Retail REIT industry stocks

26 companies in the Retail REIT industry. 23 have a published intrinsic value and 7 trade at least 20% below it.

The median company in Retail REIT with a published value trades 53% above our estimate of intrinsic value.

Values as of the 22 Sept 2026 close.

Most undervalued stocks in Retail REIT

Saul Centers Inc (BFS): undervalued, +75% margin of safety
CBL& Associates Properties Inc (CBL): undervalued, +57% margin of safety
Realty Income Corp (O): undervalued, +54% margin of safety
Alexander's Inc (ALX): undervalued, +38% margin of safety
Netstreit Corp (NTST): undervalued, +38% margin of safety
Getty Realty Corp (GTY): undervalued, +31% margin of safety
Essential Properties Realty Trust Inc (EPRT): undervalued, +31% margin of safety
Kite Realty Group Trust (KRG): fairly valued, +1% margin of safety

Liquid names only: at least $1M traded a day and $50M of market value.

Largest companies in Retail REIT

Simon Property Group Inc (SPG): overvalued, -70% margin of safety
Realty Income Corp (O): undervalued, +54% margin of safety
Kimco Realty Corp (KIM): overvalued, -53% margin of safety
Regency Centers Corp (REG): overvalued, -100% margin of safety
Federal Realty Investment Trust (FRT): overvalued, -84% margin of safety
Brixmor Property Group Inc (BRX): overvalued, -81% margin of safety
Agree Realty Corp (ADC): slightly overvalued, -16% margin of safety
NNN REIT Inc (NNN): overvalued, -24% margin of safety
Macerich Co (MAC): overvalued, -221% margin of safety
Essential Properties Realty Trust Inc (EPRT): undervalued, +31% margin of safety
Phillips Edison & Company Inc (PECO): overvalued, -178% margin of safety
Kite Realty Group Trust (KRG): fairly valued, +1% margin of safety
Tanger Inc (SKT): overvalued, -135% margin of safety
Curbline Properties Corp (CURB): not valued
Acadia Realty Trust (AKR): overvalued, -169% margin of safety
Urban Edge Properties (UE): overvalued, -180% margin of safety
Four Corners Property Trust Inc (FCPT): fairly valued, -4% margin of safety
InvenTrust Properties Corp (IVT): overvalued, -1546% margin of safety
Netstreit Corp (NTST): undervalued, +38% margin of safety
Getty Realty Corp (GTY): undervalued, +31% margin of safety
CBL& Associates Properties Inc (CBL): undervalued, +57% margin of safety
Alexander's Inc (ALX): undervalued, +38% margin of safety
Saul Centers Inc (BFS): undervalued, +75% margin of safety
Alpine Income Property Trust Inc (PINE): overvalued, -229% margin of safety
SITE Centers Corp (SITC): not valued
Wheeler Real Estate Investment Trust Inc (WHLR): no reliable verdict

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