Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 25, 2026
PLD
$138.06B
+12.3% rev YoY
AMT
$76.71B
+6.8% rev YoY
EQIX
$101.93B
+12.1% rev YoY
O
$60.64B
+12.0% rev YoY
Real estate sector sentiment remains focused on income stability, with recent analyst commentary highlighting select REITs for portfolios. Major constituents show market capitalizations ranging from $60.64 billion for Realty Income to $138.06 billion for Prologis, while P/E ratios vary from 26.82 at American Tower to 70.94 at Equinix. Revenue growth across these firms is positive, led by Prologis at 12.3%, with profit margins reaching as high as 45.9% for American Tower.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $138.06B | 32.25 | 12.3% | 43.0% |
| AMT | $76.71B | 26.82 | 6.8% | 45.9% |
| EQIX | $101.93B | 70.94 | 12.1% | 24.3% |
| O | $60.64B | 53.05 | 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)