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Real Estate SIC 6500
36 companies filing with the SEC under SIC 6500. Median revenue growth +8% year on year in Q3 2026 (middle half -1% to +17%, 22 companies). The growth model expects the industry's combined revenue to grow +17% in Q3 2026. 18 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- FOR → D.R. Horton, Inc
- Hudson Pacific Properties, L.P. → NFLX 22% of the supplier's revenue, $184M
- HPP → NFLX 22% of the supplier's revenue, $184M
- OPI → U.S. government 26% of the supplier's revenue, $114M
- GTY → ARKO 12% of the supplier's revenue, $26.6M
- Urban Edge Properties LP → TJX 6% of the supplier's revenue, $26.4M
- UE → TJX 6% of the supplier's revenue, $26.4M
- GTY → GLP 10% of the supplier's revenue, $22.2M
- IIPR → Trulieve, Inc. ("Trulieve") 8% of the supplier's revenue, $21.3M
- FRPH → VMC 26% of the supplier's revenue, $11.1M
- TRC → Pastoria Energy Facility, LLC 9% of the supplier's revenue, $4.5M
- NDAQ → CWD
- AMZN → AIRE
- FNMA → CBRE
- FMCC → CBRE
- FOR → DHI
- SITC → CURB
- DLR → Digital Realty Trust, L.P.
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +16.7% | $22.6B | $21.0B – $24.2B |
| Q4 2026 | +18.0% | $25.0B | $23.1B – $27.0B |
| Q1 2027 | +18.2% | $23.1B | $21.2B – $24.9B |
| Q2 2027 | +17.8% | $24.5B | $22.5B – $26.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| CBRE CBRE Group | $11.5B | +13% | transition |
| CWK Cushman & Wakefield | $2.8B | +8% | mature |
| Prologis, L.P. | $2.4B | +8% | mature |
| Digital Realty Trust, L.P. | $1.9B | +21% | deceleration |
| FOR Forestar Group | $581M | -13% | contraction |
| Regency Centers LP | $419M | +8% | mature |
| Tiaa Real Estate Account | $303M | -0.8% | mature |
| MRP Millrose Properties | $211M | +18% | deceleration |
| HPP Hudson Pacific Properties | $188M | — | mature |
| Hudson Pacific Properties, L.P. | $181M | -3% | mature |
| TRNO Terreno Realty | $132M | +14% | transition |
| UE Urban Edge Properties | $123M | — | deceleration |
| Urban Edge Properties LP | $120M | -0.5% | mature |
| EFC Ellington Financial | $118M | — | — |
| OPI Office Properties Income Trust | $109M | — | mature |
| CURB Curbline Properties | $71.1M | +46% | deceleration |
| IIPR Innovative Industrial Properties | $64.9M | +0.4% | mature |
| GTY Getty Realty | $63.0M | +13% | transition |
| AHRT AH Realty Trust | $52.3M | -28% | contraction |
| CMTG Claros Mortgage Trust | $32.6M | -29% | transition |
| TRC Tejon Ranch | $22.6M | +89% | expansion |
| CHCI Comstock Holding Companies | $17.9M | +34% | deceleration |
| FPH Five Point Holdings, LLC | $14.6M | +8% | deceleration |
| FRPH FRP Holdings | $11.0M | +2% | mature |
| SKYH Sky Harbour Group | $9.9M | — | deceleration |
| Sealy Industrial Partners IV, LP | $9.7M | -0.6% | mature |
| BEEP Mobile Infrastructure | $8.9M | — | mature |
| OZ Belpointe Prep, LLC | $6.3M | +166% | transition |
| CWD CaliberCos | $4.2M | — | transition |
| MLP Maui Land & Pineapple | $3.7M | — | transition |
| SRG-PA Seritage Growth Properties | $1.9M | — | contraction |
| RWDMU Redwood Mortgage Investors IX | $1.3M | — | transition |
| AIRE reAlpha Tech | $1.1M | — | contraction |
| AEI Alset | $989K | — | contraction |
| CSUI Cannabis Suisse | $21K | — | mature |
| AOXY Advanced Oxygen Technologies | $12K | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.