Highly sensitive to interest rates, REIT leaders like Prologis, American Tower, and Equinix offer high dividend yields. This dashboard tracks valuation trends, equal-weight performance, and sector component data across all 300+ listed REITs.
Sector Market Cap
$1.11T
Tracks 288 stocks · top 50 by market cap
Median YTD Return
-1.1%
Screener universe · median stock return
Median P/E
29.6x
Screener stocks · excludes outliers
Median Dividend Yield
4.35%
Screener stocks · excludes zeros
Sector Screener
Scan the sector leaders, compare valuations and fundamentals, then open the full screener to refine your criteria.
| Ticker | Company | Price | Mkt Cap | P/E | ROE | Div Yield | |
|---|---|---|---|---|---|---|---|
| Welltower Inc. | $225.91 | $162.78B | 162.5 | 2.5% | 1.2% | ||
| Prologis, Inc. | $128.78 | $120.07B | 36.4 | 5.9% | 3.1% | ||
| Equinix, Inc. | $1047.02 | $103.31B | 76.1 | 9.7% | 1.8% | ||
| American Tower Corporation | $164.74 | $76.76B | 30.6 | 25.3% | 4.1% | ||
| Digital Realty Trust, Inc. | $184.90 | $68.41B | 51.6 | 5.5% | 2.7% | ||
| Simon Property Group, Inc. | $201.74 | $65.42B | 14.3 | 89.6% | 4.2% | ||
| Public Storage | $286.07 | $53.35B | 31.8 | 18.6% | 4.6% | ||
| Realty Income Corporation | $54.27 | $50.6B | 46.4 | 2.7% | 5.9% | ||
| Ventas, Inc. | $82.00 | $39.87B | 151.9 | 2.1% | 2.3% | ||
| CBRE Group, Inc. | $130.58 | $38.24B | 33.9 | 12.3% | — | ||
| Iron Mountain Incorporated | $116.35 | $34.62B | 237.4 | — | 2.7% | ||
| Crown Castle Inc. | $68.25 | $29.83B | 66.9 | — | 7% | ||
| Extra Space Storage Inc. | $133.90 | $28.29B | 29.2 | 6.7% | 4.8% | ||
| AvalonBay Communities, Inc. | $184.06 | $26.15B | 24.9 | 8.9% | 3.8% | ||
| VICI Properties Inc. | $22.73 | $25.02B | 8.7 | 10.1% | 7.7% | ||
| Equity Residential | $63.66 | $23.87B | 21.9 | 9.7% | 4.2% | ||
| KE Holdings Inc. | $16.77 | $18.64B | 44.6 | 4.3% | 2.2% | ||
| SBA Communications Corporation | $169.69 | $18B | 17.3 | — | 2.6% | ||
| Essex Property Trust, Inc. | $272.77 | $17.53B | 26.2 | 11.7% | 3.7% | ||
| Invitation Homes Inc. | $26.41 | $15.69B | 27.5 | 6.1% | 4.4% | ||
| Host Hotels & Resorts, Inc. | $22.49 | $15.4B | 20.4 | 11.3% | 4% | ||
| Kimco Realty Corporation | $22.16 | $14.94B | 26.7 | 5.5% | 4.8% | ||
| Lamar Advertising Company | $144.89 | $14.7B | 25.1 | 56.7% | 4.5% | ||
| W. P. Carey Inc. | $64.10 | $14.6B | 30.4 | 5.6% | 5.6% | ||
| Jones Lang LaSalle Incorporated | $303.52 | $14.08B | 18.5 | 10.9% | — | ||
| Sun Communities, Inc. | $112.23 | $13.83B | 10.4 | 19.1% | 7.4% | ||
| Annaly Capital Management, Inc. | $18.40 | $13.81B | 6.3 | 14.1% | 16% | ||
| Mid-America Apartment Communities, Inc. | $116.99 | $13.62B | 30.9 | 7.5% | 5.2% | ||
| Weyerhaeuser Company | $18.61 | $13.42B | 41.4 | 3.4% | 4.5% | ||
| Omega Healthcare Investors, Inc. | $44.84 | $13.35B | 23.1 | 11.6% | 5.6% |
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PLD
EQIX
AMT
DLR
SPG
PSA
O
VTR
CBRE
IRM
CCI
EXR
AVB
VICI
EQR
BEKE
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HST
KIM
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OHISector Outlook
Real estate in 2026 is heavily influenced by rates, refinancing windows, and property fundamentals. The sector recovers quickly when rate pressure eases, but separate structurally healthy property types from those facing weak occupancy or supply issues.
Industrial logistics, cell towers, and data center real estate continue to attract interest where long-term demand is clearer. More challenged categories need stronger balance sheet scrutiny.
Quality is best judged through cash flow durability and financing flexibility, not the stated dividend yield.
Learn
Real Estate primarily consists of REITs and listed property companies — industrial warehouses, apartments, shopping centers, hotels, self-storage, cell towers, and data centers.
Although the sector often trades as a rates proxy, the underlying businesses aren't uniform. Occupancy, lease duration, tenant quality, and capex intensity vary widely by property type.
Analyze by sub-sector and cash flow durability, not headline yield alone. A high yield can signal distress as easily as value.
XLRE offers broad large-cap real estate exposure, but stock selection matters more here because property type drives results. Industrial, residential, tower, office, and data center REITs trade on different fundamentals.
Key risks: higher rates, refinancing pressure, weaker occupancy, tenant stress, and supply imbalances. Compare valuation against cash flow quality, lease structure, and balance sheet flexibility — not just yield.
The screener helps compare across the sector universe. Pair it with property-type analysis for the best results.
Explore Further
REITs and listed property companies across industrial, residential, retail, office, data center, tower, lodging, and other categories. The screener above shows the sector list.
Explore More
Dive into other sector analyses with performance tracking, valuation metrics, and industry breakdowns.
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Screen and research consumer cyclical sector stocks with daily updated valuations, margins, and pre-filtered metrics for retail, autos, and restaurants in 2026.
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Screen and research energy sector stocks with daily updated valuations, free cash flows, and metrics for oil, gas, refining, and service companies in 2026.
Use our powerful screener to filter Real Estate stocks by market cap, valuation, profitability, and dozens of other fundamental metrics.
Valuation, growth, profitability, technicals
Prices, fundamentals, and estimates refreshed overnight
Bookmark custom screens and track over time
Track the XLRE sector ETF performance vs S&P 500. The basket shows equal-weight returns of top 50 stocks by market cap.
Momentum Leaders
Momentum Underperformers
Market Comparison
Against the S&P 500, Real Estate currently trades at 35.7x trailing earnings versus 34.5x for the broad market. Investors are paying a premium despite the sector showing mixed or lower profitability metrics compared to the broader index.
Valuation
Valuation is broadly in line with the market
| Metric | Real Estate | S&P 500 | Winner |
|---|---|---|---|
| Trailing P/E | 35.7x | 34.5x | Near parity |
| Forward P/E | 33.5x | 22.9x | S&P 500 cheaper |
| EV/EBITDA | 21.6x | 23.4x | Sector cheaper |
33th percentile; range 33.2x to 40.6x
74th percentile; range 21.8x to 40.6x
Quality
Net margin 24.6% vs 28.6%; ROE 14.1% vs 49.3%
| Metric | Real Estate | S&P 500 | Winner |
|---|---|---|---|
| Net Margin | 24.6% | 28.6% | S&P 500 stronger |
| ROE | 14.1% | 49.3% | S&P 500 stronger |
Income
Sector yield 3.48% vs 0.97%
| Metric | Real Estate | S&P 500 | Winner |
|---|---|---|---|
| Dividend Yield | 3.5% | 1.0% | Sector yields more |
These cards are built from the full sector universe, then ranked by market cap so you can see which pockets are leading, rich, resilient, or dangerously concentrated.
Industry Scoreboard
Use this table to spot heavyweights, cheap pockets, leaders, and genuinely beaten-down areas before opening the detailed cards below.
Specialty REITs 17 stocks | 18.8% $322.46B | Neutral -9.4% median 3M | Premium 29.7x median Fwd P/E | High 9.9% median ROE | Strong 5.4% rev growth | Mixed Concentrated |
Industrial REITs 26 stocks | 16.7% $286.94B | Leading -6.1% median 3M | Premium 28.3x median Fwd P/E | Mixed 5.1% median ROE | Weak 3.0% rev growth | Expensive Leader Concentrated |
Healthcare REITs 18 stocks | 15.9% $272.94B | Neutral -11.8% median 3M | Premium 38.8x median Fwd P/E | High 3.0% median ROE | Strong 16.2% rev growth | Mixed One-name heavy |
Retail REITs 30 stocks | 12.7% $217.32B | Neutral -13.2% median 3M | Fair 29.2x median Fwd P/E | High 9.2% median ROE | Strong 7.3% rev growth | Watchlist Concentrated |
Residential REITs 21 stocks | 9.7% $166.21B | Neutral -13.6% median 3M | Premium 29.5x median Fwd P/E | Mixed 6.6% median ROE | Weak 3.2% rev growth | Mixed Diversified |
Office REITs 27 stocks | 7.2% $123.49B | Neutral -15.1% median 3M | Fair 49.8x median Fwd P/E | Weak -0.7% median ROE | Weak 1.1% rev growth | Mixed One-name heavy |
Real Estate Services 44 stocks | 6.7% $115.38B | Neutral -12.6% median 3M | Fair 16.1x median Fwd P/E | Weak -2.0% median ROE | Average 4.5% rev growth | Mixed Concentrated |
Mortgage REITs 46 stocks | 4.4% $75.8B | Lagging -18.6% median 3M | Cheap 7.3x median Fwd P/E | Mixed 5.3% median ROE | Strong 27.9% rev growth | Beaten Down Diversified |
Diversified REITs 23 stocks | 3.8% $64.59B | Neutral -14.4% median 3M | Fair 21.7x median Fwd P/E | Mixed 4.7% median ROE | Weak 2.1% rev growth | Mixed Concentrated |
Hotel REITs 16 stocks | 2.4% $41.76B | Leading -4.0% median 3M | Fair 26.0x median Fwd P/E | Weak 0.3% median ROE | Weak 1.1% rev growth | Mixed Concentrated |
Real Estate Development 15 stocks | 1.1% $18.73B | Neutral -11.3% median 3M | Cheap 12.5x median Fwd P/E | Weak 1.3% median ROE | Weak 6.8% rev growth | Mixed One-name heavy |
Diversified Real Estate 4 stocks | 0.5% $8.47B | Leading +2.4% median 3M | Fair 20.7x median Fwd P/E | Mixed 11.5% median ROE | Strong 31.2% rev growth | Watchlist One-name heavy |
Real Estate 1 stocks | 0.0% $117M | Leading +78.3% median 3M | Premium - median Fwd P/E | Weak -14.9% median ROE | Weak -4.1% rev growth | Mixed One-name heavy |
Showing 13 of 13 industries in Real Estate.
Setup is a quick read of value, quality, growth, momentum, and concentration together.
Earnings Calendar
Earnings reports are the biggest near-term catalysts for sector moves. Track which names report in the next 60 days and size your positions accordingly.
No earnings in the next 60 days
Check individual stock pages for the latest earnings dates and estimated EPS.
