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Australian (ASX) REITS Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies11
  • 7D-1.8%
  • 3M-6.6%
  • 1Y15.1%
  • YTD-5.0%

Over the last 7 days, the REITS industry has dropped 1.3%, driven by declines from every company within the industry. In the past year, the industry has gained 14%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the Australian REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Feb 2026AU$49.5bAU$9.0bAU$1.6b24.9x31.1x5.5x
Thu, 01 Jan 2026AU$52.1bAU$9.0bAU$1.6b26x32.7x5.8x
Sat, 29 Nov 2025AU$53.9bAU$9.0bAU$1.6b26.4x33.8x6x
Mon, 27 Oct 2025AU$56.1bAU$9.0bAU$1.6b27.5x35.2x6.2x
Wed, 24 Sep 2025AU$53.7bAU$9.0bAU$1.6b27.3x33.7x6x
Fri, 22 Aug 2025AU$54.7bAU$8.9bAU$1.2b27.4x44.5x6.2x
Sun, 20 Jul 2025AU$49.2bAU$8.9b-AU$822,984,000.0018.6x-59.8x5.5x
Tue, 17 Jun 2025AU$48.8bAU$8.9b-AU$822,984,000.0017.5x-59.3x5.5x
Thu, 15 May 2025AU$47.0bAU$8.9b-AU$822,984,000.0015.9x-57.1x5.3x
Sat, 12 Apr 2025AU$43.1bAU$8.9b-AU$822,984,000.0014.4x-52.4x4.9x
Mon, 10 Mar 2025AU$43.3bAU$8.9b-AU$822,984,000.0014.4x-52.6x4.9x
Wed, 05 Feb 2025AU$42.3bAU$8.6b-AU$1,906,271,000.0019x-22.2x4.9x
Fri, 03 Jan 2025AU$41.0bAU$8.6b-AU$1,906,271,000.0020.4x-21.5x4.8x
Sun, 01 Dec 2024AU$45.0bAU$8.6b-AU$1,906,271,000.0021.9x-23.6x5.2x
Tue, 29 Oct 2024AU$44.7bAU$8.6b-AU$1,906,271,000.0021.5x-23.4x5.2x
Thu, 26 Sep 2024AU$46.4bAU$8.6b-AU$1,906,271,000.0023.8x-24.3x5.4x
Sat, 24 Aug 2024AU$42.5bAU$8.6b-AU$1,923,302,000.0014.2x-22.1x4.9x
Mon, 22 Jul 2024AU$39.7bAU$7.5b-AU$1,335,063,000.0044.6x-29.8x5.3x
Wed, 19 Jun 2024AU$38.0bAU$7.5b-AU$1,335,063,000.0043.6x-28.5x5.1x
Fri, 17 May 2024AU$41.3bAU$7.5b-AU$1,335,063,000.0046.8x-30.9x5.5x
Sun, 14 Apr 2024AU$40.4bAU$7.5b-AU$1,335,063,000.0045.2x-30.3x5.4x
Tue, 12 Mar 2024AU$41.0bAU$7.5b-AU$1,335,063,000.0046.2x-30.7x5.5x
Thu, 08 Feb 2024AU$40.2bAU$7.6bAU$4.8m24.3x8392.5x5.3x
Sat, 06 Jan 2024AU$39.1bAU$7.6bAU$8.6m20.9x4560.7x5.1x
Mon, 04 Dec 2023AU$36.8bAU$7.6bAU$8.6m20.2x4297.2x4.8x
Wed, 01 Nov 2023AU$32.2bAU$7.6bAU$8.6m18.7x3764.3x4.2x
Fri, 29 Sep 2023AU$36.1bAU$7.6bAU$8.6m19.9x4209.5x4.7x
Sun, 27 Aug 2023AU$38.5bAU$7.6bAU$93.6m20.4x411.4x5.1x
Tue, 25 Jul 2023AU$42.5bAU$8.6bAU$3.4b10x12.4x4.9x
Thu, 22 Jun 2023AU$42.8bAU$8.6bAU$3.4b10x12.5x5x
Sat, 20 May 2023AU$44.1bAU$8.6bAU$3.4b10.5x12.9x5.1x
Mon, 17 Apr 2023AU$42.5bAU$8.6bAU$3.4b10x12.5x4.9x
Wed, 15 Mar 2023AU$140.9bAU$21.4bAU$10.1b11.2x14x6.6x
Fri, 10 Feb 2023AU$146.9bAU$23.8bAU$17.7b7.2x8.3x6.2x
Price to Earnings Ratio

8.3x


Total Market Cap: AU$146.9bTotal Earnings: AU$17.7bTotal Revenue: AU$23.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian REITS Industry Price to Earnings3Y Average 644.1x202420252026
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 31.2x 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 55% 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-1.47%
Real Estate-1.58%
REITS-1.80%
Hotel and Resort REITs0%0
Specialized REITs-0.042%
Industrial REITs-1.04%
Office REITs-1.62%
Retail REITs-1.65%
Diversified REITs-1.80%
Residential REITs-4.34%
Healthcare REITs-4.58%
Industry PE
  • Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 1kx.
    • Analysts are expecting annual earnings growth of 22.1%, 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 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?

CompanyLast Price7D1YValuation
No data available

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