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U.S. Real Estate Sector Analysis
UpdatedAug 22, 2025
DataAggregated Company Financials
Companies283
- 7D1.2%
- 3M4.1%
- 1Y-2.3%
- YTD1.7%
Last week, the Real Estate industry hasn't moved much but Welltower is up 3.1% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 12% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 22 Aug 2025 | US$1.5t | US$331.3b | US$31.0b | 29.1x | 49x | 4.6x |
| Sun, 20 Jul 2025 | US$1.5t | US$326.0b | US$29.6b | 29.9x | 49.3x | 4.5x |
| Tue, 17 Jun 2025 | US$1.5t | US$326.3b | US$29.9b | 29.5x | 50x | 4.6x |
| Thu, 15 May 2025 | US$1.5t | US$322.1b | US$28.6b | 28.7x | 50.8x | 4.5x |
| Sat, 12 Apr 2025 | US$1.4t | US$321.4b | US$28.7b | 28.9x | 48.3x | 4.3x |
| Mon, 10 Mar 2025 | US$1.6t | US$326.5b | US$30.0b | 33x | 53.4x | 4.9x |
| Wed, 05 Feb 2025 | US$1.5t | US$320.3b | US$27.8b | 31.8x | 55.5x | 4.8x |
| Fri, 03 Jan 2025 | US$1.5t | US$320.0b | US$27.4b | 31.5x | 55.7x | 4.8x |
| Sun, 01 Dec 2024 | US$1.7t | US$320.0b | US$27.4b | 35.2x | 61x | 5.2x |
| Tue, 29 Oct 2024 | US$1.6t | US$315.8b | US$26.8b | 34.7x | 60.5x | 5.1x |
| Thu, 26 Sep 2024 | US$1.7t | US$315.7b | US$27.2b | 34.1x | 61.2x | 5.3x |
| Sat, 24 Aug 2024 | US$1.6t | US$314.6b | US$27.2b | 33.9x | 57.4x | 5x |
| Mon, 22 Jul 2024 | US$1.5t | US$305.1b | US$26.9b | 32.8x | 54.7x | 4.8x |
| Wed, 19 Jun 2024 | US$1.4t | US$306.5b | US$27.7b | 30.4x | 50x | 4.5x |
| Fri, 17 May 2024 | US$1.4t | US$308.2b | US$27.9b | 31.5x | 50.9x | 4.6x |
| Sun, 14 Apr 2024 | US$1.4t | US$306.4b | US$27.8b | 29x | 49.2x | 4.5x |
| Tue, 12 Mar 2024 | US$1.4t | US$305.6b | US$28.1b | 29.8x | 50.9x | 4.7x |
| Thu, 08 Feb 2024 | US$1.4t | US$305.6b | US$26.3b | 29.5x | 52x | 4.5x |
| Sat, 06 Jan 2024 | US$1.5t | US$323.0b | US$26.6b | 30.9x | 55.9x | 4.6x |
| Mon, 04 Dec 2023 | US$1.4t | US$323.0b | US$26.5b | 29.4x | 54.1x | 4.4x |
| Wed, 01 Nov 2023 | US$1.3t | US$326.5b | US$27.9b | 26.1x | 45x | 3.8x |
| Fri, 29 Sep 2023 | US$1.3t | US$325.2b | US$31.5b | 26.8x | 41.3x | 4x |
| Sun, 27 Aug 2023 | US$1.4t | US$323.2b | US$31.2b | 28.5x | 44.2x | 4.3x |
| Tue, 25 Jul 2023 | US$1.5t | US$326.6b | US$34.7b | 25.6x | 42.1x | 4.5x |
| Thu, 22 Jun 2023 | US$1.3t | US$314.0b | US$35.5b | 23.8x | 37.8x | 4.3x |
| Sat, 20 May 2023 | US$1.3t | US$315.4b | US$35.2b | 23.4x | 37.3x | 4.2x |
| Mon, 17 Apr 2023 | US$1.3t | US$316.3b | US$37.7b | 24.4x | 35.2x | 4.2x |
| Wed, 15 Mar 2023 | US$1.3t | US$315.4b | US$38.1b | 23.8x | 35.3x | 4.3x |
| Fri, 10 Feb 2023 | US$1.4t | US$311.1b | US$43.6b | 25.1x | 33.3x | 4.7x |
| Sun, 08 Jan 2023 | US$1.4t | US$311.2b | US$45.2b | 23.4x | 30.1x | 4.4x |
| Tue, 06 Dec 2022 | US$1.4t | US$311.1b | US$45.1b | 24.7x | 30.5x | 4.4x |
| Thu, 03 Nov 2022 | US$1.3t | US$310.1b | US$44.1b | 24.4x | 29.1x | 4.1x |
| Sat, 01 Oct 2022 | US$1.3t | US$307.4b | US$41.4b | 23.8x | 30.8x | 4.1x |
| Mon, 29 Aug 2022 | US$1.5t | US$307.6b | US$41.4b | 28.1x | 36.3x | 4.9x |
Price to Earnings Ratio
36.3x
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 46.9x.
- 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 Market | -1.60% | |
| Real Estate | 1.23% | |
| Health Care REITs | 3.12% | |
| Industrial REITs | 2.02% | |
| REITS | 1.74% | |
| Retail REITs | 1.59% | |
| Specialized REITs | 1.05% | |
| Residential REITs | 0.99% | |
| Hotel and Resort REITs | 0.22% | |
| Office REITs | -0.75% | |
| Real Estate | -0.78% | |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 283x.
- Analysts are expecting annual earnings growth of 24.4%, 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WELL Welltower | US$166.94 | 3.1% +US$3.4b | 41.7% | PB3.1x | |
| AMT American Tower | US$209.73 | 3.1% +US$2.9b | -4.7% | PB26.5x | |
| PLD Prologis | US$108.39 | 2.4% +US$2.4b | -14.0% | PB1.9x | |
| O Realty Income | US$59.58 | 3.0% +US$1.6b | -1.5% | PB1.4x | |
| PSA Public Storage | US$286.76 | 2.1% +US$1.0b | -13.9% | PB10x |
