Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Oct 17, 2026
PLD
$123.40B
+12.3% rev YoY
AMT
$84.51B
+4.7% rev YoY
EQIX
$98.30B
+16.7% rev YoY
O
$52.56B
+9.6% rev YoY
Real Estate sector constituents show wide valuation dispersion, with Equinix trading at a 65.59 PE versus American Tower's 24.67, while Prologis (29.66) and Realty Income (40.25) sit in between. Equinix also leads on revenue growth at 16.7% year over year, followed by Prologis at 12.3%, Realty Income at 9.6%, and American Tower at 4.7%. Margins are comparatively tight across the group, ranging from Equinix's 27.0% to Realty Income's 47.0%. Recent coverage has leaned somewhat bullish, including Goldman Sachs' list of top 12 REIT picks and recession-resistant income picks for 2026.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $123.40B | 29.66 | 12.3% | 43.0% |
| AMT | $84.51B | 24.67 | 4.7% | 45.4% |
| EQIX | $98.30B | 65.59 | 16.7% | 27.0% |
| O | $52.56B | 40.25 | 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)