Real Estate

Sector Overview

The Real Estate sector plays a pivotal role in the economy by providing housing, office space, retail environments, and industrial facilities necessary for business operations. Companies in this sector range from real estate investment trusts (REITs) that invest in income-generating properties to real estate development firms engaged in building new properties. With a significant contribution to GDP, real estate not only generates a steady stream of rental income but also serves as a vehicle for wealth generation through property appreciation over time.

Key drivers of the Real Estate sector include interest rates, demand trends in housing and commercial spaces, consumer confidence, and economic growth. A low interest rate environment generally stimulates borrowing for mortgages, promoting home-buying and new construction, while rising rates can dampen activity. In recent years, trends such as urbanization, the rise of remote work, and sustainability have influenced the types of properties in demand and the strategies employed by real estate firms. For instance, the appetite for mixed-use developments that integrate living, working, and leisure spaces has grown, alongside an increasing focus on eco-friendly building practices.

The significance of the Real Estate sector extends beyond economic metrics; it serves as a barometer for overall economic health and individual wealth accumulation. The sector has seen various peaks and troughs, particularly during economic downturns, where residential and commercial property values can fluctuate dramatically. The ongoing evolution of this sector, influenced by technological advancements like proptech and changing societal behaviors, highlights its dynamic nature, positioning it as a crucial component of both local and global economies.

Key Metrics

*Weighted by Market Cap Last updated: Oct 04, 2026
Avg P/E Ratio 41.4
Profitable Companies 90%
Avg Growth 301.5%
Avg Dividend Yield 2.79%

Historical Return

Last updated: Oct 01, 2026
1 Year +4.9% +2.8% Div
3 Years Ø +1.5% +2.8% Div
5 Years Ø -0.2% +2.8% Div
1 Year -5.9% +2.8% Div
3 Years Ø -7.2% +2.8% Div
5 Years Ø -6.5% +2.8% Div

Risk & Analysis Metrics

Last updated: Oct 04, 2026

Volatility

16.01% 1 Year
30.43% 3 Years
31.08% 5 Years
40.88% 10 Years

Max Drawdown

-9.25% 1 Year
-39.48% 3 Years
-61.82% 5 Years
-83.66% 10 Years

Sharpe Ratio

1.03 1 Year
0.58 3 Years
-0.18 5 Years
-0.03 10 Years

Volatility

34.45% 1 Year
59.22% 3 Years
49.35% 5 Years
44.49% 10 Years

Max Drawdown

-24.37% 1 Year
-39.34% 3 Years
-66.93% 5 Years
-85.03% 10 Years

Sharpe Ratio

-0.21 1 Year
0.61 3 Years
-0.13 5 Years
-0.05 10 Years

Return Triangle (Heatmap)

Last updated: Oct 01, 2026
2025
2025 0.0%
2025
2025 -2.7%

Distributions

Last updated: Oct 01, 2026

Profit Margin Distribution

< 0%
10%
1y 3y 44% 56%
0 - 5%
8%
1y 3y 31% 0%
5 - 10%
0%
1y 3y 0% 44%
10 - 15%
13%
1y 3y 0% 0%
15 - 20%
0%
1y 3y 0% 0%
20 - 30%
0%
1y 3y 25% 0%
30 - 40%
0%
1y 3y 0% 0%
> 40%
70%
1y 3y 0% 0%
< 0%
58%
1y 3y 67% 83%
0 - 5%
17%
1y 3y 17% 0%
5 - 10%
0%
1y 3y 0% 17%
10 - 15%
8%
1y 3y 0% 0%
15 - 20%
0%
1y 3y 0% 0%
20 - 30%
0%
1y 3y 17% 0%
30 - 40%
0%
1y 3y 0% 0%
> 40%
17%
1y 3y 0% 0%

P/E Ratio Distribution

< 0
10%
1y 3y 93% 76%
0 - 10
71%
1y 3y 0% 24%
10 - 15
0%
1y 3y 0% 0%
15 - 20
0%
1y 3y 0% 0%
20 - 25
0%
1y 3y 0% 0%
25 - 35
0%
1y 3y 0% 0%
35 - 50
0%
1y 3y 0% 0%
> 50
19%
1y 3y 7% 0%
< 0
69%
1y 3y 75% 67%
0 - 10
15%
1y 3y 0% 33%
10 - 15
0%
1y 3y 0% 0%
15 - 20
0%
1y 3y 0% 0%
20 - 25
0%
1y 3y 0% 0%
25 - 35
0%
1y 3y 0% 0%
35 - 50
0%
1y 3y 0% 0%
> 50
15%
1y 3y 25% 0%

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A
Equal Weight Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Oct 01, 2026
92.6% Top 5 Holdings
99.8% Top 10 Holdings
100.0% Top 50 Holdings
100.0% Top 100 Holdings
Top 5 Companies
H78.SI Hongkong Land Holdings Limited
61.8%
CURB Curbline Properties Corp.
11.1%
PEB-PE Pebblebrook Hotel Trust
7.0%
BXDC Blackstone Digital Infrastructure Trust Inc.
6.5%
RLJ-PA RLJ Lodging Trust
6.1%

Market Cap Size Distribution

Micro Cap
1.1%
1y 3y 8.0% 9.1%
Small Cap
19.0%
1y 3y 92.0% 90.9%
Mid Cap
18.1%
1y 3y 0.0% 0.0%
Large Cap
61.8%
1y 3y 0.0% 0.0%
Mega Cap
0.0%
1y 3y 0.0% 0.0%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B
Micro Cap
50.0%
1y 3y 57.1% 66.7%
Small Cap
31.3%
1y 3y 42.9% 33.3%
Mid Cap
12.5%
1y 3y 0.0% 0.0%
Large Cap
6.3%
1y 3y 0.0% 0.0%
Mega Cap
0.0%
1y 3y 0.0% 0.0%
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B

Latest News

View all news →
4 days ago • Business Wire

RioCan Real Estate Investment Trust Announces the Return of Chief Financial Officer

TORONTO--(BUSINESS WIRE)--RioCan Real Estate Investment Trust (ā€œRioCanā€ or the ā€œTrustā€) (TSX: REI.UN) today announced that Dennis Blasutti will res...
4 days ago • Business Wire

RioCan Real Estate Investment Trust Schedules Third Quarter 2026 Earnings Release, Conference Call and Webcast

TORONTO--(BUSINESS WIRE)--RioCan Real Estate Investment Trust (ā€œRioCanā€) (TSX: REI.UN) today announced that it is scheduled to release its financia...
4 days ago • Seeking Alpha

Walker & Dunlop, Inc. (WD) Discusses Shifting Dynamics in the Global Commercial Real Estate Market Transcript

Walker & Dunlop, Inc. (WD) Discusses Shifting Dynamics in the Global Commercial Real Estate Market Transcript

Industries

9 total

Average metrics of all companies in sector Last updated: Oct 04, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $3.95B
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 2.79 %
Beta Indicates the relationship between the price performance of a share and the market. 0.57
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 41.42
Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything. -41.07
Profitable Companies 90%
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 10.75
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 7.88
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 0.77
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 15.9
Enterprise Value to Revenue Enterprise value divided by revenue. 7.05
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.23
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 0.18
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 44.18%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +301.5%
Return on Equity Equity divided by market cap. 4.27%
Return on Assets Indicates a company's profitability in relation to its total assets. 3.37%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 5.42%

Stock Screener

Select filters to narrow down the 28 companies below

28 companies
$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
Dividends Ratio of dividends in the last 12 months to current share price
P/E Ratio
Revenue Revenue of the last quarter YoY Change
Net income Net income of the last quarter YoY Change
Profit margin Profit margin of the last quarter

Hongkong Land Holdings Limited

H78.SI

Hongkong Land Holdings Limited

H78.SI
Market Cap $17.16B
Dividends 3.4%
P/E Ratio 7.5
Revenue $655M
Net Income $1.26B
Profit Margin +192.2%
Employees 2.55K
View Stock

Curbline Properties Corp.

CURB

Curbline Properties Corp.

CURB
Market Cap $3.25B
Dividends 2.5%
P/E Ratio 102.5
Revenue $58.4M +41.0%
Net Income $6.91M -33.5%
Profit Margin +11.8%
Employees 37
View Stock

Pebblebrook Hotel Trust

PEB

Pebblebrook Hotel Trust

PEB
Market Cap $2.15B
Dividends 0.2%
P/E Ratio -28.5
Revenue $407M -0.1%
Net Income $20.7M -40.8%
Profit Margin +5.1%
Employees 60
View Stock

Pebblebrook Hotel Trust

PEB-PE

Pebblebrook Hotel Trust

PEB-PE
Market Cap $2.15B
Dividends 0.2%
P/E Ratio -28.5
Revenue $407M -0.1%
Net Income $20.7M -40.8%
Profit Margin +5.1%
Employees 60
View Stock

Pebblebrook Hotel Trust

PEB-PF

Pebblebrook Hotel Trust

PEB-PF
Market Cap $2.15B
Dividends 0.2%
P/E Ratio -28.5
Revenue $407M -0.1%
Net Income $20.7M -40.8%
Profit Margin +5.1%
Employees 60
View Stock

RLJ Lodging Trust

RLJ

RLJ Lodging Trust

RLJ
Market Cap $1.79B
Dividends 5.3%
P/E Ratio 274.3
Revenue $383M +5.5%
Net Income $18.7M -34.3%
Profit Margin +4.9%
Employees 73
View Stock

RLJ Lodging Trust

RLJ-PA

RLJ Lodging Trust

RLJ-PA
Market Cap $1.79B
Dividends 5.3%
P/E Ratio 274.3
Revenue $383M +5.5%
Net Income $18.7M -34.3%
Profit Margin +4.9%
Employees 73
View Stock

Blackstone Digital Infrastructure Trust Inc.

BXDC

Blackstone Digital Infrastructure Trust Inc.

BXDC
Market Cap $1.74B
Dividends
P/E Ratio
Revenue $9.3M
Net Income $7.08M
Profit Margin +76.2%
View Stock

JVSPAC Acquisition Corp. - Units (1 Ord Class A & 1 Rts)

JVSAU

JVSPAC Acquisition Corp. - Units (1 Ord Class A & 1 Rts)

JVSAU
Market Cap $1.11B
Dividends 0.0%
P/E Ratio 9.8
Revenue $0.00
Net Income $417k +26.0%
Profit Margin
View Stock

JVSPAC Acquisition Corp. - Tradeable Rights - Jan 2029

JVSAR

JVSPAC Acquisition Corp. - Tradeable Rights - Jan 2029

JVSAR
Market Cap $1.11B
Dividends 0.0%
P/E Ratio 9.8
Revenue $0.00
Net Income $417k +26.0%
Profit Margin
View Stock

JVSPAC Acquisition Corp. - Ordinary Shares - Class A

JVSA

JVSPAC Acquisition Corp. - Ordinary Shares - Class A

JVSA
Market Cap $1.11B
Dividends 0.0%
P/E Ratio 9.8
Revenue $0.00
Net Income $417k +26.0%
Profit Margin
View Stock

Hotel101 Global Holdings Corp. Class A Ordinary Shares

HBNB

Hotel101 Global Holdings Corp. Class A Ordinary Shares

HBNB
Market Cap $1.11B
Dividends 0.0%
P/E Ratio -36.6
Revenue $0.00
Net Income $417k +26.0%
Profit Margin
View Stock

Healthcare Trust Inc - 7.375% PRF PERPETUAL USD 25 - Ser A

HTIA

Healthcare Trust Inc - 7.375% PRF PERPETUAL USD 25 - Ser A

HTIA
Market Cap $418.16M
Dividends 7.0%
P/E Ratio -106.0
Revenue $87.5M
Net Income -$5.36M -77.9%
Profit Margin -6.1%
Employees 31
View Stock

Healthcare Trust Inc - 7.125% PRF PERPETUAL USD 25 - Ser B

HTIBP

Healthcare Trust Inc - 7.125% PRF PERPETUAL USD 25 - Ser B

HTIBP
Market Cap $418.16M
Dividends 7.0%
P/E Ratio -106.0
Revenue $87.5M
Net Income -$5.36M -77.9%
Profit Margin -6.1%
Employees 31
View Stock

National Healthcare Properties, Inc. (NHP)

NHP

National Healthcare Properties, Inc. (NHP)

NHP
Market Cap $418.16M
Dividends 0.5%
P/E Ratio -8.6
Revenue $87.5M
Net Income -$5.36M -77.9%
Profit Margin -6.1%
Employees 31
View Stock

Braemar Hotels & Resorts Inc

BHR

Braemar Hotels & Resorts Inc

BHR
Market Cap $144.36M
Dividends 6.0%
P/E Ratio -8.1
Revenue $171M -4.5%
Net Income $11.9M -258.1%
Profit Margin +7.0%
View Stock

Braemar Hotels & Resorts Inc.

BHR-PB

Braemar Hotels & Resorts Inc.

BHR-PB
Market Cap $144.36M
Dividends 6.0%
P/E Ratio -8.1
Revenue $171M -4.5%
Net Income $11.9M -258.1%
Profit Margin +7.0%
View Stock

Lightstone Value Plus Real Estate Investment Trust V, Inc.

LVVP

Lightstone Value Plus Real Estate Investment Trust V, Inc.

LVVP
Market Cap $120.83M
Dividends 0.0%
P/E Ratio -10.0
Revenue $0.00
Net Income -$3.86M +18.9%
Profit Margin
View Stock

Renalytix Plc - ADR

RNLX

Renalytix Plc - ADR

RNLX
Market Cap $22.55M
Dividends 0.0%
P/E Ratio -0.3
Revenue $4.26M +203.4%
Net Income -$8.02M +40.1%
Profit Margin -188.4%
Employees 6
View Stock

RenX Enterprises Corp.

RENX

RenX Enterprises Corp.

RENX
Market Cap $22.55M
Dividends 0.0%
P/E Ratio -0.0
Revenue $4.26M +203.4%
Net Income -$8.02M +40.1%
Profit Margin -188.4%
Employees 6
View Stock