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U.S. Real Estate Sector Analysis

UpdatedJul 24, 2025
DataAggregated Company Financials
Companies283
  • 7D2.3%
  • 3M4.6%
  • 1Y4.5%
  • YTD3.2%

The Real Estate industry has gained 2.3% in the last week and American Tower up 3.1%. In the same time, SL Green Realty was down 5.7%. This means that the industry has gained 4.5% over the past year. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 24 Jul 2025US$1.5tUS$326.2bUS$29.5b30.5x51.9x4.7x
Sat, 21 Jun 2025US$1.5tUS$326.3bUS$29.9b29.9x49.9x4.6x
Mon, 19 May 2025US$1.5tUS$326.5bUS$29.8b28.7x50.7x4.6x
Wed, 16 Apr 2025US$1.4tUS$321.3bUS$28.7b29.5x49.9x4.5x
Fri, 14 Mar 2025US$1.6tUS$326.5bUS$30.0b31x51.9x4.8x
Sun, 09 Feb 2025US$1.6tUS$320.6bUS$28.1b31.7x55.9x4.9x
Tue, 07 Jan 2025US$1.5tUS$320.0bUS$27.4b31.3x55.9x4.8x
Thu, 05 Dec 2024US$1.6tUS$320.0bUS$27.4b34.6x59.9x5.1x
Sat, 02 Nov 2024US$1.6tUS$317.5bUS$26.9b33.7x59.6x5.1x
Mon, 30 Sep 2024US$1.6tUS$315.7bUS$27.2b34x60.6x5.2x
Wed, 28 Aug 2024US$1.6tUS$314.7bUS$27.1b34x58.7x5.1x
Fri, 26 Jul 2024US$1.5tUS$310.8bUS$26.7b32.1x55.6x4.8x
Sun, 23 Jun 2024US$1.4tUS$306.5bUS$27.7b30.4x50.2x4.5x
Tue, 21 May 2024US$1.4tUS$306.9bUS$27.9b30.6x50.8x4.6x
Thu, 18 Apr 2024US$1.3tUS$306.9bUS$28.0b28.5x46.6x4.3x
Sat, 16 Mar 2024US$1.4tUS$306.1bUS$28.2b29x49.7x4.6x
Mon, 12 Feb 2024US$1.4tUS$306.0bUS$26.1b30.1x52.9x4.5x
Wed, 10 Jan 2024US$1.5tUS$323.0bUS$26.6b30.9x56.2x4.6x
Fri, 08 Dec 2023US$1.4tUS$323.1bUS$26.5b29.5x53.7x4.4x
Sun, 05 Nov 2023US$1.3tUS$323.9bUS$28.1b28x47.4x4.1x
Tue, 03 Oct 2023US$1.3tUS$325.2bUS$31.5b26.4x41.4x4x
Thu, 31 Aug 2023US$1.4tUS$318.8bUS$27.1b29.9x50.3x4.3x
Sat, 29 Jul 2023US$1.4tUS$326.3bUS$34.3b27.4x41.6x4.4x
Mon, 26 Jun 2023US$1.4tUS$322.9bUS$34.0b23x40.3x4.2x
Wed, 24 May 2023US$1.3tUS$314.8bUS$35.5b23.2x36.9x4.2x
Fri, 21 Apr 2023US$1.3tUS$316.8bUS$36.9b24.4x36.4x4.2x
Sun, 19 Mar 2023US$617.1bUS$126.7bUS$15.5b22.8x39.8x4.9x
Tue, 14 Feb 2023US$1.5tUS$312.1bUS$43.1b24.9x34.1x4.7x
Thu, 12 Jan 2023US$1.4tUS$311.4bUS$45.1b24.3x31.2x4.5x
Sat, 10 Dec 2022US$1.4tUS$311.2bUS$45.1b24.7x30.4x4.4x
Mon, 07 Nov 2022US$1.3tUS$311.9bUS$43.6b24.6x30x4.2x
Wed, 05 Oct 2022US$1.3tUS$307.4bUS$41.4b25x31.9x4.3x
Fri, 02 Sep 2022US$1.5tUS$307.5bUS$41.4b27x35.3x4.7x
Sun, 31 Jul 2022US$1.5tUS$296.7bUS$40.9b30.8x37.8x5.2x
Price to Earnings Ratio

37.8x


Total Market Cap: US$1.5tTotal Earnings: US$40.9bTotal Revenue: US$296.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 46.6x202320242025
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 51.9x which is higher than its 3-year average PE of 46.6x.
  • 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 10% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.2% 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 Market1.68%
Real Estate2.25%
Real Estate4.67%
Health Care REITs2.99%
Specialized REITs2.32%
Retail REITs2.28%
Hotel and Resort REITs2.13%
Industrial REITs1.21%
Residential REITs0.93%
REITS0.65%
Office REITs0.49%
Industry PE
  • Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 977x.
    • Analysts are expecting annual earnings growth of 34.6%, which is higher than its past year's earnings growth of 25.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 26% per year.
  • In contrast, the Office REITs industry is expected to see its earnings decline by 3.0% 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
AMT American TowerUS$230.183.1%
+US$3.2b		9.9%PB30.5x
EQIX EquinixUS$796.214.0%
+US$3.0b		0.3%PB5.6x
WELL WelltowerUS$161.632.6%
+US$2.7b		47.5%PB3.1x
CCI Crown CastleUS$109.735.7%
+US$2.6b		4.0%PS7.3x
CSGP CoStar GroupUS$91.006.9%
+US$2.5b		19.2%PE368.4x

Latest News

CCI
US$109.73
Crown Castle
7D
5.7%
1Y
4.0%
CSGP
US$91.00
CoStar Group
7D
6.9%
1Y
19.2%
SUI
US$124.30
Sun Communities
7D
-1.0%
1Y
1.6%
ELS
US$60.94
Equity LifeStyle Properties
7D
-1.3%
1Y
-7.2%
SLG
US$60.25
SL Green Realty
7D
-5.7%
1Y
-1.9%
GLPI
US$47.13
Gaming and Leisure Properties
7D
-1.0%
1Y
-2.9%
SPG
US$165.74
Simon Property Group
7D
2.6%
1Y
10.6%

Simon Property Group Still One Of My Favorite REITs As Malls Are Strong

Jul 21
EPR
US$58.49
EPR Properties
7D
-2.8%
1Y
33.0%
PLD
US$110.00
Prologis
7D
-0.2%
1Y
-10.6%
EPRT
US$30.58
Essential Properties Realty Trust
7D
-1.5%
1Y
0.7%
CBRE
US$144.63
CBRE Group
7D
4.5%
1Y
47.1%

We Think CBRE Group (NYSE:CBRE) Can Stay On Top Of Its Debt

Jul 17
We Think CBRE Group (NYSE:CBRE) Can Stay On Top Of Its Debt
EQIX
US$796.21
Equinix
7D
4.0%
1Y
0.3%
WELL
US$161.63
Welltower
7D
2.6%
1Y
47.5%
AMT
US$230.18
American Tower
7D
3.1%
1Y
9.9%
DLR
US$179.24
Digital Realty Trust
7D
3.6%
1Y
18.2%
RHP
US$100.19
Ryman Hospitality Properties
7D
-1.4%
1Y
0.9%

Ryman Hospitality Properties: Resilient Business Model, Stable Dividends Make This A Buy

Jun 23