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U.S. Industrial REITs Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies14
  • 7D-2.2%
  • 3M11.9%
  • 1Y-1.4%
  • YTD7.4%

Over the last 7 days, the Industrial REITs industry has dropped 2.2%, driven by Prologis declining 1.7%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 7.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$177.4bUS$22.1bUS$4.6b24.4x38.3x8x
Thu, 16 Oct 2025US$168.3bUS$22.0bUS$4.2b26.2x40.5x7.6x
Sat, 13 Sep 2025US$168.8bUS$21.8bUS$4.4b27.2x38.6x7.8x
Mon, 11 Aug 2025US$155.7bUS$21.8bUS$4.4b25.6x35.6x7.2x
Wed, 09 Jul 2025US$158.3bUS$21.5bUS$4.4b27.2x35.7x7.4x
Fri, 06 Jun 2025US$160.6bUS$21.5bUS$4.4b27.2x36.2x7.5x
Sun, 04 May 2025US$157.9bUS$21.5bUS$4.5b26.1x35.4x7.3x
Tue, 01 Apr 2025US$169.7bUS$21.3bUS$4.3b30.9x39.1x8x
Thu, 27 Feb 2025US$182.2bUS$21.3bUS$4.2b35.1x42.9x8.5x
Sat, 25 Jan 2025US$176.3bUS$21.2bUS$4.0b34.5x44.1x8.3x
Mon, 23 Dec 2024US$159.9bUS$20.9bUS$3.3b33.1x47.7x7.7x
Wed, 20 Nov 2024US$175.6bUS$20.9bUS$3.3b36.2x52.4x8.4x
Fri, 18 Oct 2024US$196.5bUS$20.8bUS$3.8b37.2x51.1x9.4x
Sun, 15 Sep 2024US$202.4bUS$20.7bUS$3.6b41.4x56.9x9.8x
Tue, 13 Aug 2024US$194.4bUS$20.7bUS$3.6b39x53.8x9.4x
Thu, 11 Jul 2024US$159.9bUS$15.6bUS$4.0b36.8x39.6x10.2x
Sat, 08 Jun 2024US$154.8bUS$15.6bUS$4.0b34.3x38.3x9.9x
Mon, 06 May 2024US$149.3bUS$15.6bUS$4.0b35.4x37.1x9.6x
Wed, 03 Apr 2024US$173.8bUS$15.4bUS$3.9b39.1x44.7x11.3x
Fri, 01 Mar 2024US$179.2bUS$15.4bUS$3.9b39x46.1x11.7x
Sun, 28 Jan 2024US$174.2bUS$15.3bUS$4.1b38.2x43x11.4x
Tue, 26 Dec 2023US$181.4bUS$15.2bUS$4.0b39x45.3x12x
Thu, 23 Nov 2023US$154.3bUS$15.2bUS$4.0b34x38.5x10.2x
Sat, 21 Oct 2023US$142.4bUS$15.2bUS$4.0b30.4x35.9x9.4x
Mon, 18 Sep 2023US$169.9bUS$15.0bUS$4.3b34.7x39.8x11.3x
Wed, 16 Aug 2023US$168.3bUS$15.0bUS$4.3b33.9x39.4x11.2x
Fri, 14 Jul 2023US$175.0bUS$13.8bUS$3.8b28x46.3x12.7x
Sun, 11 Jun 2023US$166.3bUS$13.8bUS$3.8b27.6x44x12.1x
Tue, 09 May 2023US$172.8bUS$13.8bUS$3.8b26.2x45.8x12.6x
Thu, 06 Apr 2023US$166.5bUS$13.0bUS$4.4b30.3x37.4x12.8x
Price to Earnings Ratio

37.4x


Total Market Cap: US$166.5bTotal Earnings: US$4.4bTotal Revenue: US$13.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 42.4x20242025
Current Industry PE
  • Investors are pessimistic on the American Industrial REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 38.3x which is lower than its 3-year average PE of 42.4x.
  • The 3-year average PS ratio of 9.7x is higher than the industry's current PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 19% 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 and as a result, profits have held steady.

Industry Trends

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

US Market-0.39%
Real Estate-0.77%
Industrial REITs-2.17%
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
PLYM Plymouth Industrial REITUS$22.311.0%
+US$10.2m		21.5%PB2.1x
ILPT Industrial Logistics Properties TrustUS$5.651.6%
+US$6.0m		52.3%PB0.8x
OLP One Liberty PropertiesUS$20.621.2%
+US$5.2m		-27.4%PB1.5x

Latest News

LINE
US$33.41
Lineage
7D
-1.1%
1Y
-47.5%
OLP
US$20.62
One Liberty Properties
7D
1.2%
1Y
-27.4%
COLD
US$10.79
Americold Realty Trust
7D
-4.4%
1Y
-50.4%
LXP
US$46.01
LXP Industrial Trust
7D
-3.0%
1Y
-0.2%

LXP: Share Overhang Will Lift Following Sale of Vacant Properties

Analysts have substantially raised their price target for LXP Industrial Trust from $10.64 to $53.93, citing the accretive sale of vacant development projects and an improved rent growth outlook. Analyst Commentary Following recent strategic moves by LXP Industrial Trust, analysts have offered perspectives on the company’s positioning, valuation, and growth outlook.
PLYM
US$22.31
Plymouth Industrial REIT
7D
1.0%
1Y
21.5%
TRNO
US$60.74
Terreno Realty
7D
-0.7%
1Y
0.2%
PLD
US$122.83
Prologis
7D
-1.7%
1Y
7.1%

PLD: Demand Outlook And Leasing Momentum Will Shape Performance Into 2025

Analysts have modestly raised their fair value estimate for Prologis to $129.65, citing improved demand outlook, positive post-earnings momentum, and updated models reflecting recent industry trends. Analyst Commentary Bullish Takeaways Bullish analysts have noted recent price target increases, highlighting upward adjustments in response to a strong third quarter and improved demand outlook.
STAG
US$38.44
STAG Industrial
7D
-1.3%
1Y
5.8%

STAG: Leasing Momentum And Acquisition Activity Will Shape Near-Term Outlook

The average analyst price target for STAG Industrial has been increased by approximately $1.12 to $39.67. Analysts adjusted their models following strong Q3 results, better-than-expected profit margins, and resilient leasing activity despite macro uncertainties.
IIPR
US$48.43
Innovative Industrial Properties
7D
-5.9%
1Y
-53.8%
REXR
US$40.99
Rexford Industrial Realty
7D
-1.4%
1Y
-4.0%

REXR: New Share Repurchase Program And Demand Recovery Hopes Will Shape Outlook

Rexford Industrial Realty's analyst price target has increased by $1.13 to $44.13. Analysts cite updated financial models and improved operating trends as supporting factors for the upward revision.
ILPT
US$5.65
Industrial Logistics Properties Trust
7D
1.6%
1Y
52.3%