Real Estate sector
REAL-ESTATE · SECTOR · MARKET VIEW
Market view · as of Oct 24, 2026
PLD
$123.13B
+10.2% rev YoY
AMT
$84.60B
+4.7% rev YoY
EQIX
$94.00B
+16.7% rev YoY
O
$53.99B
+9.6% rev YoY
Real Estate's four largest tracked names show a wide valuation spread, with Equinix trading at a 64.02 PE versus American Tower's 24.44, while Prologis (28.34) and Realty Income (41.35) 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 fairly tight band from Equinix's 27.0% to Realty Income's 47.0%. Recent coverage has leaned somewhat bullish, including Goldman Sachs' top-12 REIT picks and income-focused REIT screens for 2026.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| PLD | $123.13B | 28.34 | 10.2% | 42.9% |
| AMT | $84.60B | 24.44 | 4.7% | 45.4% |
| EQIX | $94.00B | 64.02 | 16.7% | 27.0% |
| O | $53.99B | 41.35 | 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)