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Australian (ASX) Real Estate Sector Analysis
UpdatedMay 21, 2025
DataAggregated Company Financials
Companies59
- 7D1.2%
- 3M-2.5%
- 1Y4.9%
- YTD1.3%
Over the last 7 days, the Real Estate industry has dropped 1.1%, driven by DEXUS declining 4.0%. Over the past 12 months, the industry was up 3.3%. Earnings are forecast to grow by 23% 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, 21 May 2025 | AU$193.8b | AU$32.2b | AU$929.0m | 16.1x | 208.6x | 6x |
| Fri, 18 Apr 2025 | AU$177.7b | AU$32.2b | AU$928.1m | 15.2x | 191.5x | 5.5x |
| Sun, 16 Mar 2025 | AU$180.5b | AU$32.2b | AU$928.1m | 15.2x | 194.4x | 5.6x |
| Tue, 11 Feb 2025 | AU$192.8b | AU$29.7b | -AU$3,492,354,380.00 | 21x | -55.2x | 6.5x |
| Thu, 09 Jan 2025 | AU$190.9b | AU$29.6b | -AU$4,022,879,380.00 | 20.5x | -47.5x | 6.4x |
| Sat, 07 Dec 2024 | AU$191.4b | AU$29.6b | -AU$4,022,762,041.00 | 21x | -47.6x | 6.5x |
| Mon, 04 Nov 2024 | AU$190.9b | AU$29.6b | -AU$4,023,914,967.00 | 20x | -47.4x | 6.4x |
| Wed, 02 Oct 2024 | AU$200.7b | AU$29.7b | -AU$3,965,515,011.00 | 21.9x | -50.6x | 6.8x |
| Fri, 30 Aug 2024 | AU$186.4b | AU$29.8b | -AU$4,244,493,051.00 | 19.1x | -43.9x | 6.3x |
| Sun, 28 Jul 2024 | AU$182.5b | AU$29.0b | -AU$3,107,032,685.00 | 30.1x | -58.7x | 6.3x |
| Tue, 25 Jun 2024 | AU$180.8b | AU$28.9b | -AU$3,108,292,685.00 | 28.9x | -58.2x | 6.3x |
| Thu, 23 May 2024 | AU$181.7b | AU$28.9b | -AU$3,138,830,644.00 | 28.7x | -57.9x | 6.3x |
| Sat, 20 Apr 2024 | AU$174.3b | AU$28.9b | -AU$3,139,449,437.00 | 27.6x | -55.5x | 6x |
| Mon, 18 Mar 2024 | AU$180.8b | AU$29.4b | -AU$3,139,449,437.00 | 28.8x | -57.6x | 6.2x |
| Wed, 14 Feb 2024 | AU$170.1b | AU$31.8b | -AU$187,625,525.00 | 29x | -906.6x | 5.4x |
| Fri, 12 Jan 2024 | AU$162.1b | AU$31.7b | AU$633.9m | 26.7x | 255.8x | 5.1x |
| Sun, 10 Dec 2023 | AU$157.5b | AU$31.8b | AU$656.1m | 26x | 240x | 4.9x |
| Tue, 07 Nov 2023 | AU$146.4b | AU$31.8b | AU$658.0m | 24.5x | 222.6x | 4.6x |
| Thu, 05 Oct 2023 | AU$147.1b | AU$31.8b | AU$658.2m | 24.3x | 223.5x | 4.6x |
| Sat, 02 Sep 2023 | AU$159.1b | AU$30.8b | AU$697.5m | 25.4x | 228.1x | 5.2x |
| Mon, 31 Jul 2023 | AU$158.0b | AU$33.7b | AU$10.4b | 13.3x | 15.2x | 4.7x |
| Wed, 28 Jun 2023 | AU$151.0b | AU$33.7b | AU$10.5b | 13.2x | 14.4x | 4.5x |
| Fri, 26 May 2023 | AU$157.0b | AU$33.7b | AU$10.5b | 12.5x | 15x | 4.7x |
| Sun, 23 Apr 2023 | AU$154.4b | AU$33.7b | AU$10.5b | 13x | 14.7x | 4.6x |
| Tue, 21 Mar 2023 | AU$53.1b | AU$20.9b | AU$3.8b | 11.4x | 13.9x | 2.5x |
| Thu, 16 Feb 2023 | AU$160.8b | AU$35.6b | AU$16.7b | 9.4x | 9.6x | 4.5x |
| Sat, 14 Jan 2023 | AU$156.9b | AU$35.2b | AU$19.0b | 8x | 8.3x | 4.5x |
| Mon, 12 Dec 2022 | AU$154.1b | AU$35.2b | AU$19.0b | 8.1x | 8.1x | 4.4x |
| Wed, 09 Nov 2022 | AU$148.4b | AU$35.2b | AU$19.0b | 7.7x | 7.8x | 4.2x |
| Fri, 07 Oct 2022 | AU$146.4b | AU$35.2b | AU$19.0b | 7.3x | 7.7x | 4.2x |
| Sun, 04 Sep 2022 | AU$157.4b | AU$35.2b | AU$18.9b | 7.9x | 8.3x | 4.5x |
| Tue, 02 Aug 2022 | AU$166.4b | AU$34.7b | AU$18.8b | 8.7x | 8.8x | 4.8x |
| Thu, 30 Jun 2022 | AU$152.7b | AU$34.7b | AU$18.8b | 8.6x | 8.1x | 4.4x |
| Sat, 28 May 2022 | AU$166.3b | AU$34.7b | AU$18.8b | 9.3x | 8.8x | 4.8x |
Price to Earnings Ratio
8.8x
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 206x which is higher than its 3-year average PE of 150x.
- The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 5.9x.
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 | 0.83% | |
| Real Estate | 1.23% | |
| Industrial REITs | 2.96% | |
| Health Care REITs | 1.81% | |
| Retail REITs | 1.43% | |
| Residential REITs | 1.26% | |
| Real Estate | 1.15% | |
| Specialized REITs | 0.17% | |
| Hotel and Resort REITs | 0% | 0 |
| REITS | -0.032% | |
| Office REITs | -3.25% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 6.3x.
- Analysts are expecting annual earnings growth of 18.1%, 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 71% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 3.6% 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 | |
|---|---|---|---|---|---|
| GMG Goodman Group | AU$32.11 | 2.9% +AU$1.8b | -5.4% | PB3.4x | |
| VCX Vicinity Centres | AU$2.42 | 4.3% +AU$456.3m | 23.8% | PB1x | |
| SCG Scentre Group | AU$3.69 | 1.9% +AU$364.2m | 15.7% | PB1.1x | |
| CHC Charter Hall Group | AU$18.30 | 2.3% +AU$194.0m | 41.9% | PB3.1x | |
| LLC Lendlease Group | AU$5.75 | 4.9% +AU$184.7m | -4.8% | PS0.4x |
