FINHUB Insights

Real Estate

13 companies side by side, each showing its newest quarter, so you can see who is big in the sector and who turns it into profit. That is 30 minus the 17 whose statement we cannot draw; they are listed at the foot of the page.

Every figure here is one quarter, the newest each company has filed, so the quarters differ from row to row, and the rows run from the largest of those quarters down. The ranking on All companies adds up the last four instead, which is what makes companies on different fiscal years comparable.

Company Revenue, one quarter Year over year Operating margin Net profit Net margin
CBRE CBRE Q2 FY26 Year over year +16% Operating margin 3% Net margin 2% $11.2B +16% 3% $0.20B 2%
IRM Iron Mountain Q2 FY26 Year over year +19% Operating margin 18% Net margin 5% $2.0B +19% 18% $0.11B 5%
WY Weyerhaeuser Q2 FY26 Year over year −1% Operating margin 12% Net margin 9% $1.9B −1% 12% $0.16B 9%
VTR Ventas Q2 FY26 Year over year +22% Operating margin 3% Net margin 4% $1.7B +22% 3% $0.07B 4%
HST Host Hotels & Resorts Q2 FY26 Year over year +3% Operating margin 18% Net margin 14% $1.6B +3% 18% $0.24B 14%
CSGP CoStar Q2 FY26 Year over year +18% Operating margin 8% Net margin 6% $0.9B +18% 8% $0.06B 6%
DOC Healthpeak Properties Q2 FY26 Year over year +11% Operating margin 4% Net margin 7% $0.8B +11% 4% $0.05B 7%
SBAC SBA Communications Q2 FY26 Year over year +2% Operating margin 49% Net margin 28% $0.7B +2% 49% $0.20B 28%
KIM Kimco Realty Q2 FY26 Year over year +5% Operating margin 36% Net margin 28% $0.6B +5% 36% $0.15B 28%
ESS Essex Property Trust Q2 FY26 Year over year +4% Operating margin 22% Net margin 14% $0.5B +4% 22% $0.07B 14%
UDR UDR Q1 FY26 Year over year +1% Operating margin 48% Net margin 45% $0.4B +1% 48% $0.19B 45%
REG Regency Centers Q1 FY26 Year over year +8% Operating margin 72% Net margin 31% $0.4B +8% 72% $0.13B 31%
FRT Federal Realty Investment Trust Q1 FY26 Year over year +10% Operating margin 61% Net margin 47% $0.3B +10% 61% $0.16B 47%

Diagrams

the 9 largest

Cost of revenue Operating expenses Tax and other Net profit, or operating profit where the bar ends there

In the bar on each card, every block is its share of revenue. Where income from outside revenue lifted profit above what operations earned, the bar ends at that operating profit: revenue cannot account for the rest, and the net margin is on the card.

The rest of the sector

17 companies

In the index, in this sector, and not in the table above. A bank, an insurer or a property trust does not have an income statement this shape, so there is no diagram to draw; the rest are ones we have not drawn yet. Each one still has a page.