Have your own idea? Try our Stock Screener
Australian (ASX) Real Estate Sector Analysis
UpdatedJul 09, 2025
DataAggregated Company Financials
Companies59
- 7D1.0%
- 3M18.2%
- 1Y10.4%
- YTD4.5%
Over the last 7 days, the Real Estate industry has risen 2.4%, driven by gains from Goodman Group of 2.2%. Meanwhile, PEXA Group actually underperformed within the industry, shrinking 5.2% in the last week. In the last 12 months, the industry was up 10%. Earnings are forecast to grow by 19% annually.
Sector Valuation and Performance
Has the Australian Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 09 Jul 2025 | AU$199.9b | AU$32.2b | AU$936.8m | 17.2x | 213.4x | 6.2x |
| Fri, 06 Jun 2025 | AU$198.2b | AU$32.1b | AU$928.4m | 18.4x | 213.5x | 6.2x |
| Sun, 04 May 2025 | AU$190.7b | AU$32.2b | AU$929.0m | 15.1x | 205.2x | 5.9x |
| Tue, 01 Apr 2025 | AU$176.1b | AU$32.2b | AU$928.1m | 15.5x | 189.7x | 5.5x |
| Thu, 27 Feb 2025 | AU$185.4b | AU$31.8b | AU$96.9m | 19x | 1912.7x | 5.8x |
| Sat, 25 Jan 2025 | AU$194.5b | AU$29.6b | -AU$4,022,879,380.00 | 20.7x | -48.4x | 6.6x |
| Mon, 23 Dec 2024 | AU$186.7b | AU$29.6b | -AU$4,022,879,380.00 | 20.6x | -46.4x | 6.3x |
| Wed, 20 Nov 2024 | AU$193.9b | AU$29.6b | -AU$4,023,914,967.00 | 20.5x | -48.2x | 6.5x |
| Fri, 18 Oct 2024 | AU$196.9b | AU$29.6b | -AU$4,032,224,011.00 | 22.6x | -48.8x | 6.7x |
| Sun, 15 Sep 2024 | AU$197.9b | AU$29.7b | -AU$3,965,515,011.00 | 20.7x | -49.9x | 6.7x |
| Tue, 13 Aug 2024 | AU$182.4b | AU$29.7b | -AU$3,192,542,685.00 | 32.5x | -57.1x | 6.1x |
| Thu, 11 Jul 2024 | AU$178.2b | AU$28.8b | -AU$3,120,177,685.00 | 30.4x | -57.1x | 6.2x |
| Sat, 08 Jun 2024 | AU$183.7b | AU$28.9b | -AU$3,108,292,685.00 | 28.5x | -59.1x | 6.4x |
| Mon, 06 May 2024 | AU$176.5b | AU$28.9b | -AU$3,139,425,437.00 | 28x | -56.2x | 6.1x |
| Wed, 03 Apr 2024 | AU$187.5b | AU$28.9b | -AU$3,139,449,437.00 | 30.2x | -59.7x | 6.5x |
| Fri, 01 Mar 2024 | AU$173.3b | AU$29.4b | -AU$3,139,041,589.00 | 27.1x | -55.2x | 5.9x |
| Sun, 28 Jan 2024 | AU$160.9b | AU$31.8b | AU$634.0m | 27.2x | 253.7x | 5.1x |
| Tue, 26 Dec 2023 | AU$164.3b | AU$31.8b | AU$656.3m | 27.8x | 250.4x | 5.2x |
| Thu, 23 Nov 2023 | AU$149.4b | AU$31.8b | AU$657.9m | 25.1x | 227x | 4.7x |
| Sat, 21 Oct 2023 | AU$143.7b | AU$31.8b | AU$658.2m | 23.5x | 218.4x | 4.5x |
| Mon, 18 Sep 2023 | AU$155.3b | AU$30.8b | AU$658.1m | 26.4x | 236x | 5x |
| Wed, 16 Aug 2023 | AU$152.2b | AU$33.7b | AU$8.4b | 16.2x | 18.1x | 4.5x |
| Fri, 14 Jul 2023 | AU$155.9b | AU$33.7b | AU$10.5b | 13x | 14.9x | 4.6x |
| Sun, 11 Jun 2023 | AU$151.6b | AU$33.7b | AU$10.5b | 13.4x | 14.5x | 4.5x |
| Tue, 09 May 2023 | AU$159.9b | AU$33.7b | AU$10.5b | 13.3x | 15.3x | 4.7x |
| Thu, 06 Apr 2023 | AU$153.2b | AU$33.7b | AU$10.5b | 11.7x | 14.6x | 4.5x |
| Sat, 04 Mar 2023 | AU$155.7b | AU$33.7b | AU$10.5b | 13.3x | 14.9x | 4.6x |
| Mon, 30 Jan 2023 | AU$162.8b | AU$35.2b | AU$19.0b | 7.9x | 8.6x | 4.6x |
| Wed, 28 Dec 2022 | AU$152.7b | AU$35.2b | AU$19.0b | 8.1x | 8x | 4.3x |
| Fri, 25 Nov 2022 | AU$155.3b | AU$35.2b | AU$19.0b | 7.9x | 8.2x | 4.4x |
| Sun, 23 Oct 2022 | AU$140.3b | AU$35.2b | AU$19.0b | 7x | 7.4x | 4x |
| Tue, 20 Sep 2022 | AU$152.5b | AU$35.2b | AU$19.0b | 7.6x | 8x | 4.3x |
| Thu, 18 Aug 2022 | AU$165.7b | AU$29.8b | AU$17.8b | 8.5x | 9.3x | 5.6x |
| Sat, 16 Jul 2022 | AU$156.5b | AU$34.7b | AU$18.8b | 8.7x | 8.3x | 4.5x |
Price to Earnings Ratio
8.3x
Current Industry PE
- Investors are optimistic on the Australian Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 213x which is higher than its 3-year average PE of 159x.
- The 3-year average PS ratio of 5.4x is lower than the industry's current PS ratio of 6.2x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 63% per year over the last three years,
- Revenues have also declined 2.5% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Australian Real Estate sector?
| AU Market | 0.62% | |
| Real Estate | 1.02% | |
| Industrial REITs | 2.08% | |
| Health Care REITs | 1.38% | |
| Office REITs | 1.08% | |
| REITS | 0.91% | |
| Retail REITs | 0.83% | |
| Hotel and Resort REITs | 0% | 0 |
| Specialized REITs | -0.62% | |
| Real Estate | -1.60% | |
| Residential REITs | -6.45% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 16.2x.
- Analysts are expecting annual earnings growth of 15.9%, which is higher than its past year's earnings decline of 19.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Health Care REITs industry, expecting annual earnings growth of 70% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 3.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GPT GPT Group | AU$5.01 | 0.2% +AU$19.2m | 21.6% | PB0.9x | |
| CHC Charter Hall Group | AU$19.12 | 0.2% +AU$18.9m | 69.8% | PB3.3x | |
| CMW Cromwell Property Group | AU$0.35 | 1.4% +AU$13.1m | -11.4% | PB0.6x | |
| REP RAM Essential Services Property Fund | AU$0.59 | 2.6% +AU$7.5m | -4.1% | PB1.4x | |
| SRV Servcorp | AU$5.76 | 1.2% +AU$6.9m | 39.1% | PE10.6x |
