undamentalytics Newsletter

Retail REITs stocks

29 US-listed companies in retail reits, with $27.0bn of combined revenue in their latest fiscal years. Simon Property Group is the largest ($6.4bn). The fastest grower with at least $100m of revenue in both years is Curbline Properties Corp., up 51.3%. The median company grew 9.0% with a net margin of 28.2%.

Companies29
Combined revenue$27.0bn
Median revenue growth9.0%
Median net margin28.2%
Median return on equity6.8%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Simon Property GroupSPG $6.4bn 6.7% 72.7% 113.5% 2025
2 Realty IncomeO $5.7bn 9.1% 18.4% 2.7% 2025
3 Kimco RealtyKIM $2.1bn 5.1% 27.3% 5.6% 2025
4 Regency CentersREG $1.6bn 6.9% 34.0% 7.7% 2025
5 Brixmor Property Group Inc.BRX $1.4bn 6.7% 28.2% 12.9% 2025
6 Federal Realty Investment TrustFRT $1.3bn 6.4% 32.1% 12.8% 2025
7 Macerich CoMAC $1.0bn 10.4% −19.4% −7.6% 2025
8 NNN Reit, Inc.NNN $926m 6.6% 42.1% 8.9% 2025
9 Kite Realty Group TrustKRG $844m 0.8% 35.4% 9.4% 2025
10 Phillips Edison & Company, Inc.PECO $727m 9.9% 15.3% 4.8% 2025
11 Agree Realty CorpADC $718m 16.4% 28.4% 3.5% 2025
12 CBL & Associates Properties IncCBL $578m 12.2% 23.5% 38.9% 2025
13 Essential Properties Realty Trust, Inc.EPRT $561m 24.8% 45.1% 6.5% 2025
14 Urban Edge PropertiesUE $472m 6.1% 19.8% 6.8% 2025
15 American Assets Trust, Inc.AAT $436m −4.7% 12.8% 4.8% 2025
16 Acadia Realty TrustAKR $411m 14.2% 4.1% 0.8% 2025
17 Inventrust Properties Corp.IVT $299m 9.2% 37.2% 6.3% 2025
18 Four Corners Property Trust, Inc.FCPT $294m 9.7% 38.2% 7.3% 2025
19 Saul Centers, Inc.BFS $290m 7.8% 12.9% 11.7% 2025
20 Getty Realty CorpGTY $222m 9.0% 35.7% 7.8% 2025
21 Netstreit Corp.NTST $195m 19.8% 3.5% 0.5% 2025
22 Curbline Properties Corp.CURB $183m 51.3% 21.8% 2.1% 2025
23 Site Centers Corp.SITC $124m −55.4% 143.8% 41.8% 2025
24 Wheeler Real Estate Investment Trust, Inc.WHLR $99m −4.9% 8.8% — 2025
25 Frontview Reit, Inc.FVR $67m 39.1% −5.7% −2.0% 2025
26 Alpine Income Property Trust, Inc.PINE $61m 15.9% −4.4% −1.0% 2025
27 Seritage Growth PropertiesSRG $18m 3.3% −401.6% −19.9% 2025
28 Medalist Diversified, Inc.MDRR $10m 6.8% −23.0% −19.5% 2025
29 Generation Income Properties, Inc.GIPR $10m −0.2% −106.2% — 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.