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U.S. Single-Family Residential REITs Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies6
  • 7D3.9%
  • 3M-0.5%
  • 1Y-10.7%
  • YTDn/a

Invitation Homes is up 4.4%, leading the way for the Single-Family Residential REITs industry, which has gained 3.9%. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 6.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$57.9bUS$8.7bUS$1.3b29.1x43.5x6.6x
Tue, 03 Mar 2026US$60.6bUS$8.7bUS$1.3b30.5x45.5x6.9x
Thu, 29 Jan 2026US$59.9bUS$9.6bUS$1.1b29.4x56.8x6.2x
Sat, 27 Dec 2025US$59.8bUS$9.6bUS$1.1b29.9x56.7x6.2x
Mon, 24 Nov 2025US$61.3bUS$9.6bUS$1.1b30.7x58.1x6.4x
Wed, 22 Oct 2025US$61.5bUS$9.5bUS$1.2b32.7x49.3x6.5x
Fri, 19 Sep 2025US$62.4bUS$9.5bUS$1.2b32.5x50x6.6x
Sun, 17 Aug 2025US$63.6bUS$9.5bUS$1.2b33.2x51x6.7x
Tue, 15 Jul 2025US$65.3bUS$9.4bUS$1.3b41.6x48.5x6.9x
Thu, 12 Jun 2025US$67.0bUS$9.4bUS$1.3b42.9x49.8x7.1x
Sat, 10 May 2025US$67.9bUS$9.4bUS$1.3b44.7x50.4x7.2x
Mon, 07 Apr 2025US$66.0bUS$9.3bUS$1.3b44x50.6x7.1x
Wed, 05 Mar 2025US$70.1bUS$9.3bUS$1.3b45.8x53.8x7.5x
Fri, 31 Jan 2025US$64.2bUS$9.3bUS$1.4b43.2x46x6.9x
Sun, 29 Dec 2024US$66.4bUS$9.3bUS$1.4b44.7x47.8x7.2x
Tue, 26 Nov 2024US$66.0bUS$9.3bUS$1.4b47.2x47.5x7.1x
Thu, 24 Oct 2024US$69.2bUS$9.2bUS$1.2b42.7x55.7x7.5x
Sat, 21 Sep 2024US$73.3bUS$9.2bUS$1.2b43.9x59.3x8x
Mon, 19 Aug 2024US$69.8bUS$9.2bUS$1.2b42.7x56.4x7.6x
Wed, 17 Jul 2024US$67.1bUS$9.1bUS$1.0b37.2x65.1x7.4x
Fri, 14 Jun 2024US$64.6bUS$9.1bUS$1.0b36.3x62.6x7.1x
Sun, 12 May 2024US$65.0bUS$9.1bUS$1.0b37x63.1x7.1x
Tue, 09 Apr 2024US$65.6bUS$9.0bUS$972.9m37.8x67.5x7.3x
Thu, 07 Mar 2024US$67.8bUS$9.0bUS$973.9m39.3x69.6x7.6x
Sat, 03 Feb 2024US$65.7bUS$8.8bUS$1.4b41x47.4x7.4x
Mon, 01 Jan 2024US$67.8bUS$8.8bUS$1.4b43.6x49.5x7.7x
Wed, 29 Nov 2023US$66.2bUS$8.8bUS$1.4b42.9x48.4x7.5x
Fri, 27 Oct 2023US$58.5bUS$8.8bUS$1.3b39.1x43.6x6.6x
Sun, 24 Sep 2023US$63.5bUS$8.7bUS$1.3b44.5x49.6x7.3x
Tue, 22 Aug 2023US$64.3bUS$8.7bUS$1.3b44.4x50.3x7.4x
Thu, 20 Jul 2023US$68.0bUS$8.6bUS$1.2b48.2x57.8x7.9x
Sat, 17 Jun 2023US$67.4bUS$8.6bUS$1.2b48.2x57.4x7.9x
Mon, 15 May 2023US$67.0bUS$8.6bUS$1.2b47.9x57x7.8x
Wed, 12 Apr 2023US$65.1bUS$8.3bUS$1.1b48.9x58.1x7.8x
Price to Earnings Ratio

58.1x


Total Market Cap: US$65.1bTotal Earnings: US$1.1bTotal Revenue: US$8.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Single-Family Residential REITs Industry Price to Earnings3Y Average 53.8x202420252026
Current Industry PE
  • Investors are pessimistic on the American Single-Family 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 43.5x which is lower than its 3-year average PE of 53.8x.
  • The industry is trading close to its 3-year average PS ratio of 7.2x.
Past Earnings Growth
  • The earnings for companies in the Single-Family Residential REITs industry have grown 5.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

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

US Market3.46%
Real Estate2.85%
Residential REITs3.36%
Single-Family Residential REITs3.90%
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
INVH Invitation HomesUS$25.554.4%
+US$647.4m		-21.5%PB1.6x
AMH American Homes 4 RentUS$29.085.8%
+US$582.1m		-18.0%PB1.5x
SUI Sun CommunitiesUS$129.252.9%
+US$459.0m		4.0%PB2.3x
ELS Equity LifeStyle PropertiesUS$63.993.0%
+US$364.6m		-3.1%PB7.1x
UMH UMH PropertiesUS$14.592.0%
+US$23.8m		-18.3%PB2.1x

Latest News

UMH
US$14.59
UMH Properties
7D
2.0%
1Y
-18.3%
INVH
US$25.55
Invitation Homes
7D
4.4%
1Y
-21.5%

INVH: Policy Risk May Set Up Future Upside For Single Family Rentals

Analysts have trimmed their price targets on Invitation Homes to a range of about $26 to $35, reflecting updated earnings models, sector wide estimate revisions, and heightened regulatory uncertainty around single family rental ownership. Analyst Commentary Recent research paints a mixed picture for Invitation Homes, with most firms trimming price targets but keeping ratings clustered around Neutral, Equal Weight, Market Perform, Sector Perform, Outperform, Overweight, and Buy.
SUI
US$129.25
Sun Communities
7D
2.9%
1Y
4.0%
AMH
US$29.08
American Homes 4 Rent
7D
5.8%
1Y
-18.0%
ELS
US$63.99
Equity LifeStyle Properties
7D
3.0%
1Y
-3.1%

ELS: Defensive Cash Flows And Dividend Policy Will Balance Mixed Ratings

Analysts have nudged the blended price target for Equity LifeStyle Properties to roughly $69.74, reflecting slightly lower assumed revenue growth and discount rate, a modestly higher profit margin, and a somewhat lower future P/E. They are balancing more cautious views from recent downgrades with ongoing support from firms that still see value in the manufactured housing REIT space.
BHM
US$11.40
Bluerock Homes Trust
7D
-3.4%
1Y
3.6%