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Industry top-down

REIT - Diversified

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

28 companiesMedian revenue YoY: -0.7%EPS beat rate:

AI industry top-down

The REIT - Diversified industry experienced an overall slowdown in growth, with median revenue seeing a slight decrease of -2.12% year-over-year. Individual companies' revenues showed significant variation, ranging from NEXPOINT DIVERSIFIED REAL ESTATE TRUST's 127% growth to FrontView REIT, Inc.'s 99% decrease. EPS performance also showed mixed results, including GLADSTONE COMMERCIAL CORP's 300% increase and CTO Realty Growth, Inc.'s 95% decrease, reflecting the complex situation across the industry.

  • Industry-wide revenue growth slowdown (median -2.12%)
  • Significant variation observed in company-specific revenue performance
  • EPS performance also shows a mixed trend
Where companies diverge: Revenue Growth Rate: Significant differences observed among companies, such as NEXPOINT (127%) and FrontView (-99%). · EPS Volatility: Large fluctuations by company, including GLADSTONE (300%) and CTO (-95%).

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
BNLBroadstone Net Lease, Inc.FY2026 Q1$108.69M+3.2%$0.09-74.3%
GNLGlobal Net Lease, Inc.FY2026 Q1$132.42M-10.5%$-0.87
AATAmerican Assets Trust, Inc.FY2026 Q1$9.91M-7.7%$0.70+118.7%
ESRTEmpire State Realty Trust, Inc.FY2026 Q1$179.64M-0.7%$0.05+66.7%
JBGSJBG SMITH PropertiesFY2026 Q1$120.69M-16.9%$-0.56
CTOCTO Realty Growth, Inc.FY2026 Q1$35.81M+27.3%$0.01-95.0%
AHRTAH Realty Trust, Inc.FY2026 Q1$49.03M-61.4%$0.170.0%
GOODGLADSTONE COMMERCIAL CORPFY2026 Q1$37.5M+5.0%$0.04+300.0%
OLPONE LIBERTY PROPERTIES INCFY2022 Q1$20.82M$0.13
FVRFrontView REIT, Inc.FY2026 Q1$119K-99.2%$-0.06
NXDTNEXPOINT DIVERSIFIED REAL ESTATE TRUSTFY2026 Q1$29.07M+127.1%$-0.80
MKZRMacKenzie Realty Capital, Inc.FY2026 Q3$17.26M+53.8%$-14.69
GIPRGENERATION INCOME PROPERTIES, INC.FY2026 Q1$2.38M-2.1%$-0.50
CMRFCIM REAL ESTATE FINANCE TRUST, INC.FY2026 Q1$106.4M-20.8%$-0.08
123890KOREA ASSET IN TRUST Co., LtdFY2026 Q1₩29.63B-4.3%₩100.00-13.8%
CTO-PACTO Realty Growth, Inc.FY2026 Q1$35.81M+27.3%$0.01-95.0%
NXDT-PANEXPOINT DIVERSIFIED REAL ESTATE TRUSTFY2026 Q1$29.07M+127.1%$-0.80
AHRT-PAAH Realty Trust, Inc.FY2026 Q1$49.03M-61.4%$0.170.0%
396690Mirae Asset Global REIT Co., Ltd.FY2025 Q2₩6.85B₩5.00
088260E KOCREF CR-REITFY2026 Q2₩11.67B+1.0%₩54.00-1.8%
GNL-PBGlobal Net Lease, Inc.FY2026 Q1$132.42M-10.5%$-0.87
GOODNGLADSTONE COMMERCIAL CORPFY2026 Q1$37.5M+5.0%$0.04+300.0%
400760NH All-One REIT Co., Ltd.FY2026 Q2₩12.8B₩1.00
404990Shinhan Seobu T&D REIT Co., Ltd.FY2026 Q2₩15.53B+0.2%₩18.00+125.0%
357120KORAMCO LIFE INFRA REIT CO.,LTDFY2026 Q2₩17.39B+5.1%₩45.00+95.7%
CFTR-PACantor Fitzgerald Income Trust, Inc.FY2026 Q1$23.68M+2.3%$-0.04
GNL-PDGlobal Net Lease, Inc.FY2026 Q1$132.42M-10.5%$-0.87
GNL-PAGlobal Net Lease, Inc.FY2026 Q1$132.42M-10.5%$-0.87

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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