Specialty REITs Stocks — Fair Value & Margin of Safety

Equity Rank covers 15 Specialty REITs companies; 15 have a published model fair value, and 6 of those (40%) trade below the model estimate. The median model fair value sits 6.0% below the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Specialty REITs stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Specialty REITs stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. LAND — Gladstone Land Corporation: model fair value $12.45 vs. price $8.82, a model fair value differential of 41.2% above the current price (as of 2026-10-22)
  2. EPR — EPR Properties: model fair value $71.43 vs. price $56.36, a model fair value differential of 26.7% above the current price (as of 2026-10-22)
  3. RYN — Rayonier Inc: model fair value $23.41 vs. price $18.72, a model fair value differential of 25.1% above the current price (as of 2026-10-22)
  4. GLPI — Gaming & Leisure Properties: model fair value $46.73 vs. price $40.02, a model fair value differential of 16.8% above the current price (as of 2026-10-22)
  5. SBAC — SBA Communications Corp: model fair value $194.91 vs. price $178.39, a model fair value differential of 9.3% above the current price (as of 2026-10-22)
  6. FPI — Farmland Partners Inc: model fair value $10.59 vs. price $10.00, a model fair value differential of 5.9% above the current price (as of 2026-10-22)

All 15 Specialty REITs companies

TickerCompanyPriceModel fair valueGap
EQIXEquinix Inc$952.62$637.97-33.0%
AMTAmerican Tower Corp$181.54$170.57-6.0%
DLRDigital Realty Trust Inc$170.94$167.53-2.0%
CCICrown Castle$78.83$71.20-9.7%
IRMIron Mountain Incorporated$110.66$72.31-34.7%
SBACSBA Communications Corp$178.39$194.91+9.3%
LAMRLamar Advertising Company$157.51$140.75-10.6%
WYWeyerhaeuser Company$19.82$17.27-12.9%
GLPIGaming & Leisure Properties$40.02$46.73+16.8%
RYNRayonier Inc$18.72$23.41+25.1%
OUTOutfront Media Inc$31.40$26.79-14.7%
EPREPR Properties$56.36$71.43+26.7%
UNITUniti Group Inc$5.19$4.24-18.3%
FPIFarmland Partners Inc$10.00$10.59+5.9%
LANDGladstone Land Corporation$8.82$12.45+41.2%

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

Compare Specialty REITs peers

EQIX vs AMT · EQIX vs DLR · EQIX vs CCI · EQIX vs IRM · AMT vs DLR · AMT vs CCI · AMT vs IRM · DLR vs CCI · DLR vs IRM · CCI vs IRM

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