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Australian (ASX) REITS Industry Analysis
UpdatedApr 14, 2025
DataAggregated Company Financials
Companies12
- 7D-0.4%
- 3M6.1%
- 1Y6.6%
- YTD4.2%
The REITS industry has stayed flat over the last week. The past year has been better, since the industry has gained 6.6% in that time. Looking forward, earnings are forecast to grow by 30% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | AU$43.1b | AU$8.9b | -AU$822,984,000.00 | 14.4x | -52.4x | 4.9x |
| Thu, 13 Mar 2025 | AU$42.6b | AU$8.9b | -AU$822,984,000.00 | 13.9x | -51.8x | 4.8x |
| Sat, 08 Feb 2025 | AU$43.1b | AU$8.6b | -AU$1,906,271,000.00 | 19.6x | -22.6x | 5x |
| Mon, 06 Jan 2025 | AU$41.8b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -21.9x | 4.9x |
| Wed, 04 Dec 2024 | AU$45.4b | AU$8.6b | -AU$1,906,271,000.00 | 22.7x | -23.8x | 5.3x |
| Fri, 01 Nov 2024 | AU$44.5b | AU$8.6b | -AU$1,906,271,000.00 | 21x | -23.4x | 5.2x |
| Sun, 29 Sep 2024 | AU$46.4b | AU$8.6b | -AU$1,906,271,000.00 | 24x | -24.3x | 5.4x |
| Tue, 27 Aug 2024 | AU$43.0b | AU$8.6b | -AU$1,923,302,000.00 | 14.2x | -22.4x | 5x |
| Thu, 25 Jul 2024 | AU$39.2b | AU$7.5b | -AU$1,335,063,000.00 | 43.7x | -29.3x | 5.3x |
| Sat, 22 Jun 2024 | AU$38.7b | AU$7.5b | -AU$1,335,063,000.00 | 43.9x | -29x | 5.2x |
| Mon, 20 May 2024 | AU$40.3b | AU$7.5b | -AU$1,335,063,000.00 | 46x | -30.2x | 5.4x |
| Wed, 17 Apr 2024 | AU$40.2b | AU$7.5b | -AU$1,335,063,000.00 | 44.1x | -30.1x | 5.4x |
| Fri, 15 Mar 2024 | AU$41.3b | AU$7.5b | -AU$1,335,063,000.00 | 46.9x | -30.9x | 5.5x |
| Sun, 11 Feb 2024 | AU$41.2b | AU$7.9b | -AU$810,633,000.00 | 25.1x | -50.8x | 5.2x |
| Tue, 09 Jan 2024 | AU$39.0b | AU$7.6b | AU$8.6m | 21x | 4559x | 5.1x |
| Thu, 07 Dec 2023 | AU$38.1b | AU$7.6b | AU$8.6m | 20.4x | 4447.2x | 5x |
| Sat, 04 Nov 2023 | AU$34.7b | AU$7.6b | AU$8.6m | 19.2x | 4045.7x | 4.5x |
| Mon, 02 Oct 2023 | AU$35.8b | AU$7.6b | AU$8.6m | 19.8x | 4182.7x | 4.7x |
| Wed, 30 Aug 2023 | AU$38.9b | AU$7.6b | AU$35.4m | 22.9x | 1100.5x | 5.1x |
| Fri, 28 Jul 2023 | AU$43.5b | AU$8.6b | AU$3.4b | 10.3x | 12.8x | 5.1x |
| Sun, 25 Jun 2023 | AU$40.6b | AU$8.6b | AU$3.4b | 9.6x | 11.9x | 4.7x |
| Tue, 23 May 2023 | AU$44.1b | AU$8.6b | AU$3.4b | 10.4x | 12.9x | 5.1x |
| Thu, 20 Apr 2023 | AU$43.1b | AU$8.6b | AU$3.4b | 10.2x | 12.6x | 5x |
| Sat, 18 Mar 2023 | AU$139.7b | AU$21.4b | AU$10.1b | 10.7x | 13.9x | 6.5x |
| Mon, 13 Feb 2023 | AU$146.5b | AU$23.1b | AU$16.9b | 7.2x | 8.7x | 6.4x |
| Wed, 11 Jan 2023 | AU$138.5b | AU$23.6b | AU$18.6b | 6.5x | 7.4x | 5.9x |
| Fri, 09 Dec 2022 | AU$140.5b | AU$23.6b | AU$18.6b | 6.7x | 7.5x | 5.9x |
| Sun, 06 Nov 2022 | AU$135.3b | AU$23.6b | AU$18.6b | 6.8x | 7.3x | 5.7x |
| Tue, 04 Oct 2022 | AU$126.5b | AU$23.7b | AU$18.7b | 6.2x | 6.8x | 5.3x |
| Thu, 01 Sep 2022 | AU$145.1b | AU$23.7b | AU$18.5b | 7x | 7.8x | 6.1x |
| Sat, 30 Jul 2022 | AU$151.3b | AU$22.5b | AU$18.7b | 7x | 8.1x | 6.7x |
| Mon, 27 Jun 2022 | AU$141.8b | AU$22.5b | AU$18.7b | 6.5x | 7.6x | 6.3x |
| Wed, 25 May 2022 | AU$150.0b | AU$22.5b | AU$18.7b | 7.2x | 8x | 6.7x |
| Fri, 22 Apr 2022 | AU$168.1b | AU$22.5b | AU$18.7b | 7.8x | 9x | 7.5x |
Price to Earnings Ratio
9x
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 3-year average PS ratio of 5.4x is higher than the industry's current PS ratio of 4.9x.
Past Earnings Growth
- Total earnings for the REITs industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 27% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Australian Real Estate industry?
| AU Market | 0.085% | |
| Real Estate | -0.50% | |
| REITS | -0.38% | |
| Specialized REITs | 1.69% | |
| Hotel and Resort REITs | 0% | 0 |
| Diversified REITs | -0.38% | |
| Industrial REITs | -0.48% | |
| Office REITs | -0.60% | |
| Residential REITs | -0.72% | |
| Retail REITs | -1.16% | |
| Healthcare REITs | -9.44% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 4.7x.
- 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 Healthcare 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 3.4% 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 | |
|---|---|---|---|---|---|
| SGP Stockland | AU$5.13 | 4.7% +AU$550.7m | 13.2% | PB1.2x | |
| MGR Mirvac Group | AU$2.17 | 5.9% +AU$473.5m | -1.8% | PB0.9x | |
| CHC Charter Hall Group | AU$16.06 | 6.6% +AU$473.1m | 29.3% | PB2.8x | |
| GPT GPT Group | AU$4.49 | 3.7% +AU$306.5m | 6.7% | PB0.9x | |
| CLW Charter Hall Long WALE REIT | AU$3.73 | 3.9% +AU$99.4m | 5.1% | PB0.8x |