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U.S. Specialized REITs Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies25
  • 7D-4.5%
  • 3M4.3%
  • 1Y-0.4%
  • YTD12.9%

Over the last 7 days, the Specialized REITs industry has remained flat, although notably American Tower declined by 8.8%. The past year has been better, since the industry has gained 3.3% in that time. As for the next few years, earnings are expected to grow by 8.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Jul 2026US$472.0bUS$56.8bUS$14.1b30x33.5x8.3x
Fri, 29 May 2026US$472.8bUS$56.8bUS$14.1b30.2x33.5x8.3x
Sun, 26 Apr 2026US$470.8bUS$55.9bUS$13.3b30.4x35.4x8.4x
Tue, 24 Mar 2026US$424.0bUS$55.7bUS$13.7b28.6x31x7.6x
Thu, 19 Feb 2026US$455.1bUS$55.1bUS$13.6b30.6x33.4x8.3x
Sat, 17 Jan 2026US$426.6bUS$56.7bUS$14.0b29.9x30.6x7.5x
Mon, 15 Dec 2025US$407.3bUS$56.7bUS$14.0b28.6x29.2x7.2x
Wed, 12 Nov 2025US$428.6bUS$56.7bUS$14.0b29.1x30.7x7.6x
Fri, 10 Oct 2025US$440.8bUS$55.7bUS$13.0b28.4x34x7.9x
Sun, 07 Sep 2025US$427.5bUS$55.7bUS$13.0b30.2x32.9x7.7x
Tue, 05 Aug 2025US$431.5bUS$55.7bUS$13.1b28.3x32.9x7.7x
Thu, 03 Jul 2025US$446.2bUS$55.2bUS$12.4b29.4x36x8.1x
Sat, 31 May 2025US$449.6bUS$55.2bUS$12.4b28.9x36.3x8.2x
Mon, 28 Apr 2025US$432.2bUS$54.9bUS$12.5b27.6x34.5x7.9x
Wed, 26 Mar 2025US$440.9bUS$54.9bUS$12.9b27.6x34.2x8x
Fri, 21 Feb 2025US$481.5bUS$61.9bUS$12.8b27.6x37.6x7.8x
Sun, 19 Jan 2025US$475.7bUS$61.6bUS$13.2b25.1x36.2x7.7x
Tue, 17 Dec 2024US$499.1bUS$61.6bUS$13.2b26.8x37.9x8.1x
Thu, 14 Nov 2024US$496.1bUS$61.7bUS$13.1b27.8x37.9x8x
Sat, 12 Oct 2024US$505.3bUS$61.7bUS$14.3b28.8x35.2x8.2x
Mon, 09 Sep 2024US$508.8bUS$61.7bUS$14.3b28.9x35.5x8.3x
Wed, 07 Aug 2024US$478.3bUS$61.5bUS$13.6b27.6x35.1x7.8x
Fri, 05 Jul 2024US$445.2bUS$61.3bUS$13.5b25x33.1x7.3x
Sun, 02 Jun 2024US$446.0bUS$61.3bUS$13.5b25.3x33.1x7.3x
Tue, 30 Apr 2024US$418.8bUS$60.7bUS$12.6b23.8x33.3x6.9x
Thu, 28 Mar 2024US$461.3bUS$61.0bUS$12.7b25.4x36.3x7.6x
Sat, 24 Feb 2024US$457.6bUS$60.6bUS$11.7b28.8x39x7.6x
Mon, 22 Jan 2024US$469.0bUS$60.9bUS$11.5b30.8x40.7x7.7x
Wed, 20 Dec 2023US$481.1bUS$60.9bUS$11.5b31.8x41.7x7.9x
Fri, 17 Nov 2023US$446.0bUS$61.0bUS$11.5b30x38.6x7.3x
Sun, 15 Oct 2023US$413.7bUS$60.1bUS$13.7b26.3x30.3x6.9x
Tue, 12 Sep 2023US$438.2bUS$60.1bUS$13.7b28x32.1x7.3x
Thu, 10 Aug 2023US$444.9bUS$60.1bUS$13.7b29.7x32.5x7.4x
Sat, 08 Jul 2023US$444.9bUS$60.0bUS$14.6b23.7x30.6x7.4x
Price to Earnings Ratio

30.6x


Total Market Cap: US$444.9bTotal Earnings: US$14.6bTotal Revenue: US$60.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 34.5x202420252026
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 34.5x.
  • The industry is trading close to its 3-year average PS ratio of 7.7x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Specialized REITs industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

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

US Market1.92%
Real Estate-0.34%
Specialized REITs-4.47%
Self-Storage REITs-1.30%
Timber REITs-1.37%
Data Center REITs-6.68%
Telecom Tower REITs-8.81%
Industry PE
  • Investors are most optimistic about the Data Center REITs industry which is trading above its 3-year average PE ratio of 77.5x.
    • Analysts are expecting annual earnings growth of 8.2%, which is lower than the prior year's growth of 148.0% per year.
  • Investors are most pessimistic about the Telecom Tower REITs industry, which is trading below its 3-year average of 40.4x.
Forecasted Growth
  • Analysts are most optimistic on the Timber REITs industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 5.2% 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
LAMR Lamar AdvertisingUS$155.982.4%
+US$365.3m		26.7%PB16.3x
FRMI FermiUS$9.165.4%
+US$299.7m		n/aPB5.4x
MRP Millrose PropertiesUS$30.053.7%
+US$176.0m		5.1%PB0.9x
OUT OUTFRONT MediaUS$32.761.9%
+US$107.4m		96.9%PB8.7x
RYN RayonierUS$21.280.5%
+US$33.1m		-6.5%PB1.2x

Latest News

DLR
US$179.58
Digital Realty Trust
7D
-7.9%
1Y
4.9%
CCI
US$75.73
Crown Castle
7D
-10.2%
1Y
-27.0%
EXR
US$145.30
Extra Space Storage
7D
-1.7%
1Y
-3.5%
FRMI
US$9.16
Fermi
7D
5.4%
1Y
n/a
SBAC
US$176.46
SBA Communications
7D
-6.9%
1Y
-26.1%
LAMR
US$155.98
Lamar Advertising
7D
2.4%
1Y
26.7%
AMT
US$163.57
American Tower
7D
-8.8%
1Y
-27.1%
Seeking Alpha • Jun 29

American Tower Stock: The Lull May Be The Opportunity

Summary American Tower offers compelling upside, trading near 15.3x AFFO and below sector median, with a forward dividend yield of 4.24%. AMT's Q1 results showed resilient growth: AFFO per share of $2.84, property revenue up 6.8%, and CoreSite data-center sales up nearly 17%. Guidance for 2026 adjusted FFO per share was raised to $10.90–$11.07, with capital focused on developed-market platforms and margin expansion targets. A $210 price target is justified by modest multiple repair, supported by tower scarcity, CoreSite growth, and a robust, growing dividend yield. Read the full article on Seeking Alpha
RYN
US$21.28
Rayonier
7D
0.5%
1Y
-6.5%
Seeking Alpha • Jun 28

Rayonier: A Unique REIT Yielding 5% With 42% Upside

Summary Rayonier offers a compelling Buy opportunity post-PotlatchDeltic merger, with scale, vertical integration, and undervalued shares trading near record-low multiples. RYN's unique Southern Timber assets and new Wood Products segment provide low-cost production and leverage to lumber pricing and the US housing cycle. Real estate monetization is unlocking significant value, with potential per-acre uplift and a targeted 1-2% land turnover annually driving incremental EBITDA. Despite macro headwinds, synergy realization and improving lumber prices support an estimated 10% adjusted FFO/share growth and 42% upside to a $31 price target. Read the full article on Seeking Alpha
MRP
US$30.05
Millrose Properties
7D
3.7%
1Y
5.1%
OUT
US$32.76
OUTFRONT Media
7D
1.9%
1Y
96.9%
Narrative Update • Jun 26

OUT: Digital Transit And AR Campaigns Will Shape A Balanced Outlook

Analysts have raised their fair value estimate for OUTFRONT Media from $19.00 to $32.00 per share, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for OUTFRONT Media OUTFRONT Media partnered with Snapchat and HBO Max for a "Crowd Created" augmented reality campaign in Times Square, using Snapchat AR Mirrors and OUTFRONT digital billboards to let visitors virtually wear Queen Rhaenyra Targaryen's crown and see their images displayed live.
IRM
US$126.31
Iron Mountain
7D
-5.1%
1Y
26.4%
EQIX
US$1,042.39
Equinix
7D
-6.6%
1Y
31.1%
Seeking Alpha • Jun 24

Equinix Says AI Is Not Dead, Further Consolidation Likely

Summary Equinix, Inc.'s growing CapEx, record backlog, and rising recurring revenue per cabinet highlight durable AI monetization prospects and underscore the raised FY2026 guidance. This is significantly aided by their ability to deliver expanding capacity within metropolitan areas while reporting an extremely healthy balance sheet and minimal equity dilution. Otherwise, it goes without saying that Equinix's YTD rally has been overly done, given the underwhelming dividend yields and the mixed FY2029 growth guidance. The stock trades at expensive Price/AFFO of 25.35x versus peers/historical levels, with the slower projected AFFO per share growth at a 4Y CAGR of +6.8% making its premium less compelling. Combined with the overbought technicals and the ongoing consolidation since April 2026, Equinix remains a Hold here. Read the full article on Seeking Alpha
SAFE
US$15.70
Safehold
7D
1.1%
1Y
-0.9%
PSA
US$318.31
Public Storage
7D
-0.9%
1Y
6.8%
SELF
US$5.24
Global Self Storage
7D
1.9%
1Y
-1.7%