Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Oct 23, 2026
PLD
$124.04B
+10.2% rev YoY
AMT
$82.77B
+4.7% rev YoY
EQIX
$98.18B
+16.7% rev YoY
O
$52.37B
+9.6% rev YoY
Real Estate sector constituents show wide valuation dispersion, with Equinix trading at a 63.54 PE versus American Tower at 25.23, while Prologis (28.36) and Realty Income (40.11) sit in between. Equinix also leads on growth with 16.7% year-over-year revenue growth, ahead of Prologis at 10.2%, Realty Income at 9.6%, and American Tower at 4.7%. Margins cluster in a narrow band from Equinix's 27.0% to Realty Income's 47.0%. Recent coverage skews constructive, including a bullish piece on recession-resistant REITs for income portfolios and Goldman Sachs naming REITs among its top 12 stock picks.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $124.04B | 28.36 | 10.2% | 42.9% |
| AMT | $82.77B | 25.23 | 4.7% | 45.4% |
| EQIX | $98.18B | 63.54 | 16.7% | 27.0% |
| O | $52.37B | 40.11 | 9.6% | 47.0% |
Recent news
- 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)