Review the current macro backdrop, category movement, long-term score history, and listed-company coverage for the Real Estate sector.
Track the Real Estate sector's macro score history across the last 24 months or the full 30-year range.
The broad economic backdrop affecting Real Estate demand, funding conditions, and policy-sensitive flows.
Transaction activity, demand momentum, and operating signals across the Real Estate complex.
Labor intensity, price pass-through, and operational capacity constraints shaping current resilience.
Compare the supporting macro, business, and price/labor pillars behind the headline sector score.
Review recent monthly snapshots for Real Estate, then switch tabs to inspect the individual metrics behind each pillar.
| Month | Overall score | Macro score | Business score | Price / Labour score |
|---|---|---|---|---|
July 2026 | 6.7 | 6.2 | 7.1 | 6.4 |
June 2026 | 5.9 | 5.8 | 6.7 | 5.1 |
May 2026 | 7.0 | 6.6 | 6.9 | 7.4 |
April 2026 | 6.6 | 6.4 | 7.0 | 6.3 |
March 2026 | 7.3 | 7.6 | 7.0 | 7.5 |
February 2026 | 6.3 | 6.6 | 6.7 | 5.5 |
January 2026 | 6.1 | 6.9 | 4.9 | 6.9 |
December 2025 | 5.8 | 7.4 | 4.8 | 5.6 |
November 2025 | 6.2 | 8.4 | 4.5 | 6.3 |
October 2025 | 6.1 | 8.2 | 4.5 | 6.1 |
September 2025 | 6.8 | 7.1 | 6.6 | 6.8 |
August 2025 | 6.7 | 7.0 | 6.7 | 6.4 |
| Month | Real Policy Rate28.0% weight | Fiscal Deficit28.0% weight | Yield Curve18.0% weight | Trade Balance16.0% weight | M2 YoY10.0% weight |
|---|---|---|---|---|---|
July 2026 | 5.0 | 8.0 | 9.0 | 1.0 | 8.0 |
June 2026 | 4.0 | 8.0 |
| Month | GDP QoQ22.0% weight | EU Industrial Confidence20.0% weight | Building Permits20.0% weight | Housing Starts16.0% weight | Housing Completions14.0% weight | Retail Sales6.0% weight | Durable Goods1.0% weight | Business Inventories1.0% weight |
|---|---|---|---|---|---|---|---|---|
July 2026 | 10.0 | 5.0 | 6.0 | 7.0 | 7.0 |
| Month | CPI YoY28.0% weight | Non-Farm Payrolls20.0% weight | Capacity Utilization18.0% weight | Unemployment16.0% weight | Industrial Production12.0% weight | PPI MoM4.0% weight | Initial Claims2.0% weight |
|---|---|---|---|---|---|---|---|
July 2026 | 9.0 | 3.0 | 6.0 | 8.0 | 6.0 | 1.0 |
Browse covered Real Estate companies directly from the sector view.
ACADIA REALTY TRUST
AGNC Investment Corp.
AGREE REALTY CORP
ALEXANDERS INC
ALEXANDRIA REAL ESTATE EQUITIES, INC.
American Assets Trust, Inc.
American Healthcare REIT, Inc.
American Homes 4 Rent
AMERICAN TOWER CORP /MA/
AMERICOLD REALTY TRUST
ANNALY CAPITAL MANAGEMENT INC
Anywhere Real Estate Inc.
1.0 |
8.0 |
May 2026 | 5.0 | 8.0 | 8.0 | 5.0 | 7.0 |
April 2026 | 5.0 | 8.0 | 8.0 | 4.0 | 7.0 |
March 2026 | 10.0 | 8.0 | 7.0 | 4.0 | 7.0 |
February 2026 | 10.0 | 8.0 | 1.0 | 5.0 | 6.0 |
January 2026 | 10.0 | 8.0 | 6.0 | 1.0 | 6.0 |
December 2025 | 10.0 | 8.0 | 7.0 | 3.0 | 6.0 |
November 2025 | 10.0 | 8.0 | 8.0 | 8.0 | 6.0 |
October 2025 | 10.0 | 8.0 | 7.0 | 8.0 | 6.0 |
September 2025 | 9.0 | 8.0 | 6.0 | 4.0 | 6.0 |
August 2025 | 9.0 | 8.0 | 8.0 | 1.0 | 6.0 |
9.0 |
6.0 |
June 2026 | 10.0 | 5.0 | 6.0 | 5.0 | 6.0 | 8.0 | 9.0 | 6.0 |
May 2026 | 10.0 | 5.0 | 6.0 | 7.0 | 7.0 | 5.0 | 9.0 | 3.0 |
April 2026 | 10.0 | 5.0 | 6.0 | 7.0 | 6.0 | 9.0 | 6.0 | 1.0 |
March 2026 | 10.0 | 5.0 | 7.0 | 6.0 | 6.0 | 8.0 | 5.0 | 5.0 |
February 2026 | 10.0 | 5.0 | 6.0 | 6.0 | 7.0 | 3.0 | 7.0 | 8.0 |
January 2026 | 2.0 | 4.0 | 7.0 | 6.0 | 7.0 | 3.0 | 8.0 | 9.0 |
December 2025 | 2.0 | 4.0 | 6.0 | 6.0 | 7.0 | 5.0 | 7.0 | 8.0 |
November 2025 | 2.0 | 4.0 | 6.0 | 5.0 | 7.0 | 3.0 | 6.0 | 6.0 |
October 2025 | 2.0 | 4.0 | 6.0 | 5.0 | 7.0 | 3.0 | 6.0 | 6.0 |
September 2025 | 10.0 | 3.0 | 6.0 | 6.0 | 8.0 | 6.0 | 8.0 | 9.0 |
August 2025 | 10.0 | 3.0 | 6.0 | 7.0 | 7.0 | 7.0 | 6.0 | 7.0 |
June 2026 | 4.0 | 3.0 | 6.0 | 8.0 | 6.0 | 2.0 | 10.0 |
May 2026 | 9.0 | 5.0 | 6.0 | 8.0 | 10.0 | 2.0 | 10.0 |
April 2026 | 9.0 | 5.0 | 5.0 | 8.0 | 3.0 | 2.0 | 10.0 |
March 2026 | 8.0 | 8.0 | 5.0 | 8.0 | 10.0 | 2.0 | 10.0 |
February 2026 | 8.0 | 2.0 | 5.0 | 8.0 | 2.0 | 5.0 | 10.0 |
January 2026 | 8.0 | 5.0 | 5.0 | 8.0 | 8.0 | 8.0 | 10.0 |
December 2025 | 8.0 | 2.0 | 5.0 | 7.0 | 4.0 | 7.0 | 10.0 |
November 2025 | 10.0 | 3.0 | 5.0 | 8.0 | 2.0 | 6.0 | 10.0 |
October 2025 | 10.0 | 2.0 | 5.0 | 8.0 | 2.0 | 6.0 | 10.0 |
September 2025 | 10.0 | 3.0 | 6.0 | 8.0 | 4.0 | 8.0 | 10.0 |
August 2025 | 8.0 | 2.0 | 6.0 | 8.0 | 8.0 | 5.0 | 10.0 |