Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Aug 29, 2026
PLD
$137.89B
+12.3% rev YoY
AMT
$81.15B
+4.7% rev YoY
EQIX
$106.22B
+16.7% rev YoY
O
$58.48B
+9.6% rev YoY
The real estate sector is currently drawing investor attention through a focus on recession-resistant REITs and analyst-selected picks. Among major constituents, market capitalizations range from $58.5 billion at Realty Income to $137.9 billion at Prologis, with revenue growth rates spanning 4.7% at American Tower to 16.7% at Equinix. Profit margins remain strong, reaching as high as 47% at Realty Income, while valuation multiples vary significantly, with price-to-earnings ratios ranging from 23.92 at American Tower to 69.23 at Equinix.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $137.89B | 31.59 | 12.3% | 43.0% |
| AMT | $81.15B | 23.92 | 4.7% | 45.4% |
| EQIX | $106.22B | 69.23 | 16.7% | 27.0% |
| O | $58.48B | 45.44 | 9.6% | 47.0% |
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)