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U.S. Real Estate Sector Analysis

UpdatedAug 25, 2025
DataAggregated Company Financials
Companies282
  • 7D3.6%
  • 3M4.4%
  • 1Y-2.2%
  • YTD3.8%

Over the last 7 days, the Real Estate industry has risen 3.6%, driven by gains from Prologis of 6.5%. During this same period, the Linkhome Holdings underperformed, falling 11%. Overall in the last year, the industry is flat. 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, 25 Aug 2025US$1.5tUS$331.1bUS$31.0b29.9x49.8x4.7x
Wed, 23 Jul 2025US$1.5tUS$326.1bUS$29.5b30.2x51x4.6x
Fri, 20 Jun 2025US$1.5tUS$326.3bUS$29.9b29.9x49.9x4.6x
Sun, 18 May 2025US$1.5tUS$326.5bUS$29.8b28.7x50.9x4.6x
Tue, 15 Apr 2025US$1.4tUS$321.3bUS$28.7b29.3x48.9x4.4x
Thu, 13 Mar 2025US$1.6tUS$326.5bUS$30.0b31.5x52.1x4.8x
Sat, 08 Feb 2025US$1.6tUS$320.7bUS$28.1b31.7x55.9x4.9x
Mon, 06 Jan 2025US$1.5tUS$320.0bUS$27.4b31.8x55.9x4.8x
Wed, 04 Dec 2024US$1.6tUS$320.0bUS$27.4b34.9x60.3x5.2x
Fri, 01 Nov 2024US$1.6tUS$317.2bUS$26.9b33.9x59.7x5.1x
Sun, 29 Sep 2024US$1.6tUS$315.7bUS$27.2b34x60.6x5.2x
Tue, 27 Aug 2024US$1.6tUS$314.7bUS$27.1b33.9x58.7x5.1x
Thu, 25 Jul 2024US$1.5tUS$310.7bUS$26.8b31.6x56.1x4.8x
Sat, 22 Jun 2024US$1.4tUS$306.5bUS$27.7b30.4x50.1x4.5x
Mon, 20 May 2024US$1.4tUS$306.9bUS$27.9b30.9x50.8x4.6x
Wed, 17 Apr 2024US$1.3tUS$306.7bUS$27.8b28.6x48x4.4x
Fri, 15 Mar 2024US$1.4tUS$306.1bUS$28.2b29.5x50.6x4.7x
Sun, 11 Feb 2024US$1.4tUS$306.0bUS$26.1b30.1x52.9x4.5x
Tue, 09 Jan 2024US$1.5tUS$323.1bUS$26.6b31.1x55.8x4.6x
Thu, 07 Dec 2023US$1.4tUS$323.0bUS$26.5b29.9x53.9x4.4x
Sat, 04 Nov 2023US$1.3tUS$323.8bUS$27.8b28x47.8x4.1x
Mon, 02 Oct 2023US$1.3tUS$325.2bUS$31.5b26.8x41.4x4x
Wed, 30 Aug 2023US$1.4tUS$323.2bUS$31.2b29x45.1x4.4x
Fri, 28 Jul 2023US$1.5tUS$326.5bUS$34.1b26.4x42.8x4.5x
Sun, 25 Jun 2023US$1.4tUS$322.9bUS$34.0b23x40.3x4.2x
Tue, 23 May 2023US$1.3tUS$314.8bUS$35.5b23.3x37.2x4.2x
Thu, 20 Apr 2023US$1.4tUS$316.3bUS$37.7b24.8x36x4.3x
Sat, 18 Mar 2023US$1.3tUS$315.2bUS$38.2b23.1x34.4x4.2x
Mon, 13 Feb 2023US$1.5tUS$312.0bUS$43.3b24.7x33.6x4.7x
Wed, 11 Jan 2023US$1.4tUS$311.4bUS$45.1b23.4x30.2x4.4x
Fri, 09 Dec 2022US$1.4tUS$311.1bUS$45.1b24.9x30.5x4.4x
Sun, 06 Nov 2022US$1.3tUS$304.9bUS$44.7b24.6x29.2x4.3x
Tue, 04 Oct 2022US$1.3tUS$307.4bUS$41.4b24.1x31.2x4.2x
Thu, 01 Sep 2022US$1.5tUS$307.6bUS$41.4b27.4x35.3x4.7x
Price to Earnings Ratio

35.3x


Total Market Cap: US$1.5tTotal Earnings: US$41.4bTotal Revenue: US$307.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 47x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Real Estate 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 47.0x.
  • The industry is trading close to its 3-year average PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 9.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.5% 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 Market0.47%
Real Estate3.63%
Industrial REITs6.33%
Hotel and Resort REITs6.19%
Office REITs4.35%
Real Estate3.95%
REITS3.69%
Specialized REITs3.49%
Retail REITs3.09%
Residential REITs3.05%
Health Care REITs2.15%
Industry PE
  • Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 284x.
    • Analysts are expecting annual earnings growth of 24.5%, which is lower than the prior year's growth of 39.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings growth rate of 17% per year.
  • In contrast, the Office REITs industry is expected to see its earnings decline by 13% 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$112.286.5%
+US$6.3b		-12.9%PB2x
AMT American TowerUS$211.884.3%
+US$4.1b		-6.0%PB26.7x
PSA Public StorageUS$293.714.7%
+US$2.3b		-13.5%PB10.3x
CBRE CBRE GroupUS$164.414.2%
+US$1.9b		40.9%PE44.2x
EQIX EquinixUS$786.472.2%
+US$1.6b		-4.0%PB5.5x

Latest News

EQIX
US$786.47
Equinix
7D
2.2%
1Y
-4.0%
RMSG
US$3.23
Real Messenger
7D
-5.0%
1Y
-73.1%
LHAI
US$6.38
Linkhome Holdings
7D
-11.1%
1Y
n/a
NXDT
US$3.96
NexPoint Diversified Real Estate Trust
7D
-2.5%
1Y
-32.1%
CHCI
US$15.03
Comstock Holding Companies
7D
-3.4%
1Y
111.1%
CCI
US$103.79
Crown Castle
7D
3.2%
1Y
-8.1%
NLOP
US$29.98
Net Lease Office Properties
7D
-0.7%
1Y
-2.8%
NYC
US$11.00
American Strategic Investment
7D
-7.5%
1Y
20.2%
SPG
US$176.56
Simon Property Group
7D
2.3%
1Y
5.5%
AMT
US$211.88
American Tower
7D
4.3%
1Y
-6.0%
CBRE
US$164.41
CBRE Group
7D
4.2%
1Y
40.9%
PSA
US$293.71
Public Storage
7D
4.7%
1Y
-13.5%
WELL
US$164.43
Welltower
7D
1.2%
1Y
37.9%
NTST
US$18.52
NETSTREIT
7D
-0.3%
1Y
8.0%
PLD
US$112.28
Prologis
7D
6.5%
1Y
-12.9%
HBNB
US$2.23
Hotel101 Global Holdings
7D
-1.6%
1Y
-78.2%