REIT - Retail: Simon Property Group, Inc. owns the largest revenue base; Curbline Properties Corp. has the fastest current growth.
The industry itself · before any single company
How has REIT - Retail moved against S&P 500?
The line below covers 5.2 years. Over the most recent two of them this industry is 15% behind S&P 500. Earnings across its companies grew 13% on average over the last four reported quarters.
TURNING · ahead 3w✓Fundamentals up, price down14 of 26 companies ahead of S&P 500 by 5% or more over three months
REIT - Retail, equal-weighted, based at 200S&P 500, same base, same starttrailing 12-month earnings per share risingfalling
Strength anatomyBroadening down the ladderHow much of the industry is participating, how recently, and whether the movers score well.
Together14 of 26 stocks moving
Fresh10 crossed in the last 4 weeks
Backed by scoresmovers score +3 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large4/6+3
Mid6/9+5
Small4/11+2
Participation is spreading downward — the mid and small companies added more this month than the large ones did.
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 26 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Sector relative strength · before individual stocks
Is REIT - Retail outperforming S&P 500?
REIT - Retail has outperformed S&P 500 by 5.4% over the last 52 weeks. Over 13 weeks the gap is a lead of 5.2%. 22 of 26 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. CBL & Associates Properties, Inc. is the strongest against the sector itself at +36.2%.
+5.2%Sector vs S&P 500 · 13 weeks
+5.4%Sector vs S&P 500 · 52 weeks
22/26Stocks leading S&P 500
13/26Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
REIT - Retail has outperformed S&P 500 by 5.4% over 52 weeks and 5.2% over 13 weeks. 22 of 26 covered companies beat the S&P 500 on Mansfield relative strength, while 13 of 26 beat the sector itself. Simon Property Group, Inc. leads with income of $6,648 million, based on 21 of 26 comparable companies through Mar 2026.
Is the REIT - Retail sector outperforming S&P 500?
REIT - Retail has outperformed S&P 500 by 5.4% over 52 weeks and 5.2% over 13 weeks. 22 of 26 covered companies beat the S&P 500 on Mansfield relative strength, while 13 of 26 beat the sector itself.
Which REIT - Retail company is largest by income?
Simon Property Group, Inc. leads with income of $6,648 million, based on 21 of 26 comparable companies through Mar 2026.
Which REIT - Retail company is growing fastest?
Curbline Properties Corp. has the fastest current income growth at 53%, across 21 of 26 comparable companies.
Which REIT - Retail company has the strongest 4-Factor Sector Score?
CBL & Associates Properties, Inc. ranks first at 67.6/100 with 70% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which REIT - Retail company has the lowest comparable P/BV-to-ROE?
Acadia Realty Trust has the lowest comparable P/BV ÷ ROE at 0.22, among 25 of 26 companies that pass the metric’s comparability rules.
How much history does this REIT - Retail comparison include?
The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Companies
26
complete canonical membership
Combined market value
$282.4B
Simon Property Group, Inc.
Revenue growing
18/21
positive TTM year-on-year growth
Beating S&P 500
22/26
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
CBL & Associates Properties, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 70% evidence confidence.
The Macerich Company has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded.
Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -5.7% and the one-year return is 19.7%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6.3/35Growth & earnings
Income -35.5% · PAT -68.7%
71% evidence
5.0/25Capital efficiency
ROA -4.3% · ROE 0.2% · GNPA —
68% evidence
4.4/20Valuation
P/BV 0.84× · P/BV÷ROE 4.22
70% evidence
3.0/20Relative strength
RS sector -42.9% · RS bench -39% · 1Y -57.9%
70% evidence
01 · compare level, then change
Income Scale & Growth Durability
Simon Property Group, Inc. has the highest Income among the 26 REIT - Retail companies compared here, at $6,648 million. Realty Income Corporation is next at $5,918 million. Curbline Properties Corp. has the highest Income growth at 53%, so level and change sit with different companies. 21 of 26 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Simon Property Group, Inc. is the scale leader at $6,648 million, 12.3% ahead of Realty Income Corporation. Curbline Properties Corp.'s growth is 53% from a $202 million base, with 10 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderSimon Property Group, Inc. · $6,648 million
Gap12.3% versus #2 · Realty Income Corporation
Persistence8/8 recent comparable periods
Coverage21/26 companies · 483 observations
Investor read: Simon Property Group, Inc. is the scale benchmark; Curbline Properties Corp. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Simon Property Group, Inc.'s growth falls below Curbline Properties Corp.'s for two consecutive comparable reports while operating margin also compresses.
For lenders, reported income is used instead of industrial-company sales. Growth is compared year-on-year.
Incomelargest
1Simon Property Group, Inc. SPG$6.6B
2Realty Income Corporation O$5.9B
3Kimco Realty Corporation KIM$2.2B
4Regency Centers Corporation REG$1.6B
5Brixmor Property Group Inc. BRX$1.4B
Income growthfastest growers
1Curbline Properties Corp. CURB53%
2Agree Realty Corporation ADC18%
3Simon Property Group, Inc. SPG11%
4Tanger Inc. SKT11%
5Four Corners Property Trust, Inc. FCPT11%
Income · company comparison
21/26 level · 21/26 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Simon Property Group, Inc. has the highest Net profit among the 26 REIT - Retail companies compared here, at $5,456 million. Realty Income Corporation is next at $1,140 million. CBL & Associates Properties, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: Simon Property Group, Inc. leads with $5,456 million of TTM profit, 378.6% above Realty Income Corporation. CBL & Associates Properties, Inc. shows ≥100% on the scoring scale (160.6% uncapped) growth from a $172 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderSimon Property Group, Inc. · $5,456 million
Gap378.6% versus #2 · Realty Income Corporation
Persistence5/8 recent comparable periods
Coverage21/26 companies · 483 observations
Investor read: Simon Property Group, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is ranked only where the comparison base is economically meaningful. Loss-to-profit flips are shown but do not win the growth table.
Net profitlargest
1Simon Property Group, Inc. SPG$5.5B
2Realty Income Corporation O$1.1B
3Kimco Realty Corporation KIM$624M
4Regency Centers Corporation REG$562M
5Brixmor Property Group Inc. BRX$444M
Profit growthfastest growers
1CBL & Associates Properties, Inc. CBL100%
2Curbline Properties Corp. CURB100%
3InvenTrust Properties Corp. IVT100%
4Kite Realty Group Trust KRG100%
5Simon Property Group, Inc. SPG100%
Net profit · company comparison
21/26 level · 19/26 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
No company in this REIT - Retail comparison has a funding base figure that passes this section's guard, so the Deposits rank is empty. On Borrowings, Realty Income Corporation is highest at $31,107 million, across 26 of 26 companies with a usable reading.
What the numbers say: There is not enough comparable evidence to name a reliable deposits leader.
LeaderNo comparable leader
GapNot enough peers
PersistenceNot enough history
Coverage0/26 companies · 0 observations
Investor read: The current leader sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current borrowings signal.
For banks, debt is operating funding rather than industrial leverage. Deposits and borrowings are therefore shown as funding-base levels; asset quality, funding cost and liquidity determine whether that funding is attractive.
Depositslargest deposit bases
—Not enough comparable data—
Borrowingslargest borrowings
1Realty Income Corporation O$31.1B
2Simon Property Group, Inc. SPG$29.0B
3Kimco Realty Corporation KIM$8.3B
4Brixmor Property Group Inc. BRX$5.5B
5Regency Centers Corporation REG$5.2B
Funding base · company comparison
0/26 level · 26/26 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
No consistent historical series is available for deposits.
Borrowings · reported quarter history
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
CBL & Associates Properties, Inc. has the highest ROA among the 26 REIT - Retail companies compared here, at 9.8%. Acadia Realty Trust is next at 3.4%. Acadia Realty Trust has the highest ROA change at +3.1 percentage points, so level and change sit with different companies. 26 of 26 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: CBL & Associates Properties, Inc. leads roa at 9.8%; Acadia Realty Trust leads roa change at +3.1 percentage points.
LeaderCBL & Associates Properties, Inc. · 9.8%
Gap188.2% versus #2 · Acadia Realty Trust
Persistence6/8 recent comparable periods
Coverage26/26 companies · 488 observations
Investor read: CBL & Associates Properties, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roa change signal.
ROA is the cleanest first comparison for lenders because the balance sheet is the operating asset.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
CBL & Associates Properties, Inc. has the highest ROE among the 26 REIT - Retail companies compared here, at 13.8%. Simon Property Group, Inc. is next at 11.8%. The same company also holds the highest ROE change, at +11 percentage points. 26 of 26 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: CBL & Associates Properties, Inc. leads both roe at 13.8% and roe change at +11 percentage points.
LeaderCBL & Associates Properties, Inc. · 13.8%
Gap16.9% versus #2 · Simon Property Group, Inc.
Persistence7/8 recent comparable periods
Coverage26/26 companies · 488 observations
Investor read: CBL & Associates Properties, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roe change signal.
ROE shows the return to shareholders, but should be read with asset quality and leverage.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
No company in this REIT - Retail comparison reports gross NPA on a comparable basis, so there is nothing to rank here — 0 of 26 companies have a usable current reading. The section is shown rather than removed so an unavailable metric is not mistaken for one that was quietly left out. Filings were read through Jun 2026.
Lower gross NPA is better. Improvement means the ratio is falling, so ranks are intentionally inverted.
07 · compare level, then change
Valuation Against Growth & Quality
Acadia Realty Trust has the lowest P/BV ÷ ROE among the 26 REIT - Retail companies compared here, at 0.22×. SITE Centers Corp. has the lowest P/BV at 0.84×, so level and change sit with different companies. 25 of 26 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Acadia Realty Trust has the lowest comparable P/BV ÷ ROE at 0.22×, 0% below CBL & Associates Properties, Inc.. Only 25 of 26 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderAcadia Realty Trust · 0.22×
Gap0% versus #2 · CBL & Associates Properties, Inc.
Persistence0/8 recent comparable periods
Coverage25/26 companies · 419 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
Banks are compared on P/BV and P/BV÷ROE, not PEG. Lower is better only if asset quality and return durability hold; cheap book value with weakening NPAs is not automatically attractive.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
CBL & Associates Properties, Inc. has the strongest one-year price move in REIT - Retail at +126.1%. It also leads on Mansfield relative strength against the S&P 500 at +44.3%. 22 of 26 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.
Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength
Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.
Before the conclusion · check the blind spots
What can make this comparison misleading?
This REIT - Retail comparison names 7 specific ways its own evidence can mislead, all listed below. 1 of the 26 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. 2 of the 7 ranked sections have fewer than three usable current readings.
Keep these limits visible
A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROE can be manufactured with leverage. Read it beside ROA and asset quality.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
Banks and lenders are not forced through operating-margin or ROCE comparisons; missing lender-specific fields remain visibly missing.
Thin comparisons: Funding base, Asset quality have fewer than three usable current readings.
09 · the complete set
Which companies are included?
All 26 companies in the canonical REIT - Retail membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.
AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.
This comparison is built from the reported filings of 26 REIT - Retail companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
These 15 answers restate the REIT - Retail comparison above in question form. Every one is computed from the same 26 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.
Which REIT - Retail company is the biggest?
Simon Property Group, Inc. is the largest, with trailing-twelve-month income of $6,648 million, ahead of Realty Income Corporation at $5,918 million. That covers 21 of 26 companies with comparable reporting through Mar 2026.
Which REIT - Retail company is growing fastest?
Curbline Properties Corp. has the fastest income growth at 53% year on year, across 21 of 26 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.
Which REIT - Retail company makes the most profit?
Simon Property Group, Inc. earns the most, at $5,456 million of trailing-twelve-month net profit, from 21 of 26 comparable companies. CBL & Associates Properties, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.
Which REIT - Retail company earns the highest return on capital?
CBL & Associates Properties, Inc. leads on return on assets at 9.8%, across 26 of 26 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which REIT - Retail stock is the cheapest?
On price-to-book divided by return on equity — where a LOWER number is cheaper — Acadia Realty Trust screens cheapest at 0.22×. Only 25 of 26 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Is the REIT - Retail sector beating the market?
REIT - Retail has outperformed S&P 500 by 5.4% over the last 52 weeks and 5.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 22 of 26 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which REIT - Retail stock has the strongest price momentum?
CBL & Associates Properties, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which REIT - Retail company scores highest for research priority?
CBL & Associates Properties, Inc. scores 67.6 out of 100 with 70% evidence confidence, from 21.5 points on growth and earnings, 18.6 on capital efficiency, 10.5 on valuation and 17 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many REIT - Retail companies does this comparison cover, and over what period?
It compares 26 listed companies over up to 20 reported quarters of fundamentals and 6 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the REIT - Retail sector?
The 26 REIT - Retail companies on this page carry $282,430 million of combined market value. Simon Property Group, Inc. is the largest at $90,030 million, about 32% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.
What is the REIT - Retail sector's P/B ratio?
The median price-to-book ratio across the 26 REIT - Retail companies on this page is 1.8×, measured on the 26 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.
How is the REIT - Retail sector performing?
22 of the 26 covered REIT - Retail companies are beating S&P 500 on Mansfield relative strength. The sector itself is 5.4% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.
How many REIT - Retail stocks are listed in the US?
This comparison covers 26 listed REIT - Retail companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.