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Australian (ASX) REITS Industry Analysis
UpdatedMar 05, 2026
DataAggregated Company Financials
Companies11
- 7D-3.2%
- 3M-12.5%
- 1Y3.7%
- YTD-11.7%
The REITS is pretty flat in the last 7 days, but Aims Property Securities Fund has stood out, gaining 5.3%. As for the the longer term, the industry is up 9.1% over the past 12 months. As for the next few years, earnings are expected to grow by 8.0% 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 |
|---|---|---|---|---|---|---|
| Thu, 05 Mar 2026 | AU$46.1b | AU$9.7b | AU$2.8b | 20.9x | 16.2x | 4.8x |
| Sat, 31 Jan 2026 | AU$49.8b | AU$9.0b | AU$1.6b | 25.2x | 31.2x | 5.5x |
| Mon, 29 Dec 2025 | AU$53.1b | AU$9.0b | AU$1.6b | 26.9x | 33.3x | 5.9x |
| Wed, 26 Nov 2025 | AU$55.3b | AU$9.0b | AU$1.6b | 26.9x | 34.7x | 6.2x |
| Fri, 24 Oct 2025 | AU$56.1b | AU$9.0b | AU$1.6b | 27.3x | 35.2x | 6.2x |
| Sun, 21 Sep 2025 | AU$54.3b | AU$9.0b | AU$1.6b | 27.4x | 34.1x | 6x |
| Tue, 19 Aug 2025 | AU$52.0b | AU$8.6b | AU$321.6m | 25.3x | 161.6x | 6x |
| Thu, 17 Jul 2025 | AU$47.9b | AU$8.9b | -AU$822,984,000.00 | 18.1x | -58.2x | 5.4x |
| Sat, 14 Jun 2025 | AU$49.2b | AU$8.9b | -AU$822,984,000.00 | 17.5x | -59.7x | 5.5x |
| Mon, 12 May 2025 | AU$47.8b | AU$8.9b | -AU$822,984,000.00 | 16x | -58.1x | 5.4x |
| Wed, 09 Apr 2025 | AU$42.9b | AU$8.9b | -AU$822,984,000.00 | 14.7x | -52.1x | 4.8x |
| Fri, 07 Mar 2025 | AU$44.3b | AU$8.9b | -AU$823,284,000.00 | 14.5x | -53.8x | 5x |
| Sun, 02 Feb 2025 | AU$43.6b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -22.9x | 5.1x |
| Tue, 31 Dec 2024 | AU$41.7b | AU$8.6b | -AU$1,906,271,000.00 | 20.6x | -21.9x | 4.9x |
| Thu, 28 Nov 2024 | AU$45.4b | AU$8.6b | -AU$1,906,271,000.00 | 22.1x | -23.8x | 5.3x |
| Sat, 26 Oct 2024 | AU$45.0b | AU$8.6b | -AU$1,906,271,000.00 | 21.9x | -23.6x | 5.2x |
| Mon, 23 Sep 2024 | AU$46.8b | AU$8.6b | -AU$1,906,271,000.00 | 23.6x | -24.6x | 5.5x |
| Wed, 21 Aug 2024 | AU$40.0b | AU$8.3b | -AU$1,732,196,000.00 | 45.2x | -23.1x | 4.8x |
| Fri, 19 Jul 2024 | AU$40.4b | AU$7.5b | -AU$1,335,063,000.00 | 45.5x | -30.3x | 5.4x |
| Sun, 16 Jun 2024 | AU$38.2b | AU$7.5b | -AU$1,335,063,000.00 | 43.9x | -28.6x | 5.1x |
| Tue, 14 May 2024 | AU$39.7b | AU$7.5b | -AU$1,335,063,000.00 | 45.3x | -29.7x | 5.3x |
| Thu, 11 Apr 2024 | AU$41.9b | AU$7.5b | -AU$1,335,063,000.00 | 46.9x | -31.4x | 5.6x |
| Sat, 09 Mar 2024 | AU$41.4b | AU$7.5b | -AU$1,335,063,000.00 | 46.6x | -31x | 5.6x |
| Mon, 05 Feb 2024 | AU$40.9b | AU$7.6b | AU$8.6m | 21.4x | 4776.9x | 5.4x |
| Wed, 03 Jan 2024 | AU$40.4b | AU$7.6b | AU$8.6m | 21.1x | 4712.5x | 5.3x |
| Fri, 01 Dec 2023 | AU$37.2b | AU$7.6b | AU$8.6m | 20.3x | 4338.6x | 4.9x |
| Sun, 29 Oct 2023 | AU$32.7b | AU$7.6b | AU$8.6m | 18.8x | 3816.6x | 4.3x |
| Tue, 26 Sep 2023 | AU$36.5b | AU$7.6b | AU$8.6m | 19.8x | 4264.9x | 4.8x |
| Thu, 24 Aug 2023 | AU$38.8b | AU$7.6b | AU$585.8m | 14.8x | 66.3x | 5.1x |
| Sat, 22 Jul 2023 | AU$42.2b | AU$8.6b | AU$3.4b | 9.9x | 12.4x | 4.9x |
| Mon, 19 Jun 2023 | AU$41.6b | AU$8.6b | AU$3.4b | 9.8x | 12.2x | 4.8x |
| Wed, 17 May 2023 | AU$44.5b | AU$8.6b | AU$3.4b | 10.5x | 13x | 5.2x |
| Fri, 14 Apr 2023 | AU$42.3b | AU$8.6b | AU$3.4b | 10x | 12.4x | 4.9x |
| Sun, 12 Mar 2023 | AU$142.9b | AU$21.4b | AU$10.1b | 11.4x | 14.2x | 6.7x |
Price to Earnings Ratio
14.2x
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 16.8x 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 34% 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 | -2.74% | |
| Real Estate | -3.04% | |
| REITS | -3.15% | |
| Hotel and Resort REITs | 0% | 0 |
| Specialized REITs | -1.20% | |
| Retail REITs | -2.15% | |
| Office REITs | -2.54% | |
| Residential REITs | -2.78% | |
| Diversified REITs | -3.15% | |
| Industrial REITs | -4.29% | |
| Healthcare REITs | -5.00% | |
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 17.5%, 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 7.4% 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 | |
|---|---|---|---|---|---|
| APW Aims Property Securities Fund | AU$3.38 | 5.3% +AU$7.6m | 34.7% | PB0.7x | |
| TOT 360 Capital REIT | AU$0.42 | 1.2% +AU$1.1m | 3.7% | PB0.7x |