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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%
  • YTDn/a

Over the last 7 days, the Industrial REITs industry has dropped 2.2%, driven by a pullback from Prologis of 1.7%. Over the last year, the industry has been flat overall. Looking forward, 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$193.0bUS$16.5bUS$5.0b36x38.6x11.7x
Tue, 26 Dec 2023US$200.2bUS$16.3bUS$5.0b37.3x40.4x12.3x
Thu, 23 Nov 2023US$173.1bUS$16.3bUS$5.0b32.6x34.9x10.6x
Sat, 21 Oct 2023US$161.2bUS$16.3bUS$4.9b30.3x32.8x9.9x
Mon, 18 Sep 2023US$188.7bUS$16.1bUS$5.2b34.3x36.2x11.7x
Wed, 16 Aug 2023US$187.0bUS$16.1bUS$5.2b33.4x35.9x11.6x
Fri, 14 Jul 2023US$193.8bUS$14.9bUS$4.7b26.3x41x13x
Sun, 11 Jun 2023US$185.0bUS$14.9bUS$4.7b25.8x39.2x12.4x
Tue, 09 May 2023US$191.6bUS$14.9bUS$4.7b25.8x40.6x12.9x
Thu, 06 Apr 2023US$185.3bUS$14.2bUS$5.4b27.1x34.3x13.1x
Sat, 04 Mar 2023US$192.4bUS$14.2bUS$5.4b28.6x35.5x13.6x
Mon, 30 Jan 2023US$194.5bUS$13.7bUS$5.8b27.4x33.6x14.2x
Wed, 28 Dec 2022US$173.9bUS$13.6bUS$6.5b25.2x26.9x12.8x
Fri, 25 Nov 2022US$177.3bUS$13.6bUS$6.5b25x27.5x13x
Price to Earnings Ratio

27.5x


Total Market Cap: US$177.3bTotal Earnings: US$6.5bTotal Revenue: US$13.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial REITs Industry Price to Earnings3Y Average 39.8x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Industrial REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 39.8x.
  • The 3-year average PS ratio of 10.2x 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 declined 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 18% 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 Comparison

How does U.S. Industrial REITs compare with similar industries?

US Market-0.39%
Real Estate-0.77%
REITS-0.038%
Industrial REITs-2.17%
Healthcare REITs0.94%
Specialized REITs0.65%
Residential REITs0.066%
Diversified REITs-0.038%
Retail REITs-0.38%
Hotel and Resort REITs-0.51%
Office REITs-3.55%
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
EGP EastGroup PropertiesUS$177.550.4%
+US$39.4m		2.8%PB2.7x
PLYM Plymouth Industrial REITUS$22.230.7%
+US$6.7m		21.1%PB2.1x
OLP One Liberty PropertiesUS$20.420.2%
+US$865.8k		-28.1%PB1.4x

Latest News

OLP
US$20.42
One Liberty Properties
7D
0.2%
1Y
-28.1%
COLD
US$10.88
Americold Realty Trust
7D
-3.6%
1Y
-50.0%
LXP
US$45.86
LXP Industrial Trust
7D
-3.4%
1Y
-0.5%

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$22.23
Plymouth Industrial REIT
7D
0.7%
1Y
21.1%
EGP
US$177.55
EastGroup Properties
7D
0.4%
1Y
2.8%

EGP: Dividend Increase And Guidance Will Shape Outlook Amid Sector Shift

Analysts have raised their average price target for EastGroup Properties slightly, moving from approximately $191.89 to $192.21. This change reflects continued optimism after the company's recent Quarterly results and improved private market valuations.
TRNO
US$60.04
Terreno Realty
7D
-1.8%
1Y
-1.0%
PLD
US$123.52
Prologis
7D
-1.1%
1Y
7.7%

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$38.51
STAG Industrial
7D
-1.1%
1Y
6.0%

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$47.67
Innovative Industrial Properties
7D
-7.4%
1Y
-54.5%
REXR
US$40.31
Rexford Industrial Realty
7D
-3.1%
1Y
-5.6%

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.
FR
US$55.69
First Industrial Realty Trust
7D
-0.6%
1Y
5.8%

FR: 2025 Guidance And Resilient Margins Will Balance Uncertainties Ahead

Analysts have raised their price target for First Industrial Realty Trust from $56.94 to $59.13, citing improved profit margins and continued financial resilience as reasons for this upward revision. What's in the News The company has revised its 2025 earnings guidance to a range of $1.67 to $1.71 per unit (Key Developments).