516.5bUS$61.5bUS$13.1b29x39.5x8.4x
Sun, 03 Nov 2024US$502.5bUS$61.7bUS$13.1b28.9x38.5x8.1x
Tue, 01 Oct 2024US$524.0bUS$61.7bUS$14.3b30x36.6x8.5x
Thu, 29 Aug 2024US$504.1bUS$61.7bUS$14.3b28.8x35.2x8.2x
Sat, 27 Jul 2024US$467.7bUS$61.0bUS$13.2b27.2x35.4x7.7x
Mon, 24 Jun 2024US$449.7bUS$61.3bUS$13.5b26.4x33.4x7.3x
Wed, 22 May 2024US$454.0bUS$61.3bUS$13.5b25.8x33.7x7.4x
Fri, 19 Apr 2024US$417.2bUS$60.7bUS$12.6b23.2x33x6.9x
Sun, 17 Mar 2024US$456.5bUS$61.0bUS$12.7b24.4x36x7.5x
Tue, 13 Feb 2024US$454.3bUS$59.9bUS$11.4b28.7x39.8x7.6x
Thu, 11 Jan 2024US$479.6bUS$60.9bUS$11.5b31.7x41.6x7.9x
Sat, 09 Dec 2023US$467.7bUS$60.9bUS$11.5b30.9x40.6x7.7x
Mon, 06 Nov 2023US$430.5bUS$60.7bUS$11.6b27.5x37.2x7.1x
Wed, 04 Oct 2023US$405.8bUS$60.1bUS$13.7b25.3x29.7x6.8x
Fri, 01 Sep 2023US$392.7bUS$55.7bUS$9.6b30.9x40.9x7.1x
Sun, 30 Jul 2023US$443.7bUS$59.8bUS$14.4b25.7x30.7x7.4x
Tue, 27 Jun 2023US$433.2bUS$60.0bUS$14.6b23x29.7x7.2x
Thu, 25 May 2023US$412.6bUS$60.0bUS$14.6b23x28.3x6.9x
Sat, 22 Apr 2023US$444.7bUS$59.9bUS$15.3b28x29.1x7.4x
Price to Earnings Ratio

28.9x


Total Market Cap: US$441.6bTotal 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 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 Market0.97%
Real Estate2.04%
Specialized REITs1.86%
Telecom Tower REITs3.68%
Data Center REITs1.82%
Self-Storage REITs1.58%
Timber REITs0.20%
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?

CompanyLast Price7D1YValuation
CCI Crown CastleUS$113.919.3%
+US$4.2b
7.9%PS7.7x
AMT American TowerUS$231.243.7%
+US$3.8b
10.2%PB30.6x
EQIX EquinixUS$789.541.8%
+US$1.4b
2.6%PB5.6x
DLR Digital Realty TrustUS$180.021.8%
+US$1.1b
22.2%PB2.9x
EXR Extra Space StorageUS$150.512.2%
+US$687.6m
-6.3%PB2.3x

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