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Australian (ASX) REITS Industry Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies11
  • 7D-4.9%
  • 3M-17.8%
  • 1Y1.5%
  • YTD-16.6%

Over the last 7 days, the REITS industry has dropped 4.9%, driven by pullbacks from every company within the industry. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 7.3% annually.

Industry Valuation and Performance

Has the Australian REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Mar 2026AU$43.6bAU$9.7bAU$2.8b18.8x15.3x4.5x
Tue, 10 Feb 2026AU$48.9bAU$9.0bAU$1.6b24.3x30.7x5.4x
Thu, 08 Jan 2026AU$51.5bAU$9.0bAU$1.6b26.2x32.3x5.7x
Sat, 06 Dec 2025AU$52.4bAU$9.0bAU$1.6b26.1x32.9x5.8x
Mon, 03 Nov 2025AU$53.9bAU$9.0bAU$1.6b26.3x33.8x6x
Wed, 01 Oct 2025AU$53.3bAU$9.0bAU$1.6b26.8x33.4x5.9x
Fri, 29 Aug 2025AU$55.0bAU$9.0bAU$1.6b28x34.1x6.1x
Sun, 27 Jul 2025AU$48.0bAU$8.9b-AU$822,984,000.0018.3x-58.4x5.4x
Tue, 24 Jun 2025AU$48.7bAU$8.9b-AU$822,984,000.0018x-59.2x5.5x
Thu, 22 May 2025AU$47.8bAU$8.9b-AU$822,984,000.0016.6x-58.1x5.4x
Sat, 19 Apr 2025AU$44.1bAU$8.9b-AU$822,984,000.0014.3x-53.5x5x
Mon, 17 Mar 2025AU$42.7bAU$8.9b-AU$822,984,000.0013.9x-51.9x4.8x
Wed, 12 Feb 2025AU$43.4bAU$8.7b-AU$1,596,616,000.0019.2x-27.2x5x
Fri, 10 Jan 2025AU$41.3bAU$8.6b-AU$1,906,271,000.0020.1x-21.7x4.8x
Sun, 08 Dec 2024AU$44.0bAU$8.6b-AU$1,906,271,000.0021.9x-23.1x5.1x
Tue, 05 Nov 2024AU$44.3bAU$8.6b-AU$1,906,271,000.0020.7x-23.2x5.2x
Thu, 03 Oct 2024AU$46.0bAU$8.6b-AU$1,906,271,000.0023.2x-24.1x5.4x
Sat, 31 Aug 2024AU$43.5bAU$8.6b-AU$1,913,280,000.0019.6x-22.7x5.1x
Mon, 29 Jul 2024AU$39.4bAU$7.5b-AU$1,335,063,000.0043.7x-29.5x5.3x
Wed, 26 Jun 2024AU$39.6bAU$7.5b-AU$1,335,063,000.0044.8x-29.7x5.3x
Fri, 24 May 2024AU$39.8bAU$7.5b-AU$1,335,063,000.0044.5x-29.8x5.3x
Sun, 21 Apr 2024AU$39.0bAU$7.5b-AU$1,335,063,000.0043.3x-29.2x5.2x
Tue, 19 Mar 2024AU$41.4bAU$7.5b-AU$1,335,063,000.0047.5x-31x5.6x
Thu, 15 Feb 2024AU$40.4bAU$7.9b-AU$810,633,000.0024.6x-49.8x5.1x
Sat, 13 Jan 2024AU$40.2bAU$7.6bAU$8.6m21.3x4692.3x5.3x
Mon, 11 Dec 2023AU$38.6bAU$7.6bAU$8.6m20.5x4504.5x5.1x
Wed, 08 Nov 2023AU$34.8bAU$7.6bAU$8.6m19.4x4059.5x4.6x
Fri, 06 Oct 2023AU$35.8bAU$7.6bAU$8.6m19.4x4178.9x4.7x
Sun, 03 Sep 2023AU$39.2bAU$7.6bAU$8.6m20.6x4580.9x5.1x
Tue, 01 Aug 2023AU$43.0bAU$8.6bAU$3.4b10.2x12.6x5x
Thu, 29 Jun 2023AU$41.3bAU$8.6bAU$3.4b9.9x12.1x4.8x
Sat, 27 May 2023AU$43.1bAU$8.6bAU$3.4b10.2x12.6x5x
Mon, 24 Apr 2023AU$43.1bAU$8.6bAU$3.4b10.1x12.6x5x
Wed, 22 Mar 2023AU$41.3bAU$8.6bAU$3.4b9.6x12.1x4.8x
Price to Earnings Ratio

12.1x


Total Market Cap: AU$41.3bTotal Earnings: AU$3.4bTotal Revenue: AU$8.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian REITS Industry Price to Earnings3Y Average 644.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian REITs 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 15.3x which is lower than its 3-year average PE of 644x.
  • The 3-year average PS ratio of 5.2x is higher than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 5.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Australian Real Estate industry?

AU Market-2.66%
Real Estate-4.77%
REITS-4.92%
Hotel and Resort REITs0%0
Retail REITs-1.93%
Residential REITs-2.58%
Specialized REITs-3.00%
Office REITs-3.53%
Healthcare REITs-4.62%
Diversified REITs-4.92%
Industrial REITs-7.27%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 17.6%, which is lower than the prior year's growth of 83.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 97% over the next 5 years.
  • In contrast, the Retail REITs industry is expected to see its earnings decline by 7.5% 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
No data available

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