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U.S. Real Estate Operating Companies Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies51
  • 7D-5.1%
  • 3M20.6%
  • 1Y3.7%
  • YTDn/a

Over the last 7 days, the Real Estate Operating Companies industry has dropped 5.1%, driven by LandBridge declining 3.9%. In the past year, the industry has gained 3.7%. As for the next few years, earnings are expected to grow by 48% per annum.

Industry Valuation and Performance

Has the U.S. Real Estate Operating Companies Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$11.6bUS$1.5b-US$249,369,629.7725.6x-46.4x7.8x
Tue, 03 Mar 2026US$12.1bUS$1.5b-US$226,757,183.0036x-53.4x8.2x
Thu, 29 Jan 2026US$10.7bUS$1.5b-US$290,177,649.5233.1x-36.7x7.2x
Sat, 27 Dec 2025US$10.3bUS$1.5b-US$324,194,158.7833.3x-31.9x7.1x
Mon, 24 Nov 2025US$10.8bUS$1.5b-US$320,790,239.7644.1x-33.6x7.4x
Wed, 22 Oct 2025US$10.6bUS$1.4b-US$411,243,266.8225.3x-25.7x7.6x
Fri, 19 Sep 2025US$10.8bUS$1.4b-US$481,466,230.2228.8x-22.5x7.8x
Sun, 17 Aug 2025US$10.6bUS$1.4b-US$512,253,926.3241.7x-20.7x7.6x
Tue, 15 Jul 2025US$12.3bUS$1.3b-US$609,347,363.2339.7x-20.2x9.2x
Thu, 12 Jun 2025US$13.4bUS$1.3b-US$598,746,860.0831.8x-22.4x10.1x
Sat, 10 May 2025US$21.2bUS$1.3b-US$743,523,517.7429.1x-28.5x15.9x
Mon, 07 Apr 2025US$18.6bUS$1.3b-US$698,609,803.5428.2x-26.7x14.1x
Wed, 05 Mar 2025US$22.4bUS$1.4b-US$712,641,750.2833x-31.4x16.4x
Fri, 31 Jan 2025US$22.1bUS$1.3b-US$989,262,805.8031.7x-22.4x16.5x
Sun, 29 Dec 2024US$21.2bUS$1.3b-US$937,554,254.8027.7x-22.6x15.8x
Tue, 26 Nov 2024US$17.2bUS$1.3b-US$935,545,609.7150.2x-18.4x12.8x
Thu, 24 Oct 2024US$19.2bUS$1.3b-US$1,658,418,856.1339.1x-11.6x14.8x
Sat, 21 Sep 2024US$20.6bUS$2.4b-US$1,137,021,772.1040.2x-18.1x8.6x
Mon, 19 Aug 2024US$12.8bUS$2.3b-US$1,065,557,756.1632.1x-12x5.5x
Wed, 17 Jul 2024US$12.4bUS$2.0bUS$28.4m40.1x435.1x6.2x
Fri, 14 Jun 2024US$14.4bUS$2.0bUS$62.3m24.9x231.6x7.2x
Sun, 12 May 2024US$10.5bUS$1.9bUS$73.8m38.4x142.7x5.5x
Tue, 09 Apr 2024US$10.8bUS$2.0b-US$166,454,090.0329.6x-65x5.5x
Thu, 07 Mar 2024US$8.7bUS$1.9bUS$94.9m9x91.2x4.4x
Sat, 03 Feb 2024US$9.4bUS$2.8bUS$5.0m9.3x1887.9x3.3x
Mon, 01 Jan 2024US$9.1bUS$2.8bUS$17.6m9.5x515.1x3.2x
Wed, 29 Nov 2023US$8.5bUS$2.7b-US$67,022,441.0021.7x-126.9x3.1x
Fri, 27 Oct 2023US$7.4bUS$3.6bUS$457.7m33.9x16.1x2x
Sun, 24 Sep 2023US$7.8bUS$3.6bUS$458.0m37x17x2.2x
Tue, 22 Aug 2023US$7.7bUS$3.6bUS$431.7m35.8x17.9x2.1x
Thu, 20 Jul 2023US$8.3bUS$3.5bUS$423.3m20.5x19.5x2.3x
Sat, 17 Jun 2023US$7.7bUS$3.5bUS$436.8m11.2x17.5x2.2x
Mon, 15 May 2023US$6.7bUS$3.6bUS$398.1m2.1x16.9x1.9x
Wed, 12 Apr 2023US$7.2bUS$3.6bUS$343.1m18.3x21x2x
Price to Earnings Ratio

21x


Total Market Cap: US$7.2bTotal Earnings: US$343.1mTotal Revenue: US$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Operating Companies Industry Price to Earnings3Y Average 35.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Real Estate Operating Companies 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 PS ratio of 7.7x.
Past Earnings Growth
  • Total earnings for the Real Estate Operating Companies industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 26% per year, which is driving profits down.

Industry Comparison

How does U.S. Real Estate Operating Companies compare with similar industries?

US Market3.46%
Real Estate2.85%
Real Estate1.02%
Real Estate Operating Companies-5.15%
Diversified Real Estate4.54%
Real Estate Services1.53%
Real Estate Development0.47%
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
MLP Maui Land & Pineapple CompanyUS$16.014.9%
+US$16.8m		0.6%PS16.3x
OZ Belpointe PREPUS$56.007.7%
+US$15.9m		-12.2%PS24.4x
SEG Seaport Entertainment GroupUS$22.025.6%
+US$14.8m		21.2%PS2.1x
FRPH FRP HoldingsUS$22.062.1%
+US$8.8m		-21.0%PE91.1x
TCI Transcontinental Realty InvestorsUS$35.362.1%
+US$6.3m		25.4%PE22.1x

Latest News

RITR
US$0.55
Reitar Logtech Holdings
7D
-4.1%
1Y
-80.8%
GBR
US$0.84
New Concept Energy
7D
-9.4%
1Y
19.0%
SRG
US$2.77
Seritage Growth Properties
7D
3.0%
1Y
1.8%
MLP
US$16.01
Maui Land & Pineapple Company
7D
4.9%
1Y
0.6%
CKX
US$10.59
CKX Lands
7D
-3.7%
1Y
-7.8%
FRPH
US$22.06
FRP Holdings
7D
2.1%
1Y
-21.0%
LB
US$69.23
LandBridge
7D
-3.9%
1Y
16.1%

LB: Capital Returns And Higher Future P/E Will Support Long Term Outlook

Analysts now point to a higher LandBridge price target of about $80, up from $76, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News On February 25, 2026, the Board of Directors authorized a share repurchase plan allowing LandBridge Company LLC to buy back its own equity (Key Developments).
LPA
US$3.09
Logistic Properties of the Americas
7D
-10.7%
1Y
-60.9%
TCI
US$35.36
Transcontinental Realty Investors
7D
2.1%
1Y
25.4%
OZ
US$56.00
Belpointe PREP
7D
7.7%
1Y
-12.2%
NEN
US$58.15
New England Realty Associates Limited Partnership
7D
-4.7%
1Y
-27.3%
ARL
US$14.72
American Realty Investors
7D
-3.7%
1Y
34.9%
SEG
US$22.02
Seaport Entertainment Group
7D
5.6%
1Y
21.2%
KW
US$10.87
Kennedy-Wilson Holdings
7D
-0.5%
1Y
42.1%

KW: Going Private Cash Deal Will Likely Limit Upside Potential

Analysts have lowered their price target on Kennedy-Wilson Holdings by $2 to $9.00, reflecting updated assumptions for fair value, a slightly higher discount rate, and moderated expectations for revenue growth, profit margin, and future P/E. What's in the News Kennedy-Wilson Holdings agreed to be acquired in an all cash transaction by a consortium led by Chairman and CEO William McMorrow, other senior executives, and Fairfax Financial Holdings Limited under a definitive merger agreement.
INTG
US$38.07
InterGroup
7D
2.9%
1Y
194.2%
MRNO
US$0.49
Murano Global Investments
7D
6.0%
1Y
-94.4%