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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 09 Jul 2025AU$199.9bAU$32.2bAU$936.8m17.2x213.4x6.2x
Fri, 06 Jun 2025AU$198.2bAU$32.1bAU$928.4m18.4x213.5x6.2x
Sun, 04 May 2025AU$190.7bAU$32.2bAU$929.0m15.1x205.2x5.9x
Tue, 01 Apr 2025AU$176.1bAU$32.2bAU$928.1m15.5x189.7x5.5x
Thu, 27 Feb 2025AU$185.4bAU$31.8bAU$96.9m19x1912.7x5.8x
Sat, 25 Jan 2025AU$194.5bAU$29.6b-AU$4,022,879,380.0020.7x-48.4x6.6x
Mon, 23 Dec 2024AU$186.7bAU$29.6b-AU$4,022,879,380.0020.6x-46.4x6.3x
Wed, 20 Nov 2024AU$193.9bAU$29.6b-AU$4,023,914,967.0020.5x-48.2x6.5x
Fri, 18 Oct 2024AU$196.9bAU$29.6b-AU$4,032,224,011.0022.6x-48.8x6.7x
Sun, 15 Sep 2024AU$197.9bAU$29.7b-AU$3,965,515,011.0020.7x-49.9x6.7x
Tue, 13 Aug 2024AU$182.4bAU$29.7b-AU$3,192,542,685.0032.5x-57.1x6.1x
Thu, 11 Jul 2024AU$178.2bAU$28.8b-AU$3,120,177,685.0030.4x-57.1x6.2x
Sat, 08 Jun 2024AU$183.7bAU$28.9b-AU$3,108,292,685.0028.5x-59.1x6.4x
Mon, 06 May 2024AU$176.5bAU$28.9b-AU$3,139,425,437.0028x-56.2x6.1x
Wed, 03 Apr 2024AU$187.5bAU$28.9b-AU$3,139,449,437.0030.2x-59.7x6.5x
Fri, 01 Mar 2024AU$173.3bAU$29.4b-AU$3,139,041,589.0027.1x-55.2x5.9x
Sun, 28 Jan 2024AU$160.9bAU$31.8bAU$634.0m27.2x253.7x5.1x
Tue, 26 Dec 2023AU$164.3bAU$31.8bAU$656.3m27.8x250.4x5.2x
Thu, 23 Nov 2023AU$149.4bAU$31.8bAU$657.9m25.1x227x4.7x
Sat, 21 Oct 2023AU$143.7bAU$31.8bAU$658.2m23.5x218.4x4.5x
Mon, 18 Sep 2023AU$155.3bAU$30.8bAU$658.1m26.4x236x5x
Wed, 16 Aug 2023AU$152.2bAU$33.7bAU$8.4b16.2x18.1x4.5x
Fri, 14 Jul 2023AU$155.9bAU$33.7bAU$10.5b13x14.9x4.6x
Sun, 11 Jun 2023AU$151.6bAU$33.7bAU$10.5b13.4x14.5x4.5x
Tue, 09 May 2023AU$159.9bAU$33.7bAU$10.5b13.3x15.3x4.7x
Thu, 06 Apr 2023AU$153.2bAU$33.7bAU$10.5b11.7x14.6x4.5x
Sat, 04 Mar 2023AU$155.7bAU$33.7bAU$10.5b13.3x14.9x4.6x
Mon, 30 Jan 2023AU$162.8bAU$35.2bAU$19.0b7.9x8.6x4.6x
Wed, 28 Dec 2022AU$152.7bAU$35.2bAU$19.0b8.1x8x4.3x
Fri, 25 Nov 2022AU$155.3bAU$35.2bAU$19.0b7.9x8.2x4.4x
Sun, 23 Oct 2022AU$140.3bAU$35.2bAU$19.0b7x7.4x4x
Tue, 20 Sep 2022AU$152.5bAU$35.2bAU$19.0b7.6x8x4.3x
Thu, 18 Aug 2022AU$165.7bAU$29.8bAU$17.8b8.5x9.3x5.6x
Sat, 16 Jul 2022AU$156.5bAU$34.7bAU$18.8b8.7x8.3x4.5x
Price to Earnings Ratio

8.3x


Total Market Cap: AU$156.5bTotal Earnings: AU$18.8bTotal Revenue: AU$34.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Real Estate Sector Price to Earnings3Y Average 159.5x202320242025
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 Market0.62%
Real Estate1.02%
Industrial REITs2.08%
Health Care REITs1.38%
Office REITs1.08%
REITS0.91%
Retail REITs0.83%
Hotel and Resort REITs0%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?

CompanyLast Price7D1YValuation
GPT GPT GroupAU$5.010.2%
+AU$19.2m
21.6%PB0.9x
CHC Charter Hall GroupAU$19.120.2%
+AU$18.9m
69.8%PB3.3x
CMW Cromwell Property GroupAU$0.351.4%
+AU$13.1m
-11.4%PB0.6x
REP RAM Essential Services Property FundAU$0.592.6%
+AU$7.5m
-4.1%PB1.4x
SRV ServcorpAU$5.761.2%
+AU$6.9m
39.1%PE10.6x

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