Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Aug 27, 2026
PLD
$139.33B
+12.3% rev YoY
AMT
$83.21B
+4.7% rev YoY
EQIX
$105.92B
+16.7% rev YoY
O
$59.45B
+9.6% rev YoY
The real estate sector displays diverse valuation and growth profiles among major constituents, with market capitalizations ranging from $59.45 billion for Realty Income to $139.33 billion for Prologis. Revenue growth is led by Equinix at 16.7%, while profit margins are highest at Realty Income at 47%. Price-to-earnings ratios across these firms vary significantly, spanning from 24.53 for American Tower to 68.03 for Equinix, amid a market environment characterized by neutral to somewhat bullish sentiment.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $139.33B | 31.92 | 12.3% | 43.0% |
| AMT | $83.21B | 24.53 | 4.7% | 45.4% |
| EQIX | $105.92B | 68.03 | 16.7% | 27.0% |
| O | $59.45B | 46.2 | 9.6% | 47.0% |
Recent news
- Somewhat-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)