Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 23, 2026
PLD
$140.71B
+12.3% rev YoY
AMT
$76.12B
+6.8% rev YoY
EQIX
$101.37B
+12.1% rev YoY
O
$60.78B
+12.0% rev YoY
Real Estate sector valuations vary widely among major constituents, with price-to-earnings ratios ranging from 26.96 at American Tower Corp to 70.4 at Equinix Inc. Revenue growth remains consistent across the group, with Prologis Inc, Equinix, and Realty Income Corporation all reporting year-over-year increases of at least 12%. Profit margins are strongest at American Tower Corp and Realty Income Corporation, both exceeding 45%, as recent market commentary continues to emphasize the sector's recession-resistant income potential.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $140.71B | 32.88 | 12.3% | 43.0% |
| AMT | $76.12B | 26.96 | 6.8% | 45.9% |
| EQIX | $101.37B | 70.4 | 12.1% | 24.3% |
| O | $60.78B | 53.27 | 12.0% | 45.5% |
Recent news
- 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)