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Australian (ASX) REITS Industry Analysis
UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies11
- 7D-0.4%
- 3M-8.6%
- 1Y5.5%
- YTD-6.6%
In the last week, REITS has been flat. As for the the longer term, the industry is up 7.3% over the past 12 months. As for the next few years, earnings are expected to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Tue, 17 Feb 2026 | AU$48.7b | AU$9.2b | AU$2.2b | 21.7x | 21.7x | 5.3x |
| Thu, 15 Jan 2026 | AU$51.6b | AU$9.0b | AU$1.6b | 25.9x | 32.4x | 5.7x |
| Sat, 13 Dec 2025 | AU$52.9b | AU$9.0b | AU$1.6b | 26.2x | 33.2x | 5.9x |
| Mon, 10 Nov 2025 | AU$53.7b | AU$9.0b | AU$1.6b | 26.8x | 33.7x | 6x |
| Wed, 08 Oct 2025 | AU$53.9b | AU$9.0b | AU$1.6b | 26.7x | 33.8x | 6x |
| Fri, 05 Sep 2025 | AU$53.6b | AU$9.0b | AU$1.6b | 27.1x | 33.6x | 6x |
| Sun, 03 Aug 2025 | AU$48.8b | AU$8.8b | -AU$820,804,000.00 | 19.2x | -59.5x | 5.5x |
| Tue, 01 Jul 2025 | AU$47.4b | AU$8.9b | -AU$822,984,000.00 | 18x | -57.6x | 5.3x |
| Thu, 29 May 2025 | AU$47.9b | AU$8.9b | -AU$822,984,000.00 | 17.1x | -58.2x | 5.4x |
| Sat, 26 Apr 2025 | AU$44.9b | AU$8.9b | -AU$822,984,000.00 | 14.8x | -54.5x | 5.1x |
| Mon, 24 Mar 2025 | AU$43.5b | AU$8.9b | -AU$822,984,000.00 | 14.5x | -52.9x | 4.9x |
| Wed, 19 Feb 2025 | AU$46.0b | AU$8.7b | -AU$1,309,016,000.00 | 20x | -35.2x | 5.3x |
| Fri, 17 Jan 2025 | AU$41.8b | AU$8.6b | -AU$1,906,271,000.00 | 21.1x | -21.9x | 4.9x |
| Sun, 15 Dec 2024 | AU$42.4b | AU$8.6b | -AU$1,906,271,000.00 | 21.1x | -22.2x | 4.9x |
| Tue, 12 Nov 2024 | AU$43.7b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -22.9x | 5.1x |
| Thu, 10 Oct 2024 | AU$46.0b | AU$8.6b | -AU$1,906,271,000.00 | 22.3x | -24.1x | 5.4x |
| Sat, 07 Sep 2024 | AU$44.9b | AU$8.6b | -AU$1,906,271,000.00 | 19.4x | -23.6x | 5.2x |
| Mon, 05 Aug 2024 | AU$40.4b | AU$7.5b | -AU$1,335,063,000.00 | 45x | -30.3x | 5.4x |
| Wed, 03 Jul 2024 | AU$36.3b | AU$7.5b | -AU$1,335,063,000.00 | 41.3x | -27.2x | 4.9x |
| Fri, 31 May 2024 | AU$38.8b | AU$7.5b | -AU$1,335,063,000.00 | 44.1x | -29x | 5.2x |
| Sun, 28 Apr 2024 | AU$38.3b | AU$7.5b | -AU$1,335,063,000.00 | 42.9x | -28.7x | 5.1x |
| Tue, 26 Mar 2024 | AU$42.2b | AU$7.5b | -AU$1,335,063,000.00 | 47.3x | -31.6x | 5.7x |
| Thu, 22 Feb 2024 | AU$40.5b | AU$7.5b | -AU$1,318,047,000.00 | 45.6x | -30.7x | 5.4x |
| Sat, 20 Jan 2024 | AU$38.6b | AU$7.6b | AU$8.6m | 20.8x | 4506.2x | 5.1x |
| Mon, 18 Dec 2023 | AU$40.7b | AU$7.6b | AU$8.6m | 21.4x | 4752.2x | 5.3x |
| Wed, 15 Nov 2023 | AU$35.2b | AU$7.6b | AU$8.6m | 19.4x | 4104x | 4.6x |
| Fri, 13 Oct 2023 | AU$35.8b | AU$7.6b | AU$8.6m | 19.8x | 4180x | 4.7x |
| Sun, 10 Sep 2023 | AU$38.3b | AU$7.6b | AU$8.6m | 20x | 4466.2x | 5x |
| Tue, 08 Aug 2023 | AU$39.6b | AU$8.3b | AU$3.1b | 11.1x | 12.7x | 4.8x |
| Thu, 06 Jul 2023 | AU$41.9b | AU$8.6b | AU$3.4b | 9.9x | 12.3x | 4.9x |
| Sat, 03 Jun 2023 | AU$43.4b | AU$8.6b | AU$3.4b | 10.4x | 12.7x | 5.1x |
| Mon, 01 May 2023 | AU$44.3b | AU$8.6b | AU$3.4b | 10.3x | 13x | 5.2x |
| Wed, 29 Mar 2023 | AU$41.1b | AU$8.6b | AU$3.4b | 9.7x | 12x | 4.8x |
| Fri, 24 Feb 2023 | AU$146.4b | AU$21.5b | AU$10.7b | 10.4x | 13.7x | 6.8x |
Price to Earnings Ratio
13.7x
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 30.0x 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 47% per year over the last three years,
- Revenues have also declined 25% 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 | 0.42% | |
| Real Estate | 0.13% | |
| REITS | -0.40% | |
| Industrial REITs | 1.38% | |
| Specialized REITs | 1.19% | |
| Hotel and Resort REITs | 0% | 0 |
| Diversified REITs | -0.40% | |
| Retail REITs | -0.66% | |
| Office REITs | -1.46% | |
| Healthcare REITs | -2.90% | |
| Residential REITs | -7.11% | |
Industry PE
- Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 1kx.
- Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings growth of 16.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 86% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings decline by 2.9% 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 | |
|---|---|---|---|---|---|
| CLW Charter Hall Long WALE REIT | AU$3.73 | 0.3% +AU$7.1m | -5.3% | PB0.8x | |
| APZ Aspen Group | AU$5.27 | 0.4% +AU$4.6m | 101.9% | PB2.2x |