Industry Framework

Real Estate Investment Trusts

Measure REITs through AFFO, payout coverage, and cost of capital instead of depreciation-distorted earnings.

REITs are property cash-flow vehicles, not ordinary earnings stories. Depreciation distorts net income, dividend coverage matters, and the real economic questions sit in FFO, AFFO, balance-sheet quality, and cost of capital. The StatsAlpha(TM) REIT framework compares REITs through REIT-native cash metrics, peer percentile ranges, property-quality moat signals, and AFFO-based valuation logic. It is intended for informational analysis, not investment advice.

Money Flow Engine: Real Estate Investment Trust Moat Template: REIT Specialized Fair Value Lens: REITs Trade-Off Cluster: Equity REITs
Coverage
282
Companies currently mapped to this framework
Median Composite
48.7
Live Snapshot

Industry Fingerprint

A quick read on where this framework looks strongest today.

Strongest Pillar
Profitability
Median 56.3
Weakest Pillar
Valuation
Median 40.2
Money Flow Engine
Real Estate Investment Trust
Moat Template
REIT Specialized
Fair Value Lens
REITs
Trade-Off Cluster
Equity REITs
Leaderboard snapshot

Who Leads This Framework

Top slices selected from the strongest data already available for this industry.

Moat rankings only appear when moat coverage is deep enough to trust.
Highest Composite Score

Top 5 companies by current framework view

5 tracked
  • CTRE
    CareTrust REIT, Inc.
    71.9
    Framework score 72/100
  • VNO-PM
    Vornado Realty Trust 5.25% Seri
    71.4
    Framework score 71/100
  • VNO-PL
    Vornado Realty Trust Pfd Ser L
    71.4
    Framework score 71/100
  • VICI
    VICI Properties Inc.
    67.1
    Framework score 67/100
  • VNO
    Vornado Realty Trust
    66.9
    Framework score 67/100
Top Growth Leaders

Top 5 companies by current framework view

5 tracked
  • NLY-PF
    Annaly Capital Management Inc 6
    77.7
    Framework score 78/100
  • NLY-PG
    Annaly Capital Management Inc 6
    77.7
    Framework score 78/100
  • AHR
    American Healthcare REIT, Inc.
    73.9
    Framework score 74/100
  • PMT-PB
    PennyMac Mortgage Investment Tr
    70.3
    Framework score 70/100
  • PMT-PA
    PennyMac Mortgage Investment Tr
    70.3
    Framework score 70/100
Top Profitability Leaders

Top 5 companies by current framework view

5 tracked
  • AGNCL
    AGNC Investment Corp. - Deposit
    75.2
    Framework score 75/100
  • AGNCP
    AGNC Investment Corp. - Deposit
    75.2
    Framework score 75/100
  • AGNCO
    AGNC Investment Corp. - Deposit
    75.2
    Framework score 75/100
  • AGNCN
    AGNC Investment Corp. - Deposit
    74.9
    Framework score 75/100
  • AGNCM
    AGNC Investment Corp. - Deposit
    74.6
    Framework score 75/100
Top Valuation Leaders

Top 5 companies by current framework view

5 tracked
  • GRP-UN
    Granite Real Estate Inc.
    100.0
    Framework score 100/100
  • EQC
    Equity
    100.0
    Framework score 100/100
  • XHR
    Xenia Hotels & Resorts, Inc.
    77.8
    Framework score 78/100
  • HST
    Host Hotels & Resorts, Inc.
    76.9
    Framework score 77/100
  • VICI
    VICI Properties Inc.
    74.9
    Framework score 75/100
Narrative Pulse

How the framework sounds in motion

Recurring storylines, tone distribution, and representative beats pulled from active companies inside this setup.

Signal View
Live beats only
01
Top Scene
Balance Sheet
87 active beats
02
Top Scene
Engine Room
33 active beats
ORC Engine Room

Scaling without slippage

Positive

Revenue up 61.6% YoY while gross margin expanded +229.1pp TTM to 329.1%

NREF Engine Room

Operating leverage at work

Positive

Revenue growing +19.7% YoY vs OpEx +1.0% - 18.7pp operating leverage (OpMargin: 1804.0%)

ORC Engine Room

Operating leverage at work

Positive

Revenue growing +61.6% YoY vs OpEx -17.8% - 79.4pp operating leverage (OpMargin: 466.2%)

For informational purposes only. Not investment advice.

Driver Patterns

What wins here

Metrics that recur most often across stronger operators in this framework.

Repeated strength markers
FCF Margin
Appears 150 times in higher-scoring names
Efficiency
77
Average normalized score
150x
Operating Cash Flow Margin
Appears 150 times in higher-scoring names
Efficiency
65
Average normalized score
150x
P/FCF Ratio
Appears 142 times in higher-scoring names
Valuation
93
Average normalized score
142x
FCF Yield
Appears 142 times in higher-scoring names
Valuation
20
Average normalized score
142x
Debt/FCF Ratio
Appears 141 times in higher-scoring names
Health
89
Average normalized score
141x
Rev Growth YoY
Appears 140 times in higher-scoring names
Growth
47
Average normalized score
140x
Trade-Off Lens

What this framework must optimize at the same time

Equity REITs

This framework uses all three Trade-Off Ledger axes with industry-specific weights.

How to read it

Each axis sets a minimum evidence threshold. Higher coverage means the framework needs more supporting signals before the lens is treated as dependable.

Axis Balance

Coverage thresholds and enabled metrics across the core trade-off axes.

For informational purposes only
Growth
10 enabled metrics
Active
Profitability
15 enabled metrics
Active
Safety
15 enabled metrics
Active
Framework Benchmark

Pillar Score Distribution

Median and interquartile range across 282 companies in this framework.

Read the shape Use this to see whether strength is broad-based or concentrated in one pillar.
Growth
Median score
21.3 pt spread
49.6
P25 37.1 P75 58.4
0 50 100
Profitability
Median score
34.7 pt spread
56.3
P25 37.2 P75 71.9
0 50 100
Health
Median score
12.2 pt spread
43.0
P25 36.7 P75 48.9
0 50 100
Efficiency
Median score
24.0 pt spread
44.7
P25 33.4 P75 57.4
0 50 100
Valuation
Median score
14.2 pt spread
40.2
P25 32.6 P75 46.8
0 50 100
Benchmark spread map

Interquartile ranges show where the middle half of companies cluster, with the median pin marking the center of gravity for each pillar.

Pillar
0 25 50 75 100
Growth
P25 37.1 Median 49.6 P75 58.4
Profitability
P25 37.2 Median 56.3 P75 71.9
Health
P25 36.7 Median 43.0 P75 48.9
Efficiency
P25 33.4 Median 44.7 P75 57.4
Valuation
P25 32.6 Median 40.2 P75 46.8
Coverage Universe

Explore Matched Companies

Scan the full company universe mapped into the Real Estate Investment Trusts framework using live search across company name, ticker, and industry.

Matched companies 282 Informational only. Not investment advice.
282 shown
Company Market Cap Score Price Strongest Pillar
REIT - Healthcare Facilities
163.86B
53.9 Composite
$236.92 Latest close
Valuation 70.0
REIT - Industrial
131.46B
51.6 Composite
$140.16 Latest close
Valuation 66.6
REIT - Specialty
102.06B
49.2 Composite
$1,042.62 Latest close
Valuation 60.2
76.87B
58.3 Composite
$172.54 Latest close
Valuation 71.9
73.68B
59.2 Composite
$222.91 Latest close
Growth 65.6
REIT - Specialty
61.95B
50.1 Composite
$193.80 Latest close
Valuation 62.9
59.07B
52.9 Composite
$62.51 Latest close
Efficiency 66.4
REIT - Industrial
56.22B
57.0 Composite
$328.40 Latest close
Valuation 67.5
45.06B
58.9 Composite
$56.31 Latest close
Growth 67.9
REIT - Healthcare Facilities
44.92B
44.4 Composite
$93.36 Latest close
Valuation 64.3
35.55B
34.8 Composite
$121.15 Latest close
Valuation 52.9
REIT - Industrial
35.44B
57.4 Composite
$21.36 Latest close
Valuation 61.8
REIT - Specialty
33.47B
43.9 Composite
$75.59 Latest close
Efficiency 65.4
REIT - Industrial
30.82B
57.1 Composite
$18.50 Latest close
Profitability 61.1
REIT - Industrial
30.42B
48.7 Composite
$149.54 Latest close
Valuation 61.9
REIT - Diversified
27.89B
64.1 Composite
$26.74 Latest close
Valuation 74.9
REIT - Residential
26.31B
58.3 Composite
$187.55 Latest close
Valuation 71.0
REIT - Residential
26.28B
47.7 Composite
$67.07 Latest close
Efficiency 68.9
REIT - Specialty
23.82B
48.8 Composite
$21.84 Latest close
Efficiency 59.4
REIT - Specialty
21.69B
48.8 Composite
$19.72 Latest close
Efficiency 59.4
REIT - Specialty
19.30B
48.0 Composite
$184.03 Latest close
Valuation 69.4
REIT - Residential
18.74B
52.3 Composite
$288.10 Latest close
Efficiency 67.2
REIT - Residential
17.45B
46.8 Composite
$30.37 Latest close
Valuation 62.9
16.86B
46.6 Composite
$24.46 Latest close
Valuation 63.0
16.66B
38.5 Composite
$23.04 Latest close
Growth 54.7
REIT - Specialty
16.25B
49.9 Composite
$160.93 Latest close
Valuation 64.8
REIT - Specialty
16.22B
36.3 Composite
$25.58 Latest close
Valuation 57.9
REIT - Hotel & Motel
16.08B
67.5 Composite
$23.29 Latest close
Valuation 76.8
REIT - Residential
16.04B
45.0 Composite
$134.96 Latest close
Valuation 64.5
REIT - Diversified
15.81B
58.1 Composite
$71.81 Latest close
Valuation 67.4
REIT - Healthcare Facilities
15.15B
48.5 Composite
$21.41 Latest close
Valuation 59.3
14.86B
51.9 Composite
$77.12 Latest close
Valuation 61.8
REIT - Healthcare Facilities
14.70B
58.2 Composite
$48.46 Latest close
Profitability 62.1
REIT - Residential
14.68B
47.1 Composite
$120.44 Latest close
Efficiency 69.7
REIT - Mortgage
13.30B
45.0 Composite
$25.31 Latest close
Growth 77.7
REIT - Mortgage
13.16B
45.0 Composite
$25.90 Latest close
Growth 77.7
REIT - Residential
12.94B
50.3 Composite
$38.41 Latest close
Valuation 73.6
REIT - Mortgage
12.71B
49.7 Composite
$10.84 Latest close
Profitability 71.9
REIT - Mortgage
12.71B
50.6 Composite
$25.17 Latest close
Profitability 74.5
REIT - Residential
12.29B
51.0 Composite
$65.17 Latest close
Valuation 70.2
REIT - Specialty
12.15B
55.3 Composite
$44.14 Latest close
Valuation 67.9
REIT - Residential
12.00B
51.7 Composite
$34.63 Latest close
Valuation 67.3
REIT - Residential
11.99B
45.9 Composite
$52.26 Latest close
Valuation 61.5
REIT - Residential
11.46B
44.7 Composite
$111.93 Latest close
Valuation 64.2
REIT - Industrial
11.29B
54.0 Composite
$202.74 Latest close
Efficiency 67.5
REIT - Office
10.65B
53.8 Composite
$69.71 Latest close
Valuation 67.2
10.49B
54.7 Composite
$118.69 Latest close
Valuation 73.0
REIT - Healthcare Facilities
10.38B
47.7 Composite
$56.74 Latest close
Growth 73.9
REIT - Industrial
9.86B
31.4 Composite
$42.36 Latest close
Valuation 50.4
REIT - Healthcare Facilities
9.65B
61.7 Composite
$41.22 Latest close
Profitability 68.8
9.49B
49.9 Composite
$30.37 Latest close
Valuation 69.8
REIT - Retail
9.35B
52.4 Composite
$75.63 Latest close
Efficiency 62.3
9.34B
49.9 Composite
$17.40 Latest close
Valuation 70.4
9.24B
49.9 Composite
$17.42 Latest close
Valuation 70.2
REIT - Industrial
9.04B
44.9 Composite
$41.77 Latest close
Valuation 62.0
REIT - Retail
8.92B
49.4 Composite
$46.84 Latest close
Valuation 61.1
REIT - Mortgage
8.83B
52.0 Composite
$25.84 Latest close
Profitability 74.9
8.60B
50.8 Composite
$63.63 Latest close
Valuation 73.2
8.45B
49.4 Composite
$49.74 Latest close
Valuation 73.3
REIT - Residential
8.15B
52.2 Composite
$23.68 Latest close
Efficiency 65.7
7.86B
55.6 Composite
$19.24 Latest close
Valuation 70.5
REIT - Residential
7.81B
52.1 Composite
$23.35 Latest close
Efficiency 65.7
REIT - Hotel & Motel
7.80B
64.2 Composite
$120.84 Latest close
Valuation 71.3
REIT - Industrial
7.66B
44.5 Composite
$36.74 Latest close
Valuation 60.4
REIT - Industrial
7.50B
45.4 Composite
$37.30 Latest close
Valuation 69.9
REIT - Industrial
7.28B
53.8 Composite
$68.76 Latest close
Valuation 63.6
REIT - Healthcare Facilities
7.26B
35.5 Composite
$19.97 Latest close
Efficiency 57.4
REIT - Office
7.16B
45.3 Composite
$39.50 Latest close
Valuation 60.5
6.74B
52.4 Composite
$30.63 Latest close
Valuation 57.2
6.48B
47.0 Composite
$19.70 Latest close
Valuation 60.2
REIT - Retail
6.47B
32.9 Composite
$24.40 Latest close
Valuation 56.2
REIT - Specialty
6.32B
38.8 Composite
$21.79 Latest close
Valuation 57.2
6.27B
47.0 Composite
$19.32 Latest close
Valuation 59.9
6.10B
42.8 Composite
$16.45 Latest close
Efficiency 62.2
REIT - Specialty
5.95B
45.1 Composite
$31.21 Latest close
Valuation 65.8
5.94B
34.4 Composite
$21.39 Latest close
Growth 39.5
REIT - Retail
5.87B
39.7 Composite
$26.75 Latest close
Valuation 62.1
5.29B
43.0 Composite
$40.75 Latest close
Valuation 59.6
REIT - Mortgage
5.14B
46.9 Composite
$10.19 Latest close
Efficiency 66.8
REIT - Healthcare Facilities
5.01B
50.5 Composite
$21.04 Latest close
Efficiency 62.9
4.98B
39.3 Composite
$29.62 Latest close
Efficiency 61.1
REIT - Specialty
4.77B
54.3 Composite
$21.04 Latest close
Valuation 63.5
REIT - Residential
4.70B
54.8 Composite
$28.98 Latest close
Profitability 58.6
REIT - Specialty
4.56B
51.0 Composite
$62.20 Latest close
Valuation 62.4
REIT - Retail
4.50B
49.8 Composite
$39.31 Latest close
Valuation 65.0
REIT - Industrial
4.49B
29.7 Composite
$14.96 Latest close
Valuation 45.0
REIT - Office
4.45B
43.6 Composite
$37.97 Latest close
Valuation 59.2
REIT - Office
4.20B
51.7 Composite
$37.14 Latest close
Valuation 73.0
REIT - Diversified
4.19B
58.0 Composite
$20.93 Latest close
Efficiency 68.6
REIT - Residential
4.09B
40.7 Composite
$17.26 Latest close
Valuation 60.8
REIT - Hotel & Motel
3.87B
53.3 Composite
$16.18 Latest close
Valuation 60.6
REIT - Mortgage
3.74B
47.1 Composite
$25.10 Latest close
Efficiency 71.6
REIT - Healthcare Facilities
3.69B
55.3 Composite
$75.30 Latest close
Efficiency 64.2
REIT - Industrial
3.64B
47.1 Composite
$22.78 Latest close
Valuation 58.5
3.48B
51.9 Composite
$31.45 Latest close
Valuation 65.2
REIT - Retail
3.48B
48.4 Composite
$29.62 Latest close
Efficiency 79.2
REIT - Industrial
3.45B
40.8 Composite
$43.41 Latest close
Valuation 65.2
REIT - Office
3.44B
28.4 Composite
$56.36 Latest close
Health 35.9
REIT - Mortgage
3.39B
43.6 Composite
$24.12 Latest close
Efficiency 60.7
REIT - Mortgage
3.38B
43.5 Composite
$24.21 Latest close
Efficiency 60.7
REIT - Mortgage
3.35B
47.0 Composite
$25.07 Latest close
Efficiency 71.6
REIT - Industrial
3.25B
36.4 Composite
$60.56 Latest close
Valuation 48.6
REIT - Mortgage
3.23B
43.4 Composite
$22.67 Latest close
Efficiency 60.7
REIT - Mortgage
3.02B
43.2 Composite
$21.78 Latest close
Efficiency 60.7
REIT - Hotel & Motel
2.96B
46.0 Composite
$19.87 Latest close
Efficiency 74.9
REIT - Hotel & Motel
2.95B
46.0 Composite
$19.95 Latest close
Efficiency 74.9
REIT - Retail
2.88B
47.7 Composite
$21.63 Latest close
Valuation 61.7
2.87B
41.5 Composite
$14.15 Latest close
Efficiency 53.4
REIT - Hotel & Motel
2.85B
46.7 Composite
$14.76 Latest close
Valuation 57.4
REIT - Retail
2.85B
40.7 Composite
$20.65 Latest close
Valuation 54.9
REIT - Mortgage
2.83B
43.8 Composite
$12.95 Latest close
Profitability 55.7
REIT - Hotel & Motel
2.81B
51.0 Composite
$25.02 Latest close
Valuation 62.3
2.77B
46.5 Composite
$33.23 Latest close
Efficiency 63.5
2.74B
51.4 Composite
$25.10 Latest close
Valuation 59.1
REIT - Healthcare Facilities
2.73B
34.6 Composite
$4.63 Latest close
Health 43.2
REIT - Specialty
2.70B
37.0 Composite
$9.54 Latest close
Growth 47.0
REIT - Mortgage
2.53B
46.1 Composite
$20.34 Latest close
Efficiency 71.1
REIT - Hotel & Motel
2.43B
50.7 Composite
$12.53 Latest close
Valuation 65.3
REIT - Industrial
2.30B
41.8 Composite
$22.80 Latest close
Valuation 62.2
REIT - Healthcare Facilities
2.19B
27.9 Composite
$8.82 Latest close
Valuation 45.1
2.12B
52.5 Composite
$16.68 Latest close
Profitability 65.1
REIT - Retail
2.12B
51.9 Composite
$20.69 Latest close
Efficiency 79.8
REIT - Hotel & Motel
2.09B
56.4 Composite
$11.08 Latest close
Efficiency 72.5
REIT - Retail
2.07B
54.0 Composite
$33.39 Latest close
Valuation 61.9
REIT - Hotel & Motel
2.04B
46.5 Composite
$18.18 Latest close
Efficiency 78.5
REIT - Healthcare Facilities
2.00B
52.4 Composite
$39.85 Latest close
Health 60.9
REIT - Industrial
1.98B
36.8 Composite
$49.15 Latest close
Valuation 51.1
REIT - Office
1.96B
47.4 Composite
$11.69 Latest close
Efficiency 66.3
REIT - Mortgage
1.94B
48.0 Composite
$25.05 Latest close
Profitability 60.7
REIT - Diversified
1.91B
47.7 Composite
$9.23 Latest close
Valuation 62.1
REIT - Hotel & Motel
1.87B
56.0 Composite
$19.41 Latest close
Valuation 77.8
REIT - Industrial
1.81B
51.8 Composite
$59.16 Latest close
Efficiency 59.2
REIT - Residential
1.78B
35.5 Composite
$18.99 Latest close
Valuation 54.4
REIT - Hotel & Motel
1.72B
49.0 Composite
$11.13 Latest close
Valuation 64.4
REIT - Mortgage
1.70B
47.4 Composite
$13.60 Latest close
Growth 61.4
REIT - Healthcare Facilities
1.67B
49.2 Composite
$30.31 Latest close
Efficiency 66.6
1.62B
49.3 Composite
$56.55 Latest close
Valuation 69.6
1.55B
44.4 Composite
$4.79 Latest close
Efficiency 68.5
REIT - Diversified
1.54B
48.5 Composite
$22.83 Latest close
Valuation 60.7
REIT - Retail
1.52B
36.7 Composite
$20.84 Latest close
Valuation 53.5
REIT - Diversified
1.47B
48.4 Composite
$22.84 Latest close
Valuation 63.4
1.46B
45.7 Composite
$5.21 Latest close
Efficiency 68.5
REIT - Mortgage
1.45B
40.3 Composite
$22.64 Latest close
Growth 70.3
REIT - Mortgage
1.43B
40.3 Composite
$22.51 Latest close
Growth 70.3
REIT - Retail
1.38B
39.0 Composite
$276.89 Latest close
Valuation 55.2
1.38B
46.0 Composite
$4.76 Latest close
Efficiency 68.5
1.38B
42.9 Composite
$20.75 Latest close
Valuation 62.0
REIT - Mortgage
1.37B
45.1 Composite
$6.56 Latest close
Growth 67.4
1.34B
42.2 Composite
$6.76 Latest close
Valuation 56.0
REIT - Residential
1.30B
41.8 Composite
$15.90 Latest close
Health 55.9
REIT - Mortgage
1.27B
43.1 Composite
$12.12 Latest close
Efficiency 81.0
REIT - Mortgage
1.24B
41.6 Composite
$9.76 Latest close
Valuation 49.0
1.17B
35.5 Composite
$9.48 Latest close
Valuation 47.9
1.15B
50.2 Composite
$24.96 Latest close
Valuation 67.5
REIT - Diversified
1.14B
47.6 Composite
$16.29 Latest close
Valuation 61.9
1.10B
39.3 Composite
$11.97 Latest close
Valuation 46.4
REIT - Retail
986.97M
41.3 Composite
$18.99 Latest close
Valuation 58.6
REIT - Industrial
979.20M
25.3 Composite
$21.98 Latest close
Efficiency 60.5
REIT - Mortgage
958.10M
41.2 Composite
$9.23 Latest close
Efficiency 59.3
REIT - Mortgage
946.40M
42.5 Composite
$5.35 Latest close
Valuation 51.9
REIT - Diversified
932.80M
47.0 Composite
$4.84 Latest close
Efficiency 61.8
REIT - Residential
927.20M
39.8 Composite
$56.68 Latest close
Efficiency 63.6
911.30M
44.5 Composite
$9.65 Latest close
Growth 60.4
REIT - Retail
881.10M
41.4 Composite
$34.01 Latest close
Valuation 60.9
870.00M
35.8 Composite
$14.36 Latest close
Efficiency 51.8
REIT - Hotel & Motel
850.87M
49.9 Composite
$18.65 Latest close
Efficiency 66.7
REIT - Office
838.90M
36.0 Composite
$12.16 Latest close
Valuation 52.6
REIT - Industrial
818.56M
54.5 Composite
$25.10 Latest close
Efficiency 65.9
REIT - Office
780.45M
32.1 Composite
$20.99 Latest close
Efficiency 53.8
REIT - Mortgage
739.80M
43.1 Composite
$7.48 Latest close
Profitability 53.8
REIT - Diversified
723.98M
52.5 Composite
$21.75 Latest close
Valuation 60.0
REIT - Residential
703.10M
41.1 Composite
$25.53 Latest close
Valuation 65.3
REIT - Hotel & Motel
702.20M
46.0 Composite
$6.49 Latest close
Efficiency 65.9
REIT - Mortgage
693.10M
44.2 Composite
$5.12 Latest close
Valuation 62.9
REIT - Office
668.88M
56.3 Composite
$23.11 Latest close
Growth 68.9
REIT - Mortgage
650.20M
46.5 Composite
$8.05 Latest close
Valuation 59.4
REIT - Mortgage
635.08M
29.2 Composite
$4.73 Latest close
Valuation 36.5
609.55M
29.6 Composite
$7.91 Latest close
Health 38.8
REIT - Healthcare Facilities
605.10M
49.2 Composite
$42.72 Latest close
Efficiency 63.6
REIT - Diversified
601.22M
53.8 Composite
$12.95 Latest close
Valuation 69.5
REIT - Hotel & Motel
588.70M
47.3 Composite
$12.59 Latest close
Efficiency 78.2
REIT - Industrial
571.30M
34.5 Composite
$8.78 Latest close
Health 44.1
REIT - Diversified
540.70M
51.8 Composite
$24.16 Latest close
Valuation 64.6
REIT - Office
533.14M
32.2 Composite
$3.22 Latest close
Valuation 49.2
REIT - Healthcare Facilities
508.90M
45.6 Composite
$15.85 Latest close
Efficiency 67.7
REIT - Diversified
486.70M
41.0 Composite
$6.09 Latest close
Health 59.3
REIT - Diversified
468.90M
53.0 Composite
$19.83 Latest close
Efficiency 79.0
REIT - Healthcare Facilities
465.70M
39.9 Composite
$35.13 Latest close
Efficiency 77.6
464.90M
33.0 Composite
$7.76 Latest close
Efficiency 46.2
REIT - Mortgage
458.61M
46.5 Composite
$21.41 Latest close
Efficiency 70.3
REIT - Residential
449.91M
46.9 Composite
$22.34 Latest close
Efficiency 57.5
REIT - Specialty
413.91M
44.2 Composite
$9.90 Latest close
Efficiency 78.6
REIT - Mortgage
410.62M
46.3 Composite
$20.50 Latest close
Efficiency 70.3
REIT - Residential
401.40M
52.3 Composite
$2.66 Latest close
Profitability 60.5
REIT - Specialty
366.23M
37.9 Composite
$8.34 Latest close
Efficiency 72.4
334.63M
46.4 Composite
$19.98 Latest close
Growth 68.6
REIT - Mortgage
316.89M
30.9 Composite
$1.94 Latest close
Efficiency 68.3
300.44M
50.4 Composite
$18.17 Latest close
Valuation 67.7
REIT - Hotel & Motel
292.68M
55.1 Composite
$13.86 Latest close
Valuation 68.8
REIT - Mortgage
291.77M
48.6 Composite
$23.92 Latest close
Efficiency 77.7
REIT - Office
282.10M
40.0 Composite
$6.99 Latest close
Efficiency 68.3
REIT - Residential
281.80M
38.2 Composite
$14.41 Latest close
Valuation 59.1
REIT - Mortgage
281.42M
30.9 Composite
$1.71 Latest close
Efficiency 41.0
247.11M
46.8 Composite
$7.09 Latest close
Valuation 58.9
245.62M
29.8 Composite
$4.87 Latest close
Health 37.1
REIT - Hotel & Motel
230.58M
54.4 Composite
$17.87 Latest close
Valuation 65.1
227.77M
57.8 Composite
$10.27 Latest close
Efficiency 66.5
REIT - Hotel & Motel
226.68M
30.2 Composite
$8.23 Latest close
Valuation 47.5
REIT - Mortgage
223.60M
47.9 Composite
$22.12 Latest close
Efficiency 77.7
REIT - Mortgage
222.74M
39.2 Composite
$9.00 Latest close
Profitability 45.8
REIT - Retail
219.34M
37.0 Composite
$3.15 Latest close
Health 63.5
REIT - Diversified
219.12M
27.4 Composite
$4.61 Latest close
Profitability 37.6
REIT - Mortgage
188.90M
49.4 Composite
$7.69 Latest close
Valuation 56.0
REIT - Industrial
179.53M
41.9 Composite
$18.13 Latest close
Efficiency 71.3
REIT - Healthcare Facilities
177.90M
50.1 Composite
$14.17 Latest close
Valuation 58.0
163.70M
47.2 Composite
$11.57 Latest close
Efficiency 72.3
REIT - Office
157.99M
20.7 Composite
$2.82 Latest close
Efficiency 28.3
REIT - Hotel & Motel
140.80M
55.3 Composite
$2.07 Latest close
Valuation 69.2
REIT - Residential
136.80M
31.4 Composite
$1.62 Latest close
Efficiency 68.3
124.30M
54.4 Composite
$15.13 Latest close
Growth 62.0
REIT - Residential
123.57M
33.0 Composite
$2.86 Latest close
Valuation 47.5
REIT - Hotel & Motel
112.34M
32.4 Composite
$5.08 Latest close
Growth 38.3
REIT - Mortgage
112.20M
35.1 Composite
$12.06 Latest close
Profitability 40.0
REIT - Hotel & Motel
111.36M
32.4 Composite
$6.33 Latest close
Growth 38.3
REIT - Hotel & Motel
110.51M
32.4 Composite
$4.98 Latest close
Growth 38.3
REIT - Hotel & Motel
109.74M
32.4 Composite
$5.35 Latest close
Growth 38.3
REIT - Hotel & Motel
107.09M
32.8 Composite
$4.85 Latest close
Valuation 38.6
REIT - Mortgage
106.52M
48.8 Composite
$7.80 Latest close
Valuation 65.0
85.65M
47.5 Composite
$2.41 Latest close
Efficiency 87.8
REIT - Mortgage
68.70M
40.3 Composite
$2.78 Latest close
Profitability 47.4
REIT - Hotel & Motel
68.26M
32.7 Composite
$3.28 Latest close
Health 48.2
REIT - Hotel & Motel
68.07M
32.7 Composite
$1.25 Latest close
Health 48.2
64.69M
31.0 Composite
$1.27 Latest close
Efficiency 54.0
REIT - Hotel & Motel
64.23M
32.5 Composite
$0.05 Latest close
Health 48.2
REIT - Specialty
59.85M
45.2 Composite
$5.15 Latest close
Efficiency 63.1
52.80M
33.1 Composite
$0.45 Latest close
Efficiency 47.6
REIT - Mortgage
48.72M
45.8 Composite
$0.70 Latest close
Valuation 59.8
REIT - Mortgage
48.70M
52.3 Composite
$4.12 Latest close
Valuation 68.4
REIT - Hotel & Motel
46.10M
28.1 Composite
$2.25 Latest close
Health 48.2
REIT - Mortgage
42.40M
34.6 Composite
$0.83 Latest close
Efficiency 57.7
REIT - Residential
37.36M
37.0 Composite
$8.50 Latest close
Growth 50.5
REIT - Hotel & Motel
20.80M
29.4 Composite
$3.24 Latest close
Health 33.9
REIT - Diversified
18.29M
43.2 Composite
$12.17 Latest close
Health 57.1
REIT - Hotel & Motel
16.29M
43.1 Composite
$1.70 Latest close
Efficiency 56.9
9.03M
29.6 Composite
$4.41 Latest close
Health 36.7
7.12M
35.1 Composite
$9.00 Latest close
Growth 42.3
REIT - Specialty
3.40M
28.4 Composite
$7.74 Latest close
Efficiency 52.2
REIT - Diversified
3.09M
34.9 Composite
$2.29 Latest close
Health 45.5
REIT - Diversified
905,055
33.4 Composite
$0.72 Latest close
Efficiency 79.4
112,081
35.1 Composite
$0.44 Latest close
Efficiency 42.4
REIT - Mortgage
-
51.5 Composite
$25.63 Latest close
Profitability 75.2
REIT - Mortgage
-
51.5 Composite
$25.22 Latest close
Profitability 75.2
REIT - Mortgage
-
51.5 Composite
$25.29 Latest close
Profitability 75.2
REIT - Diversified
-
44.3 Composite
$21.61 Latest close
Growth 53.9
-
35.7 Composite
$25.37 Latest close
Efficiency 61.9
REIT - Office
-
57.5 Composite
- No price data
Valuation 100.0
-
34.7 Composite
$0.05 Latest close
Efficiency 79.4
REIT - Diversified
-
49.7 Composite
$23.91 Latest close
Efficiency 59.4
REIT - Specialty
-
29.8 Composite
$25.07 Latest close
Health 32.1
REIT - Specialty
-
35.3 Composite
$22.05 Latest close
Efficiency 69.8
REIT - Specialty
-
35.3 Composite
$21.44 Latest close
Efficiency 69.8
REIT - Healthcare Facilities
-
40.0 Composite
$24.10 Latest close
Efficiency 70.0
REIT - Industrial
-
49.7 Composite
- No price data
Valuation 100.0
REIT - Mortgage
-
0.0 Composite
- No price data
No pillar score -
REIT - Healthcare Facilities
-
32.0 Composite
$25.16 Latest close
Health 45.3
REIT - Healthcare Facilities
-
0.0 Composite
- No price data
No pillar score -
REIT - Healthcare Facilities
-
31.7 Composite
$25.16 Latest close
Health 48.1
REIT - Mortgage
-
43.8 Composite
- No price data
Efficiency 73.1
REIT - Mortgage
-
0.0 Composite
- No price data
No pillar score -
REIT - Mortgage
-
0.0 Composite
- No price data
No pillar score -
REIT - Mortgage
-
0.0 Composite
- No price data
No pillar score -
REIT - Mortgage
-
0.0 Composite
$18.81 Latest close
No pillar score -
-
0.0 Composite
$19.05 Latest close
No pillar score -
REIT - Office
-
0.0 Composite
- No price data
No pillar score -
-
40.3 Composite
$41.73 Latest close
Valuation 59.8
REIT - Diversified
-
38.8 Composite
$6.06 Latest close
Valuation 50.0
REIT - Diversified
-
38.8 Composite
$0.02 Latest close
Valuation 50.0
-
49.9 Composite
$21.80 Latest close
Health 53.9
-
49.9 Composite
$23.02 Latest close
Health 53.9
-
0.0 Composite
- No price data
No pillar score -
REIT - Mortgage
-
41.4 Composite
$25.07 Latest close
Efficiency 71.6
-
35.0 Composite
$36.98 Latest close
Growth 42.3

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Methodology

How We Analyse Real Estate Investment Trusts

This framework combines industry-specific diagnostics, moat context, and peer benchmarks so each signal stays grounded in how this business model actually compounds.

282 companies tracked Real Estate Investment Trust
Read the framework

We group equity REITs into a dedicated framework because GAAP earnings understate the economics of income-producing real estate. The money-flow layer starts with property revenue and operating expense, then rebuilds owner cash through net income, depreciation add-backs, FFO, maintenance-adjusted AFFO, and dividend payout coverage.

The peer and trade-off layers give extra weight to FFO and AFFO growth, per-share cash metrics, leverage, interest coverage, cost of funds, and payout safety. That reflects how REIT investors usually judge durability: not by generic EPS alone, but by the quality and resilience of cash available for distribution.

The StatsAlpha(TM) moat framework then asks whether a REIT has rent pricing power, high-quality assets, efficient operations, disciplined capital recycling, and an advantaged balance sheet. Valuation follows the same logic by using an AFFO-based engine with terminal multiple, cap-rate, or perpetuity-style outputs rather than a standard corporate DCF. This framework is for informational purposes only, not investment advice.

Signal Stack

Each layer answers a different question: where value is created, what protects it, and how execution compares with the rest of the coverage set.

For informational purposes only
Money Flow Engine Real Estate Investment Trust
Moat Template REIT Specialized
Fair Value Lens REITs
Trade-Off Cluster Equity REITs
Transparency

Benchmarks and narrative cues are meant to clarify what the framework is seeing in the data. They are not investment advice.

01
Frame the universe

Coverage starts with the companies that actually operate inside this business model, so peer comparisons stay relevant instead of generic.

Coverage 282 companies
02
Apply the operating lens

The Real Estate Investment Trust layer isolates the cash-flow mechanics, capital demands, and operating risk that matter most for this industry.

Core lens Real Estate Investment Trust
03
Benchmark durability

We then layer in REIT Specialized, pillar ranges, and peer leaders to show what strong execution looks like relative to the broader cohort.

Context REIT Specialized
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