Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jun 4, 2026
PLD
$130.91B
+8.3% rev YoY
AMT
$86.44B
+6.8% rev YoY
EQIX
$105.71B
+12.1% rev YoY
O
$55.87B
+12.0% rev YoY
Prologis leads the sector with a market capitalization of $130.9 billion, while Equinix reports the highest revenue growth at 12.1% alongside a P/E ratio of 74.07. Profitability is consistent across the group, with American Tower and Realty Income posting margins of 45.9% and 45.5%, respectively. Market commentary currently emphasizes the sector's recession-resistant characteristics and ongoing analyst coverage of major REITs.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $130.91B | 35.37 | 8.3% | 38.5% |
| AMT | $86.44B | 29.88 | 6.8% | 45.9% |
| EQIX | $105.71B | 74.07 | 12.1% | 24.3% |
| O | $55.87B | 49.11 | 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)