Real Estate sector

Real Estate sector names show a wide valuation spread, with Equinix trading at a PE of 62.79 against Prologis at 27.7 and American Tower at 25.18, while Realty Income sits at 40.22. Equinix also leads on revenue growth at 16.7% year over year, compared with Prologis at 10.2%, Realty Income at 9.6%, and American Tower at 4.7%. Margins cluster in the 27–47% range, from Equinix at 27% to Realty Income at 47%. Recent coverage skews mildly positive, with income-focused REIT screens and Goldman Sachs' top-12 REIT picks among the headlines.