Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Aug 30, 2026
PLD
$136.77B
+12.3% rev YoY
AMT
$82.12B
+4.7% rev YoY
EQIX
$103.05B
+16.7% rev YoY
O
$58.65B
+9.6% rev YoY
Prologis (PLD) and Equinix (EQIX) anchor the sector with market capitalizations of $136.77 billion and $103.05 billion, while Equinix leads the group with 16.7% year-over-year revenue growth. Profit margins remain robust, led by Realty Income (O) at 47% and American Tower (AMT) at 45.4%, with PE ratios across the group spanning from 24.27 for AMT to 67.38 for EQIX. Recent market commentary focuses on the sector's utility for recession-resistant income strategies.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $136.77B | 31.27 | 12.3% | 43.0% |
| AMT | $82.12B | 24.27 | 4.7% | 45.4% |
| EQIX | $103.05B | 67.38 | 16.7% | 27.0% |
| O | $58.65B | 45.24 | 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)