Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Jul 28, 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
Recent analyst coverage for the Real Estate sector has centered on recession-resistant REITs and income-focused strategies. Among major constituents, Prologis leads with a market capitalization of $140.85 billion, while Equinix trades at a sector-high P/E ratio of 75.19. American Tower and Realty Income maintain margins of 45.9% and 45.5% respectively, with revenue growth rates of 6.8% and 12.0%.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $140.85B | 32.88 | 12.3% | 43.0% |
| AMT | $77.65B | 26.88 | 6.8% | 45.9% |
| EQIX | $106.93B | 75.19 | 12.1% | 24.3% |
| O | $61.17B | 53.77 | 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)