Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Sep 1, 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
Recent market commentary reflects a positive outlook for the Real Estate sector, focusing on REITs as income-generating assets. Prologis remains the largest constituent by market capitalization at $136.77 billion, while Equinix leads in revenue growth at 16.7% with a price-to-earnings ratio of 69.44. Conversely, American Tower trades at the lowest valuation among the group with a PE of 23.98, while Realty Income reports the highest margin at 47%.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $136.77B | 31.55 | 12.3% | 43.0% |
| AMT | $82.12B | 23.98 | 4.7% | 45.4% |
| EQIX | $103.05B | 69.44 | 16.7% | 27.0% |
| O | $58.65B | 44.91 | 9.6% | 47.0% |
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)