Real Estate sector

REAL-ESTATE · SECTOR · MARKET VIEW

Market view · as of Oct 18, 2026

PLD
$122.24B
+3.5% rev YoY
AMT
$86.33B
+4.7% rev YoY
EQIX
$97.29B
+16.7% rev YoY
O
$53.06B
+9.6% rev YoY

The Real Estate sector snapshot shows Prologis as the largest constituent at $122.2 billion market cap, trading at 27.94x earnings with 3.5% revenue growth and a 39.2% margin. Equinix stands out for growth, posting 16.7% year-over-year revenue expansion, though it carries the group's richest valuation at 63.45x earnings with the lowest margin at 27.0%. American Tower ($86.3 billion market cap) and Realty Income ($53.1 billion) trade at 25.48x and 40.64x respectively, with Realty Income posting the sector's highest margin at 47.0% alongside 9.6% revenue growth. Recent coverage skews mildly positive, with recession-resistant income REITs and Goldman Sachs' top-12 REIT picks among the notable headlines.

Constituents

CompanyMarket capP/ERev growth (YoY)Op margin
PLD$122.24B27.943.5%39.2%
AMT$86.33B25.484.7%45.4%
EQIX$97.29B63.4516.7%27.0%
O$53.06B40.649.6%47.0%

Recent news

Sources this view read

  • fundamentals Real Estate constituent fundamentals (Alpha Vantage)

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