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U.S. Specialized REITs Industry Analysis

UpdatedJun 18, 2024
DataAggregated Company Financials
Companies23
  • 7D0.08%
  • 3M-2.6%
  • 1Y-0.3%
  • YTD-8.5%

Over the last 7 days, the Specialized REITs industry has remained flat, although notably Public Storage gained 6.1%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 4.6% annually.

Industry Valuation and Performance

Has the U.S. Specialized REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Jun 2024US$449.8bUS$61.3bUS$13.5b25.7x33.4x7.3x
Fri, 17 May 2024US$457.0bUS$61.3bUS$13.5b26x33.9x7.5x
Sun, 14 Apr 2024US$436.2bUS$61.0bUS$12.7b24.3x34.3x7.2x
Tue, 12 Mar 2024US$477.4bUS$61.0bUS$12.7b25.6x37.6x7.8x
Thu, 08 Feb 2024US$451.7bUS$59.9bUS$11.4b28.3x39.6x7.5x
Sat, 06 Jan 2024US$481.0bUS$60.9bUS$11.5b31.8x41.7x7.9x
Mon, 04 Dec 2023US$469.7bUS$60.9bUS$11.5b30.9x40.7x7.7x
Wed, 01 Nov 2023US$405.4bUS$60.6bUS$11.8b26.2x34.4x6.7x
Fri, 29 Sep 2023US$408.3bUS$60.1bUS$13.7b26.4x29.9x6.8x
Sun, 27 Aug 2023US$435.1bUS$60.1bUS$13.7b28.1x31.8x7.2x
Tue, 25 Jul 2023US$452.7bUS$60.2bUS$14.6b23.9x31x7.5x
Thu, 22 Jun 2023US$434.6bUS$60.0bUS$14.6b23x29.8x7.2x
Sat, 20 May 2023US$426.7bUS$60.0bUS$14.6b23.1x29.3x7.1x
Mon, 17 Apr 2023US$443.1bUS$59.8bUS$15.3b28.9x29x7.4x
Price to Earnings Ratio

29.3x


Total Market Cap: US$448.1bTotal Earnings: US$15.3bTotal Revenue: US$59.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 34xJulyOctober2024April
Current Industry PE
  • Investors are relatively neutral on the American Specialized REITs 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 34.0x.
  • The industry is trading close to its 3-year average PS ratio of 7.3x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 4.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 industry?

US Market1.61%
Real Estate0.17%
Specialized REITs0.082%
Self-Storage REITs3.58%
Data Center REITs-0.033%
Timber REITs-0.79%
Telecom Tower REITs-1.99%
Industry PE
  • Investors are most optimistic about the Data Center REITs industry even though it's trading below its 3-year average PE ratio of 76.8x.
    • Analysts are expecting annual earnings growth of 3.9%, which is lower than the prior year's growth of 126.3% per year.
  • Investors are most pessimistic about the Timber REITs industry, which is trading close to its 3-year average of 30.4x.
Forecasted Growth
  • Analysts are most optimistic on the Timber REITs industry, expecting annual earnings growth of 8.8% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PSA Public StorageUS$291.456.1%
+US$3.0b
2.3%PB9.1x
EXR Extra Space StorageUS$159.285.3%
+US$1.7b
10.8%PB2.4x
EQIX EquinixUS$773.841.8%
+US$1.3b
-0.8%PB6x
CUBE CubeSmartUS$45.024.6%
+US$449.9m
0.9%PB3.6x
IRM Iron MountainUS$88.701.6%
+US$401.6m
60.0%PB1402.8x
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Latest News

EPR

US$40.67

EPR Properties

7D

1.9%

1Y

-9.9%

IRM

US$88.70

Iron Mountain

7D

1.6%

1Y

60.0%

CUBE

US$45.02

CubeSmart

7D

4.6%

1Y

0.9%

NSA

US$42.15

National Storage Affiliates Trust

7D

7.4%

1Y

21.3%

EXR

US$159.28

Extra Space Storage

7D

5.3%

1Y

10.8%

GLPI

US$44.14

Gaming and Leisure Properties

7D

1.6%

1Y

-10.0%

LAMR

US$114.69

Lamar Advertising

7D

-2.1%

1Y

20.7%

CCI

US$95.34

Crown Castle

7D

-4.9%

1Y

-15.2%

DLR

US$149.56

Digital Realty Trust

7D

-0.2%

1Y

42.6%

UNIT

US$2.75

Uniti Group

7D

-14.7%

1Y

-37.6%

PSA

US$291.45

Public Storage

7D

6.1%

1Y

2.3%

PCH

US$40.21

PotlatchDeltic

7D

-2.0%

1Y

-22.4%

WY

US$28.87

Weyerhaeuser

7D

-0.9%

1Y

-7.6%

SBAC

US$191.19

SBA Communications

7D

-0.6%

1Y

-14.9%