# Real Estate — Sector Hub

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

Real Estate stocks comprise REITs and property operators that generate income from renting, developing, or managing residential, commercial, and industrial properties. The sector's performance hinges on interest rates—which determine both borrowing costs and investor yields—alongside economic growth, occupancy rates, and tenant strength. TrendMatrix ranks 144 US-listed Real Estate stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.

- **Stocks tracked:** 149 (primer N: 144)
- **Sentiment:** 4 bullish · 25 neutral · 120 bearish · avg score 5.22
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [FR](https://trendmatrix.com/stocks/FR) | First Industrial Realty Trust,  | STRONG_BUY_WAIT | 6.1 | $61.49 | +8.4% |
| 2 | [UMH](https://trendmatrix.com/stocks/UMH) | UMH Properties, Inc. | STRONG_BUY_WAIT | 5.7 | $15.57 | +10.4% |
| 3 | [DRH](https://trendmatrix.com/stocks/DRH) | Diamondrock Hospitality Company | STRONG_BUY_WAIT | 5.3 | $10.29 | +6.8% |
| 4 | [SAFE](https://trendmatrix.com/stocks/SAFE) | Safehold Inc. New | STRONG_BUY_WAIT | 5.2 | $15.92 | +10.1% |
| 5 | [RITM](https://trendmatrix.com/stocks/RITM) | Rithm Capital Corp. | HOLD_IF_HOLDING | 6.6 | $9.80 | +24.7% |
| 6 | [CBL](https://trendmatrix.com/stocks/CBL) | CBL & Associates Properties, In | HOLD_IF_HOLDING | 6.5 | $45.70 | +13.1% |
| 7 | [NLY](https://trendmatrix.com/stocks/NLY) | Annaly Capital Management Inc. | HOLD_IF_HOLDING | 6.4 | $22.82 | +7.8% |
| 8 | [OHI](https://trendmatrix.com/stocks/OHI) | Omega Healthcare Investors, Inc | HOLD_IF_HOLDING | 6.2 | $46.80 | +1.3% |
| 9 | [TRNO](https://trendmatrix.com/stocks/TRNO) | Terreno Realty Corporation | HOLD_IF_HOLDING | 6.1 | $64.88 | +2.1% |
| 10 | [HST](https://trendmatrix.com/stocks/HST) | Host Hotels & Resorts, Inc. | HOLD_IF_HOLDING | 6.0 | $21.21 | +7.2% |
| 11 | [JLL](https://trendmatrix.com/stocks/JLL) | Jones Lang LaSalle Incorporated | HOLD_IF_HOLDING | 6.0 | $316.18 | +4.4% |
| 12 | [ORC](https://trendmatrix.com/stocks/ORC) | Orchid Island Capital, Inc. | HOLD_IF_HOLDING | 6.0 | $7.05 | +0.8% |
| 13 | [SBRA](https://trendmatrix.com/stocks/SBRA) | Sabra Health Care REIT, Inc. | HOLD_IF_HOLDING | 6.0 | $20.57 | -1.0% |
| 14 | [STWD](https://trendmatrix.com/stocks/STWD) | STARWOOD PROPERTY TRUST, INC. S | HOLD_IF_HOLDING | 6.0 | $18.31 | -1.0% |
| 15 | [WELL](https://trendmatrix.com/stocks/WELL) | Welltower Inc. | HOLD_IF_HOLDING | 6.0 | $216.60 | -0.5% |
| 16 | [EPRT](https://trendmatrix.com/stocks/EPRT) | Essential Properties Realty Tru | HOLD_IF_HOLDING | 5.9 | $31.43 | +7.2% |
| 17 | [GLPI](https://trendmatrix.com/stocks/GLPI) | Gaming and Leisure Properties,  | HOLD_IF_HOLDING | 5.9 | $48.17 | +1.8% |
| 18 | [RHP](https://trendmatrix.com/stocks/RHP) | Ryman Hospitality Properties, I | HOLD_IF_HOLDING | 5.9 | $104.25 | +8.2% |
| 19 | [CUZ](https://trendmatrix.com/stocks/CUZ) | Cousins Properties Incorporated | HOLD_IF_HOLDING | 5.7 | $25.68 | -0.8% |
| 20 | [EGP](https://trendmatrix.com/stocks/EGP) | EastGroup Properties, Inc. | HOLD_IF_HOLDING | 5.7 | $199.25 | +6.8% |
| 21 | [FRT](https://trendmatrix.com/stocks/FRT) | Federal Realty Investment Trust | HOLD_IF_HOLDING | 5.7 | $110.38 | +5.7% |
| 22 | [SKT](https://trendmatrix.com/stocks/SKT) | Tanger Inc. | HOLD_IF_HOLDING | 5.6 | $36.39 | +7.2% |
| 23 | [VICI](https://trendmatrix.com/stocks/VICI) | VICI Properties Inc. | HOLD_IF_HOLDING | 5.6 | $28.71 | +7.7% |
| 24 | [DLR](https://trendmatrix.com/stocks/DLR) | Digital Realty Trust, Inc. | HOLD_IF_HOLDING | 5.5 | $199.38 | +2.4% |
| 25 | [CPT](https://trendmatrix.com/stocks/CPT) | Camden Property Trust | HOLD_IF_HOLDING | 5.4 | $104.78 | +6.3% |
| 26 | [PLD](https://trendmatrix.com/stocks/PLD) | Prologis, Inc. | HOLD_IF_HOLDING | 5.3 | $140.76 | +1.3% |
| 27 | [ALX](https://trendmatrix.com/stocks/ALX) | Alexander's, Inc. | HOLD_IF_HOLDING | 5.2 | $253.58 | +9.0% |
| 28 | [AMH](https://trendmatrix.com/stocks/AMH) | American Homes 4 Rent | HOLD_IF_HOLDING | 5.1 | $31.95 | -1.3% |
| 29 | [CUBE](https://trendmatrix.com/stocks/CUBE) | CubeSmart | HOLD_IF_HOLDING | 5.0 | $40.06 | +8.0% |
| 30 | [MFA](https://trendmatrix.com/stocks/MFA) | MFA Financial, Inc. | SELL_IF_HOLDING | 6.3 | $10.28 | +27.9% |
| 31 | [FISK](https://trendmatrix.com/stocks/FISK) | Empire State Realty OP, L.P. Se | SELL_IF_HOLDING | 6.0 | $5.51 | +15.1% |
| 32 | [MRP](https://trendmatrix.com/stocks/MRP) | Millrose Properties, Inc. | SELL_IF_HOLDING | 6.0 | $30.54 | +9.9% |
| 33 | [NMRK](https://trendmatrix.com/stocks/NMRK) | Newmark Group, Inc. | SELL_IF_HOLDING | 6.0 | $16.01 | +4.7% |
| 34 | [UE](https://trendmatrix.com/stocks/UE) | Urban Edge Properties | SELL_IF_HOLDING | 6.0 | $21.71 | +0.6% |
| 35 | [AMT](https://trendmatrix.com/stocks/AMT) | American Tower Corporation (REI | SELL_IF_HOLDING | 5.9 | $182.18 | +6.8% |
| 36 | [CIM](https://trendmatrix.com/stocks/CIM) | Chimera Investment Corporation | SELL_IF_HOLDING | 5.9 | $13.79 | -0.9% |
| 37 | [ESBA](https://trendmatrix.com/stocks/ESBA) | Empire State Realty OP, L.P. Se | SELL_IF_HOLDING | 5.9 | $5.49 | +1.9% |
| 38 | [MPT](https://trendmatrix.com/stocks/MPT) | Medical Properties Trust, Inc. | SELL_IF_HOLDING | 5.9 | $4.91 | +4.2% |
| 39 | [OGCP](https://trendmatrix.com/stocks/OGCP) | Empire State Realty OP, L.P. Se | SELL_IF_HOLDING | 5.9 | $5.50 | +1.8% |
| 40 | [JOE](https://trendmatrix.com/stocks/JOE) | St. Joe Company (The) | SELL_IF_HOLDING | 5.8 | $64.34 | +10.5% |
| 41 | [BRX](https://trendmatrix.com/stocks/BRX) | Brixmor Property Group Inc. | SELL_IF_HOLDING | 5.7 | $29.92 | +3.2% |
| 42 | [BXMT](https://trendmatrix.com/stocks/BXMT) | Blackstone Mortgage Trust, Inc. | SELL_IF_HOLDING | 5.7 | $19.18 | +4.6% |
| 43 | [BXP](https://trendmatrix.com/stocks/BXP) | BXP, Inc. | SELL_IF_HOLDING | 5.7 | $58.41 | +6.9% |
| 44 | [CBRE](https://trendmatrix.com/stocks/CBRE) | CBRE Group Inc | SELL_IF_HOLDING | 5.7 | $142.60 | +8.6% |
| 45 | [NSA](https://trendmatrix.com/stocks/NSA) | National Storage Affiliates Tru | SELL_IF_HOLDING | 5.7 | $42.17 | +2.4% |
| 46 | [VTMX](https://trendmatrix.com/stocks/VTMX) | Corporacion Inmobiliaria Vesta, | SELL_IF_HOLDING | 5.7 | $35.40 | +2.1% |
| 47 | [AAT](https://trendmatrix.com/stocks/AAT) | American Assets Trust, Inc. | SELL_IF_HOLDING | 5.6 | $20.77 | +2.0% |
| 48 | [BFS](https://trendmatrix.com/stocks/BFS) | Saul Centers, Inc. | SELL_IF_HOLDING | 5.6 | $34.20 | +8.1% |
| 49 | [EFC](https://trendmatrix.com/stocks/EFC) | Ellington Financial Inc. | SELL_IF_HOLDING | 5.6 | $13.28 | -1.5% |
| 50 | [ESRT](https://trendmatrix.com/stocks/ESRT) | Empire State Realty Trust, Inc. | SELL_IF_HOLDING | 5.6 | $5.58 | +3.2% |

_Showing top 50 of 149 tracked. Full list at `/api/sectors/real-estate/rollup`._

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

- **NHI** [Item 5.02] (2026-04-23): CFO John Spaid notified NHI Board of retirement effective July 1, 2026; Todd Siefert appointed as EVP Corporate Finance effective June 1, 2026 and becomes CFO upon retirement. No disagreement cited.
- **NHI** [Item 1.01] (2026-04-22): NHI entered Purchase and Sale Agreement on April 21, 2026 to sell 32 SNFs and 3 ILFs to NHC/OP L.P. for $560 million, divesting properties under the long-standing Master Lease with NHC.
- **NHI** [Item 1.02] (2026-04-22): Termination of Master Agreement to Lease (October 17, 1991) with NHC/OP L.P. covering 35 facilities, in connection with the $560 million sale agreement entered April 21, 2026.
- **HHH** [Item 1.01] (2026-04-21): Entered warrant agreement with Mr. Grandisson: purchase of warrants for 1,131,273 shares at 100/share for 10M. Warrants exercisable April 20, 2030, expire April 20, 2031.
- **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.
- **FRT** [Item 1.02] (2026-04-15): On April 14, 2026, Federal Realty OP LP terminated its Second Amended and Restated Credit Agreement (dated October 5, 2022) upon entering a new Third Amended and Restated Credit Agreement providing an updated revolving credit facility.
- **DEI** [Item 5.02] (2026-04-10): DEI director Leslie Bider (Lead Director) informed company April 6, 2026 he will not stand for re-election; retires at May 28, 2026 annual meeting. Andy Cohen elected to Board effective April 8, 2026; board temporarily increased from 8 to 9. No disagreement cited.
- **LINE** [Item 5.02] (2026-04-09): CIO/CTO Sudarsan Thattai notified Lineage of planned retirement April 2, 2027. CIO responsibilities to transition to other management in advance; will continue as CTO until retirement.
- **GNL** [Item 5.02] (2026-04-02): P. Sue Perrotty and Governor Edward Rendell will not stand for re-election at GNL's 2026 Annual Meeting, retiring at conclusion of current terms. Notification given April 1, 2026. No disagreement with the Company cited.
- **FCPT** [Item 5.02] (2026-04-01): Board elected Michael Friedland, age 66, as independent director effective April 1, 2026, to serve on Investment and Nominating/Governance Committees. Routine board appointment; no officer departure.

## Cross-Company Themes

- **California** — 6 companies (FR, RITM, NSA, REG, PECO, LINE)
- **Texas** — 6 companies (EPRT, NSA, NTST, ADC, FCPT, IVT)
- **Florida** — 5 companies (CUBE, REG, PECO, SUI, ELS)
- **Agency RMBS** — 3 companies (AGNCN, AGNCM, AGNC)
- **industrial properties** — 3 companies (BNL, REXR, STAG)

## Industries in this Sector

- [REIT - Retail](https://trendmatrix.com/industries/reit-retail) — 22 stocks
- [REIT - Mortgage](https://trendmatrix.com/industries/reit-mortgage) — 17 stocks
- [REIT - Residential](https://trendmatrix.com/industries/reit-residential) — 16 stocks
- [REIT - Industrial](https://trendmatrix.com/industries/reit-industrial) — 15 stocks
- [REIT - Specialty](https://trendmatrix.com/industries/reit-specialty) — 14 stocks
- [Real Estate Services](https://trendmatrix.com/industries/real-estate-services) — 14 stocks
- [REIT - Office](https://trendmatrix.com/industries/reit-office) — 13 stocks
- [REIT - Healthcare Facilities](https://trendmatrix.com/industries/reit-healthcare-facilities) — 12 stocks
- [REIT - Hotel & Motel](https://trendmatrix.com/industries/reit-hotel-and-motel) — 9 stocks
- [REIT - Diversified](https://trendmatrix.com/industries/reit-diversified) — 7 stocks
- [Real Estate - Development](https://trendmatrix.com/industries/real-estate-development) — 4 stocks
- [Real Estate - Diversified](https://trendmatrix.com/industries/real-estate-diversified) — 1 stocks

## Canonical Links

- HTML: https://trendmatrix.com/sectors/real-estate
- JSON: https://trendmatrix.com/api/sectors/real-estate/rollup
- Markdown: https://trendmatrix.com/sectors/real-estate.md