Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 26, 2026
PLD
$140.85B
+12.3% rev YoY
AMT
$77.65B
+6.8% rev YoY
EQIX
$106.93B
+12.1% rev YoY
O
$61.17B
+12.0% rev YoY
Real Estate valuations show significant dispersion, with P/E ratios ranging from 26.84 at American Tower to 71.43 at Equinix. Revenue growth remains steady across the group, led by Prologis at 12.3% and Equinix at 12.1%, while margins are strongest at American Tower at 45.9%. Recent market commentary focuses on the sector's potential for income generation and recession resistance.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $140.85B | 32.95 | 12.3% | 43.0% |
| AMT | $77.65B | 26.84 | 6.8% | 45.9% |
| EQIX | $106.93B | 71.43 | 12.1% | 24.3% |
| O | $61.17B | 52.9 | 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)