4 companies · median 20 of 36 checks · prices as of 2026-10-23
REIT stocks.
Sorted by how many checks each one passes. Sort by any column to see who is cheapest, who is growing, or who has the strongest balance sheet - and how that compares with what is normal for the industry.
Ranked by checks passed
4 companies in this sector→There is real spread here - Simon Property Group (SPG) leads on 29 of 36 checks, Realty Income (O) trails on 18, with a median of 20.
→PLD, AMT, SPG are 84% of the $328.3B we cover here, so a sector average says more about them than about the rest.
| Save | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
 Simon Property GroupSPGreitOwns and runs premium shopping malls and outlet centers.Report | -0.2% | +23.0% | 5 | 5 | 6 | 4 | 5 | 4 | 29/36 | |
 American TowerAMTreitOwns cell towers worldwide and leases space on them to wireless carriers.Report | +4.1% | +2.9% | 3 | 3 | 5 | 2 | 5 | 4 | 22/36 | |
 PrologisPLDreitOwns logistics warehouses worldwide and leases them to shippers and retailers.Report | -0.2% | +3.5% | 1 | 2 | 6 | 5 | 4 | 0 | 18/36 | |
 Realty IncomeOreitOwns thousands of single-tenant shops and warehouses, and pays its rent out as a monthly dividend.Report | -0.3% | -0.4% | 2 | 3 | 4 | 4 | 3 | 2 | 18/36 |
Every filing behind this table closes on 2026-06-30; prices are the close of 2026-10-23. Each name links to its full report; every score is a count of pass-or-fail checks read from that company's own filings.
Where the sector falls short
median score per axis→Value is where the REITs and investment offices we cover come up short most often, at a median of 2.5 of 6, while Quality runs at 5.5.
| Value | ●●●○○○ | 3 of 6 |
| Growth | ●●●○○○ | 3 of 6 |
| Quality | ●●●●●● | 6 of 6 |
| Financial health | ●●●●○○ | 4 of 6 |
| Shareholder returns | ●●●●●○ | 5 of 6 |
| Trend | ●●●○○○ | 3 of 6 |
What a normal margin looks like here
sector percentiles · 94 filers→Operating margin varies widely among REITs and investment offices: the middle of the field runs from 14% to 49%, with a midpoint of 25% measured over 94 filers.
| Metric | Bottom third | Midpoint | Top third |
|---|---|---|---|
| Operating margin n=94 | 14.0% | 24.7% | 48.7% |
| Net margin n=187 | -1.6% | 9.1% | 24.3% |
| Return on equity n=201 | -0.6% | 4.1% | 7.4% |
Who grows, and who keeps it
every company in the industry→Every one of them grows faster than this industry's middle and keeps more of each sale than it does. The industry's middle is 4% growth on a 26% margin.
A year of price
not a fact about the business→3 of 4 are up over twelve months and the median move is +3.2% - Simon Property Group (SPG) at +23.0% against Realty Income (O) at -0.4%. Price is not a fact about a business, and the Trend chapter of each report says what it is measured on.
Head to head
3 pairsThe table above gives the order. These put two of them in one column each, so you can see where the difference actually is.