Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jun 2, 2026
PLD
$133.76B
+8.3% rev YoY
AMT
$87.10B
+6.8% rev YoY
EQIX
$105.33B
+12.1% rev YoY
O
$57.14B
+12.0% rev YoY
Major real estate constituents display a wide range of valuations, with P/E ratios spanning from 30.11 at American Tower Corp to 74.07 at Equinix Inc. Revenue growth remains positive across the group, led by Equinix at 12.1% and Realty Income Corporation at 12.0%, while American Tower Corp and Realty Income Corporation maintain the highest margins at 45.9% and 45.5%, respectively. Market sentiment currently emphasizes income stability and recession resistance as analysts evaluate top picks within the REIT space.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $133.76B | 36.14 | 8.3% | 38.5% |
| AMT | $87.10B | 30.11 | 6.8% | 45.9% |
| EQIX | $105.33B | 74.07 | 12.1% | 24.3% |
| O | $57.14B | 50.23 | 12.0% | 45.5% |
Recent news
- Bullish 5 Recession-Resistant REIT Stocks for Income Portfolios 2026 · 2026-05-04
- Neutral Goldman Sachs REIT Stocks: Top 12 Stock Picks · 2026-02-09
- Somewhat-Bullish 최고의 미국 부동산 ETF & 대표 리츠 기업 찾기 · 2022-08-18
Sources this view read
- fundamentals Real Estate constituent fundamentals (Alpha Vantage)