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U.S. Real Estate Sector Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies275
  • 7D1.9%
  • 3M1.9%
  • 1Y10.0%
  • YTD8.9%

The Real Estate industry is up 1.9% in the last week, with Prologis up 3.2%. During this same period, the KE Holdings underperformed, falling 12%. This takes the industry's 12 month performance to a gain of 10%. Looking forward, earnings are forecast to grow by 7.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026US$1.7tUS$339.1bUS$38.9b29.7x42.5x4.9x
Sat, 25 Apr 2026US$1.6tUS$337.1bUS$35.1b27.7x46.5x4.8x
Mon, 23 Mar 2026US$1.5tUS$333.9bUS$35.2b27.3x42.7x4.5x
Wed, 18 Feb 2026US$1.6tUS$334.8bUS$34.7b30.6x46.4x4.8x
Fri, 16 Jan 2026US$1.5tUS$333.2bUS$32.5b29.6x47.6x4.6x
Sun, 14 Dec 2025US$1.5tUS$338.2bUS$32.8b29.2x46.4x4.5x
Tue, 11 Nov 2025US$1.5tUS$337.9bUS$32.8b29x46.9x4.5x
Thu, 09 Oct 2025US$1.5tUS$331.8bUS$31.0b28.4x49.6x4.6x
Sat, 06 Sep 2025US$1.5tUS$331.6bUS$30.9b29.8x49.8x4.6x
Mon, 04 Aug 2025US$1.5tUS$330.4bUS$30.4b28.7x48.8x4.5x
Wed, 02 Jul 2025US$1.5tUS$326.1bUS$29.7b29.3x49.8x4.5x
Fri, 30 May 2025US$1.5tUS$326.5bUS$29.9b28.8x49.5x4.5x
Sun, 27 Apr 2025US$1.5tUS$322.8bUS$28.5b29.3x51.3x4.5x
Tue, 25 Mar 2025US$1.5tUS$321.5bUS$28.9b31.4x52x4.7x
Thu, 20 Feb 2025US$1.6tUS$323.0bUS$28.0b32.2x56.4x4.9x
Sat, 18 Jan 2025US$1.5tUS$320.1bUS$27.4b31.9x55.9x4.8x
Mon, 16 Dec 2024US$1.6tUS$320.0bUS$27.4b33.8x58.2x5x
Wed, 13 Nov 2024US$1.6tUS$319.3bUS$27.3b34.1x59.6x5.1x
Fri, 11 Oct 2024US$1.6tUS$314.7bUS$26.7b33x60.1x5.1x
Sun, 08 Sep 2024US$1.6tUS$314.8bUS$27.1b34.3x58.9x5.1x
Tue, 06 Aug 2024US$1.5tUS$313.0bUS$27.0b32.6x56.9x4.9x
Thu, 04 Jul 2024US$1.4tUS$305.7bUS$27.1b30.7x51.3x4.5x
Sat, 01 Jun 2024US$1.4tUS$306.4bUS$27.5b31.3x49.7x4.5x
Mon, 29 Apr 2024US$1.3tUS$307.1bUS$28.0b29.1x47.6x4.3x
Wed, 27 Mar 2024US$1.4tUS$306.1bUS$28.0b30.8x49.8x4.6x
Fri, 23 Feb 2024US$1.4tUS$305.7bUS$26.5b29.9x52.8x4.6x
Sun, 21 Jan 2024US$1.5tUS$323.3bUS$26.7b30.8x54.4x4.5x
Tue, 19 Dec 2023US$1.5tUS$323.1bUS$26.5b30.9x56.7x4.7x
Thu, 16 Nov 2023US$1.4tUS$322.9bUS$26.5b28.4x51.3x4.2x
Sat, 14 Oct 2023US$1.3tUS$325.2bUS$31.5b26.9x41.3x4x
Mon, 11 Sep 2023US$1.4tUS$323.9bUS$31.7b28.5x43.1x4.2x
Wed, 09 Aug 2023US$1.4tUS$323.1bUS$31.9b29.8x44.8x4.4x
Fri, 07 Jul 2023US$1.4tUS$325.0bUS$34.4b24.3x41x4.3x
Sun, 04 Jun 2023US$1.3tUS$314.8bUS$35.5b24.2x37.7x4.3x
Price to Earnings Ratio

37.7x


Total Market Cap: US$1.3tTotal Earnings: US$35.5bTotal Revenue: US$314.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 50.1x202420252026
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 42.3x which is lower than its 3-year average PE of 50.1x.
  • 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 grown 3.1% per year over the last three years.
  • Revenues for these companies have grown 2.5% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market2.46%
Real Estate1.88%
Hotel and Resort REITs6.01%
Office REITs4.19%
Industrial REITs3.50%
Specialized REITs2.49%
Retail REITs2.43%
Residential REITs1.22%
REITS1.02%
Health Care REITs0.49%
Real Estate-1.28%
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 346x.
    • Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings growth of 20.5% 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 7.1% 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
PLD PrologisUS$146.521.3%
+US$1.7b		35.8%PB2.6x
WY WeyerhaeuserUS$24.515.5%
+US$915.7m		-5.3%PB1.9x
SPG Simon Property GroupUS$206.771.3%
+US$865.9m		28.3%PB13.9x
LINE LineageUS$43.379.1%
+US$821.9m		-1.4%PB1.2x
HST Host Hotels & ResortsUS$23.485.3%
+US$808.2m		52.3%PB2.4x

Latest News

EXR
US$144.43
Extra Space Storage
7D
1.5%
1Y
-2.7%
EQIX
US$1,070.22
Equinix
7D
0.5%
1Y
21.5%
BEKE
US$16.62
KE Holdings
7D
-8.0%
1Y
-9.7%
WY
US$24.51
Weyerhaeuser
7D
5.5%
1Y
-5.3%
Seeking Alpha • May 24

Weyerhaeuser: An End To The Downturn Is In Sight (Rating Upgrade)

Summary Weyerhaeuser remains pressured by weak residential construction, with shares underperforming and macro headwinds limiting near-term upside. Timberlands and Wood Products segments face ongoing volume and pricing challenges, though lumber realizations have recently improved, and supply-side responses may stabilize markets. Balance sheet leverage is elevated at 5.1x, with free cash flow constrained by capex for a new EWP facility; dividend yield of 3.6% appears secure. I see WY as a 'collect the dividend' stock near current levels, with slow recovery expected and no rush to buy unless shares approach $20. Read the full article on Seeking Alpha
CCI
US$90.87
Crown Castle
7D
-1.9%
1Y
-8.8%
WELL
US$214.18
Welltower
7D
-2.0%
1Y
41.2%
OHI
US$47.73
Omega Healthcare Investors
7D
-2.6%
1Y
30.6%
PLD
US$146.52
Prologis
7D
1.3%
1Y
35.8%
CSGP
US$32.32
CoStar Group
7D
-5.0%
1Y
-56.5%
HST
US$23.48
Host Hotels & Resorts
7D
5.3%
1Y
52.3%
Narrative Update • May 19

HST: Strong Lodging Demand And 2026 Outlook Will Support Cautious Upside

Host Hotels & Resorts' fair value estimate edges up from $22.25 to $22.88 as analysts lift price targets across the sector, citing stronger Q1 lodging demand and RevPAR trends while still flagging macro and geopolitical risks. Analyst Commentary Street research on Host Hotels & Resorts has been active, with multiple firms adjusting price targets following recent earnings and broader lodging sector updates.
CBRE
US$130.15
CBRE Group
7D
-0.7%
1Y
5.2%
Narrative Update • May 19

CBRE: Future Returns Will Reflect Limited AI Disruption And Aggressive Share Repurchases

Analysts trimmed their fair value estimate for CBRE Group by about $3 to $178.33, reflecting a lower future P/E assumption of roughly 22.8x, even as they factor in slightly higher revenue growth and profit margin potential and point to recent research that plays down AI disruption risks to the commercial real estate services model. Analyst Commentary Recent research around CBRE Group centers on how AI, sentiment swings and changing return expectations are feeding into valuation work and risk assessments.
SBAC
US$200.20
SBA Communications
7D
-3.6%
1Y
-12.6%
VTR
US$88.05
Ventas
7D
-0.6%
1Y
36.8%
PSA
US$306.79
Public Storage
7D
1.3%
1Y
1.5%
SPG
US$206.77
Simon Property Group
7D
1.3%
1Y
28.3%
LINE
US$43.37
Lineage
7D
9.1%
1Y
-1.4%
Seeking Alpha • May 11

Lineage: Robots Could Add $30 Per Share

Summary Lineage, the largest cold storage REIT, currently trades at 25% above recent lows, but 50% below the 2024 IPO price. With 24,000 employees, headcount intensity is 20-100x that of typical industrial REITs. Adoption of humanoid robots as the next step in LINE's automation strategy could dramatically reduce headcount and improve financial results. A base case impact assessment estimates a $500 million annual expense reduction, which could add $30 per share to valuation. Read the full article on Seeking Alpha