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U.S. Real Estate Sector Analysis

UpdatedMay 02, 2026
DataAggregated Company Financials
Companies283
  • 7D0.5%
  • 3M4.8%
  • 1Y7.2%
  • YTD7.6%

The Real Estate is pretty flat in the last 7 days, but Welltower has stood out, gaining 3.9%. As for the the longer term, the industry is up 7.2% over the past 12 months. Looking forward, earnings are forecast to grow by 8.2% annually.

Sector Valuation and Performance

Has the U.S. Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 May 2026US$1.6tUS$340.7bUS$37.0b29.1x44.5x4.8x
Mon, 30 Mar 2026US$1.5tUS$333.3bUS$35.1b27.1x42.4x4.5x
Wed, 25 Feb 2026US$1.6tUS$335.6bUS$33.9b29.8x47.5x4.8x
Fri, 23 Jan 2026US$1.6tUS$332.9bUS$32.6b29.1x47.7x4.7x
Sun, 21 Dec 2025US$1.5tUS$337.5bUS$32.9b29x45.6x4.4x
Tue, 18 Nov 2025US$1.5tUS$338.1bUS$32.7b28.5x46.6x4.5x
Thu, 16 Oct 2025US$1.5tUS$331.9bUS$30.7b27.9x49.6x4.6x
Sat, 13 Sep 2025US$1.6tUS$331.7bUS$30.9b29.4x50.8x4.7x
Mon, 11 Aug 2025US$1.5tUS$331.6bUS$31.0b28.4x48x4.5x
Wed, 09 Jul 2025US$1.5tUS$325.8bUS$29.9b29.8x49.8x4.6x
Fri, 06 Jun 2025US$1.5tUS$326.3bUS$29.9b29.4x50x4.6x
Sun, 04 May 2025US$1.5tUS$324.1bUS$29.5b29.1x50.9x4.6x
Tue, 01 Apr 2025US$1.5tUS$321.4bUS$28.9b30.9x52.4x4.7x
Thu, 27 Feb 2025US$1.6tUS$323.9bUS$29.1b31.5x55.1x5x
Sat, 25 Jan 2025US$1.5tUS$320.4bUS$28.1b31.6x54.8x4.8x
Mon, 23 Dec 2024US$1.5tUS$320.0bUS$27.4b31.9x55.4x4.7x
Wed, 20 Nov 2024US$1.6tUS$319.6bUS$27.4b34.6x58.8x5x
Fri, 18 Oct 2024US$1.7tUS$314.8bUS$27.0b34x61.2x5.3x
Sun, 15 Sep 2024US$1.6tUS$315.4bUS$27.2b34.1x60.7x5.2x
Tue, 13 Aug 2024US$1.5tUS$314.1bUS$27.6b30.3x55.4x4.9x
Thu, 11 Jul 2024US$1.4tUS$305.7bUS$27.1b30.7x51.4x4.6x
Sat, 08 Jun 2024US$1.4tUS$306.4bUS$27.5b30.4x50.8x4.6x
Mon, 06 May 2024US$1.4tUS$307.2bUS$28.7b29.1x47.4x4.4x
Wed, 03 Apr 2024US$1.4tUS$306.9bUS$27.3b30.7x51.6x4.6x
Fri, 01 Mar 2024US$1.4tUS$306.1bUS$28.3b28.9x49.4x4.6x
Sun, 28 Jan 2024US$1.5tUS$323.3bUS$26.8b30.9x54.6x4.5x
Tue, 26 Dec 2023US$1.5tUS$323.1bUS$26.5b31x56.8x4.7x
Thu, 23 Nov 2023US$1.4tUS$323.0bUS$26.5b28.2x51.5x4.2x
Sat, 21 Oct 2023US$1.2tUS$325.3bUS$31.0b25.9x40.2x3.8x
Mon, 18 Sep 2023US$1.4tUS$324.0bUS$31.7b28.3x43.9x4.3x
Wed, 16 Aug 2023US$1.4tUS$323.2bUS$31.3b29.1x44.6x4.3x
Fri, 14 Jul 2023US$1.5tUS$325.2bUS$34.4b25.8x42.1x4.5x
Sun, 11 Jun 2023US$1.4tUS$314.7bUS$35.5b24.3x38.1x4.3x
Tue, 09 May 2023US$1.3tUS$314.7bUS$35.2b23.3x38.2x4.3x
Price to Earnings Ratio

38.2x


Total Market Cap: US$1.3tTotal Earnings: US$35.2bTotal Revenue: US$314.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 49.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Real Estate 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 44.5x which is lower than its 3-year average PE of 49.9x.
  • The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 2.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

US Market0.80%
Real Estate0.51%
Residential REITs3.22%
Health Care REITs2.93%
Office REITs2.33%
Hotel and Resort REITs2.11%
Retail REITs0.31%
Industrial REITs-0.32%
Specialized REITs-0.38%
REITS-0.90%
Real Estate-3.24%
Industry PE
  • Investors are most optimistic about the Health Care REITs industry even though it's trading below its 3-year average PE ratio of 345x.
    • Analysts are expecting annual earnings growth of 25.4%, which is higher than its past year's earnings growth of 20.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 0.6% per year.
  • In contrast, the Residential REITs industry is expected to see its earnings decline by 7.9% 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
WELL WelltowerUS$216.913.9%
+US$6.0b		43.9%PB3.5x
IRM Iron MountainUS$127.199.6%
+US$3.3b		32.8%PE138.9x
VTR VentasUS$88.025.3%
+US$3.0b		32.2%PB3.3x
AVB AvalonBay CommunitiesUS$183.456.4%
+US$1.5b		-13.5%PB2.2x
AMT American TowerUS$181.611.9%
+US$1.5b		-18.8%PB24x

Latest News

CCI
US$89.26
Crown Castle
7D
3.4%
1Y
-16.5%
EQIX
US$1,085.03
Equinix
7D
-2.1%
1Y
23.9%
JLL
US$315.24
Jones Lang LaSalle
7D
-6.9%
1Y
34.5%
PLD
US$141.41
Prologis
7D
-0.5%
1Y
34.2%
WELL
US$216.91
Welltower
7D
3.9%
1Y
43.9%
IRM
US$127.19
Iron Mountain
7D
9.6%
1Y
32.8%
BEKE
US$17.06
KE Holdings
7D
5.4%
1Y
-17.9%

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May 01
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AVB
US$183.45
AvalonBay Communities
7D
6.4%
1Y
-13.5%

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Apr 30
CBRE
US$141.81
CBRE Group
7D
-4.4%
1Y
12.0%

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Apr 30
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AMT
US$181.61
American Tower
7D
1.9%
1Y
-18.8%
CSGP
US$34.72
CoStar Group
7D
-4.7%
1Y
-55.5%
EQR
US$65.17
Equity Residential
7D
4.7%
1Y
-9.1%
VTR
US$88.02
Ventas
7D
5.3%
1Y
32.2%
ARE
US$41.39
Alexandria Real Estate Equities
7D
-12.7%
1Y
-44.4%

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PSA
US$301.55
Public Storage
7D
-2.2%
1Y
0.5%

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Public Storage's updated analyst price target has edged down by about $1 to $312.50, as analysts factor in slightly higher discount rates and modest tweaks to long term revenue growth, profit margin, and future P/E assumptions following a mix of recent target hikes and trims across the Street. Analyst Commentary Recent research shows a mix of optimism and caution around Public Storage, with several firms adjusting price targets and ratings following Q4 results and the announced all stock acquisition of National Storage.
WY
US$23.99
Weyerhaeuser
7D
-4.2%
1Y
-8.3%

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