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U.S. Residential REITs Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies14
  • 7D0.07%
  • 3M-4.9%
  • 1Y-19.0%
  • YTDn/a

In the last week, Residential REITs has been flat. As for the longer term, the industry has declined 19% in the last year. Looking forward, earnings are forecast to decline by 10% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$115.2bUS$15.6bUS$3.9b27.7x29.4x7.4x
Thu, 16 Oct 2025US$118.8bUS$15.4bUS$3.7b27.2x32.5x7.7x
Sat, 13 Sep 2025US$126.6bUS$15.4bUS$3.7b29.3x34.6x8.2x
Mon, 11 Aug 2025US$120.9bUS$15.4bUS$3.6b29x33.5x7.8x
Wed, 09 Jul 2025US$129.4bUS$15.3bUS$3.4b31.3x37.8x8.4x
Fri, 06 Jun 2025US$131.6bUS$15.3bUS$3.4b31.2x38.4x8.6x
Sun, 04 May 2025US$138.5bUS$15.3bUS$3.4b35x40.4x9x
Tue, 01 Apr 2025US$140.1bUS$15.2bUS$3.5b58.8x40.1x9.2x
Thu, 27 Feb 2025US$141.4bUS$15.2bUS$3.5b58x40.5x9.3x
Sat, 25 Jan 2025US$131.1bUS$15.0bUS$3.2b32.5x41.1x8.7x
Mon, 23 Dec 2024US$137.0bUS$15.0bUS$3.2b33.2x42.9x9.1x
Wed, 20 Nov 2024US$142.8bUS$15.0bUS$3.2b35.3x44.7x9.5x
Fri, 18 Oct 2024US$141.5bUS$14.9bUS$3.0b34.8x46.7x9.5x
Sun, 15 Sep 2024US$148.6bUS$14.9bUS$3.0b37.9x49.1x10x
Tue, 13 Aug 2024US$134.7bUS$14.9bUS$3.0b34.7x44.5x9x
Thu, 11 Jul 2024US$127.9bUS$14.8bUS$3.6b29.5x36x8.6x
Sat, 08 Jun 2024US$130.7bUS$15.6bUS$4.2b28.7x31.2x8.4x
Mon, 06 May 2024US$127.4bUS$15.6bUS$4.2b27.9x30.4x8.2x
Wed, 03 Apr 2024US$119.8bUS$15.5bUS$3.9b27.1x30.8x7.7x
Fri, 01 Mar 2024US$115.6bUS$15.5bUS$3.9b26.7x29.8x7.5x
Sun, 28 Jan 2024US$130.2bUS$17.2bUS$4.0b28.4x32.6x7.6x
Tue, 26 Dec 2023US$134.0bUS$17.2bUS$4.0b29.8x33.5x7.8x
Thu, 23 Nov 2023US$121.9bUS$17.2bUS$4.0b26.2x30.5x7.1x
Sat, 21 Oct 2023US$124.6bUS$17.1bUS$3.9b25.9x32.2x7.3x
Mon, 18 Sep 2023US$134.8bUS$17.1bUS$3.9b28.5x34.9x7.9x
Wed, 16 Aug 2023US$136.8bUS$17.1bUS$3.9b28.8x35.4x8x
Fri, 14 Jul 2023US$146.0bUS$16.8bUS$4.3b27.9x34.1x8.7x
Sun, 11 Jun 2023US$143.1bUS$16.8bUS$4.3b27.4x33.4x8.5x
Tue, 09 May 2023US$138.3bUS$16.8bUS$4.3b26.5x32.2x8.2x
Thu, 06 Apr 2023US$132.0bUS$16.4bUS$4.6b27.5x28.7x8x
Sat, 04 Mar 2023US$204.1bUS$24.4bUS$5.8b34.3x35.3x8.4x
Mon, 30 Jan 2023US$207.3bUS$23.7bUS$6.6b38.9x31.3x8.7x
Wed, 28 Dec 2022US$193.2bUS$23.7bUS$6.6b36x29.1x8.2x
Fri, 25 Nov 2022US$200.0bUS$23.7bUS$6.6b36.4x30.2x8.4x
Price to Earnings Ratio

30.2x


Total Market Cap: US$200.0bTotal Earnings: US$6.6bTotal Revenue: US$23.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Residential REITs Industry Price to Earnings3Y Average 34.4x202320242025
Current Industry PE
  • Investors are pessimistic on the American Residential 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 29.4x which is lower than its 3-year average PE of 34.4x.
  • The 3-year average PS ratio of 8.4x is higher than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Residential REITs industry have declined 16% per year over the last three years,
  • Revenues have also declined 13% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

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

US Market-0.39%
Real Estate-0.77%
REITS-0.038%
Residential REITs0.066%
Healthcare REITs0.94%
Specialized REITs0.65%
Diversified REITs-0.038%
Retail REITs-0.38%
Hotel and Resort REITs-0.51%
Industrial REITs-2.17%
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
MAA Mid-America Apartment CommunitiesUS$130.941.1%
+US$162.7m		-17.4%PB2.6x
CSR CenterspaceUS$66.8713.8%
+US$135.8m		-7.7%PB1.5x
AVB AvalonBay CommunitiesUS$177.700.5%
+US$134.4m		-22.5%PB2.1x
IRT Independence Realty TrustUS$16.561.5%
+US$59.7m		-22.1%PB1.1x
AIV Apartment Investment and ManagementUS$5.665.2%
+US$40.3m		-35.8%PB13.2x

Latest News

ELME
US$16.84
Elme Communities
7D
0.9%
1Y
5.6%
CLPR
US$3.67
Clipper Realty
7D
-2.4%
1Y
-28.5%
CPT
US$102.66
Camden Property Trust
7D
0.3%
1Y
-14.4%
ESS
US$254.59
Essex Property Trust
7D
-2.1%
1Y
-15.8%

ESS: Net Income Guidance Increases Will Support Ongoing Rental Strength

Essex Property Trust's analyst price target has been modestly reduced by $4.00 to $287.71. Analysts cite recent sector updates and a more cautious outlook following third-quarter earnings previews.
EQR
US$59.42
Equity Residential
7D
-0.2%
1Y
-20.2%

EQR: Upcoming Earnings Season Will Bring Confidence Amid Sector Uncertainty

Equity Residential’s analyst price target has been reduced by $1.82 to $71.53. Analysts cite slightly lower fair value estimates and an updated sector outlook following recent research coverage.
AIV
US$5.66
Apartment Investment and Management
7D
5.2%
1Y
-35.8%
IRT
US$16.56
Independence Realty Trust
7D
1.5%
1Y
-22.1%
AVB
US$177.70
AvalonBay Communities
7D
0.5%
1Y
-22.5%

AVB: Upcoming $2.9 Billion Development Pipeline Will Drive Future Upside

AvalonBay Communities' analyst price target has been revised downward from $216.48 to $209.19. Analysts point to weakening leasing spreads, higher operating expenses, and tempered earnings outlooks amid challenging sector fundamentals.
MAA
US$130.94
Mid-America Apartment Communities
7D
1.1%
1Y
-17.4%

MAA: Shares Will Benefit From Easing Sunbelt Supply Headwinds By 2026

The analyst price target for Mid-America Apartment Communities has been reduced from $155.96 to $151.40. Analysts point to moderating multifamily supply headwinds and tempered earnings outlooks amid shifting sector fundamentals.
CSR
US$66.87
Centerspace
7D
13.8%
1Y
-7.7%
UDR
US$34.68
UDR
7D
0.3%
1Y
-22.0%

UDR: Sunbelt Supply Slowdown Will Support Multifamily Sector Recovery

Narrative Update on UDR Analysts have modestly reduced their fair value estimate for UDR by approximately $0.18 to $42.84. This change reflects lowered expectations for revenue growth and subdued outlooks for the broader multifamily REIT sector.