30companies in Real estate

Latest 10-K, 10-Q, Form 4 and 13F of each

Compare Real estate

Compare companies, side by side

The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.

Group median · 30 companies

Sales growth: +5.1%
Gross margin: 59%
Operating margin: 40%
Net margin: 22%

Where each stands

The 3 largest, ranked among the group

Each corner is the share of Real estate companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.

CBRE CBRE Group

Revenue $45.0B, last twelve months

Year by year

Sales growth

+13%

Operating margin

4.6%

FCF margin

2.1%

2 paragraphs of its Risk Factors mention China, against 1 the year before.

WELL Welltower

Revenue $13.8B, last twelve months

Year by year

Sales growth

+36%

Operating margin

FCF margin

0 paragraphs of its Risk Factors mention China, against 0 the year before.

AMT American Tower

Revenue $11.0B, last twelve months

Year by year

Sales growth

+5.1%

Operating margin

45%

FCF margin

36%

0 paragraphs of its Risk Factors mention China, against 0 the year before.

From the filings

Real estate: the same facts for each company

Showing 12 of 30, largest revenue first

Company	Revenue, 12 months	Sales growth	Gross / operating margin	Net margin	Debt / equity	Accounting items	Insider buys	Open
CBRE CBRE Group	$45.0B	+13%	GM 17%OM 4.6%	3.1%	0.91	0 of 5to read	0	10-K
WELL Welltower	$13.8B	+36%	GM 22%OM -	12%	0.37	1 of 5to read	4	10-K
AMT American Tower	$11.0B	+5.1%	GM -OM 45%	30%	10.69	1 of 5to read	2	10-K
EQIX Equinix	$10.1B	+5.4%	GM 52%OM 23%	16%	1.57	0 of 5to read	0	10-K
PLD Prologis	$8.9B	+7.2%	GM -OM 52%	42%	0.65	1 of 5to read	0	10-K
IRM Iron Mountain	$7.8B	+12%	GM -OM 19%	5.9%	-	0 of 4to read	0	10-K
SPG Simon Property Group	$7.2B	+6.7%	GM -OM 46%	63%	6.96	2 of 4to read	11	10-K
WY Weyerhaeuser	$7.0B	-3.1%	GM 15%OM 12%	6.5%	0.57	0 of 6to read	0	10-K
VTR Ventas	$6.8B	+18%	GM -OM -	3.9%	0.79	0 of 5to read	0	10-K
DLR Digital Realty	$6.3B	+10%	GM -OM 12%	22%	-	2 of 5to read	0	10-K
HST Host Hotels & Resorts	$6.2B	+7.6%	GM -OM 15%	15%	0.20	0 of 4to read	0	10-K
O Realty Income	$6.2B	+9.1%	GM -OM -	22%	0.04	2 of 5to read	0	10-K
PSA Public Storage	$5.0B	+2.7%	GM -OM -	38%	0.84	0 of 4to read	0	10-K
VICI Vici Properties	$4.2B	+4.1%	GM 99%OM -	56%	0.58	1 of 4to read	0	10-K
CCI Crown Castle	$4.1B	-4.4%	GM -OM 47%	20%	-	3 of 5to read	0	10-K
CSGP CoStar Group	$3.7B	+19%	GM 78%OM 5.8%	4.9%	0.13	1 of 5to read	0	10-K
BXP BXP, Inc.	$3.5B	+2.2%	GM 59%OM -	8.4%	0.15	1 of 5to read	0	10-K
EXR Extra Space Storage	$3.5B	+3.7%	GM -OM 44%	30%	-	0 of 5to read	0	10-K
DOC Healthpeak Properties	$3.1B	+4.5%	GM -OM -	12%	1.19	1 of 5to read	0	10-K
INVH Invitation Homes	$2.9B	+4.2%	GM -OM -	24%	0.99	0 of 4to read	0	10-K
SBAC SBA Communications	$2.9B	+5.1%	GM 76%OM 48%	35%	-	1 of 5to read	0	10-K
ARE Alexandria Real Estate Equities	$2.8B	-2.9%	GM -OM -	-52%	0.87	1 of 5to read	2	10-K
MAA Mid-America Apartment Communities	$2.2B	+0.8%	GM -OM -	18%	-	0 of 4to read	1	10-K
KIM Kimco Realty	$2.2B	+5.1%	GM -OM 36%	28%	0.75	1 of 4to read	0	10-K
ESS Essex Property Trust	$1.9B	+6.4%	GM 70%OM 33%	21%	1.20	0 of 4to read	0	10-K
UDR UDR, Inc.	$1.7B	+2.4%	GM -OM 52%	41%	1.84	0 of 4to read	0	10-K
REG Regency Centers	$1.6B	+6.9%	GM -OM 72%	34%	0.73	0 of 5to read	0	10-K
CPT Camden Property Trust	$1.6B	+1.9%	GM -OM -	72%	1.06	0 of 4to read	0	10-K
FRT Federal Realty Investment Trust	$1.3B	+6.4%	GM -OM 54%	39%	1.50	0 of 3to read	0	10-K
VMRK Vivmark Residential	-	-	GM -OM -	-	0.84	0 of 4to read	0	10-K

Sales growth is the last fiscal year against the one before; margins are over the last twelve months. Where each comes from

Growth against cash margin

The 12 largest by revenue. A bigger bubble is more revenue; the dashed lines are the median of these companies.

10-K XBRL

How to read this page

A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
A bar is paragraphs that mention the topic this year, and the mark on it is last year.

Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.

By topic · 10-K Item 1A

China: paragraphs that mention it

AI Tariffs China Cybersecurity Interest rates Inflation Supply chain Climate Labor Regulation Crypto

ARE 19 vs 6 PLD 12 vs 12 WY 8 vs 9 SPG 5 vs 2 EQIX 3 vs 2 CBRE 2 vs 1 CSGP 2 vs 0 HST 2 vs 3 IRM 2 vs 1 REG 2 vs 3 DOC 1 vs 0 ABR 0 vs 0 ADC 0 vs 0 AGNC 0 vs 0 AHR 0 vs 0

All 40 companies

AKR 0 vs 0 AMH 0 vs 0 AMT 0 vs 0 APLE 0 vs 0 BNL 0 vs 0 BRX 0 vs 0 BXMT 0 vs 0 BXP 0 vs 0 CCI 0 vs 0 CPT 0 vs 0 DLR 0 vs 0 ESS 0 vs 0 EXR 0 vs 0 FRT 0 vs 0 INVH 0 vs 0 KIM 0 vs 0 MAA 0 vs 0 O 0 vs 0 PSA 0 vs 0 SBAC 0 vs 0 UDR 0 vs 0 VICI 0 vs 0 VMRK 0 vs 0 VTR 0 vs 0 WELL 0 vs 0

Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 57 companies have no 10-K downloaded yet.

In their words

What the companies wrote

The paragraphs as filed, each linked to its filing on sec.gov

ARE ALEXANDRIA REAL ESTATE EQUITIES, INC.

19 paragraphs

licensed molecules at major U.S. pharmaceutical companies now originating from Chinese firms. If biopharmaceutical companies
Item 1A, Risk Factors, 10-K Jan 26, 2026

countries but raised the tax rate on Chinese imports to 125%. Following the announcement, the S&P 500 Index surged
Item 1A, Risk Factors, 10-K Jan 26, 2026

PLD Prologis, Inc.

12 paragraphs

• In December, we listed China AMC Prologis Logistics REIT ("Prologis C-REIT") on the Shenzhen Stock Exchange. The Prologis C-REIT purchased properties from our open-ended venture in China. At December 31, 2025, we owned 20.7% of the venture.
Item 7, MD&A, 10-K Feb 13, 2026

Equity Commitments (1) Prologis Venture Partners Total Expiration Date Prologis Brazil Logistics Venture $ 33 $ 133 $ 166 2028 Prologis European Logistics Fund - 60 60 2028 (2) Prologis Japan Core Logistics Fund 78 402 480 2033 Prologis China Logistics Venture 49 278 327 2027 – 2028 Total $ 160 $ 873 $ 1,033
Item 7, MD&A, 10-K Feb 13, 2026

WY WEYERHAEUSER CO

8 paragraphs

… In China, during fourth quarter 2025 regulators lifted the March 4, 2025 suspension of log imports from the U.S. As a result, Weyerhaeuser is in the early stages of re-establishing its log export program to strategic customers in …
Item 7, MD&A, 10-K Feb 13, 2026

… presidential administration has taken multiple actions in 2025 to significantly increase tariffs on foreign imports into the United States, including imports from countries to which we export our products, such as Canada and China. For example, on February 1, 2025 …
Item 1A, Risk Factors, 10-K Feb 13, 2026

SPG SIMON PROPERTY GROUP INC.

5 paragraphs

As of December 31, 2025, we held interests in consolidated and joint venture properties that operate in Austria, Canada, France, Germany, Indonesia, Italy, Japan, Malaysia, Mexico, the Netherlands, the People’s Republic of China, South Korea, Spain, Thailand, and the …
Item 1A, Risk Factors, 10-K Feb 25, 2026

We also have an interest in operating joint ventures that own full-price malls located in the People’s Republic of China and in South Korea. Our ownership in these properties ranges from 17% to 49%.
10-K, 10-K Feb 25, 2026

EQIX EQUINIX INC

3 paragraphs

also been adopting a restrictive posture toward Chinese technology, data flows, and cross-border digital infrastructure, which could materially impact our business.
Item 1A, Risk Factors, 10-K Feb 11, 2026

… and China have created increased supply chain risk due to successive U.S. legislation promoting decoupling from China on semiconductors and specific telecommunications equipment makers as well as the threat of increased tariffs and having to source from alternative suppliers …
Item 1A, Risk Factors, 10-K Feb 11, 2026

CBRE CBRE GROUP, INC.

2 paragraphs

As of December 31, 2025, we are required to comply with the European Union General Data Protection Regulation (GDPR) as well as the United Kingdom (U.K.) equivalent and other global data protection laws (including in Switzerland, Japan, Singapore, China, India, United Arab Emirates, Australia, and Brazil), the implementation of which exposes us to parallel data protection regimes, each of which potentially authorizes similar fines and other enforcement actions for certain
Item 1A, Risk Factors, 10-K Feb 12, 2026

… These risks have been heightened in connection with the ongoing conflict between Russia and Ukraine, instability in the Middle East, and rising tensions in East Asia, including China. When geopolitical conflicts develop, critical infrastructures may be targeted by state-sponsored …
Item 1A, Risk Factors, 10-K Feb 12, 2026

Show all 40 companies' quotes

CSGP COSTAR GROUP, INC.

2 paragraphs

… In addition, some of our suppliers are located in China. Our access to suppliers in China may be limited or impaired as a result of tariffs, including those that have been recently introduced by the current U.S. administration, or …
Item 1A, Risk Factors, 10-K Feb 26, 2026

… existing legal complexity and uncertainty regarding international personal data transfers to continue, and international transfers to the United States, China, and to other jurisdictions more generally to continue to be subject to enhanced scrutiny by regulators. As the regulatory guidance …
Item 1A, Risk Factors, 10-K Feb 26, 2026

HST HOST HOTELS & RESORTS, INC.

2 paragraphs

We capitalize certain inventory (such as china, glass, silver, and linen) at the time of a hotel opening or acquisition, or when significant inventory is purchased (in conjunction with a major rooms renovation or when the number of rooms or meeting space at a hotel is expanded). These amounts then are amortized over the estimated useful life of three years. Subsequent replacement purchases are expensed when placed in service.
Item 8, Financial Statements, 10-K Feb 25, 2026

… We are required to provide working capital for each hotel and to fund the cost of certain fixed asset supplies (for example, linen, china, glassware, silver and uniforms). We also are responsible for providing funds to meet the cash needs …
10-K, 10-K Feb 25, 2026

IRM IRON MOUNTAIN INC

2 paragraphs

… Further, many of the purchasers of the decommissioned IT asset components are geographically concentrated, particularly in China. If governments enact trade policies or environmental regulations that restrict or increase the cost of exporting IT assets into China or the other …
Item 1A, Risk Factors, 10-K Feb 12, 2026

… State and local income taxes 17,140 8.1% Withholding tax 7,506 3.6% Other 695 0.3% China Nondeductible (gain) loss on sale of assets (7,318) (3.5)% Other 1,309 0.6% Peru Other 2,235 …
10-K, 10-K Feb 12, 2026

REG REGENCY CENTERS CORP

2 paragraphs

… In addition, geopolitical conflicts, including the war involving Russia and Ukraine, conflicts and instability in the Middle East and Venezuela, geopolitical conflicts in other regions, and economic or political tensions with trading partners including China (including any slowing of its …
Item 1A, Risk Factors, 10-K Feb 13, 2026

… Additionally, geopolitical and macroeconomic challenges, including the war involving Russia and Ukraine, conflicts and instability in the Middle East and Venezuela, and economic conflicts with China, as well as the slowing of its economy, could impact aspects of the U …
Item 8, Financial Statements, 10-K Feb 13, 2026

DOC HEALTHPEAK PROPERTIES, INC.

1 paragraph

… In addition, competitive international biotech sectors, including in China, supported by favorable regulatory conditions and costs there, may also divert research and development activity and investment away from the U.S., reducing long-term demand for domestic life science real …
Item 1A, Risk Factors, 10-K Feb 3, 2026