Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Specialized REITs Industry Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies24
  • 7D-0.8%
  • 3M5.5%
  • 1Y-3.5%
  • YTD5.7%

The Specialized REITs is pretty flat in the last 7 days, but Weyerhaeuser has stood out, gaining 3.0%. As for the longer term, the industry has declined 3.5% in the last year. Looking forward, earnings are forecast to grow by 8.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Mar 2026US$420.5bUS$55.7bUS$13.7b28x30.7x7.6x
Wed, 25 Feb 2026US$451.7bUS$55.4bUS$13.4b30.9x33.6x8.2x
Fri, 23 Jan 2026US$422.5bUS$56.7bUS$14.0b28.9x30.3x7.4x
Sun, 21 Dec 2025US$396.6bUS$56.7bUS$14.0b27.2x28.4x7x
Tue, 18 Nov 2025US$419.1bUS$56.7bUS$14.0b28.4x30x7.4x
Thu, 16 Oct 2025US$444.6bUS$55.7bUS$13.0b29x34.3x8x
Sat, 13 Sep 2025US$437.3bUS$55.7bUS$13.0b30.6x33.7x7.8x
Mon, 11 Aug 2025US$428.1bUS$55.7bUS$13.0b27.5x33x7.7x
Wed, 09 Jul 2025US$440.2bUS$55.2bUS$12.4b28.8x35.5x8x
Fri, 06 Jun 2025US$452.7bUS$55.2bUS$12.4b28.8x36.5x8.2x
Sun, 04 May 2025US$448.9bUS$55.1bUS$12.3b29.7x36.6x8.1x
Tue, 01 Apr 2025US$432.1bUS$54.8bUS$12.8b28.6x33.7x7.9x
Thu, 27 Feb 2025US$490.7bUS$60.9bUS$14.2b23.8x34.4x8.1x
Sat, 25 Jan 2025US$475.9bUS$61.6bUS$13.2b25.6x36.2x7.7x
Mon, 23 Dec 2024US$470.0bUS$61.6bUS$13.2b24.8x35.7x7.6x
Wed, 20 Nov 2024US$504.1bUS$61.7bUS$13.1b28.4x38.5x8.2x
Fri, 18 Oct 2024US$519.2bUS$61.7bUS$14.4b29.3x36.1x8.4x
Sun, 15 Sep 2024US$527.5bUS$61.7bUS$14.3b30.1x36.8x8.6x
Tue, 13 Aug 2024US$488.2bUS$61.7bUS$14.3b27.4x34x7.9x
Thu, 11 Jul 2024US$448.6bUS$61.3bUS$13.5b25.1x33.3x7.3x
Sat, 08 Jun 2024US$449.0bUS$61.3bUS$13.5b25.2x33.3x7.3x
Mon, 06 May 2024US$427.9bUS$61.1bUS$13.5b23.9x31.8x7x
Wed, 03 Apr 2024US$455.3bUS$61.0bUS$12.7b25x35.8x7.5x
Fri, 01 Mar 2024US$460.7bUS$61.0bUS$12.7b25.7x36.4x7.6x
Sun, 28 Jan 2024US$468.3bUS$60.8bUS$11.7b30.9x40.1x7.7x
Tue, 26 Dec 2023US$483.7bUS$60.9bUS$11.5b32.1x41.9x7.9x
Thu, 23 Nov 2023US$446.4bUS$60.9bUS$11.5b28.9x38.7x7.3x
Sat, 21 Oct 2023US$392.3bUS$60.0bUS$13.5b25.9x29x6.5x
Mon, 18 Sep 2023US$437.6bUS$60.1bUS$13.7b27.9x32x7.3x
Wed, 16 Aug 2023US$438.2bUS$60.1bUS$13.7b28x32x7.3x
Fri, 14 Jul 2023US$455.3bUS$60.0bUS$14.6b24.4x31.3x7.6x
Sun, 11 Jun 2023US$432.2bUS$60.0bUS$14.6b23.2x29.7x7.2x
Tue, 09 May 2023US$439.3bUS$60.0bUS$14.6b26.2x30.1x7.3x
Thu, 06 Apr 2023US$448.1bUS$59.8bUS$15.3b26.7x29.3x7.5x
Price to Earnings Ratio

29.3x


Total Market Cap: US$448.1bTotal 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 34.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Specialized REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.7x which is lower than its 3-year average PE of 34.2x.
  • 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 3.6% per year over the last three years,
  • Revenues have also declined 2.4% 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-1.89%
Real Estate-0.94%
Specialized REITs-0.82%
Timber REITs5.85%
Data Center REITs0.30%
Self-Storage REITs-0.48%
Telecom Tower REITs-4.11%
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 77.7x.
    • Analysts are expecting annual earnings growth of 7.5%, which is lower than the prior year's growth of 95.7% per year.
  • Investors are most pessimistic about the Self-Storage REITs industry, which is trading close to its 3-year average of 29.1x.
Forecasted Growth
  • Analysts are most optimistic on the Timber REITs industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 50% per year.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 6.4% 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
WY WeyerhaeuserUS$23.863.0%
+US$504.5m		-18.5%PB1.8x
RYN RayonierUS$20.311.1%
+US$37.1m		-27.2%PB1.5x

Latest News

PSA
US$266.01
Public Storage
7D
-2.0%
1Y
-11.1%
SBAC
US$167.06
SBA Communications
7D
-2.9%
1Y
-24.1%
FRMI
US$6.18
Fermi
7D
-14.5%
1Y
n/a
EXR
US$128.96
Extra Space Storage
7D
-2.2%
1Y
-13.2%

EXR: Buyback And Move In Rates Will Support Cash Flow Recovery

Narrative Update on Extra Space Storage The updated analyst fair value estimate for Extra Space Storage has shifted modestly higher to $152.85 from $152.40. This reflects a mix of recent target increases and reductions as analysts factor in Q4 results, revised self storage REIT models, and differing views on the pace of a revenue recovery.
WY
US$23.86
Weyerhaeuser
7D
3.0%
1Y
-18.5%
CCI
US$78.59
Crown Castle
7D
-3.4%
1Y
-24.6%

CCI: Post 2026 Divestiture And Refocused Towers Will Ultimately Outweigh EchoStar Overhang

Analysts have trimmed their average price target for Crown Castle by a small amount to reflect slightly weaker organic growth expectations and modestly lower margin and revenue assumptions, even as some still highlight potential benefits from the planned small cell and fiber divestiture and a possible move toward low single digit revenue growth. Analyst Commentary Recent research on Crown Castle reflects a split view, with some focusing on the potential for a cleaner, tower-focused business after the planned small cell and fiber divestiture, and others concentrating on slower organic growth and trimmed leasing expectations.
IRM
US$98.30
Iron Mountain
7D
-3.6%
1Y
14.2%
RYN
US$20.31
Rayonier
7D
1.1%
1Y
-27.2%

RYN: Merger Synergies And Share Repurchases Will Drive Future Upside

Analysts have raised Rayonier's price target to $26, up from the prior $25 level, citing confidence in the company's solid balance sheet, expected cost synergies from the pending merger, and a flexible capital allocation approach that could support meaningful share repurchases over time. Analyst Commentary Recent research coverage around Rayonier and its pending merger points to a mixed but constructive setup, with analysts weighing balance sheet strength and potential cost savings against pockets of end market softness.
AMT
US$169.52
American Tower
7D
-4.0%
1Y
-22.1%
GLPI
US$43.93
Gaming and Leisure Properties
7D
-5.0%
1Y
-13.7%