The REIT - Diversified industry today
How the REIT - Diversified industry stands against its own history and against the 500 largest US companies. We do not say where it goes next.
Close of Friday 6 November 2026 · updated every trading day
15 US companies of $300 million or more · $64.9B in total
ValuationWe compare today's value with every month since 2006. The usual range holds the middle 40% of those months. The marks show the value 1 month, 1 year and 5 years ago.
Prices against profits, sales and dividends
Price to earnings (P/E)What this measures: the total market value of the companies divided by their total profit of the last 12 months. Companies that lose money count too.
How high are prices against profits?
In the usual range
Normal · lower than in 6 of 10 months since 2006
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Last 10 yearsEach point is one month. The dot is today.
Price to sales (P/S)What this measures: the total market value of the companies divided by their total sales of the last 12 months.
How high are prices against sales?
Lower than usual
Low · lower than in 8 of 10 months since 2006
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Last 10 yearsEach point is one month. The dot is today.
Dividend yieldWhat this measures: the dividends of the last 12 months divided by the total market value, in percent. A low yield goes with high prices.
How much do the companies pay in dividends for their price?
More than usual
High · higher than in 7 of 10 months since 2006
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Last 10 yearsEach point is one month. The dot is today.
Returns
How did the industry do against the 500 largest US companies?
| Period | This industry | 500 largest | Difference |
|---|---|---|---|
| 1 month | +2.9% | −1.4% | 4.4 pts more |
| 1 year | −5.8% | +9.9% | 15.7 pts less |
| 5 years | −1.5% | +65.7% | 67.1 pts less |
Total returns with dividends, weighted by market value, to the close of October 2026. Past results do not show future results.
Largest companies
The three largest companies
- 01VICI Properties Inc.VICI42.1% of the industry
- 02W. P. Carey Inc.WPC23.1% of the industry
- 03Essential Properties Realty Trust, Inc.EPRT9.3% of the industry
Show all 10
- 04Rithm Capital Corp.RITM7.9% of the industry
- 05Broadstone Net Lease, Inc.BNL5.2% of the industry
- 06Global Net Lease, Inc.GNL2.4% of the industry
- 07American Assets Trust, Inc.AAT2.0% of the industry
- 08Empire State Realty Trust, Inc.ESRT1.4% of the industry
- 09CTO Realty Growth, Inc.CTO1.2% of the industry
- 10Safehold Inc.SAFE1.2% of the industry
The typical companyThe median of the industry's US companies. We show a figure only when 5 or more companies have it.
The typical company in this industry
- Operating margin15 companies3753.0%
- Sales growth over 1 year15 companies93.0%
- Return on invested capital11 companies387.0%