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U.S. Specialized REITs Industry Analysis
UpdatedJun 06, 2025
DataAggregated Company Financials
Companies24
- 7D0.7%
- 3M0.9%
- 1Y9.1%
- YTD3.5%
The Specialized REITs industry has stayed flat over the last week. As for the the longer term, the industry is up 9.1% over the past 12 months. 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, 06 Jun 2025 | US$452.7b | US$55.2b | US$12.4b | 28.8x | 36.5x | 8.2x |
| Sun, 04 May 2025 | US$448.9b | US$55.1b | US$12.3b | 29.7x | 36.6x | 8.1x |
| Tue, 01 Apr 2025 | US$432.1b | US$54.8b | US$12.8b | 28.6x | 33.7x | 7.9x |
| Thu, 27 Feb 2025 | US$490.7b | US$60.9b | US$14.2b | 23.8x | 34.4x | 8.1x |
| Sat, 25 Jan 2025 | US$475.9b | US$61.6b | US$13.2b | 25.6x | 36.2x | 7.7x |
| Mon, 23 Dec 2024 | US$470.0b | US$61.6b | US$13.2b | 24.8x | 35.7x | 7.6x |
| Wed, 20 Nov 2024 | US$504.1b | US$61.7b | US$13.1b | 28.4x | 38.5x | 8.2x |
| Fri, 18 Oct 2024 | US$519.2b | US$61.7b | US$14.4b | 29.3x | 36.1x | 8.4x |
| Sun, 15 Sep 2024 | US$527.5b | US$61.7b | US$14.3b | 30.1x | 36.8x | 8.6x |
| Tue, 13 Aug 2024 | US$488.2b | US$61.7b | US$14.3b | 27.4x | 34x | 7.9x |
| Thu, 11 Jul 2024 | US$448.6b | US$61.3b | US$13.5b | 25.1x | 33.3x | 7.3x |
| Sat, 08 Jun 2024 | US$449.0b | US$61.3b | US$13.5b | 25.2x | 33.3x | 7.3x |
| Mon, 06 May 2024 | US$427.9b | US$61.1b | US$13.5b | 23.9x | 31.8x | 7x |
| Wed, 03 Apr 2024 | US$455.3b | US$61.0b | US$12.7b | 25x | 35.8x | 7.5x |
| Fri, 01 Mar 2024 | US$460.7b | US$61.0b | US$12.7b | 25.7x | 36.4x | 7.6x |
| Sun, 28 Jan 2024 | US$468.3b | US$60.8b | US$11.7b | 30.9x | 40.1x | 7.7x |
| Tue, 26 Dec 2023 | US$483.7b | US$60.9b | US$11.5b | 32.1x | 41.9x | 7.9x |
| Thu, 23 Nov 2023 | US$446.4b | US$60.9b | US$11.5b | 28.9x | 38.7x | 7.3x |
| Sat, 21 Oct 2023 | US$392.3b | US$60.0b | US$13.5b | 25.9x | 29x | 6.5x |
| Mon, 18 Sep 2023 | US$437.6b | US$60.1b | US$13.7b | 27.9x | 32x | 7.3x |
| Wed, 16 Aug 2023 | US$438.2b | US$60.1b | US$13.7b | 28x | 32x | 7.3x |
| Fri, 14 Jul 2023 | US$455.3b | US$60.0b | US$14.6b | 24.4x | 31.3x | 7.6x |
| Sun, 11 Jun 2023 | US$432.2b | US$60.0b | US$14.6b | 23.2x | 29.7x | 7.2x |
| Tue, 09 May 2023 | US$439.3b | US$60.0b | US$14.6b | 26.2x | 30.1x | 7.3x |
| Thu, 06 Apr 2023 | US$448.1b | US$59.8b | US$15.3b | 26.7x | 29.3x | 7.5x |
Price to Earnings Ratio
29.3x
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 | 0.81% | |
| Real Estate | 0.067% | |
| Specialized REITs | 0.74% | |
| Data Center REITs | 2.35% | |
| Timber REITs | 1.55% | |
| Telecom Tower REITs | 1.17% | |
| Self-Storage REITs | -1.35% | |
Industry PE
- Investors are most optimistic about the Data Center REITs industry which is trading above its 3-year average PE ratio of 81.5x.
- Analysts are expecting annual earnings growth of 19.0%, 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 28.0x.
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 | |
|---|---|---|---|---|---|
| EQIX Equinix | US$909.74 | 2.5% +US$2.2b | 19.3% | PB6.4x | |
| DLR Digital Realty Trust | US$175.91 | 2.1% +US$1.2b | 19.6% | PB2.9x | |
| AMT American Tower | US$216.22 | 1.2% +US$1.2b | 8.4% | PB28.6x | |
| IRM Iron Mountain | US$101.28 | 3.6% +US$1.0b | 19.4% | PE244.8x | |
| WY Weyerhaeuser | US$26.70 | 2.5% +US$478.7m | -10.3% | PB2x |