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U.S. Specialized REITs Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies24
- 7D-0.3%
- 3M-2.5%
- 1Y3.6%
- YTD-4.7%
Last week, the Specialized REITs industry hasn't moved much but Digital Realty Trust is up 5.5% in that time. As for the the longer term, the industry is up 3.6% over the past 12 months. As for the next few years, earnings are expected to grow by 9.3% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 13 Apr 2025 | US$417.0b | US$54.8b | US$12.8b | 27x | 32.7x | 7.6x |
| Tue, 11 Mar 2025 | US$490.2b | US$61.5b | US$14.1b | 29.4x | 34.7x | 8x |
| Thu, 06 Feb 2025 | US$468.0b | US$61.5b | US$13.0b | 25.3x | 36x | 7.6x |
| Sat, 04 Jan 2025 | US$469.3b | US$61.6b | US$13.2b | 24.7x | 35.7x | 7.6x |
| Mon, 02 Dec 2024 | US$528.2b | US$61.5b | US$13.1b | 29.5x | 40.4x | 8.6x |
| Wed, 30 Oct 2024 | US$517.5b | US$61.2b | US$13.1b | 28.5x | 39.6x | 8.5x |
| Fri, 27 Sep 2024 | US$528.6b | US$61.7b | US$14.3b | 29.6x | 36.9x | 8.6x |
| Sun, 25 Aug 2024 | US$502.2b | US$61.7b | US$14.3b | 28.7x | 35x | 8.1x |
| Tue, 23 Jul 2024 | US$474.2b | US$61.0b | US$13.3b | 27x | 35.8x | 7.8x |
| Thu, 20 Jun 2024 | US$449.1b | US$61.3b | US$13.5b | 26.2x | 33.3x | 7.3x |
| Sat, 18 May 2024 | US$457.1b | US$61.3b | US$13.5b | 26.1x | 33.9x | 7.5x |
| Mon, 15 Apr 2024 | US$433.0b | US$61.0b | US$12.7b | 24.3x | 34.1x | 7.1x |
| Wed, 13 Mar 2024 | US$477.3b | US$61.0b | US$12.7b | 25.6x | 37.6x | 7.8x |
| Fri, 09 Feb 2024 | US$453.6b | US$59.9b | US$11.4b | 28.4x | 39.7x | 7.6x |
| Sun, 07 Jan 2024 | US$479.4b | US$60.9b | US$11.5b | 31.8x | 41.6x | 7.9x |
| Tue, 05 Dec 2023 | US$469.7b | US$60.9b | US$11.5b | 30.9x | 40.7x | 7.7x |
| Thu, 02 Nov 2023 | US$405.4b | US$60.6b | US$11.8b | 26.2x | 34.4x | 6.7x |
| Sat, 30 Sep 2023 | US$408.3b | US$60.1b | US$13.7b | 26.4x | 29.9x | 6.8x |
| Mon, 28 Aug 2023 | US$435.1b | US$60.1b | US$13.7b | 28.1x | 31.8x | 7.2x |
| Wed, 26 Jul 2023 | US$448.8b | US$60.2b | US$14.6b | 23.8x | 30.7x | 7.5x |
| Fri, 23 Jun 2023 | US$434.6b | US$60.0b | US$14.6b | 22.6x | 29.8x | 7.2x |
| Sun, 21 May 2023 | US$426.6b | US$60.0b | US$14.6b | 23.1x | 29.3x | 7.1x |
| Tue, 18 Apr 2023 | US$451.7b | US$59.8b | US$15.3b | 28.9x | 29.6x | 7.5x |
Price to Earnings Ratio
29.6x
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 5.8% per year over the last three years,
- Revenues have also declined 2.9% 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 | 5.42% | |
| Real Estate | -0.85% | |
| Specialized REITs | -0.35% | |
| Data Center REITs | 2.98% | |
| Timber REITs | -1.98% | |
| Self-Storage REITs | -2.33% | |
| Telecom Tower REITs | -3.16% | |
Industry PE
- Investors are most optimistic about the Data Center REITs industry which is trading above its 3-year average PE ratio of 79.8x.
- Analysts are expecting annual earnings growth of 16.9%, which is higher than its past year's earnings decline of 27.0% per year.
- Investors are most pessimistic about the Self-Storage REITs industry, which is trading close to its 3-year average of 27.7x.
Forecasted Growth
- Analysts are most optimistic on the Data Center REITs industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings decline of 27% per year.
- In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 3.6% 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 | |
|---|---|---|---|---|---|
| DLR Digital Realty Trust | US$145.09 | 5.5% +US$2.6b | 1.8% | PB2.4x | |
| IRM Iron Mountain | US$83.44 | 8.1% +US$1.8b | 9.8% | PE136x | |
| EQIX Equinix | US$776.83 | 1.4% +US$1.4b | 1.7% | PB5.6x | |
| LAMR Lamar Advertising | US$113.01 | 7.6% +US$817.1m | 1.2% | PB11.1x | |
| VICI VICI Properties | US$31.05 | 1.5% +US$486.1m | 11.1% | PB1.2x |