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Australian (ASX) REITS Industry Analysis

UpdatedJul 08, 2025
DataAggregated Company Financials
Companies12
  • 7D3.0%
  • 3M13.7%
  • 1Y33.8%
  • YTD17.8%

GPT Group is up 5.8%, leading the way for the REITS industry, which has gained 2.8%. This means that the industry has gained 33% over the past year. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 08 Jul 2025AU$48.9bAU$8.9b-AU$822,984,000.0018.3x-59.4x5.5x
Thu, 05 Jun 2025AU$48.1bAU$8.9b-AU$822,984,000.0017.4x-58.5x5.4x
Sat, 03 May 2025AU$46.8bAU$8.9b-AU$822,984,000.0015.4x-56.9x5.3x
Mon, 31 Mar 2025AU$43.5bAU$8.9b-AU$822,984,000.0014.5x-52.9x4.9x
Wed, 26 Feb 2025AU$44.9bAU$8.7b-AU$864,662,000.0019.7x-51.9x5.1x
Fri, 24 Jan 2025AU$42.3bAU$8.6b-AU$1,906,271,000.0020x-22.2x4.9x
Sun, 22 Dec 2024AU$41.5bAU$8.6b-AU$1,906,271,000.0020.7x-21.7x4.8x
Tue, 19 Nov 2024AU$44.1bAU$8.6b-AU$1,906,271,000.0020.4x-23.1x5.1x
Thu, 17 Oct 2024AU$46.3bAU$8.6b-AU$1,906,271,000.0022.7x-24.3x5.4x
Sat, 14 Sep 2024AU$46.2bAU$8.6b-AU$1,906,271,000.0021.1x-24.2x5.4x
Mon, 12 Aug 2024AU$39.6bAU$8.2b-AU$1,481,528,000.0044.7x-26.7x4.8x
Wed, 10 Jul 2024AU$36.5bAU$7.5b-AU$1,335,063,000.0042x-27.3x4.9x
Fri, 07 Jun 2024AU$39.9bAU$7.5b-AU$1,335,063,000.0045.4x-29.9x5.4x
Sun, 05 May 2024AU$38.8bAU$7.5b-AU$1,335,063,000.0043.6x-29.1x5.2x
Tue, 02 Apr 2024AU$43.2bAU$7.5b-AU$1,335,063,000.0048x-32.4x5.8x
Thu, 29 Feb 2024AU$40.0bAU$7.5b-AU$1,332,434,000.0044.2x-30x5.3x
Sat, 27 Jan 2024AU$39.0bAU$7.6bAU$8.6m20.9x4557.1x5.1x
Mon, 25 Dec 2023AU$40.3bAU$7.6bAU$8.6m21.2x4702.9x5.3x
Wed, 22 Nov 2023AU$36.8bAU$7.6bAU$8.6m20.1x4290.8x4.8x
Fri, 20 Oct 2023AU$34.5bAU$7.6bAU$8.6m19.2x4030.9x4.5x
Sun, 17 Sep 2023AU$38.1bAU$7.6bAU$8.6m20.1x4443.1x5x
Tue, 15 Aug 2023AU$38.7bAU$8.0bAU$2.5b13.7x15.6x4.9x
Thu, 13 Jul 2023AU$41.3bAU$8.6bAU$3.4b9.7x12.1x4.8x
Sat, 10 Jun 2023AU$41.3bAU$8.6bAU$3.4b9.8x12.1x4.8x
Mon, 08 May 2023AU$44.5bAU$8.6bAU$3.4b10.5x13x5.2x
Wed, 05 Apr 2023AU$42.1bAU$8.6bAU$3.4b10x12.3x4.9x
Fri, 03 Mar 2023AU$143.7bAU$21.4bAU$10.1b13x14.3x6.7x
Sun, 29 Jan 2023AU$148.7bAU$23.6bAU$18.6b7x8x6.3x
Tue, 27 Dec 2022AU$139.6bAU$23.6bAU$18.6b6.6x7.5x5.9x
Thu, 24 Nov 2022AU$140.1bAU$23.6bAU$18.6b6.8x7.5x5.9x
Sat, 22 Oct 2022AU$127.0bAU$23.7bAU$18.7b6.1x6.8x5.4x
Mon, 19 Sep 2022AU$137.0bAU$23.7bAU$18.7b6.5x7.3x5.8x
Wed, 17 Aug 2022AU$148.4bAU$22.8bAU$17.9b7.1x8.3x6.5x
Fri, 15 Jul 2022AU$141.3bAU$22.5bAU$18.7b6.5x7.5x6.3x
Price to Earnings Ratio

7.5x


Total Market Cap: AU$141.3bTotal Earnings: AU$18.7bTotal Revenue: AU$22.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian REITS Industry Price to Earnings3Y Average 642.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the Australian REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 5.3x.
Past Earnings Growth
  • Total earnings for the REITs industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 27% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Australian Real Estate industry?

AU Market0.59%
Real Estate2.38%
REITS3.03%
Office REITs4.36%
Retail REITs4.11%
Diversified REITs3.03%
Healthcare REITs2.72%
Industrial REITs1.83%
Specialized REITs0.47%
Hotel and Resort REITs0%0
Residential REITs-2.84%
Industry PE
  • Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 16.6x.
    • Analysts are expecting annual earnings growth of 16.4%, 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 70% over the next 5 years.
  • In contrast, the Retail REITs industry is expected to see its earnings grow by 3.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GPT GPT GroupAU$5.062.4%
+AU$229.9m
23.7%PB1x
SGP StocklandAU$5.521.3%
+AU$167.6m
30.2%PB1.3x
CHC Charter Hall GroupAU$19.210.6%
+AU$56.8m
70.2%PB3.3x
CNI Centuria Capital GroupAU$1.763.2%
+AU$45.7m
12.8%PB1.9x
CLW Charter Hall Long WALE REITAU$4.140.5%
+AU$14.2m
24.0%PB0.9x

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