US Sector Earnings Intelligence

Real Estate earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window14 Oct to 12 Jan 2027218 matched companies

Group read

Delivery and earnings growth are broadly constructive

66% of companies with measured latest results beat estimates, while 66% show positive year-on-year EPS growth. Real Estate carries the largest forward market-cap exposure.

Forward events218next 90 days
Market-cap exposure$1.7Tmatched companies
Latest beat breadth66%latest measured quarter
Positive EPS growth66%year on year

Forward exposure

Real Estate reporting load by date

Count and matched market cap

Delivery

Latest result breadth

66%beat breadth

Timing

Session certainty

79%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Industry drilldown

Where the load sits

Reit - Specialty18 forward reports
$402.0Bmatched exposure
Reit - Healthcare Facilities15 forward reports
$288.8Bmatched exposure
Reit - Industrial15 forward reports
$286.7Bmatched exposure
Reit - Retail25 forward reports
$239.5Bmatched exposure
Reit - Residential20 forward reports
$179.1Bmatched exposure
Real Estate Services33 forward reports
$122.1Bmatched exposure
Reit - Mortgage37 forward reports
$63.6Bmatched exposure
Reit - Diversified15 forward reports
$56.4Bmatched exposure

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
WELLWelltower IncReit - Healthcare Facilities
26 Oct12 days
Event risk33/100Moderate
Market cap$171.0BAfter the close
Beat rate75%up to 8 quarters
EPS growth-11.8%year on year
Open earnings dossier
PLDPrologis IncReit - Industrial
15 Oct1 days
Event risk55/100Elevated
Market cap$131.6BBefore the open
Beat rate75%up to 8 quarters
EPS growth22.0%year on year
Open earnings dossier
EQIXEquinix IncReit - Specialty
28 Oct14 days
Event risk34/100Moderate
Market cap$102.7BAfter the close
Beat rate75%up to 8 quarters
EPS growth54.2%year on year
Open earnings dossier
AMTAmerican Tower CorpReit - Specialty
27 Oct13 days
Event risk46/100Elevated
Market cap$79.6BBefore the open
Beat rate63%up to 8 quarters
EPS growth161.3%year on year
Open earnings dossier
SPGSimon Property Group IncReit - Retail
5 Nov22 days
Event risk33/100Moderate
Market cap$68.6BAfter the close
Beat rate25%up to 8 quarters
EPS growth117.8%year on year
Open earnings dossier
DLRDigital Realty Trust IncReit - Specialty
29 Oct15 days
Event risk39/100Moderate
Market cap$67.3BAfter the close
Beat rate88%up to 8 quarters
EPS growth-42.2%year on year
Open earnings dossier
ORealty Income CorporationReit - Retail
2 Nov19 days
Event risk33/100Moderate
Market cap$57.7BAfter the close
Beat rate0%up to 8 quarters
EPS growth44.2%year on year
Open earnings dossier
PSAPublic StorageReit - Industrial
26 Oct12 days
Event risk24/100Contained
Market cap$56.3BAfter the close
Beat rate63%up to 8 quarters
EPS growth12.9%year on year
Open earnings dossier
VTRVentas IncReit - Healthcare Facilities
27 Oct13 days
Event risk46/100Elevated
Market cap$46.1BAfter the close
Beat rate88%up to 8 quarters
EPS growth39.3%year on year
Open earnings dossier
CBRECBRE Group Inc Class AReal Estate Services
22 Oct8 days
Event risk36/100Moderate
Market cap$39.5BBefore the open
Beat rate100%up to 8 quarters
EPS growth19.4%year on year
Open earnings dossier
IRMIron Mountain IncorporatedReit - Specialty
4 Nov21 days
Event risk30/100Moderate
Market cap$34.6BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth912.6%year on year
Open earnings dossier
CCICrown CastleReit - Specialty
21 Oct7 days
Event risk35/100Moderate
Market cap$29.9BAfter the close
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
EXRExtra Space Storage IncReit - Industrial
27 Oct13 days
Event risk43/100Moderate
Market cap$28.3BAfter the close
Beat rate63%up to 8 quarters
EPS growth13.8%year on year
Open earnings dossier
VICIVICI Properties IncReit - Diversified
28 Oct14 days
Event risk39/100Moderate
Market cap$27.8BAfter the close
Beat rate50%up to 8 quarters
EPS growth0.3%year on year
Open earnings dossier
AVBAvalonBay Communities IncReit - Residential
28 Oct14 days
Event risk51/100Elevated
Market cap$26.3BTime unconfirmed
Beat rate25%up to 8 quarters
EPS growth-year on year
Open earnings dossier
EQREquity ResidentialReit - Residential
21 Oct7 days
Event risk47/100Elevated
Market cap$23.9BTime unconfirmed
Beat rate13%up to 8 quarters
EPS growth-year on year
Open earnings dossier
SBACSBA Communications CorpReit - Specialty
2 Nov19 days
Event risk31/100Moderate
Market cap$19.8BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth12.7%year on year
Open earnings dossier
BEKEKe Holdings IncReal Estate Services
9 Nov26 days
Event risk44/100Moderate
Market cap$18.3BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth20.8%year on year
Open earnings dossier

Forward company tape

Real Estate upcoming earnings reports

120 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context