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Australian (ASX) REITS Industry Analysis
UpdatedAug 21, 2025
DataAggregated Company Financials
Companies11
- 7D5.4%
- 3M14.2%
- 1Y30.8%
- YTD30.1%
In the last week, the REITS industry is up 5.4%, with Stockland up 12%. This takes the industry's 12 month performance to a gain of 31%. Looking forward, earnings are forecast to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Fri, 22 Aug 2025 | AU$54.7b | AU$8.9b | AU$1.2b | 27.4x | 44.5x | 6.2x |
| Sun, 20 Jul 2025 | AU$49.2b | AU$8.9b | -AU$822,984,000.00 | 18.6x | -59.8x | 5.5x |
| Tue, 17 Jun 2025 | AU$48.8b | AU$8.9b | -AU$822,984,000.00 | 17.5x | -59.3x | 5.5x |
| Thu, 15 May 2025 | AU$47.0b | AU$8.9b | -AU$822,984,000.00 | 15.9x | -57.1x | 5.3x |
| Sat, 12 Apr 2025 | AU$43.1b | AU$8.9b | -AU$822,984,000.00 | 14.4x | -52.4x | 4.9x |
| Mon, 10 Mar 2025 | AU$43.3b | AU$8.9b | -AU$822,984,000.00 | 14.4x | -52.6x | 4.9x |
| Wed, 05 Feb 2025 | AU$42.3b | AU$8.6b | -AU$1,906,271,000.00 | 19x | -22.2x | 4.9x |
| Fri, 03 Jan 2025 | AU$41.0b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -21.5x | 4.8x |
| Sun, 01 Dec 2024 | AU$45.0b | AU$8.6b | -AU$1,906,271,000.00 | 21.9x | -23.6x | 5.2x |
| Tue, 29 Oct 2024 | AU$44.7b | AU$8.6b | -AU$1,906,271,000.00 | 21.5x | -23.4x | 5.2x |
| Thu, 26 Sep 2024 | AU$46.4b | AU$8.6b | -AU$1,906,271,000.00 | 23.8x | -24.3x | 5.4x |
| Sat, 24 Aug 2024 | AU$42.5b | AU$8.6b | -AU$1,923,302,000.00 | 14.2x | -22.1x | 4.9x |
| Mon, 22 Jul 2024 | AU$39.7b | AU$7.5b | -AU$1,335,063,000.00 | 44.6x | -29.8x | 5.3x |
| Wed, 19 Jun 2024 | AU$38.0b | AU$7.5b | -AU$1,335,063,000.00 | 43.6x | -28.5x | 5.1x |
| Fri, 17 May 2024 | AU$41.3b | AU$7.5b | -AU$1,335,063,000.00 | 46.8x | -30.9x | 5.5x |
| Sun, 14 Apr 2024 | AU$40.4b | AU$7.5b | -AU$1,335,063,000.00 | 45.2x | -30.3x | 5.4x |
| Tue, 12 Mar 2024 | AU$41.0b | AU$7.5b | -AU$1,335,063,000.00 | 46.2x | -30.7x | 5.5x |
| Thu, 08 Feb 2024 | AU$40.2b | AU$7.6b | AU$4.8m | 24.3x | 8392.5x | 5.3x |
| Sat, 06 Jan 2024 | AU$39.1b | AU$7.6b | AU$8.6m | 20.9x | 4560.7x | 5.1x |
| Mon, 04 Dec 2023 | AU$36.8b | AU$7.6b | AU$8.6m | 20.2x | 4297.2x | 4.8x |
| Wed, 01 Nov 2023 | AU$32.2b | AU$7.6b | AU$8.6m | 18.7x | 3764.3x | 4.2x |
| Fri, 29 Sep 2023 | AU$36.1b | AU$7.6b | AU$8.6m | 19.9x | 4209.5x | 4.7x |
| Sun, 27 Aug 2023 | AU$38.5b | AU$7.6b | AU$93.6m | 20.4x | 411.4x | 5.1x |
| Tue, 25 Jul 2023 | AU$42.5b | AU$8.6b | AU$3.4b | 10x | 12.4x | 4.9x |
| Thu, 22 Jun 2023 | AU$42.8b | AU$8.6b | AU$3.4b | 10x | 12.5x | 5x |
| Sat, 20 May 2023 | AU$44.1b | AU$8.6b | AU$3.4b | 10.5x | 12.9x | 5.1x |
| Mon, 17 Apr 2023 | AU$42.5b | AU$8.6b | AU$3.4b | 10x | 12.5x | 4.9x |
| Wed, 15 Mar 2023 | AU$140.9b | AU$21.4b | AU$10.1b | 11.2x | 14x | 6.6x |
| Fri, 10 Feb 2023 | AU$146.9b | AU$23.8b | AU$17.7b | 7.2x | 8.3x | 6.2x |
| Sun, 08 Jan 2023 | AU$137.3b | AU$23.6b | AU$18.6b | 6.4x | 7.4x | 5.8x |
| Tue, 06 Dec 2022 | AU$143.9b | AU$23.6b | AU$18.6b | 6.9x | 7.7x | 6.1x |
| Thu, 03 Nov 2022 | AU$138.1b | AU$23.6b | AU$18.6b | 6.8x | 7.4x | 5.8x |
| Sat, 01 Oct 2022 | AU$125.6b | AU$23.7b | AU$18.7b | 6.2x | 6.7x | 5.3x |
| Mon, 29 Aug 2022 | AU$147.0b | AU$23.7b | AU$18.6b | 7.2x | 7.9x | 6.2x |
Price to Earnings Ratio
7.9x
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 industry is trading at a PE ratio of 43.7x which is lower than its 3-year average PE of 640x.
- The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 6.1x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 60% per year over the last three years,
- Revenues have also declined 28% 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 | 0.87% | |
| Real Estate | 2.98% | |
| REITS | 5.36% | |
| Diversified REITs | 5.36% | |
| Specialized REITs | 5.12% | |
| Retail REITs | 3.10% | |
| Residential REITs | 2.91% | |
| Industrial REITs | 2.26% | |
| Office REITs | 0.83% | |
| Hotel and Resort REITs | 0% | 0 |
| Healthcare REITs | -7.65% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 22.7x.
- Analysts are expecting annual earnings growth of 15.9%, 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 78% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings growth to stay flat 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$6.34 | 12.2% +AU$1.6b | 33.2% | PB1.5x | |
| GPT GPT Group | AU$5.55 | 5.7% +AU$574.7m | 15.6% | PB1x | |
| CHC Charter Hall Group | AU$22.87 | 4.6% +AU$473.1m | 57.6% | PB3.9x | |
| MGR Mirvac Group | AU$2.40 | 3.9% +AU$355.1m | 21.2% | PB1x | |
| CNI Centuria Capital Group | AU$2.39 | 21.0% +AU$344.5m | 42.7% | PB2.6x |