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U.S. Specialized REITs Industry Analysis

UpdatedJul 09, 2024
DataAggregated Company Financials
Companies10
  • 7D0.6%
  • 3M-3.8%
  • 1Y-6.1%
  • YTDn/a

Over the last 7 days, the Specialized REITs industry has remained flat. As for the longer term, the industry has declined 6.4% in the last year. As for the next few years, earnings are expected to grow by 8.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jul 2024US$63.7bUS$10.6bUS$3.6b20.4x17.7x6x
Thu, 06 Jun 2024US$64.7bUS$10.6bUS$3.6b20x18x6.1x
Sat, 04 May 2024US$64.7bUS$10.6bUS$3.6b20.1x18.1x6.1x
Mon, 01 Apr 2024US$66.9bUS$10.6bUS$3.5b20.3x19.3x6.3x
Wed, 28 Feb 2024US$64.4bUS$10.6bUS$3.4b22x18.8x6.1x
Fri, 26 Jan 2024US$65.5bUS$10.5bUS$3.2b22.9x20.3x6.3x
Sun, 24 Dec 2023US$68.1bUS$10.5bUS$3.2b24.5x21.1x6.5x
Tue, 21 Nov 2023US$62.0bUS$10.5bUS$3.2b21.8x19.2x5.9x
Thu, 19 Oct 2023US$59.4bUS$10.2bUS$3.3b18.3x18.3x5.8x
Sat, 16 Sep 2023US$63.7bUS$10.3bUS$3.2b19.2x19.6x6.2x
Mon, 14 Aug 2023US$63.9bUS$10.2bUS$3.3b19.3x19.6x6.2x
Wed, 12 Jul 2023US$67.2bUS$9.9bUS$3.1b22.8x21.9x6.8x
Fri, 09 Jun 2023US$67.2bUS$9.9bUS$3.1b22.5x22x6.8x
Sun, 07 May 2023US$68.0bUS$9.9bUS$3.1b23x22.2x6.9x
Tue, 04 Apr 2023US$69.5bUS$9.5bUS$2.8b19.8x24.9x7.3x
Thu, 02 Mar 2023US$445.6bUS$60.1bUS$15.3b24.2x29.1x7.4x
Sat, 28 Jan 2023US$474.2bUS$58.7bUS$17.4b22.8x27.2x8.1x
Mon, 26 Dec 2022US$442.0bUS$58.9bUS$17.8b21.3x24.9x7.5x
Wed, 23 Nov 2022US$455.7bUS$58.9bUS$17.8b22.5x25.7x7.7x
Fri, 21 Oct 2022US$407.4bUS$57.8bUS$15.0b21.8x27.1x7x
Sun, 18 Sep 2022US$481.5bUS$57.7bUS$15.0b25.2x32.2x8.3x
Tue, 16 Aug 2022US$545.3bUS$57.7bUS$15.0b30.7x36.4x9.4x
Thu, 14 Jul 2022US$489.6bUS$56.3bUS$14.9b29.8x33x8.7x
Sat, 11 Jun 2022US$491.6bUS$56.3bUS$14.9b29.3x33.1x8.7x
Mon, 09 May 2022US$527.1bUS$57.2bUS$15.0b32.7x35x9.2x
Wed, 06 Apr 2022US$582.3bUS$60.4bUS$15.1b39.6x38.6x9.6x
Fri, 04 Mar 2022US$550.7bUS$60.3bUS$15.1b37.9x36.5x9.1x
Sun, 30 Jan 2022US$549.0bUS$61.6bUS$13.6b43x40.4x8.9x
Tue, 28 Dec 2021US$611.9bUS$61.4bUS$13.8b44.2x44.5x10x
Thu, 25 Nov 2021US$575.0bUS$61.4bUS$13.8b40x41.8x9.4x
Sat, 23 Oct 2021US$576.9bUS$60.0bUS$12.5b48.6x46.2x9.6x
Mon, 20 Sep 2021US$581.1bUS$59.9bUS$12.3b43.6x47.2x9.7x
Wed, 18 Aug 2021US$553.3bUS$59.3bUS$12.3b40.4x44.8x9.3x
Price to Earnings Ratio

44.7x


Total Market Cap: US$552.3bTotal Earnings: US$12.3bTotal Revenue: US$59.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Specialized REITs Industry Price to Earnings3Y Average 28.7x202220232024
Current Industry PE
  • Investors are pessimistic on the American Specialized REITs 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 17.7x which is lower than its 3-year average PE of 28.7x.
  • The 3-year average PS ratio of 7.7x is higher than the industry's current PS ratio of 6.0x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 34% per year over the last three years,
  • Revenues have also declined 44% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Specialized REITs compare with similar industries?

US Market1.77%
Real Estate0.77%
REITS1.71%
Specialized REITs0.62%
Industrial REITs2.05%
Diversified REITs1.71%
Office REITs1.04%
Healthcare REITs0.92%
Retail REITs0.77%
Hotel and Resort REITs-0.063%
Residential REITs-0.57%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
IRM Iron MountainUS$92.873.5%
+US$932.2m		58.0%PB1468.8x
GLPI Gaming and Leisure PropertiesUS$45.032.0%
+US$241.6m		-6.9%PB3x
LAMR Lamar AdvertisingUS$118.820.7%
+US$85.9m		18.9%PB10.3x
OUT OUTFRONT MediaUS$14.513.1%
+US$71.3m		-7.3%PB4.6x
UNIT Uniti GroupUS$3.0310.6%
+US$69.7m		-38.8%PS0.6x
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Latest News

UNIT

US$3.03

Uniti Group

7D

10.6%

1Y

-38.8%

Uniti Group: 17% Yield Bonds Offer A Better Play Than The Stock

Jul 08

EPR

US$41.60

EPR Properties

7D

0.8%

1Y

-12.0%

EPR Properties: High Upside Potential Outweighs The Risks For Now

Jul 05

FPI

US$11.24

Farmland Partners

7D

-0.2%

1Y

-9.6%

GLPI

US$45.03

Gaming and Leisure Properties

7D

2.0%

1Y

-6.9%

VICI

US$27.83

VICI Properties

7D

-0.3%

1Y

-11.7%

VICI Properties: Undervalued Stock With Solid Dividend Growth Outlook

Jul 02

IRM

US$92.87

Iron Mountain

7D

3.5%

1Y

58.0%

Iron Mountain: Overbought, Rising Debt, And AI Relevance (Technical Analysis)

Jun 28

SAFE

US$18.85

Safehold

7D

1.2%

1Y

-24.6%

OUT

US$14.51

OUTFRONT Media

7D

3.1%

1Y

-7.3%

FCPT

US$24.61

Four Corners Property Trust

7D

0.7%

1Y

-3.0%

LAMR

US$118.82

Lamar Advertising

7D

0.7%

1Y

18.9%

PW

US$0.89

Power REIT

7D

-1.3%

1Y

-42.2%