Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Oct 9, 2026
PLD
$123.75B
+12.3% rev YoY
AMT
$77.43B
+4.7% rev YoY
EQIX
$101.81B
+16.7% rev YoY
O
$50.48B
+9.6% rev YoY
Real Estate sector constituents show wide valuation dispersion, with Equinix trading at a 66.39 PE versus American Tower's 22.86, while Prologis (28.29) and Realty Income (39.23) sit in between. Equinix also leads on growth with 16.7% YoY revenue growth, ahead of Prologis at 12.3%, Realty Income at 9.6%, and American Tower at 4.7%. Margins are broadly solid across the group, ranging from Equinix's 27.0% to Realty Income's 47.0%. Recent coverage skews mildly positive, with income-focused REIT picks and Goldman Sachs' top-12 REIT list among the headlines.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $123.75B | 28.29 | 12.3% | 43.0% |
| AMT | $77.43B | 22.86 | 4.7% | 45.4% |
| EQIX | $101.81B | 66.39 | 16.7% | 27.0% |
| O | $50.48B | 39.23 | 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)