Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 20, 2026
PLD
$142.91B
+5.8% rev YoY
AMT
$79.23B
+6.8% rev YoY
EQIX
$100.60B
+12.1% rev YoY
O
$61.27B
+12.0% rev YoY
Real Estate sector performance is characterized by varied revenue growth, led by Equinix and Realty Income at 12.1% and 12.0% respectively. Profitability remains robust, with American Tower and Realty Income posting margins of 45.9% and 45.5%. Valuations across the group range from a 27.38 P/E for American Tower to 70.44 for Equinix, as market commentary continues to highlight the sector's recession-resistant income profile.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $142.91B | 33.36 | 5.8% | 39.6% |
| AMT | $79.23B | 27.38 | 6.8% | 45.9% |
| EQIX | $100.60B | 70.44 | 12.1% | 24.3% |
| O | $61.27B | 53.86 | 12.0% | 45.5% |
Recent news
- Somewhat-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)