SECTOR PILLAR

Real Estate Stocks 2026

Real Estate, primarily traded through REITs, offers contractual rent income, inflation linkage and meaningful yields — but rate-sensitivity dominates short-term price action. Sub-segments diverge sharply: data centers and industrial REITs ride secular demand, while office and traditional retail face structural headwinds. FFO per share, occupancy and weighted-average lease term are the working metrics rather than reported earnings.

Stocks tracked

Avg P/E

20.3

Avg div yield

6.84%

Largest by mcap

Realty Income

O

Top 10 by market cap

Company	Ticker	Market Cap	P/E	Div Yield
Realty Income	O	$55.9B	49.1	5.43%
Merlin Properties	MRL.MC	$9.5B	11.2	1.44%
STAG Industrial	STAG	$7.1B	28.3	4.24%
Essential Properties Realty	EPRT	$6.5B	23.7	4.11%
Warehouses De Pauw	WDP.BR	$5.2B	13.2	5.65%
Opendoor Technologies	OPEN	$5.2B	—	—
CA Immobilien	CAI.VI	$2.3B	13.1	3.66%
Global Net Lease	GNL	$2B	—	8.13%
Veris Residential	VRE	$1.9B	26.0	1.69%
Alexander and Baldwin	ALEX	$1.5B	23.4	4.94%