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U.S. Health Care REITs Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies20
  • 7D0.9%
  • 3M12.3%
  • 1Y20.5%
  • YTD30.4%

In the last week, the Health Care REITs industry is flat overall, with Alexandria Real Estate Equities standing out by going down 3.6%. As for the the longer term, the industry is up 20% over the past 12 months. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

Has the U.S. Health Care REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$243.9bUS$31.5bUS$460.3m30.6x530x7.7x
Thu, 16 Oct 2025US$220.2bUS$30.4bUS$354.3m30.7x621.6x7.2x
Sat, 13 Sep 2025US$224.1bUS$30.4bUS$354.3m33.5x632.6x7.4x
Mon, 11 Aug 2025US$216.7bUS$30.8bUS$332.7m30x651.5x7x
Wed, 09 Jul 2025US$200.6bUS$29.4bUS$68.9m36.5x2912.4x6.8x
Fri, 06 Jun 2025US$197.0bUS$29.7bUS$181.8m32.3x1083.4x6.6x
Sun, 04 May 2025US$199.3bUS$29.6bUS$80.6m33.3x2473.6x6.7x
Tue, 01 Apr 2025US$205.3bUS$28.7b-US$1,068,162,000.0035x-192.2x7.1x
Thu, 27 Feb 2025US$201.6bUS$28.2b-US$1,399,847,000.0031.2x-144x7.2x
Sat, 25 Jan 2025US$181.4bUS$27.4b-US$1,625,663,000.0041.2x-111.6x6.6x
Mon, 23 Dec 2024US$175.5bUS$27.4b-US$1,625,663,000.0041.3x-107.9x6.4x
Wed, 20 Nov 2024US$189.6bUS$27.4b-US$1,625,662,000.0045.2x-116.6x6.9x
Fri, 18 Oct 2024US$188.9bUS$26.2b-US$1,429,354,000.0055.2x-132.2x7.2x
Sun, 15 Sep 2024US$188.5bUS$26.2b-US$1,429,354,000.0054.5x-131.8x7.2x
Tue, 13 Aug 2024US$170.9bUS$26.2b-US$1,481,003,000.0049.2x-115.4x6.5x
Thu, 11 Jul 2024US$153.9bUS$26.1b-US$1,195,454,000.0044.9x-128.7x5.9x
Sat, 08 Jun 2024US$152.8bUS$26.1b-US$1,195,454,000.0041.7x-127.8x5.9x
Mon, 06 May 2024US$123.6bUS$23.1b-US$274,609,000.0040.5x-450.2x5.4x
Wed, 03 Apr 2024US$116.2bUS$22.6b-US$276,709,000.0042.6x-419.9x5.2x
Fri, 01 Mar 2024US$114.0bUS$23.1b-US$216,095,000.0039.7x-527.5x4.9x
Sun, 28 Jan 2024US$112.5bUS$22.9bUS$87.5m44.4x1285.9x4.9x
Tue, 26 Dec 2023US$117.7bUS$22.9bUS$87.5m47.2x1345.6x5.1x
Thu, 23 Nov 2023US$111.3bUS$22.9bUS$87.5m39.9x1272x4.9x
Sat, 21 Oct 2023US$104.2bUS$22.6bUS$502.0m28.2x207.6x4.6x
Mon, 18 Sep 2023US$109.8bUS$22.6bUS$511.5m33.6x214.6x4.9x
Wed, 16 Aug 2023US$109.9bUS$22.5bUS$506.4m34.1x217.1x4.9x
Fri, 14 Jul 2023US$112.2bUS$22.0bUS$785.0m33.6x143x5.1x
Sun, 11 Jun 2023US$109.7bUS$21.8bUS$840.1m33.6x130.6x5x
Tue, 09 May 2023US$105.6bUS$21.4bUS$1.2b32.4x86.7x4.9x
Thu, 06 Apr 2023US$100.3bUS$21.2bUS$2.0b31.6x50.3x4.7x
Price to Earnings Ratio

50.3x


Total Market Cap: US$100.3bTotal Earnings: US$2.0bTotal Revenue: US$21.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Health Care REITs Industry Price to Earnings3Y Average 314.6x20242025
Current Industry PE
  • Investors are optimistic on the American Health Care REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 530x which is higher than its 3-year average PE of 314x.
  • The 3-year average PS ratio of 6.0x is lower than the industry's current PS ratio of 7.7x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have declined 39% per year over the last three years.
  • Meanwhile revenues for these companies have grown 14% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate industry?

US Market-0.39%
Real Estate-0.77%
Health Care REITs0.94%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WELL WelltowerUS$197.273.3%
+US$4.3b		44.0%PB3.5x
VTR VentasUS$79.004.0%
+US$1.4b		23.7%PB3x
MPW Medical Properties TrustUS$5.143.6%
+US$108.3m		22.1%PB0.7x
OHI Omega Healthcare InvestorsUS$44.180.6%
+US$76.8m		11.8%PB2.6x
NHI National Health InvestorsUS$77.851.5%
+US$53.8m		0.8%PB2.5x

Latest News

VTR
US$79.00
Ventas
7D
4.0%
1Y
23.7%
MPW
US$5.14
Medical Properties Trust
7D
3.6%
1Y
22.1%
DOC
US$17.29
Healthpeak Properties
7D
-2.3%
1Y
-17.2%

DOC: Discount Rate Improvements Will Drive Margin Gains Ahead

Analysts have slightly lowered their price target for Healthpeak Properties from $21.03 to $20.86. They cite modest adjustments in growth and discount rate assumptions, while also noting a marginal improvement in profit margins.
AHR
US$47.91
American Healthcare REIT
7D
-2.9%
1Y
74.5%
LTC
US$36.07
LTC Properties
7D
-0.6%
1Y
-5.2%
HR
US$18.10
Healthcare Realty Trust
7D
0.2%
1Y
3.8%

HR: Share Repurchases And Modest Guidance Shift Signal Balanced Outlook Ahead

Analysts have increased their price target for Healthcare Realty Trust from $18.90 to $19.30. They cite a modest improvement in projected revenue growth along with a slight reduction in the company’s discount rate.
OHI
US$44.18
Omega Healthcare Investors
7D
0.6%
1Y
11.8%

OHI: Future Margin Gains And Dividend Stability Will Support Sector Positioning

Omega Healthcare Investors' consensus fair value estimate has increased by $1.00 to $45.13, as analysts cite recent price target revisions and improvements in profit margin outlook as key supporting factors. Analyst Commentary Recent street research has pointed to multiple price target increases for Omega Healthcare Investors, supported by a constructive outlook on earnings growth, dividend coverage, and sector positioning within the REIT universe.
DHC
US$4.61
Diversified Healthcare Trust
7D
2.4%
1Y
82.2%

DHC: Greater Capital Flexibility Will Drive Stability Amid Higher Interest Costs

The analyst price target for Diversified Healthcare Trust has increased from $4.25 to $5.25 per share. Analysts point to greater capital flexibility and an improved profit margin outlook as the factors supporting the upward revision.
WELL
US$197.27
Welltower
7D
3.3%
1Y
44.0%
ARE
US$50.84
Alexandria Real Estate Equities
7D
-6.3%
1Y
-51.7%

ARE: Expected Revenue Decline Will Be Offset By Biotech Expansion Momentum

Analysts have lowered their price target for Alexandria Real Estate Equities from $96.07 to $77.85. They cite a higher discount rate and anticipated revenue declines as primary factors in their revised outlook.
NHI
US$77.85
National Health Investors
7D
1.5%
1Y
0.8%
SBRA
US$18.59
Sabra Health Care REIT
7D
-2.6%
1Y
2.7%
SILA
US$23.50
Sila Realty Trust
7D
-1.3%
1Y
-5.5%
CTRE
US$36.38
CareTrust REIT
7D
-0.7%
1Y
20.2%
GMRE
US$32.28
Global Medical REIT
7D
-0.8%
1Y
-24.8%
UHT
US$39.84
Universal Health Realty Income Trust
7D
2.0%
1Y
-1.3%