Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 22, 2026
PLD
$140.71B
+12.3% rev YoY
AMT
$77.83B
+6.8% rev YoY
EQIX
$100.33B
+12.1% rev YoY
O
$60.78B
+12.0% rev YoY
The real estate sector displays a broad range of valuations and growth metrics, with market capitalizations spanning from Realty Income’s $60.78 billion to Prologis’s $140.71 billion. Profit margins are notably high for American Tower and Realty Income at 45.9% and 45.5% respectively, while Equinix carries the highest price-to-earnings ratio among the group at 70.26. Year-over-year revenue growth remains consistent across most constituents, led by Prologis at 12.3%, Equinix at 12.1%, and Realty Income at 12%, compared to 6.8% for American Tower.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $140.71B | 32.85 | 12.3% | 43.0% |
| AMT | $77.83B | 27.39 | 6.8% | 45.9% |
| EQIX | $100.33B | 70.26 | 12.1% | 24.3% |
| O | $60.78B | 53.87 | 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)