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U.S. Real Estate Sector Analysis
UpdatedMay 11, 2025
DataAggregated Company Financials
Companies289
- 7D-0.9%
- 3M-3.5%
- 1Y7.5%
- YTD0.08%
The Real Estate industry has been flat over the last week, but KE Holdings has lost 7.2%. The past year has been better, since the industry has gained 7.5% in that time. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 11 May 2025 | US$1.5t | US$325.3b | US$29.8b | 28.8x | 50.1x | 4.6x |
| Tue, 08 Apr 2025 | US$1.4t | US$321.4b | US$28.7b | 28.1x | 49.3x | 4.4x |
| Thu, 06 Mar 2025 | US$1.6t | US$325.7b | US$30.0b | 32.8x | 53.7x | 5x |
| Sat, 01 Feb 2025 | US$1.6t | US$320.1b | US$27.7b | 31.9x | 56.1x | 4.9x |
| Mon, 30 Dec 2024 | US$1.5t | US$320.0b | US$27.4b | 31.9x | 55.5x | 4.8x |
| Wed, 27 Nov 2024 | US$1.6t | US$320.1b | US$27.4b | 35.5x | 59.1x | 5.1x |
| Fri, 25 Oct 2024 | US$1.6t | US$316.0b | US$27.0b | 34.3x | 60.6x | 5.2x |
| Sun, 22 Sep 2024 | US$1.6t | US$315.6b | US$27.2b | 33.7x | 60.5x | 5.2x |
| Tue, 20 Aug 2024 | US$1.5t | US$314.6b | US$27.2b | 33.2x | 56.5x | 4.9x |
| Thu, 18 Jul 2024 | US$1.5t | US$305.7b | US$27.1b | 32.9x | 54.6x | 4.8x |
| Sat, 15 Jun 2024 | US$1.4t | US$306.6b | US$27.7b | 30.6x | 50.3x | 4.6x |
| Mon, 13 May 2024 | US$1.4t | US$308.2b | US$27.8b | 31x | 49.7x | 4.5x |
| Wed, 10 Apr 2024 | US$1.4t | US$306.7b | US$27.8b | 30.6x | 50.7x | 4.6x |
| Fri, 08 Mar 2024 | US$1.4t | US$305.6b | US$28.2b | 29.9x | 50.5x | 4.7x |
| Sun, 04 Feb 2024 | US$1.5t | US$323.7b | US$26.9b | 29.5x | 53.9x | 4.5x |
| Tue, 02 Jan 2024 | US$1.5t | US$323.1b | US$26.6b | 30.9x | 56.9x | 4.7x |
| Thu, 30 Nov 2023 | US$1.4t | US$323.1b | US$26.5b | 28.3x | 52.2x | 4.3x |
| Sat, 28 Oct 2023 | US$1.2t | US$326.1b | US$30.3b | 24.9x | 40.6x | 3.8x |
| Mon, 25 Sep 2023 | US$1.3t | US$325.2b | US$31.5b | 27x | 42x | 4.1x |
| Wed, 23 Aug 2023 | US$1.4t | US$323.2b | US$31.2b | 28.4x | 43.7x | 4.2x |
| Fri, 21 Jul 2023 | US$1.4t | US$326.6b | US$34.7b | 25.7x | 41.6x | 4.4x |
| Sun, 18 Jun 2023 | US$1.4t | US$314.0b | US$35.5b | 24.3x | 38.5x | 4.4x |
| Tue, 16 May 2023 | US$1.3t | US$314.4b | US$34.8b | 23.4x | 38.5x | 4.3x |
| Thu, 13 Apr 2023 | US$1.3t | US$315.9b | US$38.1b | 24.3x | 35.4x | 4.3x |
| Sat, 11 Mar 2023 | US$1.3t | US$315.3b | US$38.0b | 23.3x | 34.7x | 4.2x |
| Mon, 06 Feb 2023 | US$1.5t | US$311.5b | US$43.6b | 26.2x | 34x | 4.8x |
| Wed, 04 Jan 2023 | US$1.3t | US$311.1b | US$45.2b | 23.2x | 29.4x | 4.3x |
| Fri, 02 Dec 2022 | US$1.4t | US$311.0b | US$45.1b | 25.1x | 31.1x | 4.5x |
| Sun, 30 Oct 2022 | US$1.3t | US$309.9b | US$42.1b | 25.7x | 31.5x | 4.3x |
| Tue, 27 Sep 2022 | US$1.3t | US$307.4b | US$41.4b | 24.2x | 31.1x | 4.2x |
| Thu, 25 Aug 2022 | US$1.5t | US$307.6b | US$41.4b | 28.7x | 36.6x | 4.9x |
| Sat, 23 Jul 2022 | US$1.5t | US$289.4b | US$41.1b | 28.3x | 35.7x | 5.1x |
| Mon, 20 Jun 2022 | US$1.4t | US$294.3b | US$41.1b | 26.2x | 33.3x | 4.7x |
| Wed, 18 May 2022 | US$1.5t | US$295.2b | US$41.6b | 30.6x | 36.3x | 5.1x |
Price to Earnings Ratio
36.3x
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 50.1x which is higher than its 3-year average PE of 45.7x.
- 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 11% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.3% 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 | -0.26% | |
| Real Estate | -0.88% | |
| Hotel and Resort REITs | 0.99% | |
| Industrial REITs | 0.65% | |
| Office REITs | 0.60% | |
| REITS | 0.056% | |
| Retail REITs | -0.34% | |
| Specialized REITs | -0.43% | |
| Health Care REITs | -0.55% | |
| Residential REITs | -2.86% | |
| Real Estate | -3.05% | |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 149x.
- Analysts are expecting annual earnings growth of 22.4%, which is lower than the prior year's growth of 42.1% 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 roughly in line with its past earnings growth rate.
- In contrast, the Residential 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PLD Prologis | US$106.91 | 1.4% +US$1.4b | -0.5% | PB1.9x | |
| HHH Howard Hughes Holdings | US$71.53 | 6.0% +US$845.9m | 7.7% | PE13.3x | |
| MRNO Murano Global Investments | US$10.74 | 7.8% +US$702.0m | -6.2% | PS257.8x | |
| PSA Public Storage | US$304.07 | 1.3% +US$687.7m | 10.2% | PB10.2x | |
| DLR Digital Realty Trust | US$166.57 | 1.2% +US$680.3m | 17.8% | PB2.7x |
