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 171.29 3.50% 23,828,356,514 24.00 30.00 2.00 2.50 25.0% 25.0% 4.32% 5.0% 11.00 15.57 213.34 160.10 53.24 0.70 9.0% 5.0% 34.0% 66 Moderately Undervalued
CCI Crown Castle Communication, Tower, Fiber 86.00 3.30% 37,366,130,700 34.00 80.00 7.80 6.60 135.3% -15.4% 2.94% 15.0% 6.98 12.32 115.76 75.96 39.80 2.70 10.0% 6.0% 22.0% 52 Fairly Valued
SBAC SBA Communications Communication, Towers 216.30 3.00% 22,718,570,000 60.00 150.00 90.00 150.0% 4.54% 40.0% 13.37 16.18 245.16 162.41 82.75 -7.0% 2.4% 16.0% 44 Moderately Overvalued
DLR Digital Realty Data Center 195.69 4.00% 67,242,098,464 20.00 20.00 1.80 2.60 0.0% 44.4% 1.85% 12.0% 6.72 29.12 196.41 143.83 52.58 0.96 7.8% 2.0% 28.0% 49 Fairly Valued
EQIX Equinix Datacenter 1,056.02 103,848,539,514 91.00 120.00 5.60 5.00 31.9% -10.7% 1.30% 18.0% 35.00 30.17 1,060.07 710.52 349.55 1.30 5.0% 4.0% 22 Very Overvalued
EPR EPR Properties Experiential 56.38 6.00% 4,313,270,794 25.00 25.00 1.50 1.80 0.0% 20.0% 5.79% 12.0% 1.25 45.10 62.08 48.11 13.97 1.20 8.0% 3.0% 25.0% 48 Fairly Valued
VICI Vici Properties Gaming, Hospitality, Leisure 28.20 4.40% 30,070,659,672 30.00 30.00 1.60 1.60 0.0% 0.0% 9.26% 10.0% 2.25 12.53 34.01 26.55 7.46 0.67 4.0% 8.0% 35.0% 70 Moderately Undervalued
OHI Omega Healthcare investors Healthcare Facilities 46.63 6.00% 13,782,424,752 23.10 24.00 2.50 2.00 3.9% -20.0% 4.14% 4.0% 2.00 23.32 49.14 35.09 14.05 0.80 12.0% 6.0% 48.0% 29 Very Overvalued
NHI National Health Investors Healthcare Facilities 85.32 5.00% 4,134,553,433 25.00 25.00 2.00 2.00 0.0% 0.0% 3.54% 4.0% 1.30 65.63 91.38 68.80 22.58 0.70 10.0% 6.0% 40.0% 22 Very Overvalued
PEB Pebblebrook Hotel Trust Hotel 14.00 0.00% 1,592,756,200 20.00 2.00 0.0% 1.70 8.24 14.15 8.46 5.69 1.00 -1.0% -1.0% -1.0% Insufficient Data N/A
STAG STAG Industrial Industrial 38.45 4.00% 7,350,490,490 35.00 40.00 1.80 2.20 14.3% 22.2% 3.80% 25.0% 2.42 15.89 39.98 31.64 8.34 0.70 5.0% 3.0% 27.0% 65 Moderately Undervalued
FR First Industrial REIT Industrial 61.33 3.00% 8,130,542,874 30.00 25.00 3.00 3.00 -16.7% 0.0% 3.04% 2.0% 4.50 13.63 64.01 44.58 19.43 0.90 9.0% 4.8% 40.0% 47 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 39.60 5.70% 1,960,490,588 8.00 9.00 1.80 2.00 12.5% 11.1% 6.36% 2.0% 2.70 14.67 40.80 33.64 7.16 0.90 12.0% 3.0% 64 Fairly Valued
SPG Simon Property Group Malls 201.61 5.00% 65,492,625,639 18.00 21.00 12.00 13.00 16.7% 8.3% 7.00% 3.0% 12.24 16.47 205.12 145.84 59.28 8.20 67.0% 8.0% 39.0% 52 Fairly Valued
VICI Vici Properties Gaming, Hospitality, Leisure 28.20 4.40% 30,070,659,672 30.00 30.00 1.60 1.60 0.0% 0.0% 9.26% 10.0% 2.25 12.53 34.01 26.55 7.46 0.67 4.0% 8.0% 35.0% 70 Moderately Undervalued
ARE Alexandria Real Estate Offices - Biotech 47.85 3.00% 8,242,576,575 49.00 50.00 1.40 2.00 2.0% 42.9% 2.04% 1.0% 9.47 5.05 88.24 41.44 46.80 0.50 4.7% 3.4% 19.0% 72 Moderately Undervalued
EQR Equity Residential Residential 61.30 3.20% 23,143,630,811 32.00 32.00 2.20 2.50 0.0% 13.6% 4.78% 5.0% 3.89 15.76 72.40 57.57 14.83 0.60 4.0% 6.0% 28.0% 61 Fairly Valued
O Realty Income Retail Properties 63.96 4.30% 59,639,545,918 46.00 56.00 1.50 2.20 21.7% 46.7% 1.81% 15.0% 4.19 15.26 67.94 54.38 13.56 0.60 4.0% 3.0% 20.0% 69 Moderately Undervalued
IRM Iron Mountain Inc Specialty Storage 113.55 3.50% 33,778,718,647 150.00 50.00 9.00 9.00 -66.7% 0.0% 0.42% 14.0% 1.30 87.35 115.24 77.77 37.47 0.60 1.0% 20.0% 13 Very Overvalued
PSA Public Storage Storage 301.84 2.70% 52,632,815,468 12.00 30.00 8.00 8.00 150.0% 0.0% 2.99% 4.0% 17.19 17.56 312.95 256.54 56.41 1.20 79.0% 13.0% 37 Moderately Overvalued
PLD Prologis Warehouses 142.55 2.30% 130,297,846,990 29.00 35.00 2.00 2.50 20.7% 25.0% 2.48% 7.0% 5.56 25.64 143.95 97.10 46.85 0.45 8.6% 49 Fairly Valued
Viewing Most recent dataset

Moderately Undervalued

ARE — Alexandria Real Estate
Offices - Biotech · Dividend Yield 3.00%
Score: 72 / 100
Price $47.85 · Debt/Equity 0.50 · PB upside 42.9% · EY 2.04% · EPS5y 1.0% P/AFFO 5.05
AVB — Avalon Bay
Apartments · Dividend Yield 3.50%
Score: 66 / 100
Price $171.29 · Debt/Equity 0.70 · PB upside 25.0% · EY 4.32% · EPS5y 5.0% P/AFFO 15.57
O — Realty Income
Retail Properties · Dividend Yield 4.30%
Score: 69 / 100
Price $63.96 · Debt/Equity 0.60 · PB upside 46.7% · EY 1.81% · EPS5y 15.0% P/AFFO 15.26
STAG — STAG Industrial
Industrial · Dividend Yield 4.00%
Score: 65 / 100
Price $38.45 · Debt/Equity 0.70 · PB upside 22.2% · EY 3.80% · EPS5y 25.0% P/AFFO 15.89
VICI — Vici Properties
Gaming, Hospitality, Leisure · Dividend Yield 4.40%
Score: 70 / 100
Price $28.20 · Debt/Equity 0.67 · PB upside 0.0% · EY 9.26% · EPS5y 10.0% P/AFFO 12.53

Fairly Valued

CCI — Crown Castle
Communication, Tower, Fiber · Dividend Yield 3.30%
Score: 52 / 100
Price $86.00 · Debt/Equity 2.70 · PB upside -15.4% · EY 2.94% · EPS5y 15.0% P/AFFO 12.32
DLR — Digital Realty
Data Center · Dividend Yield 4.00%
Score: 49 / 100
Price $195.69 · Debt/Equity 0.96 · PB upside 44.4% · EY 1.85% · EPS5y 12.0% P/AFFO 29.12
EPR — EPR Properties
Experiential · Dividend Yield 6.00%
Score: 48 / 100
Price $56.38 · Debt/Equity 1.20 · PB upside 20.0% · EY 5.79% · EPS5y 12.0% P/AFFO 45.10
EQR — Equity Residential
Residential · Dividend Yield 3.20%
Score: 61 / 100
Price $61.30 · Debt/Equity 0.60 · PB upside 13.6% · EY 4.78% · EPS5y 5.0% P/AFFO 15.76
FR — First Industrial REIT
Industrial · Dividend Yield 3.00%
Score: 47 / 100
Price $61.33 · Debt/Equity 0.90 · PB upside 0.0% · EY 3.04% · EPS5y 2.0% P/AFFO 13.63
LTC — LTC Properties
Long Term Care · Dividend Yield 5.70%
Score: 64 / 100
Price $39.60 · Debt/Equity 0.90 · PB upside 11.1% · EY 6.36% · EPS5y 2.0% P/AFFO 14.67
PLD — Prologis
Warehouses · Dividend Yield 2.30%
Score: 49 / 100
Price $142.55 · Debt/Equity 0.45 · PB upside 25.0% · EY 2.48% · EPS5y 7.0% P/AFFO 25.64
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 —
SPG — Simon Property Group
Malls · Dividend Yield 5.00%
Score: 52 / 100
Price $201.61 · Debt/Equity 8.20 · PB upside 8.3% · EY 7.00% · EPS5y 3.0% P/AFFO 16.47

Moderately Overvalued

PSA — Public Storage
Storage · Dividend Yield 2.70%
Score: 37 / 100
Price $301.84 · Debt/Equity 1.20 · PB upside 0.0% · EY 2.99% · EPS5y 4.0% P/AFFO 17.56
SBAC — SBA Communications
Communication, Towers · Dividend Yield 3.00%
Score: 44 / 100
Price $216.30 · Debt/Equity — · PB upside — · EY 4.54% · EPS5y 40.0% P/AFFO 16.18

Very Overvalued

EQIX — Equinix
Datacenter · Dividend Yield —
Score: 22 / 100
Price $1,056.02 · Debt/Equity 1.30 · PB upside -10.7% · EY 1.30% · EPS5y 18.0% P/AFFO 30.17
IRM — Iron Mountain Inc
Specialty Storage · Dividend Yield 3.50%
Score: 13 / 100
Price $113.55 · Debt/Equity 0.60 · PB upside 0.0% · EY 0.42% · EPS5y 14.0% P/AFFO 87.35
NHI — National Health Investors
Healthcare Facilities · Dividend Yield 5.00%
Score: 22 / 100
Price $85.32 · Debt/Equity 0.70 · PB upside 0.0% · EY 3.54% · EPS5y 4.0% P/AFFO 65.63
OHI — Omega Healthcare investors
Healthcare Facilities · Dividend Yield 6.00%
Score: 29 / 100
Price $46.63 · Debt/Equity 0.80 · PB upside -20.0% · EY 4.14% · EPS5y 4.0% P/AFFO 23.32

Insufficient Data

PEB — Pebblebrook Hotel Trust
Hotel · Dividend Yield 0.00%
Score: —
Price $14.00 · Debt/Equity 1.00 · PB upside — · EY — · EPS5y 0.0% P/AFFO 8.24

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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.

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