Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Oct 18, 2026
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
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $122.24B | 27.94 | 3.5% | 39.2% |
| AMT | $86.33B | 25.48 | 4.7% | 45.4% |
| EQIX | $97.29B | 63.45 | 16.7% | 27.0% |
| O | $53.06B | 40.64 | 9.6% | 47.0% |
Recent news
- 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)