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U.S. Specialized REITs Industry Analysis
UpdatedJul 30, 2025
DataAggregated Company Financials
Companies25
- 7D-2.1%
- 3M-0.3%
- 1Y-0.2%
- YTD1.9%
In the last week, Specialized REITs has been flat. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 7.6% 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 |
|---|---|---|---|---|---|---|
| Wed, 30 Jul 2025 | US$444.2b | US$55.3b | US$12.8b | 29x | 34.7x | 8x |
| Fri, 27 Jun 2025 | US$442.4b | US$55.2b | US$12.4b | 28.6x | 35.7x | 8x |
| Sun, 25 May 2025 | US$440.1b | US$55.2b | US$12.4b | 27.6x | 35.5x | 8x |
| Tue, 22 Apr 2025 | US$432.1b | US$54.8b | US$12.8b | 28.2x | 33.9x | 7.9x |
| Thu, 20 Mar 2025 | US$440.1b | US$54.9b | US$12.9b | 27.8x | 34.2x | 8x |
| Sat, 15 Feb 2025 | US$480.6b | US$61.8b | US$13.1b | 26x | 36.6x | 7.8x |
| Mon, 13 Jan 2025 | US$453.4b | US$61.6b | US$13.2b | 23.7x | 34.5x | 7.4x |
| Wed, 11 Dec 2024 | US$516.2b | US$61.6b | US$13.2b | 28.7x | 39.2x | 8.4x |
| Fri, 08 Nov 2024 | US$496.2b | US$61.7b | US$13.1b | 28.5x | 38x | 8x |
| Sun, 06 Oct 2024 | US$510.4b | US$61.7b | US$14.3b | 28.9x | 35.6x | 8.3x |
| Tue, 03 Sep 2024 | US$505.4b | US$61.7b | US$14.3b | 28.9x | 35.3x | 8.2x |
| Thu, 01 Aug 2024 | US$481.0b | US$61.5b | US$13.6b | 27.7x | 35.5x | 7.8x |
| Sat, 29 Jun 2024 | US$447.4b | US$61.3b | US$13.5b | 25.8x | 33.2x | 7.3x |
| Mon, 27 May 2024 | US$437.8b | US$61.3b | US$13.5b | 25.1x | 32.5x | 7.1x |
| Wed, 24 Apr 2024 | US$424.4b | US$60.7b | US$12.6b | 23.6x | 33.6x | 7x |
| Fri, 22 Mar 2024 | US$454.6b | US$61.0b | US$12.7b | 24.9x | 35.8x | 7.5x |
| Sun, 18 Feb 2024 | US$450.7b | US$60.8b | US$11.6b | 28.7x | 39x | 7.4x |
| Tue, 16 Jan 2024 | US$478.0b | US$60.9b | US$11.5b | 31.2x | 41.4x | 7.8x |
| Thu, 14 Dec 2023 | US$463.8b | US$60.9b | US$11.5b | 31.2x | 40.2x | 7.6x |
| Sat, 11 Nov 2023 | US$420.1b | US$60.9b | US$11.5b | 26.7x | 36.4x | 6.9x |
| Mon, 09 Oct 2023 | US$403.1b | US$60.1b | US$13.7b | 25.8x | 29.5x | 6.7x |
| Wed, 06 Sep 2023 | US$436.7b | US$60.1b | US$13.7b | 28.1x | 31.9x | 7.3x |
| Fri, 04 Aug 2023 | US$445.8b | US$60.0b | US$14.2b | 29.2x | 31.4x | 7.4x |
| Sun, 02 Jul 2023 | US$446.4b | US$60.0b | US$14.6b | 23.8x | 30.7x | 7.4x |
| Tue, 30 May 2023 | US$421.7b | US$60.0b | US$14.6b | 22.9x | 29x | 7x |
| Thu, 27 Apr 2023 | US$438.0b | US$59.9b | US$15.1b | 28.6x | 29x | 7.3x |
Price to Earnings Ratio
29.4x
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 4.7% per year over the last three years,
- Revenues have also declined 2.6% 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 | 0.80% | |
| Real Estate | -0.20% | |
| Specialized REITs | -2.06% | |
| Data Center REITs | 0.48% | |
| Self-Storage REITs | 0.28% | |
| Timber REITs | -1.07% | |
| Telecom Tower REITs | -7.59% | |
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 82.9x.
- Analysts are expecting annual earnings growth of 5.3%, which is lower than the prior year's growth of 11.2% 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 Timber REITs industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 5.4% per year.
- In contrast, the Data Center REITs industry is expected to see its earnings grow by 5.3% 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 | |
|---|---|---|---|---|---|
| EQIX Equinix | US$811.13 | 1.3% +US$1.0b | 5.5% | PB5.7x | |
| DLR Digital Realty Trust | US$178.30 | -0.6% US$288.1m | 22.9% | PB2.7x | |
| PSA Public Storage | US$292.57 | 0.5% +US$268.4m | -3.9% | PB9.8x | |
| EXR Extra Space Storage | US$151.91 | 0.4% +US$123.1m | -6.9% | PB2.3x | |
| GLPI Gaming and Leisure Properties | US$46.26 | -2.4% US$67.6m | -7.9% | PB2.9x |