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U.S. Specialized REITs Industry Analysis

UpdatedMar 29, 2024
DataAggregated Company Financials
Companies24
  • 7D2.1%
  • 3M-3.2%
  • 1Y3.2%
  • YTD-4.4%

The Specialized REITs industry has gained 2.1% in the last week and American Tower up 1.9%. This takes the industry's 12 month performance to a gain of 3.2%. As for the next few years, earnings are expected to grow by 7.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 Mar 2024US$461.4bUS$61.0bUS$12.7b25.5x36.4x7.6x
Sun, 25 Feb 2024US$457.6bUS$60.6bUS$11.7b28.8x39x7.6x
Tue, 23 Jan 2024US$471.9bUS$60.9bUS$11.5b30.9x40.9x7.7x
Thu, 21 Dec 2023US$481.2bUS$60.9bUS$11.5b31.9x41.7x7.9x
Sat, 18 Nov 2023US$446.0bUS$60.9bUS$11.5b29x38.7x7.3x
Mon, 16 Oct 2023US$413.7bUS$60.1bUS$13.7b26.3x30.3x6.9x
Wed, 13 Sep 2023US$438.2bUS$60.1bUS$13.7b27.9x32.1x7.3x
Fri, 11 Aug 2023US$444.1bUS$60.1bUS$13.7b29.6x32.4x7.4x
Sun, 09 Jul 2023US$444.9bUS$60.0bUS$14.6b23.7x30.6x7.4x
Tue, 06 Jun 2023US$435.2bUS$60.0bUS$14.6b22.9x29.9x7.3x
Thu, 04 May 2023US$428.9bUS$59.6bUS$14.5b25.7x29.5x7.2x
Sat, 01 Apr 2023US$451.7bUS$59.8bUS$15.3b26.8x29.6x7.5x
Price to Earnings Ratio

29.6x


Total Market Cap: US$451.7bTotal 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 34.1xAprilJulyOctober2024
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 34.1x.
  • The industry is trading close to its 3-year average PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 6.0% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market0.17%
Real Estate0.75%
Specialized REITs2.09%
Self-Storage REITs3.06%
Data Center REITs2.13%
Telecom Tower REITs1.95%
Timber REITs1.02%
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 80.5x.
    • Analysts are expecting annual earnings growth of 6.9%, which is lower than the prior year's growth of 103.6% 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 22.7x.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Tower REITs industry, expecting annual earnings growth of 10% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 4.2% 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
AMT American TowerUS$197.591.9%
+US$1.7b
-1.8%PB21.9x
PSA Public StorageUS$290.062.9%
+US$1.4b
-1.6%PB9x
EQIX EquinixUS$825.331.7%
+US$1.3b
17.6%PB6.3x
DLR Digital Realty TrustUS$144.042.9%
+US$1.3b
54.1%PB2.4x
EXR Extra Space StorageUS$147.003.3%
+US$983.8m
-7.4%PB2.2x
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