Real Estate & Data Centers
REITs, data centers, towers, storage, and property services. This page compares reported financial scale with the customer needs and operating signals that shape sector performance.
- Companies
- 57
- Average revenue
- $5.4B
- Average margin
- 724.7%
- Average growth
- 9.2%
What this industry is really competing to solve
Demand emerges when customers need dependable space, location, capacity, or infrastructure without owning the full asset. The deeper motives are security, access, continuity, and flexibility. This is why the competitive set extends beyond companies with the same industry code.
Customers can also choose ownership, remote work, alternative locations, shared space, cloud substitution, and delaying expansion. Industry growth becomes durable only when companies make the desired progress easier than those alternatives.
How demand becomes profit and cash
The common mechanism is turning occupancy, contracted rent, development, and asset utilization into recurring cash flow. Across the industry, the decisive investment question is whether development and acquisition yields remain above the cost of capital.
Average operating profit is $958.8M, but the spread between leaders and laggards matters more than the average alone. Compare scale, margin, growth, and the leading indicators together.
Real Estate & Data Centers companies
| Company | Revenue | Operating profit | Margin | Growth |
|---|---|---|---|---|
| Four Corners Property Trust FCPT | $294M | $112M | 38.1% | +9.7% |
| Innovative Industrial Properties IIPR | $266M | $124M | 46.6% | -13.9% |
| Crown Castle CCI | $215M | $2.1B | 965.1% | +12.0% |
| Extra Space Storage EXR | $129M | $1.4B | 1095.3% | +6.6% |
| Healthpeak Properties DOC | $62M | $284M | 458.1% | +37.8% |
| Rexford Industrial Realty REXR | $22M | $220M | 1000.0% | +57.1% |
| Camden Property Trust CPT | $13M | $395M | 3038.5% | +85.7% |
| Equity LifeStyle Properties ELS | $10M | $402M | 4020.0% | +11.1% |
| NNN REIT NNN | $2M | $589M | 29450.0% | +0.0% |
