Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Sep 2, 2026
PLD
$136.02B
+12.3% rev YoY
AMT
$81.87B
+4.7% rev YoY
EQIX
$103.28B
+16.7% rev YoY
O
$57.98B
+9.6% rev YoY
The real estate sector is currently drawing attention for its income-generating potential, with major constituents exhibiting a wide range of valuations and growth profiles. Market capitalizations for key players like Prologis, Equinix, American Tower, and Realty Income range from $58 billion to $136 billion, while price-to-earnings ratios vary significantly from 24.13 to 67.1. Revenue growth is led by Equinix at 16.7% and Prologis at 12.3%, supported by operating margins that reach as high as 47% at Realty Income and 45.4% at American Tower.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $136.02B | 31.37 | 12.3% | 43.0% |
| AMT | $81.87B | 24.13 | 4.7% | 45.4% |
| EQIX | $103.28B | 67.1 | 16.7% | 27.0% |
| O | $57.98B | 45.39 | 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)