Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 24, 2026
PLD
$138.06B
+12.3% rev YoY
AMT
$77.37B
+6.8% rev YoY
EQIX
$101.46B
+12.1% rev YoY
O
$60.64B
+12.0% rev YoY
The real estate sector is currently defined by a wide spread in valuation multiples, with P/E ratios ranging from 26.4 at American Tower to 71.0 at Equinix. Revenue growth remains steady across major constituents, led by Prologis at 12.3% and Realty Income at 12.0%, while operating margins are robust, notably reaching 45.9% at American Tower and 45.5% at Realty Income. Market capitalizations for these firms span from $60.64 billion at Realty Income to $138.06 billion at Prologis as market participants monitor the group for recession-resistant characteristics.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $138.06B | 33.42 | 12.3% | 43.0% |
| AMT | $77.37B | 26.4 | 6.8% | 45.9% |
| EQIX | $101.46B | 71.0 | 12.1% | 24.3% |
| O | $60.64B | 53.3 | 12.0% | 45.5% |
Recent news
- 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)