Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 15, 2026
PLD
$134.40B
+8.3% rev YoY
AMT
$78.54B
+6.8% rev YoY
EQIX
$103.67B
+12.1% rev YoY
O
$59.04B
+12.0% rev YoY
Real Estate sector valuations show wide dispersion, with price-to-earnings ratios ranging from 27.19 at American Tower to 72.45 at Equinix. Operational performance is mixed, as Equinix and Realty Income lead in revenue growth at 12.1% and 12.0% respectively, while American Tower and Realty Income report the highest margins at 45.9% and 45.5%. Recent market commentary reflects a focus on the sector's potential for recession resistance and income generation.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $134.40B | 35.31 | 8.3% | 38.5% |
| AMT | $78.54B | 27.19 | 6.8% | 45.9% |
| EQIX | $103.67B | 72.45 | 12.1% | 24.3% |
| O | $59.04B | 51.89 | 12.0% | 45.5% |
Recent news
- Somewhat-Bullish 5 Recession-Resistant REIT Stocks for Income Portfolios 2026 · 2026-05-04
- Somewhat-Bullish 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)