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Top 10 — Real Estate — 1 Sep 2026

The ten as they stood on 1 Sep 2026. Scores, pillars and reasons are the ones recorded that day; nothing here is recomputed. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.

The Top 10 score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 3.

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The ten

#CompanyWhy it was hereSectorScore
1 TERRENO REALTY REIT CORP (TRNO)
Valuation 83rd (price to earnings 17.8, price to book 1.6).

Valuation 83rd (price to earnings 17.8, price to book 1.6) and financial health 82nd (free cash flow margin 31.5%, debt to equity 0.2); weakest is capital return (51st, net share count bought back over the year -7.2, consecutive years of dividend increases 5 years).

  • Profitability65.2
  • Growth78.0
  • Financial health82.1
  • Valuation82.5
  • Capital return50.8
  • Trend54.8
Real Estate 69.4
2 CARETRUST REIT INC (CTRE)
Growth 94th (revenue growth year over year 53%, 3-year revenue CAGR 34.4%).

Growth 94th (revenue growth year over year 53%, 3-year revenue CAGR 34.4%) and financial health 71st (debt to equity 0.3); weakest is capital return (42nd, net share count bought back over the year -31.5, consecutive years of dividend increases 5 years).

  • Profitability67.4
  • Growth94.3
  • Financial health70.6
  • Valuation65.3
  • Capital return41.7
  • Trend60.4
Real Estate 69.0
3 Omega Healthcare Investors (OHI)
Profitability 78th (operating margin 46.1%, return on equity 16.5%).

Profitability 78th (operating margin 46.1%, return on equity 16.5%) and valuation 73rd (price to earnings 17.1, price to book 2.6); weakest is capital return (47th, net share count bought back over the year -12.8, consecutive years of dividend increases 5 years).

  • Profitability78.4
  • Growth65.9
  • Financial health69.6
  • Valuation73.4
  • Capital return46.5
  • Trend51.3
Real Estate 65.2
4 LTC PROPERTIES REIT INC (LTC)
Valuation 85th (price to earnings 15.1, price to book 1.8).

Valuation 85th (price to earnings 15.1, price to book 1.8) and growth 74th (3-year revenue CAGR 14.5%); weakest is financial health (51st, debt to equity 0.6).

  • Profitability52.7
  • Growth74.2
  • Financial health50.8
  • Valuation84.7
  • Capital return53.2
  • Trend70.6
Real Estate 65.1
5 ST JOE (JOE)
Growth 87th (3-year revenue CAGR 26.7%, revenue growth year over year 28.4%).

Growth 87th (3-year revenue CAGR 26.7%, revenue growth year over year 28.4%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (42nd, price to book 4.8, price to earnings 30.4).

  • Profitability71.6
  • Growth86.5
  • Financial health69.9
  • Valuation41.6
  • Capital return80.2
  • Trend43.2
Real Estate 65.0
6 Simon Property Group (SPG)
Profitability 97th (return on equity 126.3%, operating margin 48.3%).

Profitability 97th (return on equity 126.3%, operating margin 48.3%) and capital return 67th (consecutive years of dividend increases 5 years, net share count bought back over the year -0.1); weakest is financial health (52nd, debt to equity 5.8, free cash flow margin 48.6%).

  • Profitability96.9
  • Growth52.5
  • Financial health51.6
  • Valuation53.0
  • Capital return67.2
  • Trend55.6
Real Estate 63.4
8 Vici Properties (VICI)
Valuation 98th (price to earnings 9.9, price to book 1).

Valuation 98th (price to earnings 9.9, price to book 1) and financial health 74th (free cash flow margin 49.7%, debt to equity 0.6); weakest is trend (25th, a "death cross" — its 50-day average is below its 200-day).

  • Profitability69.8
  • Growth52.8
  • Financial health74.4
  • Valuation97.5
  • Capital return60.6
  • Trend25.3
Real Estate 61.4
9 First Industrial Realty Trust (FR)
Profitability 73rd (operating margin 41.6%, return on equity 13.4%).

Profitability 73rd (operating margin 41.6%, return on equity 13.4%) and capital return 68th (consecutive years of dividend increases 5 years, net share count bought back over the year -0.1); weakest is financial health (37th, debt to equity 0.9).

  • Profitability72.7
  • Growth55.3
  • Financial health37.3
  • Valuation64.4
  • Capital return67.6
  • Trend61.3
Real Estate 59.9
11 GETTY REALTY REIT CORP (GTY)
Valuation 80th (price to earnings 19.1, price to book 1.8).

Valuation 80th (price to earnings 19.1, price to book 1.8) and profitability 68th (operating margin 58.5%, return on equity 9.3%); weakest is financial health (36th, debt to equity 1).

  • Profitability68.0
  • Growth60.4
  • Financial health35.6
  • Valuation79.9
  • Capital return55.9
  • Trend51.2
Real Estate 58.8
15 Agree Realty (ADC)
Growth 78th (3-year revenue CAGR 18.7%, revenue growth year over year 18.2%).

Growth 78th (3-year revenue CAGR 18.7%, revenue growth year over year 18.2%) and profitability 59th (operating margin 47.9%, return on equity 3.6%); weakest is trend (40th, a strong downtrend, with sellers in control).

  • Profitability59.4
  • Growth77.6
  • Financial health52.2
  • Valuation58.7
  • Capital return49.4
  • Trend40.4
Real Estate 57.1

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Informational only — NOT financial advice.