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U.S. Industrial REITs Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies15
  • 7D3.3%
  • 3M1.1%
  • 1Y20.0%
  • YTD1.5%

In the last week, the Industrial REITs industry is up 3.3%, with Prologis up 3.8%. This takes the industry's 12 month performance to a gain of 20%. Looking forward, earnings are forecast to grow by 2.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$184.4bUS$22.5bUS$4.9b25.6x38x8.2x
Tue, 03 Mar 2026US$197.8bUS$22.1bUS$4.7b27.5x42.1x8.9x
Thu, 29 Jan 2026US$181.8bUS$22.2bUS$4.7b25.8x38.3x8.2x
Sat, 27 Dec 2025US$182.3bUS$22.1bUS$4.6b27.1x39.4x8.2x
Mon, 24 Nov 2025US$178.4bUS$22.1bUS$4.6b25.2x38.6x8.1x
Wed, 22 Oct 2025US$182.7bUS$22.1bUS$4.1b30.7x44x8.3x
Fri, 19 Sep 2025US$166.8bUS$21.8bUS$4.4b27x38.1x7.7x
Sun, 17 Aug 2025US$157.3bUS$21.8bUS$4.4b25.8x36x7.2x
Tue, 15 Jul 2025US$161.6bUS$21.5bUS$4.4b27.4x36.4x7.5x
Thu, 12 Jun 2025US$163.6bUS$21.5bUS$4.4b27.4x36.9x7.6x
Sat, 10 May 2025US$157.0bUS$21.5bUS$4.4b26.5x35.4x7.3x
Mon, 07 Apr 2025US$151.7bUS$21.3bUS$4.3b27.2x34.9x7.1x
Wed, 05 Mar 2025US$184.7bUS$21.3bUS$4.3b32.6x42.5x8.7x
Fri, 31 Jan 2025US$176.7bUS$21.2bUS$4.0b34.5x44.2x8.3x
Sun, 29 Dec 2024US$161.7bUS$20.9bUS$3.3b33.3x48.3x7.7x
Tue, 26 Nov 2024US$173.3bUS$20.9bUS$3.3b36.4x51.8x8.3x
Thu, 24 Oct 2024US$187.1bUS$20.8bUS$3.8b37.3x48.7x9x
Sat, 21 Sep 2024US$201.5bUS$20.7bUS$3.6b40.7x56.7x9.8x
Mon, 19 Aug 2024US$194.3bUS$20.7bUS$3.6b39.6x53.8x9.4x
Wed, 17 Jul 2024US$170.3bUS$15.6bUS$4.0b39.2x42.1x10.9x
Fri, 14 Jun 2024US$156.9bUS$15.6bUS$4.0b35x38.8x10.1x
Sun, 12 May 2024US$151.6bUS$15.6bUS$4.0b34.2x37.5x9.7x
Tue, 09 Apr 2024US$170.3bUS$15.4bUS$3.9b39.8x43.8x11.1x
Thu, 07 Mar 2024US$178.4bUS$15.4bUS$3.9b38.8x45.9x11.6x
Sat, 03 Feb 2024US$176.5bUS$15.3bUS$4.1b37.8x43.6x11.5x
Mon, 01 Jan 2024US$182.3bUS$15.2bUS$4.0b39.5x45.5x12x
Wed, 29 Nov 2023US$156.0bUS$15.2bUS$4.0b34.4x38.9x10.3x
Fri, 27 Oct 2023US$139.1bUS$15.2bUS$4.0b30x34.8x9.1x
Sun, 24 Sep 2023US$159.2bUS$15.0bUS$4.3b32.2x37.3x10.6x
Tue, 22 Aug 2023US$166.7bUS$15.0bUS$4.3b33x39.1x11.1x
Thu, 20 Jul 2023US$170.6bUS$15.0bUS$4.4b28.2x38.9x11.4x
Sat, 17 Jun 2023US$169.4bUS$13.8bUS$3.8b28x44.8x12.3x
Mon, 15 May 2023US$170.8bUS$13.8bUS$3.8b26.6x45.2x12.4x
Wed, 12 Apr 2023US$166.7bUS$13.0bUS$4.4b29.7x37.5x12.8x
Price to Earnings Ratio

37.5x


Total Market Cap: US$166.7bTotal 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 42.1x202420252026
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 38.0x which is lower than its 3-year average PE of 42.1x.
  • The 3-year average PS ratio of 9.5x is higher than the industry's current PS ratio of 8.2x.
Past Earnings Growth
  • The earnings for companies in the Industrial REITs industry have grown 3.0% per year over the last three years.
  • Revenues for these companies have grown 20% 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 Market3.46%
Real Estate2.85%
Industrial REITs3.32%
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
PLD PrologisUS$133.773.8%
+US$4.5b		36.2%PB2.3x
EGP EastGroup PropertiesUS$188.412.9%
+US$279.0m		17.4%PB2.9x
LINE LineageUS$32.933.6%
+US$256.6m		-39.4%PB0.9x
FR First Industrial Realty TrustUS$58.672.6%
+US$200.2m		23.0%PB2.9x
TRNO Terreno RealtyUS$62.152.4%
+US$155.1m		11.3%PB1.6x

Latest News

LINE
US$32.93
Lineage
7D
3.6%
1Y
-39.4%
ILPT
US$5.43
Industrial Logistics Properties Trust
7D
-4.4%
1Y
71.8%

ILPT: Stable Assumptions And Higher Future P/E Will Support Upside Potential

Analysts have kept their price target for Industrial Logistics Properties Trust effectively unchanged at around $7.70. This reflects steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their latest update.
LXP
US$46.10
LXP Industrial Trust
7D
-0.04%
1Y
16.1%
STAG
US$36.55
STAG Industrial
7D
1.3%
1Y
11.2%
PLD
US$133.77
Prologis
7D
3.8%
1Y
36.2%
COLD
US$11.48
Americold Realty Trust
7D
4.9%
1Y
-40.6%

COLD: Better Than Feared Outlook Will Meet Tough 2026 Occupancy Headwinds

Americold Realty Trust's consensus analyst price target has moved up by $3 to $14, as analysts factor in updated views that recent guidance was "better than feared" while still acknowledging potential challenges around 2026 pricing and occupancy trends. Analyst Commentary Recent research coverage paints a mixed picture for Americold Realty Trust, with several firms adjusting price targets around the US$14 level and reinforcing Neutral or equivalent ratings.
FR
US$58.67
First Industrial Realty Trust
7D
2.6%
1Y
23.0%

FR: Share Repurchases And Higher Dividend Will Support A More Bullish Outlook

Analysts now set their price target for First Industrial Realty Trust at about $65.27, a slight move from roughly $65.07. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.
EGP
US$188.41
EastGroup Properties
7D
2.9%
1Y
17.4%
REXR
US$33.12
Rexford Industrial Realty
7D
1.9%
1Y
-4.5%
TRNO
US$62.15
Terreno Realty
7D
2.4%
1Y
11.3%
IIPR
US$50.21
Innovative Industrial Properties
7D
-1.5%
1Y
-6.0%

IIPR: Rent Collection Progress Will Support Renewed Confidence In Future Upside

Analysts have lifted their average price target on Innovative Industrial Properties to $55 from $50, reflecting slightly improved assumptions around revenue growth, profit margins and future P/E, as well as better visibility on collections from previously defaulted rent assets. Analyst Commentary Recent Street research points to a more balanced stance on Innovative Industrial Properties, with some bullish analysts now seeing enough progress on rent collections and portfolio stability to justify higher valuation assumptions.