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.

Select from the following sections or scroll below to view available resources:
  • Industry Analysis, Trends, Statistics, and Forecasts
  • Financial Statements and Financial Ratios
  • Compensation and Salary Surveys
  • Business Valuation Resources

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Industry Analysis, Trends, Statistics, and Forecasts

Real Estate Investment Trusts  (view report)
Commercial Real Estate  (view report)

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
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.

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.

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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:

  • 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
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.

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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.

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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.

Business Valuation Resources, LLC
DealStats® - Private and Public Company Transaction Data

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.

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Financial Planners and Investment Advisors
Hedge Funds
Private Equity Firms
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