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Australian (ASX) REITS Industry Analysis
UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies11
- 7D-1.2%
- 3M-10.0%
- 1Y5.2%
- YTD-7.8%
Over the last 7 days, the REITS industry has dropped 1.2%, driven by GPT Group declining 0.4%. In the past year, the industry has gained 5.2%. Looking forward, earnings are forecast to grow by 11% 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, 18 Feb 2026 | AU$48.7b | AU$9.3b | AU$2.3b | 17.6x | 20.7x | 5.3x |
| Fri, 16 Jan 2026 | AU$51.0b | AU$9.0b | AU$1.6b | 25.8x | 32x | 5.7x |
| Sun, 14 Dec 2025 | AU$52.9b | AU$9.0b | AU$1.6b | 26.2x | 33.2x | 5.9x |
| Tue, 11 Nov 2025 | AU$54.0b | AU$9.0b | AU$1.6b | 27.1x | 33.9x | 6x |
| Thu, 09 Oct 2025 | AU$53.5b | AU$9.0b | AU$1.6b | 26.6x | 33.5x | 6x |
| Sat, 06 Sep 2025 | AU$54.2b | AU$9.0b | AU$1.6b | 27.4x | 34x | 6x |
| Mon, 04 Aug 2025 | AU$48.8b | AU$8.8b | -AU$820,804,000.00 | 19.2x | -59.5x | 5.5x |
| Wed, 02 Jul 2025 | AU$47.4b | AU$8.9b | -AU$822,984,000.00 | 18x | -57.6x | 5.3x |
| Fri, 30 May 2025 | AU$47.5b | AU$8.9b | -AU$822,984,000.00 | 16.7x | -57.8x | 5.4x |
| Sun, 27 Apr 2025 | AU$44.9b | AU$8.9b | -AU$822,984,000.00 | 14.8x | -54.5x | 5.1x |
| Tue, 25 Mar 2025 | AU$43.6b | AU$8.9b | -AU$822,984,000.00 | 14.6x | -53x | 4.9x |
| Thu, 20 Feb 2025 | AU$46.0b | AU$8.7b | -AU$1,309,016,000.00 | 20x | -35.2x | 5.3x |
| Sat, 18 Jan 2025 | AU$42.6b | AU$8.6b | -AU$1,906,271,000.00 | 21.1x | -22.4x | 5x |
| Mon, 16 Dec 2024 | AU$42.4b | AU$8.6b | -AU$1,906,271,000.00 | 21.1x | -22.2x | 4.9x |
| Wed, 13 Nov 2024 | AU$44.4b | AU$8.6b | -AU$1,906,271,000.00 | 20.8x | -23.3x | 5.2x |
| Fri, 11 Oct 2024 | AU$46.2b | AU$8.6b | -AU$1,906,271,000.00 | 22.9x | -24.2x | 5.4x |
| Sun, 08 Sep 2024 | AU$44.9b | AU$8.6b | -AU$1,906,271,000.00 | 19.4x | -23.6x | 5.2x |
| Tue, 06 Aug 2024 | AU$39.2b | AU$7.5b | -AU$1,335,063,000.00 | 43.4x | -29.4x | 5.3x |
| Thu, 04 Jul 2024 | AU$36.6b | AU$7.5b | -AU$1,335,063,000.00 | 42.1x | -27.4x | 4.9x |
| Sat, 01 Jun 2024 | AU$38.9b | AU$7.5b | -AU$1,335,063,000.00 | 44.5x | -29.2x | 5.2x |
| Mon, 29 Apr 2024 | AU$38.3b | AU$7.5b | -AU$1,335,063,000.00 | 42.9x | -28.7x | 5.1x |
| Wed, 27 Mar 2024 | AU$42.5b | AU$7.5b | -AU$1,335,063,000.00 | 46.7x | -31.8x | 5.7x |
| Fri, 23 Feb 2024 | AU$40.4b | AU$7.5b | -AU$1,328,847,000.00 | 45.4x | -30.4x | 5.4x |
| Sun, 21 Jan 2024 | AU$38.6b | AU$7.6b | AU$8.6m | 20.8x | 4506.2x | 5.1x |
| Tue, 19 Dec 2023 | AU$39.7b | AU$7.6b | AU$8.6m | 20.9x | 4637.6x | 5.2x |
| Thu, 16 Nov 2023 | AU$37.5b | AU$7.6b | AU$8.6m | 20.1x | 4374.9x | 4.9x |
| Sat, 14 Oct 2023 | AU$35.1b | AU$7.6b | AU$8.6m | 19.5x | 4095.9x | 4.6x |
| Mon, 11 Sep 2023 | AU$38.3b | AU$7.6b | AU$8.6m | 20x | 4466.2x | 5x |
| Wed, 09 Aug 2023 | AU$39.5b | AU$8.0b | AU$2.5b | 13.8x | 16x | 5x |
| Fri, 07 Jul 2023 | AU$41.7b | AU$8.6b | AU$3.4b | 9.8x | 12.2x | 4.8x |
| Sun, 04 Jun 2023 | AU$43.4b | AU$8.6b | AU$3.4b | 10.4x | 12.7x | 5.1x |
| Tue, 02 May 2023 | AU$44.5b | AU$8.6b | AU$3.4b | 10.4x | 13x | 5.2x |
| Thu, 30 Mar 2023 | AU$40.8b | AU$8.6b | AU$3.4b | 9.7x | 12x | 4.7x |
| Sat, 25 Feb 2023 | AU$148.1b | AU$21.4b | AU$10.6b | 10.6x | 13.9x | 6.9x |
Price to Earnings Ratio
13.9x
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 20.7x 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 40% per year over the last three years,
- Revenues have also declined 24% 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 | 0.47% | |
| Real Estate | -1.06% | |
| REITS | -1.21% | |
| Healthcare REITs | 2.19% | |
| Specialized REITs | 0.67% | |
| Hotel and Resort REITs | 0% | 0 |
| Office REITs | -0.91% | |
| Industrial REITs | -1.13% | |
| Diversified REITs | -1.21% | |
| Retail REITs | -1.69% | |
| Residential REITs | -3.44% | |
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 19.7%, 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 2.8% 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 | |
|---|---|---|---|---|---|
| MGR Mirvac Group | AU$2.04 | 4.1% +AU$315.7m | -5.6% | PB0.9x | |
| CHC Charter Hall Group | AU$23.57 | 1.1% +AU$123.0m | 45.2% | PB4.1x | |
| APZ Aspen Group | AU$5.40 | 3.1% +AU$36.4m | 116.0% | PB2.2x | |
| CNI Centuria Capital Group | AU$2.05 | 1.0% +AU$16.6m | 20.2% | PB2.2x |