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Australian (ASX) REITS Industry Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies11
- 7D0.7%
- 3M-9.2%
- 1Y9.1%
- YTD-7.1%
Over the last 7 days, the REITS industry has remained flat. As for the the longer term, the industry is up 9.1% over the past 12 months. Looking forward, earnings are forecast to grow by 8.0% 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 |
|---|---|---|---|---|---|---|
| Wed, 04 Mar 2026 | AU$48.5b | AU$9.7b | AU$2.9b | 22x | 16.8x | 5x |
| Fri, 30 Jan 2026 | AU$49.3b | AU$9.0b | AU$1.6b | 25x | 30.9x | 5.5x |
| Sun, 28 Dec 2025 | AU$53.1b | AU$9.0b | AU$1.6b | 26.9x | 33.3x | 5.9x |
| Tue, 25 Nov 2025 | AU$55.4b | AU$9.0b | AU$1.6b | 27x | 34.7x | 6.2x |
| Thu, 23 Oct 2025 | AU$55.5b | AU$9.0b | AU$1.6b | 26.9x | 34.8x | 6.2x |
| Sat, 20 Sep 2025 | AU$54.3b | AU$9.0b | AU$1.6b | 27.4x | 34.1x | 6x |
| Mon, 18 Aug 2025 | AU$51.3b | AU$8.6b | AU$321.6m | 25.4x | 159.5x | 6x |
| Wed, 16 Jul 2025 | AU$48.1b | AU$8.9b | -AU$822,984,000.00 | 18.3x | -58.4x | 5.4x |
| Fri, 13 Jun 2025 | AU$49.5b | AU$8.9b | -AU$822,984,000.00 | 18x | -60.2x | 5.6x |
| Sun, 11 May 2025 | AU$47.8b | AU$8.9b | -AU$822,984,000.00 | 16x | -58.1x | 5.4x |
| Tue, 08 Apr 2025 | AU$41.9b | AU$8.9b | -AU$822,984,000.00 | 14.4x | -50.9x | 4.7x |
| Thu, 06 Mar 2025 | AU$44.3b | AU$8.9b | -AU$823,284,000.00 | 14.2x | -53.8x | 5x |
| Sat, 01 Feb 2025 | AU$43.6b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -22.9x | 5.1x |
| Mon, 30 Dec 2024 | AU$43.0b | AU$8.6b | -AU$1,906,271,000.00 | 21.1x | -22.5x | 5x |
| Wed, 27 Nov 2024 | AU$45.1b | AU$8.6b | -AU$1,906,271,000.00 | 22.2x | -23.7x | 5.3x |
| Fri, 25 Oct 2024 | AU$45.4b | AU$8.6b | -AU$1,906,271,000.00 | 22.3x | -23.8x | 5.3x |
| Sun, 22 Sep 2024 | AU$46.8b | AU$8.6b | -AU$1,906,271,000.00 | 23.6x | -24.6x | 5.5x |
| Tue, 20 Aug 2024 | AU$40.8b | AU$8.2b | -AU$1,732,196,000.00 | 46.1x | -23.5x | 5x |
| Thu, 18 Jul 2024 | AU$41.2b | AU$7.5b | -AU$1,335,063,000.00 | 46.1x | -30.9x | 5.5x |
| Sat, 15 Jun 2024 | AU$38.2b | AU$7.5b | -AU$1,335,063,000.00 | 43.9x | -28.6x | 5.1x |
| Mon, 13 May 2024 | AU$39.8b | AU$7.5b | -AU$1,335,063,000.00 | 45.2x | -29.8x | 5.3x |
| Wed, 10 Apr 2024 | AU$41.5b | AU$7.5b | -AU$1,335,063,000.00 | 46.3x | -31.1x | 5.6x |
| Fri, 08 Mar 2024 | AU$40.7b | AU$7.5b | -AU$1,335,063,000.00 | 45.5x | -30.5x | 5.5x |
| Sun, 04 Feb 2024 | AU$40.9b | AU$7.6b | AU$8.6m | 21.4x | 4776.9x | 5.4x |
| Tue, 02 Jan 2024 | AU$40.4b | AU$7.6b | AU$8.6m | 21.2x | 4712.5x | 5.3x |
| Thu, 30 Nov 2023 | AU$36.5b | AU$7.6b | AU$8.6m | 20.2x | 4265.1x | 4.8x |
| Sat, 28 Oct 2023 | AU$32.7b | AU$7.6b | AU$8.6m | 18.8x | 3816.6x | 4.3x |
| Mon, 25 Sep 2023 | AU$36.2b | AU$7.6b | AU$8.6m | 19.7x | 4231.8x | 4.8x |
| Wed, 23 Aug 2023 | AU$38.5b | AU$7.6b | AU$585.8m | 14.7x | 65.7x | 5.1x |
| Fri, 21 Jul 2023 | AU$42.3b | AU$8.6b | AU$3.4b | 9.9x | 12.4x | 4.9x |
| Sun, 18 Jun 2023 | AU$41.6b | AU$8.6b | AU$3.4b | 9.8x | 12.2x | 4.8x |
| Tue, 16 May 2023 | AU$44.8b | AU$8.6b | AU$3.4b | 10.6x | 13.1x | 5.2x |
| Thu, 13 Apr 2023 | AU$42.3b | AU$8.6b | AU$3.4b | 10x | 12.4x | 4.9x |
| Sat, 11 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 | 1.41% | |
| Real Estate | -1.39% | |
| REITS | 0.68% | |
| Healthcare REITs | 3.60% | |
| Specialized REITs | 1.05% | |
| Diversified REITs | 0.68% | |
| Hotel and Resort REITs | 0% | 0 |
| Office REITs | -0.077% | |
| Residential REITs | -0.087% | |
| Retail REITs | -0.65% | |
| Industrial REITs | -4.29% | |
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 | |
|---|---|---|---|---|---|
| CHC Charter Hall Group | AU$21.48 | 2.8% +AU$279.0m | 25.6% | PB3.6x | |
| APZ Aspen Group | AU$6.06 | 1.2% +AU$15.9m | 131.3% | PB2.4x | |
| APW Aims Property Securities Fund | AU$3.40 | 5.9% +AU$8.5m | 47.8% | PB0.7x | |
| REP RAM Essential Services Property Fund | AU$0.55 | 1.9% +AU$5.0m | -9.2% | PB1.4x |