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U.S. Retail REITs Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies28
  • 7D-0.4%
  • 3M1.6%
  • 1Y-4.3%
  • YTD0.6%

In the last week, Retail REITs has been flat. Unfortunately though, the industry is down 4.3% over the past 12 months. Looking forward, earnings are forecast to grow by 6.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Nov 2025US$219.3bUS$26.7bUS$6.0b26.4x36.7x8.2x
Wed, 15 Oct 2025US$216.8bUS$26.2bUS$5.9b25.9x36.5x8.3x
Fri, 12 Sep 2025US$221.9bUS$26.2bUS$5.9b27.2x37.4x8.5x
Sun, 10 Aug 2025US$210.2bUS$26.2bUS$6.0b25.4x35.3x8x
Tue, 08 Jul 2025US$212.3bUS$25.9bUS$5.8b29.9x36.9x8.2x
Thu, 05 Jun 2025US$207.5bUS$25.9bUS$5.8b29.6x36x8x
Sat, 03 May 2025US$207.1bUS$25.7bUS$5.8b29x35.6x8.1x
Mon, 31 Mar 2025US$210.4bUS$25.5bUS$5.7b32.7x37.1x8.2x
Wed, 26 Feb 2025US$220.8bUS$25.6bUS$6.1b35.5x36.1x8.6x
Fri, 24 Jan 2025US$212.7bUS$25.4bUS$6.4b32.7x33.4x8.4x
Sun, 22 Dec 2024US$214.8bUS$25.4bUS$6.4b34.2x33.8x8.4x
Tue, 19 Nov 2024US$225.0bUS$25.4bUS$6.4b34.5x35.4x8.8x
Thu, 17 Oct 2024US$226.8bUS$24.9bUS$6.0b36.5x38x9.1x
Sat, 14 Sep 2024US$220.2bUS$24.7bUS$5.9b35.5x37.1x8.9x
Mon, 12 Aug 2024US$210.5bUS$24.7bUS$6.2b33.5x33.9x8.5x
Wed, 10 Jul 2024US$189.9bUS$24.2bUS$5.6b33.7x33.7x7.8x
Fri, 07 Jun 2024US$193.1bUS$24.2bUS$5.6b33.8x34.3x8x
Sun, 05 May 2024US$188.0bUS$23.8bUS$5.5b35.7x34x7.9x
Tue, 02 Apr 2024US$195.2bUS$23.6bUS$5.9b32.6x32.9x8.3x
Thu, 29 Feb 2024US$187.0bUS$23.0bUS$5.9b31.5x31.7x8.1x
Sat, 27 Jan 2024US$191.8bUS$24.0bUS$5.5b31.6x35.2x8x
Mon, 25 Dec 2023US$193.5bUS$24.0bUS$5.5b31.3x35.5x8x
Wed, 22 Nov 2023US$173.5bUS$24.0bUS$5.5b28.7x31.8x7.2x
Fri, 20 Oct 2023US$157.1bUS$23.7bUS$5.7b25.6x27.8x6.6x
Sun, 17 Sep 2023US$171.9bUS$23.7bUS$5.7b27.8x30.4x7.3x
Tue, 15 Aug 2023US$177.9bUS$23.6bUS$5.7b28.7x31.5x7.5x
Thu, 13 Jul 2023US$178.7bUS$23.2bUS$5.5b25.9x32.3x7.7x
Sat, 10 Jun 2023US$171.4bUS$23.2bUS$5.5b25x31x7.4x
Mon, 08 May 2023US$170.3bUS$23.2bUS$5.6b23.5x30.5x7.3x
Wed, 05 Apr 2023US$171.2bUS$22.8bUS$5.5b23.4x31.1x7.5x
Price to Earnings Ratio

31.1x


Total Market Cap: US$171.2bTotal Earnings: US$5.5bTotal Revenue: US$22.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 33.9x20242025
Current Industry PE
  • Investors are relatively neutral on the American Retail 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 33.9x.
  • The industry is trading close to its 3-year average PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 2.7% per year over the last three years.
  • Revenues for these companies have grown 5.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-0.39%
Real Estate-0.77%
Retail REITs-0.38%
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
O Realty IncomeUS$56.800.7%
+US$386.4m		0.05%PB1.3x
NNN NNN REITUS$41.241.8%
+US$136.7m		-3.8%PB1.8x
IVT InvenTrust PropertiesUS$28.133.3%
+US$69.1m		-7.8%PB1.2x
KIM Kimco RealtyUS$20.420.4%
+US$60.9m		-18.6%PB1.3x
AKR Acadia Realty TrustUS$20.171.8%
+US$47.2m		-19.1%PB1.2x

Latest News

ADC
US$73.78
Agree Realty
7D
0.5%
1Y
-3.9%
O
US$56.80
Realty Income
7D
0.7%
1Y
0.05%
REG
US$69.59
Regency Centers
7D
-0.7%
1Y
-5.7%
SKT
US$33.93
Tanger
7D
-0.9%
1Y
-6.0%

SKT: Projected 2027 Earnings Will Guide Share Performance Amid Sector Tailwinds

Analysts have increased the price target for Tanger from $35.55 to $36.36 per share. This change is driven by updated earnings models reflecting stronger profit margins and recent upward adjustments to retail REIT estimates.
KRG
US$22.51
Kite Realty Group Trust
7D
0.9%
1Y
-16.4%

KRG: Exposure To Bankrupt Tenants Will Diminish As Portfolio Recycling Continues

Analysts have lowered their price target for Kite Realty Group Trust from $26.09 to $26.00. They cite continued earnings headwinds and a lack of near-term catalysts, despite improvements in profit margin and revenue growth metrics.
BRX
US$26.50
Brixmor Property Group
7D
-0.3%
1Y
-9.4%

BRX: Moderating Construction Costs And Leasing Strength Will Drive Stronger Returns

Brixmor Property Group's analyst price target has been increased modestly to $31 from $30. This reflects analysts' optimism due to moderating construction costs and stronger-than-expected leasing activity at recent acquisitions.
AKR
US$20.17
Acadia Realty Trust
7D
1.8%
1Y
-19.1%
ALX
US$216.52
Alexander's
7D
-2.8%
1Y
-0.5%
PECO
US$34.65
Phillips Edison
7D
-0.8%
1Y
-11.7%
SPG
US$182.73
Simon Property Group
7D
-0.1%
1Y
1.0%
MAC
US$17.21
Macerich
7D
-3.7%
1Y
-10.9%
NNN
US$41.24
NNN REIT
7D
1.8%
1Y
-3.8%
KIM
US$20.42
Kimco Realty
7D
0.4%
1Y
-18.6%
IVT
US$28.13
InvenTrust Properties
7D
3.3%
1Y
-7.8%
GTY
US$28.00
Getty Realty
7D
2.8%
1Y
-12.3%
CURB
US$23.25
Curbline Properties
7D
-1.1%
1Y
-1.4%