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Real Estate Investment Trusts – Industry Analysis, Statistics, Trends, and Forecasts

SIC 6798  |  NAICS 525990

The following guide to industry research and analysis provides sources for industry statistics, trends, and forecasts, financial ratios, salary surveys, and more.

See the following sections listed below to view available resources by category:

For guides to other industries, see our index of over 400 industries.

Industry Analysis, Statistics, Trends, and Forecasts

Real Estate Investment Trusts  (view report)
Commercial Real Estate  (view report)
Comprehensive industry 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 industry research report and selected industry statistics including market size, five-year average growth rate, number of businesses, and total employment are available free online.

Resources available from this trade association include:

What's a REIT?  Select various sections from drop-down menu
Introductory sections provide an overview of the REIT industry, with topics covered including number and types of REITS, differences between public-listed, public non-listed, and private REITS, types of properties owned and managed or financed by REITs, IRS requirements for qualification as an REIT, investment and tax characteristics, and historical performance. All information is available free online.

REIT Magazine
Bimonthly trade publication provides news and information for the REIT industry, with topics covered in various issues including sector analysis (e.g., residential, retail, lodging/resorts, office, health care, self-storage, data centers, industrial, infrastructure, timberland, specialty, diversified), statistical data and forecasts, and company and executive profiles. Archived digital editions are available free online.

Industry Financial Snapshot
Monthly report provides a statistical snapshot of the REIT market, with statistical data provided in the report including industry size, overall investment performance, dividends, yield comparison, leverage and coverage ratios, average trading volumes, capital offerings, investment performance by property sector and subsector, and selected indicators of market performance. Report is available free online.

Monthly report provides detailed information on REIT investment performance and financial activities, with report sections including indicators of U.S. investment performance, U.S. performance statistics by property sector and subsector, indicators of U.S. financial activity, and indicators of global market performance. Current and past editions of the publication can be downloaded and viewed free online.

Outlook for REITs and Commercial Properties
Annual publication analyzes current conditions for REITs and commercial properties and the outlook for both sectors in the year ahead, with topics covered in the report including macroeconomic trends and outlook, commercial property vacancy rates, rent growth, and pricing trends, and REIT financial strength, operating performance, and investment returns by sector. Reports are available free online.

Green Street Advisors, LLC
Sector Updates

Quarterly updates provide detailed analysis and forecasts for eleven major REIT sectors, with topics covered including demand drivers, supply growth, market rent and occupancy growth, same property net operating income (NOI) growth, capital allocation, property values, net asset value updates, long- term NOI growth, valuation dashboard, and comparative analysis. Sample update is available online.

Real Estate Investment Trusts Market Analysis  Search for "525990"

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.

More Resources
For more industry research reports and other resources, see the following resource guide.

Financial Statements and Financial Ratios

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

Real Estate Investment Trusts
(see links for individual reports)

Financial benchmarking section of this report provides an analysis of industry income and expenses as a percentage of annual revenues for companies that own or finance income-producing properties across a range of sectors and qualify as REITs under IRS provisions which require them to distribute at least ninety percent of their taxable income as dividends to their shareholders on an annual basis.

Compensation and Salary Surveys

Compensation & Benefits Survey

Comprehensive report provides base salary, annual incentive award values, and long-term incentive award values for more than two hundred job positions employed by REITs and REOCs, with survey results broken out by primary property sector, total debt and equity capitalization, and number of full- time employees. Sample data and a list of job positions covered by the survey can be viewed online.

PayScale, Inc.
Real Estate Investment Trust

Free online service provides salary, bonus, and hourly wage data for job positions in this sector such as asset manager, investment analyst, financial analyst, accounting manager, and senior accountant, with employers for which data is provided including Crown Castle International Corp., Weyerhaeuser Company, Simon Property Group Inc., Host Hotels & Resorts Inc., and American Tower Corporation.

Business Valuation Resources

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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