# REIT - Specialty — Industry Hub

> Quantitative analysis from TrendMatrix. Data for informational use only — not investment advice.

Specialty REITs own and lease properties serving specific purposes—data centers, cell towers, life sciences facilities, and infrastructure—generating income from tenant leases. These investments are sensitive to interest rate changes, tenant credit quality and occupancy rates, and sector-specific forces like data center power demands and telecommunications consolidation. TrendMatrix ranks 14 US-listed REIT - Specialty stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.

- **Parent sector:** Real Estate
- **Stocks tracked:** 13 (primer N: 14)
- **Sentiment:** 0 bullish · 2 neutral · 11 bearish · avg score 5.21
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [GLPI](https://trendmatrix.com/stocks/GLPI) | Gaming and Leisure Properties,  | HOLD_IF_HOLDING | 5.9 | $48.55 | +0.9% |
| 2 | [DLR](https://trendmatrix.com/stocks/DLR) | Digital Realty Trust, Inc. | HOLD_IF_HOLDING | 5.5 | $198.50 | +2.9% |
| 3 | [AMT](https://trendmatrix.com/stocks/AMT) | American Tower Corporation (REI | SELL_IF_HOLDING | 5.9 | $182.45 | +6.5% |
| 4 | [RYN](https://trendmatrix.com/stocks/RYN) | Rayonier Inc. REIT | SELL_IF_HOLDING | 5.4 | $21.38 | +7.4% |
| 5 | [SBAC](https://trendmatrix.com/stocks/SBAC) | SBA Communications Corporation | SELL_IF_HOLDING | 5.4 | $220.33 | -0.1% |
| 6 | [FRMI](https://trendmatrix.com/stocks/FRMI) | Fermi Inc. | SELL_IF_HOLDING | 5.3 | $4.99 | +38.6% |
| 7 | [EPR](https://trendmatrix.com/stocks/EPR) | EPR Properties | SELL_IF_HOLDING | 5.2 | $56.20 | -0.9% |
| 8 | [UNIT](https://trendmatrix.com/stocks/UNIT) | Uniti Group Inc. | SELL_IF_HOLDING | 5.1 | $11.52 | +3.6% |
| 9 | [OUT](https://trendmatrix.com/stocks/OUT) | OUTFRONT Media Inc. | SELL_IF_HOLDING | 5.0 | $31.09 | -1.9% |
| 10 | [IRM](https://trendmatrix.com/stocks/IRM) | Iron Mountain Incorporated (Del | SELL_IF_HOLDING | 4.9 | $122.62 | -0.1% |
| 11 | [LAMR](https://trendmatrix.com/stocks/LAMR) | Lamar Advertising Company | SELL_IF_HOLDING | 4.9 | $138.31 | -1.2% |
| 12 | [EQIX](https://trendmatrix.com/stocks/EQIX) | Equinix, Inc. | SELL_IF_HOLDING | 4.7 | $1,069.39 | +3.5% |
| 13 | [CCI](https://trendmatrix.com/stocks/CCI) | Crown Castle Inc. | SELL_IF_HOLDING | 4.5 | $88.64 | +0.2% |

## Recent 8-K Events (last 30 days)

- **FRMI** [Item 5.02] (2026-04-17): Fermi Inc. CEO Toby Neugebauer departed April 17, 2026. An Interim Office of the CEO was created (COO Jacobo Ortiz and board observer Anna Bofa). No permanent CEO successor named; search underway.

## Cross-Company Themes

- **PENN** — 1 companies (GLPI)
- **T-Mobile** — 1 companies (SBAC)
- **T-Mobile, AT&T, and Verizon Wireless** — 1 companies (CCI)
- **small number of anchor tenants** — 1 companies (FRMI)
- **top-20 customers** — 1 companies (DLR)

## Related Industries

- [Real Estate Services](https://trendmatrix.com/industries/real-estate-services) — 14 stocks
- [REIT - Industrial](https://trendmatrix.com/industries/reit-industrial) — 15 stocks
- [REIT - Office](https://trendmatrix.com/industries/reit-office) — 13 stocks
- [REIT - Residential](https://trendmatrix.com/industries/reit-residential) — 16 stocks
- [REIT - Healthcare Facilities](https://trendmatrix.com/industries/reit-healthcare-facilities) — 12 stocks

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- Markdown: https://trendmatrix.com/industries/reit-specialty.md