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U.S. Real Estate Sector Analysis

UpdatedMay 16, 2026
DataAggregated Company Financials
Companies278
  • 7D-2.8%
  • 3M-0.9%
  • 1Y4.6%
  • YTD5.5%

Over the last 7 days, the Real Estate industry has dropped 2.8%, driven by a pullback from CBRE Group of 11%. In contrast, Fermi has gained 24%. Over the past 12 months, the industry was up 4.6%. Looking forward, earnings are forecast to grow by 7.9% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 May 2026US$1.6tUS$339.7bUS$38.8b29.1x41.9x4.8x
Mon, 13 Apr 2026US$1.6tUS$334.7bUS$34.6b27.8x45.9x4.7x
Wed, 11 Mar 2026US$1.6tUS$335.7bUS$35.2b28.7x45.2x4.7x
Fri, 06 Feb 2026US$1.5tUS$332.4bUS$34.2b29.4x45.2x4.7x
Sun, 04 Jan 2026US$1.5tUS$339.2bUS$32.2b29x46.8x4.4x
Tue, 02 Dec 2025US$1.6tUS$338.2bUS$32.8b29.2x47.5x4.6x
Thu, 30 Oct 2025US$1.5tUS$335.1bUS$30.9b27.9x50x4.6x
Sat, 27 Sep 2025US$1.5tUS$331.7bUS$30.9b28.6x49.4x4.6x
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
Price to Earnings Ratio

37.2x


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 50x202420252026
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 41.9x which is lower than its 3-year average PE of 50.0x.
  • 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 3.0% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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 Market-0.92%
Real Estate-2.79%
Health Care REITs-0.69%
Retail REITs-1.51%
REITS-1.89%
Residential REITs-2.18%
Industrial REITs-2.69%
Office REITs-3.12%
Specialized REITs-3.35%
Hotel and Resort REITs-4.15%
Real Estate-7.83%
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 24.1%, 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 6.4% per year.
  • In contrast, the Residential REITs industry is expected to see its earnings decline by 6.6% 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
FRMI FermiUS$6.5124.5%
+US$806.2m		n/aPB3.8x
ESS Essex Property TrustUS$267.061.3%
+US$225.6m		-7.5%PB3.2x
LB LandBridgeUS$69.717.3%
+US$131.7m		-17.5%PE61.3x
VTR VentasUS$87.450.2%
+US$92.4m		33.2%PB3.2x
NHP National Healthcare PropertiesUS$14.865.2%
+US$54.4m		n/aPB1.8x

Latest News

ESS
US$267.06
Essex Property Trust
7D
1.3%
1Y
-7.5%
OHI
US$47.33
Omega Healthcare Investors
7D
0.3%
1Y
27.8%
FRMI
US$6.51
Fermi
7D
24.5%
1Y
n/a
VTR
US$87.45
Ventas
7D
0.2%
1Y
33.2%
PSA
US$292.47
Public Storage
7D
-6.0%
1Y
-5.4%
DLR
US$188.51
Digital Realty Trust
7D
-3.5%
1Y
10.9%
AMT
US$170.63
American Tower
7D
-3.3%
1Y
-20.0%
CBRE
US$129.95
CBRE Group
7D
-11.2%
1Y
-1.3%
PLD
US$140.53
Prologis
7D
-2.5%
1Y
27.1%
HR
US$20.29
Healthcare Realty Trust
7D
0.7%
1Y
35.2%
LB
US$69.71
LandBridge
7D
7.3%
1Y
-17.5%
Analysis Article • May 14

LandBridge's (NYSE:LB) Earnings May Just Be The Starting Point

LandBridge Company LLC ( NYSE:LB ) just reported healthy earnings but the stock price didn't move much. We think that...
SBAC
US$199.62
SBA Communications
7D
-8.5%
1Y
-14.4%
JLL
US$288.23
Jones Lang LaSalle
7D
-12.6%
1Y
22.2%
CCI
US$86.66
Crown Castle
7D
-4.3%
1Y
-15.3%
HBNB
US$6.05
Hotel101 Global Holdings
7D
2.7%
1Y
-43.9%
Narrative Update • May 05

Hotel101 Global Delivers Explosive 2025 Growth — Profitability Achieved, 315% Upside Intact

On April 30, 2026, Hotel101 Global Holdings (Nasdaq: HBNB) released its 2025 annual report, showing a business scaling at remarkable speed and beginning to translate growth into profitability. Key 2025 Financial Highlights: Hotel Rental Income: US$374,573 (+1,164.42% YoY) vs.
NHP
US$14.86
National Healthcare Properties
7D
5.2%
1Y
n/a