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U.S. Specialized REITs Industry Analysis

UpdatedFeb 15, 2025
DataAggregated Company Financials
Companies25
  • 7D-0.8%
  • 3M-5.1%
  • 1Y3.6%
  • YTD0.9%

The Specialized REITs industry has been flat over the last week, but Iron Mountain has lost 10%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Feb 2025US$480.6bUS$61.8bUS$13.1b26x36.6x7.8x
Mon, 13 Jan 2025US$453.4bUS$61.6bUS$13.2b23.7x34.5x7.4x
Wed, 11 Dec 2024US$516.2bUS$61.6bUS$13.2b28.7x39.2x8.4x
Fri, 08 Nov 2024US$496.2bUS$61.7bUS$13.1b28.5x38x8x
Sun, 06 Oct 2024US$510.4bUS$61.7bUS$14.3b28.9x35.6x8.3x
Tue, 03 Sep 2024US$505.4bUS$61.7bUS$14.3b28.9x35.3x8.2x
Thu, 01 Aug 2024US$481.0bUS$61.5bUS$13.6b27.7x35.5x7.8x
Sat, 29 Jun 2024US$447.4bUS$61.3bUS$13.5b25.8x33.2x7.3x
Mon, 27 May 2024US$437.8bUS$61.3bUS$13.5b25.1x32.5x7.1x
Wed, 24 Apr 2024US$424.4bUS$60.7bUS$12.6b23.6x33.6x7x
Fri, 22 Mar 2024US$454.6bUS$61.0bUS$12.7b24.9x35.8x7.5x
Sun, 18 Feb 2024US$450.7bUS$60.8bUS$11.6b28.7x39x7.4x
Tue, 16 Jan 2024US$478.0bUS$60.9bUS$11.5b31.2x41.4x7.8x
Thu, 14 Dec 2023US$463.8bUS$60.9bUS$11.5b31.2x40.2x7.6x
Sat, 11 Nov 2023US$420.1bUS$60.9bUS$11.5b26.7x36.4x6.9x
Mon, 09 Oct 2023US$403.1bUS$60.1bUS$13.7b25.8x29.5x6.7x
Wed, 06 Sep 2023US$436.7bUS$60.1bUS$13.7b28.1x31.9x7.3x
Fri, 04 Aug 2023US$445.8bUS$60.0bUS$14.2b29.2x31.4x7.4x
Sun, 02 Jul 2023US$446.4bUS$60.0bUS$14.6b23.8x30.7x7.4x
Tue, 30 May 2023US$421.7bUS$60.0bUS$14.6b22.9x29x7x
Thu, 27 Apr 2023US$438.0bUS$59.9bUS$15.1b28.6x29x7.3x
Price to Earnings Ratio

29.4x


Total Market Cap: US$449.8bTotal 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 34.7xJulyOctober2024AprilJulyOctober2025
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 34.7x.
  • 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 5.3% 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 Market1.44%
Real Estate0.34%
Specialized REITs-0.78%
Telecom Tower REITs-0.34%
Data Center REITs-0.86%
Self-Storage REITs-1.33%
Timber REITs-1.84%
Industry PE
  • Investors are most optimistic about the Data Center REITs industry which is trading above its 3-year average PE ratio of 78.2x.
    • Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings decline of 35.3% 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 27.4x.
Forecasted Growth
  • Analysts are most optimistic on the Data Center REITs industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 35% per year.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 5.5% 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
EQIX EquinixUS$933.600.04%
+US$819.6m
9.0%PB6.7x
VICI VICI PropertiesUS$30.370.9%
+US$274.1m
2.8%PB1.2x
AMT American TowerUS$189.380.3%
+US$252.3m
1.2%PB24.3x
LAMR Lamar AdvertisingUS$130.041.8%
+US$236.4m
21.2%PB11x
UNIT Uniti GroupUS$5.828.2%
+US$107.4m
14.1%PE14.1x
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Latest News

IRM

US$95.41

Iron Mountain

7D

-10.0%

1Y

40.4%

EPR

US$48.26

EPR Properties

7D

1.2%

1Y

14.4%

DLR

US$164.28

Digital Realty Trust

7D

-2.3%

1Y

20.6%

WY

US$29.61

Weyerhaeuser

7D

-1.5%

1Y

-10.2%

FCPT

US$27.76

Four Corners Property Trust

7D

-0.5%

1Y

17.9%

OUT

US$19.27

OUTFRONT Media

7D

2.8%

1Y

46.8%

EQIX

US$933.60

Equinix

7D

0.04%

1Y

9.0%

AMT

US$189.38

American Tower

7D

0.3%

1Y

1.2%

PSA

US$297.40

Public Storage

7D

-1.7%

1Y

5.6%

CUBE

US$41.60

CubeSmart

7D

-1.8%

1Y

-4.2%

EXR

US$154.92

Extra Space Storage

7D

-0.7%

1Y

9.4%

LAMR

US$130.04

Lamar Advertising

7D

1.8%

1Y

21.2%