US LISTED REITS

Symbol Name Sector Price Dividend Yield Market Cap PE PE 5y PB PB 5y PE upside PB upside Earnings Yield EPS 5y AFFO P/AFFO 52w High 52w Low 52w Range Debt/Equity ROE ROIC Net Margin Score Category Heat
AVB Avalon Bay Apartments 182.51 3.50% 25,893,057,940 24.00 30.00 2.00 2.50 25.0% 25.0% 4.41% 5.0% 11.00 16.59 209.86 160.10 49.76 0.70 9.0% 5.0% 34.0% 62 Fairly Valued
CCI Crown Castle Communication, Tower, Fiber 91.50 3.30% 39,935,348,850 34.00 80.00 7.80 6.60 135.3% -15.4% 2.64% 15.0% 6.98 13.11 115.76 75.96 39.80 2.70 10.0% 6.0% 22.0% 49 Fairly Valued
SBAC SBA Communications Communication, Towers 203.16 3.00% 21,547,760,000 60.00 150.00 90.00 150.0% 4.68% 40.0% 13.37 15.20 243.16 162.41 80.75 -7.0% 2.4% 16.0% 51 Fairly Valued
DLR Digital Realty Data Center 190.00 4.00% 66,767,140,000 20.00 20.00 1.80 2.60 0.0% 44.4% 2.03% 12.0% 6.72 28.27 208.14 146.23 61.91 0.96 7.8% 2.0% 28.0% 49 Fairly Valued
EQIX Equinix Datacenter 1,068.04 105,334,626,461 91.00 120.00 5.60 5.00 31.9% -10.7% 1.35% 18.0% 35.00 30.52 1,128.68 710.52 418.16 1.30 5.0% 4.0% 22 Very Overvalued
EPR EPR Properties Experiential 57.05 6.00% 4,364,762,515 25.00 25.00 1.50 1.80 0.0% 20.0% 5.67% 12.0% 1.25 45.64 62.08 48.11 13.97 1.20 8.0% 3.0% 25.0% 48 Fairly Valued
VICI Vici Properties Gaming, Hospitality, Leisure 28.22 4.40% 30,839,972,269 30.00 30.00 1.60 1.60 0.0% 0.0% 10.33% 10.0% 2.25 12.54 34.01 26.55 7.46 0.67 4.0% 8.0% 35.0% 72 Moderately Undervalued
OHI Omega Healthcare investors Healthcare Facilities 46.76 6.00% 13,925,221,020 23.10 24.00 2.50 2.00 3.9% -20.0% 4.41% 4.0% 2.00 23.38 49.33 35.70 13.63 0.80 12.0% 6.0% 48.0% 31 Moderately Overvalued
NHI National Health Investors Healthcare Facilities 73.29 5.00% 3,552,445,497 25.00 25.00 2.00 2.00 0.0% 0.0% 4.23% 4.0% 1.30 56.38 91.38 68.80 22.58 0.70 10.0% 6.0% 40.0% 24 Very Overvalued
PEB Pebblebrook Hotel Trust Hotel 15.25 0.00% 1,728,880,300 20.00 2.00 0.0% 1.70 8.97 15.73 8.80 6.93 1.00 -1.0% -1.0% -1.0% Insufficient Data N/A
STAG STAG Industrial Industrial 37.87 4.00% 7,240,933,145 35.00 40.00 1.80 2.20 14.3% 22.2% 3.42% 25.0% 2.42 15.65 39.99 33.72 6.27 0.70 5.0% 3.0% 27.0% 65 Moderately Undervalued
FR First Industrial REIT Industrial 61.87 3.00% 8,202,130,506 30.00 25.00 3.00 3.00 -16.7% 0.0% 4.17% 2.0% 4.50 13.75 64.66 47.36 17.30 0.90 9.0% 4.8% 40.0% 49 Fairly Valued
PLYM Plymouth Industrial Industrial 4.00% 6.00 5.00 1.80 2.20 -16.7% 22.2% 16.67% 5.0% 1.68 1.10 20.0% 10.0% 10.0% 45 Fairly Valued
LTC LTC Properties Long Term Care 37.41 5.70% 1,914,698,410 8.00 9.00 1.80 2.00 12.5% 11.1% 6.67% 2.0% 2.70 13.86 40.80 33.64 7.16 0.90 12.0% 3.0% 64 Fairly Valued
SPG Simon Property Group Malls 204.91 5.00% 66,450,224,105 18.00 21.00 12.00 13.00 16.7% 8.3% 7.02% 3.0% 12.24 16.74 208.79 155.44 53.35 8.20 67.0% 8.0% 39.0% 54 Fairly Valued
VICI Vici Properties Gaming, Hospitality, Leisure 28.22 4.40% 30,839,972,269 30.00 30.00 1.60 1.60 0.0% 0.0% 10.33% 10.0% 2.25 12.54 34.01 26.55 7.46 0.67 4.0% 8.0% 35.0% 72 Moderately Undervalued
ARE Alexandria Real Estate Offices - Biotech 49.68 3.00% 8,657,703,845 49.00 50.00 1.40 2.00 2.0% 42.9% 2.04% 1.0% 9.47 5.25 88.24 39.41 48.83 0.50 4.7% 3.4% 19.0% 72 Moderately Undervalued
EQR Equity Residential Residential 65.45 3.20% 24,524,905,801 32.00 32.00 2.20 2.50 0.0% 13.6% 3.82% 5.0% 3.89 16.83 70.30 57.57 12.73 0.60 4.0% 6.0% 28.0% 50 Fairly Valued
O Realty Income Retail Properties 61.28 4.30% 57,143,133,133 46.00 56.00 1.50 2.20 21.7% 46.7% 1.99% 15.0% 4.19 14.63 67.94 55.52 12.42 0.60 4.0% 3.0% 20.0% 69 Moderately Undervalued
IRM Iron Mountain Inc Specialty Storage 128.25 3.50% 38,157,529,950 150.00 50.00 9.00 9.00 -66.7% 0.0% 0.71% 14.0% 1.30 98.65 134.09 77.77 56.32 0.60 1.0% 20.0% 13 Very Overvalued
PSA Public Storage Storage 303.69 2.70% 53,311,474,061 12.00 30.00 8.00 8.00 150.0% 0.0% 3.19% 4.0% 17.19 17.67 313.51 256.54 56.97 1.20 79.0% 13.0% 37 Moderately Overvalued
PLD Prologis Warehouses 143.47 2.30% 133,762,519,651 29.00 35.00 2.00 2.50 20.7% 25.0% 2.77% 7.0% 5.56 25.80 147.93 103.41 44.52 0.45 8.6% 50 Fairly Valued
Viewing Most recent dataset

Moderately Undervalued

ARE — Alexandria Real Estate
Offices - Biotech · Dividend Yield 3.00%
Score: 72 / 100
Price $49.68 · Debt/Equity 0.50 · PB upside 42.9% · EY 2.04% · EPS5y 1.0% P/AFFO 5.25
O — Realty Income
Retail Properties · Dividend Yield 4.30%
Score: 69 / 100
Price $61.28 · Debt/Equity 0.60 · PB upside 46.7% · EY 1.99% · EPS5y 15.0% P/AFFO 14.63
STAG — STAG Industrial
Industrial · Dividend Yield 4.00%
Score: 65 / 100
Price $37.87 · Debt/Equity 0.70 · PB upside 22.2% · EY 3.42% · EPS5y 25.0% P/AFFO 15.65
VICI — Vici Properties
Gaming, Hospitality, Leisure · Dividend Yield 4.40%
Score: 72 / 100
Price $28.22 · Debt/Equity 0.67 · PB upside 0.0% · EY 10.33% · EPS5y 10.0% P/AFFO 12.54

Fairly Valued

AVB — Avalon Bay
Apartments · Dividend Yield 3.50%
Score: 62 / 100
Price $182.51 · Debt/Equity 0.70 · PB upside 25.0% · EY 4.41% · EPS5y 5.0% P/AFFO 16.59
CCI — Crown Castle
Communication, Tower, Fiber · Dividend Yield 3.30%
Score: 49 / 100
Price $91.50 · Debt/Equity 2.70 · PB upside -15.4% · EY 2.64% · EPS5y 15.0% P/AFFO 13.11
DLR — Digital Realty
Data Center · Dividend Yield 4.00%
Score: 49 / 100
Price $190.00 · Debt/Equity 0.96 · PB upside 44.4% · EY 2.03% · EPS5y 12.0% P/AFFO 28.27
EPR — EPR Properties
Experiential · Dividend Yield 6.00%
Score: 48 / 100
Price $57.05 · Debt/Equity 1.20 · PB upside 20.0% · EY 5.67% · EPS5y 12.0% P/AFFO 45.64
EQR — Equity Residential
Residential · Dividend Yield 3.20%
Score: 50 / 100
Price $65.45 · Debt/Equity 0.60 · PB upside 13.6% · EY 3.82% · EPS5y 5.0% P/AFFO 16.83
FR — First Industrial REIT
Industrial · Dividend Yield 3.00%
Score: 49 / 100
Price $61.87 · Debt/Equity 0.90 · PB upside 0.0% · EY 4.17% · EPS5y 2.0% P/AFFO 13.75
LTC — LTC Properties
Long Term Care · Dividend Yield 5.70%
Score: 64 / 100
Price $37.41 · Debt/Equity 0.90 · PB upside 11.1% · EY 6.67% · EPS5y 2.0% P/AFFO 13.86
PLD — Prologis
Warehouses · Dividend Yield 2.30%
Score: 50 / 100
Price $143.47 · Debt/Equity 0.45 · PB upside 25.0% · EY 2.77% · EPS5y 7.0% P/AFFO 25.80
PLYM — Plymouth Industrial
Industrial · Dividend Yield 4.00%
Score: 45 / 100
Price — · Debt/Equity 1.10 · PB upside 22.2% · EY 16.67% · EPS5y 5.0% P/AFFO —
SBAC — SBA Communications
Communication, Towers · Dividend Yield 3.00%
Score: 51 / 100
Price $203.16 · Debt/Equity — · PB upside — · EY 4.68% · EPS5y 40.0% P/AFFO 15.20
SPG — Simon Property Group
Malls · Dividend Yield 5.00%
Score: 54 / 100
Price $204.91 · Debt/Equity 8.20 · PB upside 8.3% · EY 7.02% · EPS5y 3.0% P/AFFO 16.74

Moderately Overvalued

OHI — Omega Healthcare investors
Healthcare Facilities · Dividend Yield 6.00%
Score: 31 / 100
Price $46.76 · Debt/Equity 0.80 · PB upside -20.0% · EY 4.41% · EPS5y 4.0% P/AFFO 23.38
PSA — Public Storage
Storage · Dividend Yield 2.70%
Score: 37 / 100
Price $303.69 · Debt/Equity 1.20 · PB upside 0.0% · EY 3.19% · EPS5y 4.0% P/AFFO 17.67

Very Overvalued

EQIX — Equinix
Datacenter · Dividend Yield —
Score: 22 / 100
Price $1,068.04 · Debt/Equity 1.30 · PB upside -10.7% · EY 1.35% · EPS5y 18.0% P/AFFO 30.52
IRM — Iron Mountain Inc
Specialty Storage · Dividend Yield 3.50%
Score: 13 / 100
Price $128.25 · Debt/Equity 0.60 · PB upside 0.0% · EY 0.71% · EPS5y 14.0% P/AFFO 98.65
NHI — National Health Investors
Healthcare Facilities · Dividend Yield 5.00%
Score: 24 / 100
Price $73.29 · Debt/Equity 0.70 · PB upside 0.0% · EY 4.23% · EPS5y 4.0% P/AFFO 56.38

Insufficient Data

PEB — Pebblebrook Hotel Trust
Hotel · Dividend Yield 0.00%
Score: —
Price $15.25 · Debt/Equity 1.00 · PB upside — · EY — · EPS5y 0.0% P/AFFO 8.97

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How the Score Works

Each stock gets a 0–100 score from four metrics:

Score formula: 0.40×(1−P/AFFO percentile) + 0.30×PB Upside percentile + 0.20×Earnings Yield percentile + 0.10×EPS Growth percentile.

Valuation classification:

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