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Australian (ASX) Real Estate Sector Analysis
UpdatedAug 23, 2025
DataAggregated Company Financials
Companies60
- 7D0.7%
- 3M8.0%
- 1Y12.6%
- YTD9.6%
Over the last 7 days, the Real Estate industry has remained flat, although notably Stockland gained 13%. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 23 Aug 2025 | AU$211.5b | AU$32.7b | AU$7.4b | 16.8x | 28.7x | 6.5x |
| Mon, 21 Jul 2025 | AU$202.6b | AU$32.2b | AU$937.3m | 16.9x | 216.2x | 6.3x |
| Wed, 18 Jun 2025 | AU$200.6b | AU$32.1b | AU$927.7m | 17.6x | 216.3x | 6.2x |
| Fri, 16 May 2025 | AU$188.2b | AU$32.2b | AU$929.0m | 16.1x | 202.6x | 5.9x |
| Sun, 13 Apr 2025 | AU$174.2b | AU$32.2b | AU$928.1m | 15x | 187.7x | 5.4x |
| Tue, 11 Mar 2025 | AU$182.0b | AU$32.2b | AU$928.1m | 15.3x | 196.1x | 5.7x |
| Thu, 06 Feb 2025 | AU$190.5b | AU$29.6b | -AU$3,944,695,380.00 | 20.4x | -48.3x | 6.4x |
| Sat, 04 Jan 2025 | AU$189.8b | AU$29.6b | -AU$4,022,879,380.00 | 20.5x | -47.2x | 6.4x |
| Mon, 02 Dec 2024 | AU$196.4b | AU$29.6b | -AU$4,022,762,041.00 | 20.8x | -48.8x | 6.6x |
| Wed, 30 Oct 2024 | AU$191.5b | AU$29.6b | -AU$4,023,914,967.00 | 20.2x | -47.6x | 6.5x |
| Fri, 27 Sep 2024 | AU$201.0b | AU$29.7b | -AU$3,965,515,011.00 | 21.7x | -50.7x | 6.8x |
| Sun, 25 Aug 2024 | AU$184.1b | AU$29.7b | -AU$4,303,322,685.00 | 18.7x | -42.8x | 6.2x |
| Tue, 23 Jul 2024 | AU$185.8b | AU$29.0b | -AU$3,107,032,685.00 | 30.5x | -59.8x | 6.4x |
| Thu, 20 Jun 2024 | AU$180.2b | AU$28.9b | -AU$3,108,292,685.00 | 28.2x | -58x | 6.2x |
| Sat, 18 May 2024 | AU$182.6b | AU$28.9b | -AU$3,139,425,437.00 | 28.7x | -58.2x | 6.3x |
| Mon, 15 Apr 2024 | AU$178.3b | AU$28.9b | -AU$3,139,449,437.00 | 27.9x | -56.8x | 6.2x |
| Wed, 13 Mar 2024 | AU$177.7b | AU$29.4b | -AU$3,139,449,437.00 | 28.4x | -56.6x | 6.1x |
| Fri, 09 Feb 2024 | AU$170.0b | AU$31.5b | AU$719.8m | 28.7x | 236.1x | 5.4x |
| Sun, 07 Jan 2024 | AU$160.2b | AU$31.7b | AU$633.9m | 26.7x | 252.7x | 5x |
| Tue, 05 Dec 2023 | AU$154.3b | AU$31.8b | AU$656.0m | 25.6x | 235.2x | 4.8x |
| Thu, 02 Nov 2023 | AU$140.1b | AU$31.8b | AU$658.2m | 23.1x | 212.9x | 4.4x |
| Sat, 30 Sep 2023 | AU$146.5b | AU$31.8b | AU$658.1m | 24.8x | 222.6x | 4.6x |
| Mon, 28 Aug 2023 | AU$156.0b | AU$30.9b | AU$1.3b | 25.2x | 117.5x | 5x |
| Wed, 26 Jul 2023 | AU$156.6b | AU$33.7b | AU$10.5b | 12.9x | 15x | 4.6x |
| Fri, 23 Jun 2023 | AU$155.8b | AU$33.7b | AU$10.5b | 13.2x | 14.9x | 4.6x |
| Sun, 21 May 2023 | AU$158.7b | AU$33.7b | AU$10.5b | 12.9x | 15.2x | 4.7x |
| Tue, 18 Apr 2023 | AU$155.4b | AU$33.7b | AU$10.5b | 12.2x | 14.8x | 4.6x |
| Thu, 16 Mar 2023 | AU$154.6b | AU$33.7b | AU$10.5b | 12x | 14.8x | 4.6x |
| Sat, 11 Feb 2023 | AU$160.2b | AU$35.1b | AU$17.6b | 8.5x | 9.1x | 4.6x |
| Mon, 09 Jan 2023 | AU$150.6b | AU$35.2b | AU$19.0b | 7.8x | 7.9x | 4.3x |
| Wed, 07 Dec 2022 | AU$155.5b | AU$35.2b | AU$19.0b | 8x | 8.2x | 4.4x |
| Fri, 04 Nov 2022 | AU$152.2b | AU$35.2b | AU$19.0b | 7.9x | 8x | 4.3x |
| Sun, 02 Oct 2022 | AU$139.3b | AU$35.2b | AU$19.0b | 7.2x | 7.3x | 4x |
| Tue, 30 Aug 2022 | AU$159.4b | AU$35.3b | AU$18.9b | 7.9x | 8.4x | 4.5x |
Price to Earnings Ratio
8.4x
Current Industry PE
- Investors are pessimistic on the Australian Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 28.7x which is lower than its 3-year average PE of 166x.
- The 3-year average PS ratio of 5.4x is lower than the industry's current PS ratio of 6.5x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 27% per year over the last three years,
- Revenues have also declined 2.4% 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 | 0.22% | |
| Real Estate | 0.74% | |
| REITS | 7.19% | |
| Retail REITs | 3.32% | |
| Residential REITs | 3.22% | |
| Real Estate | 2.35% | |
| Office REITs | 0.92% | |
| Hotel and Resort REITs | 0% | 0 |
| Specialized REITs | -0.72% | |
| Health Care REITs | -3.09% | |
| Industrial REITs | -5.25% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 23.9x.
- 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 78% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| SGP Stockland | AU$6.40 | 12.7% +AU$1.7b | 29.8% | PB1.5x | |
| SCG Scentre Group | AU$3.97 | 3.9% +AU$780.4m | 17.5% | PB1.1x | |
| CHC Charter Hall Group | AU$23.42 | 6.4% +AU$665.2m | 62.4% | PB4.1x | |
| GPT GPT Group | AU$5.54 | 5.1% +AU$517.2m | 15.7% | PB1x | |
| VCX Vicinity Centres | AU$2.61 | 3.6% +AU$410.7m | 21.4% | PB1.1x |