Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 16, 2026
PLD
$135.95B
+8.3% rev YoY
AMT
$78.66B
+6.8% rev YoY
EQIX
$100.95B
+12.1% rev YoY
O
$59.47B
+12.0% rev YoY
Major real estate constituents exhibit diverse valuation and growth profiles, with Equinix leading revenue growth at 12.1% against a 71.93 P/E, while American Tower maintains the highest margin at 45.9% with a 27.32 P/E. Market capitalizations range from Prologis at $135.95 billion to Realty Income at $59.47 billion, with Equinix and American Tower valued at $100.95 billion and $78.66 billion, respectively. Recent industry commentary reflects a generally positive outlook on the sector's resilience and income potential.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $135.95B | 35.71 | 8.3% | 38.5% |
| AMT | $78.66B | 27.32 | 6.8% | 45.9% |
| EQIX | $100.95B | 71.93 | 12.1% | 24.3% |
| O | $59.47B | 52.7 | 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)