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.
Select from the following sections or scroll below to view available resources:
For guides to other industries, see our
index of over 400 industries.
Industry Analysis, Trends, Statistics, and Forecasts
Comprehensive research reports provide in-depth industry analysis and five-year growth 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:
- Market size, product segments, and major markets
- Key statistics, market trends, and external drivers
- Operating conditions and current performance
- Competitive landscape and environment
- Major company profiles and market shares
- Five-year outlook and revenue forecast
Ernst & Young
Global Perspectives: REIT Report
https://www.ey.com/
Annual study examines key areas of operations which affect long-term management success for companies in
this sector, with topics covered including platform effectiveness, capital allocation, merger and acquisition
transactions, and financial structure. Current and prior studies can be downloaded and viewed online.
NAREIT
Information resources available from this trade association include:
REIT Basics / FAQS
https://www.reit.com/ /
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
https://www.reit.com/
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.
REITWatch
https://www.reit.com/
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
https://www.spglobal.com/
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.
More Resources »
Financial Statements and Financial Ratios
BizMiner
Industry Financial Ratios
Real Estate Investment Trusts
https://www.bizminer.com
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:
- Income and expenses in dollars and percentages
- Balance sheets in dollars and percentages
- Profitability and return on investment ratios
- Liquidity and working capital ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
Frost & Sullivan
Financial Assessment of the Global Residential/Office REIT Industry
http://www.frost.com/
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.
More Resources »
Compensation and Salary Surveys
NAREIT Compensation Survey
https://www.reit.com/
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.
More Resources »
Business Valuation Resources
Green Street Advisors
REIT Valuation: NAV-Based Pricing Model
http://www.greenstreetadvisors.com/
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.
Business Valuation Resources, LLC
DealStats® - Private and Public Company Transaction Data
https://www.bvresources.com/
Interactive database provides detailed transaction data for over
38,000 private and public companies sold for prices ranging
from under $250,000 to over $500,000,000, with valuation measures
provided including market value of invested capital as a multiple
of revenue, gross profit, EBIT, EBITDA, SDE, and book value
of invested capital. User guide, free webinar, and sample reports
are available online.
More Resources »
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