Valuation Resources

Real Estate Investment Trusts

SIC 6798  |  NAICS 525990

The following guide to industry information, research, and analysis provides sources for industry trends and statistics, financial ratios, salary surveys, and more. See the following sections listed below to view available resources by category: industry analysis, trends, statistics, and forecasts; financial statements and financial ratios; compensation and salary surveys; and business valuation resources. For guides to other industries, see our index of over 400 industries.

Industry Analysis, Trends, Statistics, and Forecasts

Real Estate Investment Trusts  (view report)
Commercial Real Estate  (view report)
Comprehensive market research reports provide in-depth industry analysis and five-year forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Topics addressed in the reports include:
Sample report and selected data including market size based on revenue, five-year average growth rate, number of businesses, and total employment are available free online.

Information resources available from this trade association include:

REIT Basics / FAQS / faqs
Above sections provide an overview of the REIT industry, with topics covered including basic definition, formation and conversion requirements, number and types of entities, how they differ from partnerships,  investment and tax characteristics, valuation measures, and more. All information is accessible free online.

REIT Magazine
Bimonthly trade publication features news and information for the publicly-traded real estate industry, with topics covered including sector analysis (e.g., residential, self storage, lodging, office, health care, and retail), statistical data and forecasts, and company and executive profiles. Digital editions can be viewed free online.

Monthly statistical report provides detailed information on investment performance and financial activities, with topics covered including U.S. and global investment performance, U.S. performance statistics by property sector and subsector, and U.S. financial activity. Current and prior issues are available free online.

Standard & Poor's Industry Surveys
Real Estate Investment Trusts
Standard & Poor's survey provides in-depth coverage for the REIT sector, with topics covered including current business environment; industry profile, trends, and operations; key ratios and statistics; reference sources; how to analyze a company, and comparative company analysis. Sample report is available online.

Market Analysis

Market analysis report provides industry statistics for a user-defined area on a national, state, county, metro area, or zip code level, with data provided including number of companies, market volume and sales trends, average company sales, sales per employee, staffing and employment trends, average employee wage, and business start up activity and failure rates. Sample report can be viewed online.

Financial Statements and Financial Ratios

Industry Financial Ratios
Real Estate Investment Trusts  Search for "525990"
Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level including:
Sample reports are available online.

Frost & Sullivan
Financial Assessment of the Global Residential/Office REIT Industry
Financial assessment studies analyze public companies in the residential and office building sectors in terms of liquidity, profitability (EBIT margin and return on equity), activity, and solvency ratios and rank them using a relative weighting scheme in relationship to industry averages based on their respective financial and risk management characteristics. Report overview and extended table of contents can be viewed free online.

Compensation and Salary Surveys

NAREIT Compensation Survey
Comprehensive annual survey provides base salary, annual incentive award values, and long-term incentive award values for over 100 job positions, and also includes insights on topics such as compensation program design and structure, employment agreement practices, and board of director compensation. Sample report which includes a complete list of all job positions covered by the survey can downloaded and viewed online.

Business Valuation Resources

Green Street Advisors
REIT Valuation: NAV-Based Pricing Model
Proprietary valuation model analyzes factors which can result in premiums and discounts to net asset value (NAV), with topics covered including sector-average premiums or discounts, franchise value, balance sheet risk, corporate governance, and general and administrative overhead. All information is available free online.

Private company sales transaction data for over 800 industries.

Related Industries:
Financial Planners and Investment Advisors
Hedge Funds
Private Equity Firms
Venture Capital Firms


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