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U.S. Real Estate Sector Analysis

UpdatedApr 06, 2025
DataAggregated Company Financials
Companies294
  • 7D-6.7%
  • 3M-4.9%
  • 1Y0.9%
  • YTD-4.8%

Over the last 7 days, the Real Estate industry has dropped 6.7%, driven by a pullback from Prologis of 11%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 07 Apr 2025US$1.4tUS$321.4bUS$28.7b28.8x49.2x4.4x
Wed, 05 Mar 2025US$1.6tUS$325.3bUS$30.0b32x54.3x5x
Fri, 31 Jan 2025US$1.5tUS$320.2bUS$27.9b31.8x55x4.8x
Sun, 29 Dec 2024US$1.5tUS$320.0bUS$27.4b31.9x55.5x4.8x
Tue, 26 Nov 2024US$1.6tUS$320.0bUS$27.4b35.6x58.4x5x
Thu, 24 Oct 2024US$1.6tUS$314.8bUS$27.0b34.1x60x5.1x
Sat, 21 Sep 2024US$1.6tUS$315.6bUS$27.2b33.7x60.7x5.2x
Mon, 19 Aug 2024US$1.5tUS$314.6bUS$27.3b32.5x56.4x4.9x
Wed, 17 Jul 2024US$1.5tUS$305.7bUS$27.1b32.4x53.9x4.8x
Fri, 14 Jun 2024US$1.4tUS$306.6bUS$27.7b30.8x50.4x4.6x
Sun, 12 May 2024US$1.4tUS$308.2bUS$27.9b31x49.5x4.5x
Tue, 09 Apr 2024US$1.4tUS$306.7bUS$27.8b29.9x50.1x4.5x
Thu, 07 Mar 2024US$1.4tUS$305.5bUS$28.3b29.2x50x4.6x
Sat, 03 Feb 2024US$1.5tUS$323.7bUS$26.9b29.5x53.9x4.5x
Mon, 01 Jan 2024US$1.5tUS$323.1bUS$26.6b30.9x56.9x4.7x
Wed, 29 Nov 2023US$1.4tUS$323.0bUS$26.5b28.2x51.9x4.3x
Fri, 27 Oct 2023US$1.2tUS$325.4bUS$30.7b25x40.5x3.8x
Sun, 24 Sep 2023US$1.3tUS$325.2bUS$31.5b27x42x4.1x
Tue, 22 Aug 2023US$1.4tUS$323.2bUS$31.2b28.4x44x4.2x
Thu, 20 Jul 2023US$1.4tUS$326.3bUS$35.0b25.9x41.3x4.4x
Sat, 17 Jun 2023US$1.4tUS$314.0bUS$35.5b24.3x38.5x4.4x
Mon, 15 May 2023US$1.3tUS$314.4bUS$34.7b23.2x38.5x4.3x
Wed, 12 Apr 2023US$1.4tUS$315.8bUS$38.1b24.8x35.6x4.3x
Fri, 10 Mar 2023US$1.4tUS$315.3bUS$38.1b24.3x35.7x4.3x
Sun, 05 Feb 2023US$1.5tUS$311.6bUS$43.8b26.2x33.9x4.8x
Tue, 03 Jan 2023US$1.3tUS$311.1bUS$45.2b23.3x29.4x4.3x
Thu, 01 Dec 2022US$1.4tUS$311.0bUS$44.7b25.1x31.4x4.5x
Sat, 29 Oct 2022US$1.3tUS$310.0bUS$42.2b25.3x30.9x4.2x
Mon, 26 Sep 2022US$1.3tUS$307.4bUS$41.4b24.6x32x4.3x
Wed, 24 Aug 2022US$1.5tUS$307.6bUS$41.4b28.4x36.4x4.9x
Fri, 22 Jul 2022US$1.5tUS$289.4bUS$41.1b28.3x35.7x5.1x
Sun, 19 Jun 2022US$1.4tUS$294.3bUS$41.1b26.2x33.3x4.7x
Tue, 17 May 2022US$1.5tUS$295.2bUS$41.6b30.1x36.6x5.1x
Thu, 14 Apr 2022US$1.7tUS$281.3bUS$38.1b36.2x45.6x6.2x
Price to Earnings Ratio

45.6x


Total Market Cap: US$1.7tTotal Earnings: US$38.1bTotal Revenue: US$281.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 45.4x202320242025
Current Industry PE
  • Investors are optimistic on the American Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 49.2x which is higher than its 3-year average PE of 45.4x.
  • 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 declined 9.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.5% 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, which has decreased profits.

Industry Trends

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

US Market-9.41%
Real Estate-6.72%
Specialized REITs-3.42%
REITS-5.72%
Health Care REITs-6.66%
Retail REITs-6.78%
Residential REITs-7.99%
Real Estate-8.26%
Office REITs-9.49%
Industrial REITs-10.65%
Hotel and Resort REITs-10.73%
Industry PE
  • Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 968x.
    • Analysts are expecting annual earnings growth of 29.5%, which is higher than its past year's earnings growth of 12.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the REITS industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AMT American TowerUS$220.172.1%
+US$2.2b
15.8%PB30.4x
RDFN RedfinUS$10.2010.7%
+US$126.5m
64.8%PS1.2x
LGPS LogProstyleUS$3.9047.2%
+US$29.5m
n/aPE20.9x
REAX Real BrokerageUS$4.211.7%
+US$14.3m
2.9%PS0.7x
RITR Reitar Logtech HoldingsUS$2.876.3%
+US$10.6m
n/aPE34.6x
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Latest News

CBRE

US$118.08

CBRE Group

7D

-8.8%

1Y

22.8%

AMT

US$220.17

American Tower

7D

2.1%

1Y

15.8%

AVB

US$191.70

AvalonBay Communities

7D

-10.2%

1Y

5.9%

EQIX

US$766.21

Equinix

7D

-4.6%

1Y

-2.3%

WELL

US$143.29

Welltower

7D

-6.6%

1Y

56.2%

CSGP

US$72.62

CoStar Group

7D

-8.4%

1Y

-23.4%

PLD

US$98.23

Prologis

7D

-11.1%

1Y

-21.3%

LGPS

US$3.90

LogProstyle

7D

47.2%

1Y

n/a

ASPS

US$0.80

Altisource Portfolio Solutions

7D

17.5%

1Y

-51.2%

EQR

US$63.79

Equity Residential

7D

-10.6%

1Y

3.2%

RITR

US$2.87

Reitar Logtech Holdings

7D

6.3%

1Y

n/a

NEN

US$80.00

New England Realty Associates Limited Partnership

7D

3.8%

1Y

13.5%