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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%
  • YTDn/a

In the last week, the Retail REITs industry is flat overall, with Macerich standing out by going down 3.7%. Unfortunately though, the industry is down 4.3% over the past 12 months. 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
Tue, 18 Nov 2025US$219.3bUS$26.7bUS$6.0b26.4x36.7x8.2x
Thu, 16 Oct 2025US$217.4bUS$26.2bUS$5.9b26.3x36.6x8.3x
Sat, 13 Sep 2025US$225.4bUS$26.2bUS$5.9b27.1x38x8.6x
Mon, 11 Aug 2025US$210.2bUS$26.2bUS$6.0b25.4x35.3x8x
Wed, 09 Jul 2025US$210.0bUS$25.9bUS$5.8b29.7x36.5x8.1x
Fri, 06 Jun 2025US$207.7bUS$25.9bUS$5.8b29.2x36.1x8x
Sun, 04 May 2025US$209.0bUS$25.7bUS$5.8b29x35.9x8.1x
Tue, 01 Apr 2025US$210.4bUS$25.5bUS$5.7b32.9x37.1x8.2x
Thu, 27 Feb 2025US$221.4bUS$25.6bUS$6.1b35.4x36.3x8.6x
Sat, 25 Jan 2025US$214.4bUS$25.4bUS$6.4b32.7x33.7x8.4x
Mon, 23 Dec 2024US$214.8bUS$25.4bUS$6.4b34.2x33.8x8.4x
Wed, 20 Nov 2024US$226.0bUS$25.4bUS$6.4b34.7x35.6x8.9x
Fri, 18 Oct 2024US$228.1bUS$24.9bUS$6.0b36.4x38.3x9.2x
Sun, 15 Sep 2024US$221.5bUS$24.7bUS$5.9b35.5x37.3x9x
Tue, 13 Aug 2024US$210.5bUS$24.7bUS$6.2b33.1x33.9x8.5x
Thu, 11 Jul 2024US$189.6bUS$24.2bUS$5.6b34.2x33.6x7.8x
Sat, 08 Jun 2024US$193.5bUS$24.2bUS$5.6b33.6x34.3x8x
Mon, 06 May 2024US$188.0bUS$23.8bUS$5.5b35.7x34x7.9x
Wed, 03 Apr 2024US$192.0bUS$23.6bUS$5.9b31.3x32.4x8.1x
Fri, 01 Mar 2024US$187.0bUS$23.0bUS$5.9b31.9x31.7x8.1x
Sun, 28 Jan 2024US$191.0bUS$24.1bUS$5.3b31.6x35.9x7.9x
Tue, 26 Dec 2023US$193.8bUS$24.2bUS$5.3b31.3x36.4x8x
Thu, 23 Nov 2023US$174.5bUS$24.2bUS$5.3b28.1x32.8x7.2x
Sat, 21 Oct 2023US$156.7bUS$23.8bUS$5.5b25.5x28.4x6.6x
Mon, 18 Sep 2023US$172.3bUS$23.8bUS$5.5b27.8x31.2x7.2x
Wed, 16 Aug 2023US$176.1bUS$23.8bUS$5.5b28.2x31.9x7.4x
Fri, 14 Jul 2023US$179.6bUS$23.3bUS$5.4b26.2x33.3x7.7x
Sun, 11 Jun 2023US$171.8bUS$23.3bUS$5.4b25x31.9x7.4x
Tue, 09 May 2023US$169.3bUS$23.3bUS$5.4b23.5x31.1x7.3x
Thu, 06 Apr 2023US$170.1bUS$23.0bUS$5.4b23.4x31.7x7.4x
Sat, 04 Mar 2023US$182.2bUS$23.0bUS$5.4b24.4x33.9x7.9x
Mon, 30 Jan 2023US$187.6bUS$22.5bUS$4.3b26.4x43.4x8.4x
Wed, 28 Dec 2022US$175.8bUS$22.5bUS$4.3b24.9x40.7x7.8x
Fri, 25 Nov 2022US$180.1bUS$22.5bUS$4.3b25.8x41.7x8x
Price to Earnings Ratio

41.7x


Total Market Cap: US$180.1bTotal Earnings: US$4.3bTotal Revenue: US$22.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail REITs Industry Price to Earnings3Y Average 34.6x202320242025
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 34.6x.
  • The industry is trading close to its 3-year average PS ratio of 7.9x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 6.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market-0.39%
Real Estate-0.77%
REITS-0.038%
Retail REITs-0.38%
Healthcare REITs0.94%
Specialized REITs0.65%
Residential REITs0.066%
Diversified REITs-0.038%
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
O Realty IncomeUS$57.001.1%
+US$570.3m		0.4%PB1.3x
NNN NNN REITUS$41.041.3%
+US$98.8m		-4.3%PB1.8x
GTY Getty RealtyUS$28.293.9%
+US$61.2m		-11.3%PB1.6x
ADC Agree RealtyUS$73.820.5%
+US$44.7m		-3.8%PB1.5x
IVT InvenTrust PropertiesUS$27.792.0%
+US$42.7m		-8.9%PB1.2x

Latest News

FVR
US$14.42
FrontView REIT
7D
9.2%
1Y
-22.1%
ADC
US$73.82
Agree Realty
7D
0.5%
1Y
-3.8%
O
US$57.00
Realty Income
7D
1.1%
1Y
0.4%
REG
US$69.13
Regency Centers
7D
-1.4%
1Y
-6.3%
SKT
US$32.95
Tanger
7D
-3.8%
1Y
-8.7%

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.
BRX
US$25.96
Brixmor Property Group
7D
-2.4%
1Y
-11.2%

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.
NTST
US$18.25
NETSTREIT
7D
0.4%
1Y
16.4%

NTST: Diversified Tenant Portfolio Will Drive Stronger Cash Flow Stability

The average analyst price target for NETSTREIT has been revised slightly upward to $20.42. Analysts highlight the company's strong tenant creditworthiness, diversified portfolio, and improved external growth prospects as key factors.
FRT
US$96.00
Federal Realty Investment Trust
7D
-0.8%
1Y
-14.7%
PECO
US$34.27
Phillips Edison
7D
-1.9%
1Y
-12.6%
BFS
US$29.82
Saul Centers
7D
0.1%
1Y
-24.3%
SPG
US$180.99
Simon Property Group
7D
-1.1%
1Y
0.08%
MAC
US$16.57
Macerich
7D
-7.3%
1Y
-14.2%
NNN
US$41.04
NNN REIT
7D
1.3%
1Y
-4.3%
KIM
US$20.11
Kimco Realty
7D
-1.1%
1Y
-19.9%
IVT
US$27.79
InvenTrust Properties
7D
2.0%
1Y
-8.9%
GTY
US$28.29
Getty Realty
7D
3.9%
1Y
-11.3%