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.
| 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 largestCost 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.
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CBREApr–Jun 2026 · reported Jul 29, 2026Revenue $11.2B +16% Net margin 2%
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Iron MountainApr–Jun 2026 · reported Aug 5, 2026Revenue $2.0B +19% Net margin 5%
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WeyerhaeuserApr–Jun 2026 · reported Jul 31, 2026Revenue $1.9B −1% Net margin 9%
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VentasApr–Jun 2026 · reported Jul 30, 2026Revenue $1.7B +22% Net margin 4%
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Host Hotels & ResortsApr–Jun 2026 · reported Aug 7, 2026Revenue $1.6B +3% Net margin 14%
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CoStarApr–Jun 2026 · reported Jul 29, 2026Revenue $0.9B +18% Net margin 6%
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Healthpeak PropertiesApr–Jun 2026 · reported Aug 5, 2026Revenue $0.8B +11% Net margin 7%
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SBA CommunicationsApr–Jun 2026 · reported Aug 6, 2026Revenue $0.7B +2% Net margin 28%
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Kimco RealtyApr–Jun 2026 · reported Aug 4, 2026Revenue $0.6B +5% Net margin 28%
The rest of the sector
17 companies- ARE Alexandria Real Estate Equities not yet
- AMT American Tower different statement
- BXP BXP, Inc. not yet
- CPT Camden Property Trust not yet
- CCI Crown Castle different statement
- DLR Digital Realty different statement
- EQIX Equinix different statement
- EXR Extra Space Storage different statement
- INVH Invitation Homes not yet
- MAA Mid-America Apartment Communities not yet
- PLD Prologis different statement
- PSA Public Storage different statement
- O Realty Income different statement
- SPG Simon Property Group different statement
- VICI Vici Properties different statement
- VMRK Vivmark Residential not yet
- WELL Welltower different statement
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