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Australian (ASX) REITS Industry Analysis
UpdatedFeb 22, 2026
DataAggregated Company Financials
Companies11
- 7D0.7%
- 3M-11.0%
- 1Y6.4%
- YTD-7.7%
Over the last 7 days, the REITS industry has remained flat, although notably Mirvac Group gained 5.0%. As for the the longer term, the industry is up 6.4% over the past 12 months. As for the next few years, earnings are expected to grow by 9.5% per annum.
Industry Valuation and Performance
Has the Australian REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Feb 2026 | AU$48.1b | AU$9.7b | AU$2.7b | 17.2x | 17.6x | 4.9x |
| Tue, 20 Jan 2026 | AU$51.6b | AU$9.0b | AU$1.6b | 26.2x | 32.4x | 5.7x |
| Thu, 18 Dec 2025 | AU$53.2b | AU$9.0b | AU$1.6b | 26.3x | 33.4x | 5.9x |
| Sat, 15 Nov 2025 | AU$52.9b | AU$9.0b | AU$1.6b | 26.2x | 33.2x | 5.9x |
| Mon, 13 Oct 2025 | AU$53.4b | AU$9.0b | AU$1.6b | 26.4x | 33.5x | 5.9x |
| Wed, 10 Sep 2025 | AU$54.2b | AU$9.0b | AU$1.6b | 27.3x | 34x | 6x |
| Fri, 08 Aug 2025 | AU$50.4b | AU$8.9b | -AU$501,298,000.00 | 23.6x | -100.6x | 5.6x |
| Sun, 06 Jul 2025 | AU$48.9b | AU$8.9b | -AU$822,984,000.00 | 18.3x | -59.5x | 5.5x |
| Tue, 03 Jun 2025 | AU$47.6b | AU$8.9b | -AU$822,984,000.00 | 16.8x | -57.8x | 5.4x |
| Thu, 01 May 2025 | AU$46.0b | AU$8.9b | -AU$822,984,000.00 | 15x | -55.9x | 5.2x |
| Sat, 29 Mar 2025 | AU$43.5b | AU$8.9b | -AU$822,984,000.00 | 14.5x | -52.9x | 4.9x |
| Mon, 24 Feb 2025 | AU$45.1b | AU$8.7b | -AU$864,662,000.00 | 19.8x | -52.2x | 5.2x |
| Wed, 22 Jan 2025 | AU$43.1b | AU$8.6b | -AU$1,906,271,000.00 | 21.5x | -22.6x | 5x |
| Fri, 20 Dec 2024 | AU$41.7b | AU$8.6b | -AU$1,906,271,000.00 | 20.7x | -21.9x | 4.9x |
| Sun, 17 Nov 2024 | AU$44.0b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -23.1x | 5.1x |
| Tue, 15 Oct 2024 | AU$46.1b | AU$8.6b | -AU$1,906,271,000.00 | 22.4x | -24.2x | 5.4x |
| Thu, 12 Sep 2024 | AU$45.4b | AU$8.6b | -AU$1,906,271,000.00 | 20.5x | -23.8x | 5.3x |
| Sat, 10 Aug 2024 | AU$39.6b | AU$8.3b | -AU$1,481,528,000.00 | 44.7x | -26.7x | 4.8x |
| Mon, 08 Jul 2024 | AU$36.8b | AU$7.5b | -AU$1,335,063,000.00 | 42.2x | -27.5x | 4.9x |
| Wed, 05 Jun 2024 | AU$39.2b | AU$7.5b | -AU$1,335,063,000.00 | 45x | -29.4x | 5.3x |
| Fri, 03 May 2024 | AU$38.5b | AU$7.5b | -AU$1,335,063,000.00 | 43.6x | -28.8x | 5.2x |
| Sun, 31 Mar 2024 | AU$43.2b | AU$7.5b | -AU$1,335,063,000.00 | 48x | -32.4x | 5.8x |
| Tue, 27 Feb 2024 | AU$40.0b | AU$7.5b | -AU$1,332,434,000.00 | 44.7x | -30x | 5.3x |
| Thu, 25 Jan 2024 | AU$39.3b | AU$7.6b | AU$8.6m | 21x | 4594.2x | 5.2x |
| Sat, 23 Dec 2023 | AU$40.3b | AU$7.6b | AU$8.6m | 21.2x | 4702.9x | 5.3x |
| Mon, 20 Nov 2023 | AU$37.0b | AU$7.6b | AU$8.6m | 20x | 4317.4x | 4.9x |
| Wed, 18 Oct 2023 | AU$35.1b | AU$7.6b | AU$8.6m | 19.5x | 4095.9x | 4.6x |
| Fri, 15 Sep 2023 | AU$37.9b | AU$7.6b | AU$8.6m | 20x | 4420.7x | 5x |
| Sun, 13 Aug 2023 | AU$39.2b | AU$8.0b | AU$2.5b | 13.8x | 15.8x | 4.9x |
| Tue, 11 Jul 2023 | AU$40.6b | AU$8.6b | AU$3.4b | 9.6x | 11.9x | 4.7x |
| Thu, 08 Jun 2023 | AU$42.9b | AU$8.6b | AU$3.4b | 10.2x | 12.6x | 5x |
| Sat, 06 May 2023 | AU$44.5b | AU$8.6b | AU$3.4b | 10.5x | 13x | 5.2x |
| Mon, 03 Apr 2023 | AU$41.0b | AU$8.6b | AU$3.4b | 9.8x | 12x | 4.8x |
| Wed, 01 Mar 2023 | AU$146.8b | AU$21.4b | AU$10.1b | 12.4x | 14.6x | 6.9x |
Price to Earnings Ratio
14.6x
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 17.6x which is lower than its 3-year average PE of 644x.
- The industry is trading close to its 3-year average PS ratio of 5.3x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 36% per year over the last three years,
- Revenues have also declined 23% 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 industry?
| AU Market | 1.87% | |
| Real Estate | 0.047% | |
| REITS | 0.72% | |
| Office REITs | 5.34% | |
| Healthcare REITs | 5.30% | |
| Residential REITs | 2.92% | |
| Diversified REITs | 0.72% | |
| Retail REITs | 0.36% | |
| Hotel and Resort REITs | 0% | 0 |
| Specialized REITs | -1.24% | |
| Industrial REITs | -2.16% | |
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 18.1%, 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 5.3% 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 | |
|---|---|---|---|---|---|
| MGR Mirvac Group | AU$2.00 | 5.0% +AU$374.9m | -5.2% | PB0.9x | |
| APZ Aspen Group | AU$5.77 | 16.6% +AU$186.7m | 108.3% | PB2.3x | |
| CNI Centuria Capital Group | AU$2.03 | 4.9% +AU$78.9m | 16.0% | PB2.2x | |
| GOZ Growthpoint Properties Australia | AU$2.25 | 1.4% +AU$22.6m | -7.8% | PB0.7x | |
| CLW Charter Hall Long WALE REIT | AU$3.76 | 0.3% +AU$7.1m | -3.1% | PB0.8x |