Top 5 Israeli Real Estate Stocks That Soared for Investors in 2026
Translated & summarized from Ice by baba
Real estate stocks on the Tel Aviv Stock Exchange have seen varied performance in 2026, with some companies surging while major players lagged. Oron Group led with a 148% increase, followed by Mega Or (83%), E.E.S. Holdings (66%), Omer Engineering (43%), and G City (42%). Despite the strong performance of these top five, the overall real estate and construction indices have declined. This ranking highlights companies with market caps over one billion shekels.
The story in 6 lines · by baba
- Oron Group shares surged nearly 148% in 2026, making it the top-performing real estate stock.
- Mega Or, controlled by Tzachi Nachmias, saw an 83% increase in its stock value.
- E.E.S. Holdings ranked third with a 66% stock price rise, driven by its industrial park.
- Omer Engineering, a new entrant, gained 43% after its December 2025 IPO.
- G City's stock rose 42%, despite significant corporate changes and a failed acquisition deal.
- Major real estate companies like Azrieli Group showed minimal gains, contrasting with smaller firms.
Real estate and construction stocks on the Tel Aviv Stock Exchange have experienced a dynamic year in 2026. While some companies saw their values skyrocket by tens or even hundreds of percent, major industry players showed minimal movement. Despite investor interest in real estate stocks, both the real estate index and the construction index have declined by double digits since the start of the year. This ranking focuses on companies with a market capitalization exceeding one billion shekels, based on year-to-date returns as of the previous day's trading close.
Oron Group leads the pack with a nearly 148% increase year-to-date, reaching approximately 18% in the last month alone. The company operates in infrastructure and construction, industry (including concrete plants, aluminum products, and manufactured components), and residential real estate development. In the second quarter, Oron Group reported a net profit of 13.2 million shekels, a significant turnaround from an 8.5 million shekel loss in the same period last year. Their infrastructure and construction backlog stands at about 3.4 billion shekels, and they secured five tenders worth approximately 1.1 billion shekels in the second quarter, including metro depot work and projects on Highway 4. The company also raised about 100 million shekels through a share offering, with its current market value around 2.5 billion shekels.
Mega Or, controlled by Tzachi Nachmias, follows with an 83% rise, continuing its strong performance from the previous year. Primarily holding industrial and logistics centers, Mega Or has been expanding into new sectors, including server farms through its subsidiary Mega DC and a joint venture with Energy Fields to establish 15 electricity storage facilities totaling 1 gigawatt. The stock was added to the TA-35 index in early May. However, it has fallen from its peak, with its market value decreasing from approximately 26 billion shekels in June to its current 18.68 billion shekels.
E.E.S. Holdings ranks third with a 66% increase, largely driven by its Palachim Industrial Park, valued at about 1.63 billion shekels and fully leased. The company is also in talks to acquire a 50% stake in the desalination facility operator located within the park. E.E.S. Holdings raised approximately 189 million shekels through share and option offerings recently, and its credit rating was upgraded. The company has minimal financial debt and a current market value of about 4 billion shekels.
Omer Engineering, a veteran development and execution company founded in the 1980s, closes the top five with a 43% gain. The company, which only went public in December 2025, raising 306 million shekels, is involved in residential development, urban renewal with a pipeline of approximately 2,300 housing units, and income-producing real estate. Its controlling shareholders are Chairman Israel Rosenblatt and co-CEOs Avner Haddad and Ze'ev Salant. Its current market value is nearly 2 billion shekels.
Rounding out the top five is G City, a rental real estate company with assets in Israel and Poland, which has undergone significant changes. A deal for Norstar, controlled by Haim Katzman, to sell a 26% stake to Tzachi Abu's Ari Real Estate for about 660 million shekels fell through. Concurrently, both parties committed to raising one billion shekels for the company. Khalifa Fund is replacing Katzman as CEO this month, with Katzman transitioning to active chairman. G City has completed property sales totaling about 7.2 billion shekels since 2022 and recently announced its entry into the electricity storage sector. Its current market value is approximately 1.77 billion shekels. Other companies like Rimon, Ari Real Estate, and Luzan Ronson saw gains of 37.51%, 30.83%, and 26.36% respectively. In contrast, some of the industry's largest companies, such as Azrieli Group (up 4.51%), Y.H. Demari (up 8.31%), and Shikun & Binui (up 2.61%), showed modest growth.
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