Comfortable leader
14 companies value 113 bn revenue 12 bn margin — free cash flow — avg. score 4.2
VMRK holds 42.2% of the group's value, 2.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VMRK | VIVMARK RESIDENTIAL United States · score 5.8 | 42% | 48 bn | 3.1 bn | 28.0% | 1.6 bn | 3.3% | 2.2% | Rental apartments in dynamic US metro areas · Illinois — assets of $20.3bn | |
| 2 | ESS | Essex Property Trust United States · score 5.0 | 15% | 17 bn | 1.9 bn | 22.7% | 1.1 bn | 6.5% | — | Apartment REIT on the West Coast · West Coast apartments; 30 years of rising dividends (Dividend Aristocrat) | |
| 3 | MAA | Mid-America Apartment Communities United States · score 5.9 | 12% | 13 bn | 2.2 bn | 18.2% | 0.6 bn | 4.8% | 5.3% | Apartment REIT in the Southeast and Southwest · Largest apartment REIT in the Sun Belt, the region drawing the most migration | |
| 4 | UDR | UDR Inc. United States · score 6.2 | 10% | 11 bn | 1.7 bn | 30.4% | 0.6 bn | 5.9% | 5.2% | Apartment REIT · Apartments diversified across the coasts and the Sun Belt | |
| 5 | CPT | Camden Property Trust United States · score 6.8 | 9% | 9.8 bn | 0.0 bn | 25x | 0.8 bn | 8.2% | 4.7% | Apartment REIT in the Sun Belt · Apartments concentrated in the Sun Belt, the region with the most in-migration | |
| 6 | JAN | Janus Living, Inc. United States · score 4.9 | 7% | 8.4 bn | 0.7 bn | 7.3% | 0.2 bn | 2.1% | — | Rental housing · Colorado — assets of $4.7bn | |
| 7 | IRT | INDEPENDENCE REALTY TRUST, INC. United States · score 6.5 | 3% | 3.4 bn | 0.7 bn | 6.5% | 0.3 bn | 8.1% | 4.7% | Rental apartments in growth markets · Pennsylvania — assets of $6.1bn | |
| 8 | CSR | CENTERSPACE United States · score 5.0 | 1% | 0.9 bn | 0.3 bn | 8.0% | 0.1 bn | 6.5% | 5.6% | Apartment community REIT · North Dakota — assets of $1.8bn | |
| 9 | NXRT | NexPoint Residential Trust, Inc. United States · score 2.8 | 0% | 0.5 bn | 0.3 bn | -13.2% | 0.1 bn | 18.1% | 11.9% | Rental apartments with water and energy services · Texas — assets of $1.9bn | |
| 10 | ELME | Elme Communities United States · score 2.1 | 0% | 0.2 bn | 0.2 bn | -74.7% | — | — | — | Apartment REIT, successor to a trust from 1960 · Maryland — assets of $460m | |
| 11 | AIV | APARTMENT INVESTMENT & MANAGEMENT CO United States · score 3.9 | 0% | 0.2 bn | 0.1 bn | 395.1% | -0.1 bn | -38.2% | 173.4% | Development and value creation in residential real estate · Colorado — assets of $1.2bn | |
| 12 | BRT | BRT Apartments Corp. United States · score 1.9 | 0% | 0.2 bn | 0.1 bn | -13.2% | 0.0 bn | 5.6% | 6.2% | Apartment REIT, with co-investments · New York — assets of $691m | |
| 13 | CLPR | Clipper Realty Inc. United States · score 1.4 | 0% | 0.0 bn | 0.1 bn | -34.6% | 0.0 bn | 51.5% | 37.6% | Residential and commercial real estate in New York · New York — assets of $1.2bn | |
| 14 | BHM | Bluerock Homes Trust, Inc. United States · score 0.5 | 0% | 0.0 bn | 0.1 bn | -51.9% | -0.0 bn | -30.9% | 6.0% | REIT · New York — assets of $1.1bn |
Other industries in the same sector
- Sector overview
- Health care REITs 16 companies
- Data center REITs 4 companies
- Industrial and logistics REITs 8 companies
- Retail and monthly-dividend REITs 7 companies
- Cell tower REITs 4 companies
- Real estate services 51 companies
- Self-storage REITs 5 companies
- Neighborhood shopping center REITs 14 companies
- Hotel REITs 15 companies
- Casino and specialty REITs 4 companies
- Office REITs 18 companies
- Diversified net lease REITs 14 companies
and 9 industries more
- Records and hybrid data center REITs 1 company
- Manufactured housing and RV park REITs 3 companies
- Single-family rental REITs 2 companies
- Outdoor advertising REITs 3 companies
- Life science REITs 2 companies
- Timberland REITs 2 companies
- Cold storage REITs 2 companies
- Diversified REITs 10 companies
- Farmland REITs 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.