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Australian (ASX) REITS Industry Analysis
UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies11
- 7D-0.9%
- 3M-9.7%
- 1Y7.3%
- YTD-8.4%
Over the last 7 days, the REITS industry has remained flat. The past year has been better, since the industry has gained 7.3% in that time. As for the next few years, earnings are expected to grow by 14% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 14 Feb 2026 | AU$47.8b | AU$9.0b | AU$1.6b | 24.1x | 30x | 5.3x |
| Mon, 12 Jan 2026 | AU$51.5b | AU$9.0b | AU$1.6b | 26.1x | 32.3x | 5.7x |
| Wed, 10 Dec 2025 | AU$52.5b | AU$9.0b | AU$1.6b | 26.3x | 33x | 5.8x |
| Fri, 07 Nov 2025 | AU$53.4b | AU$9.0b | AU$1.6b | 26.5x | 33.5x | 5.9x |
| Sun, 05 Oct 2025 | AU$53.9b | AU$9.0b | AU$1.6b | 26.8x | 33.8x | 6x |
| Tue, 02 Sep 2025 | AU$54.8b | AU$9.0b | AU$1.6b | 27.9x | 34.4x | 6.1x |
| Thu, 31 Jul 2025 | AU$49.3b | AU$8.9b | -AU$822,984,000.00 | 18.7x | -59.9x | 5.6x |
| Sat, 28 Jun 2025 | AU$47.6b | AU$8.9b | -AU$822,984,000.00 | 18.2x | -57.9x | 5.4x |
| Mon, 26 May 2025 | AU$47.1b | AU$8.9b | -AU$822,984,000.00 | 16.3x | -57.2x | 5.3x |
| Wed, 23 Apr 2025 | AU$43.8b | AU$8.9b | -AU$822,984,000.00 | 14.4x | -53.2x | 4.9x |
| Fri, 21 Mar 2025 | AU$43.3b | AU$8.9b | -AU$822,984,000.00 | 14.4x | -52.7x | 4.9x |
| Sun, 16 Feb 2025 | AU$44.4b | AU$8.7b | -AU$1,596,616,000.00 | 19.6x | -27.8x | 5.1x |
| Tue, 14 Jan 2025 | AU$40.6b | AU$8.6b | -AU$1,906,271,000.00 | 20.1x | -21.3x | 4.7x |
| Thu, 12 Dec 2024 | AU$43.1b | AU$8.6b | -AU$1,906,271,000.00 | 21.4x | -22.6x | 5x |
| Sat, 09 Nov 2024 | AU$43.3b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -22.7x | 5x |
| Mon, 07 Oct 2024 | AU$46.3b | AU$8.6b | -AU$1,906,271,000.00 | 22.8x | -24.3x | 5.4x |
| Wed, 04 Sep 2024 | AU$44.1b | AU$8.6b | -AU$1,906,271,000.00 | 19.4x | -23.1x | 5.1x |
| Fri, 02 Aug 2024 | AU$41.1b | AU$7.5b | -AU$1,335,063,000.00 | 45.6x | -30.7x | 5.5x |
| Sun, 30 Jun 2024 | AU$36.6b | AU$7.5b | -AU$1,335,063,000.00 | 41.3x | -27.4x | 4.9x |
| Tue, 28 May 2024 | AU$39.4b | AU$7.5b | -AU$1,335,063,000.00 | 44.4x | -29.5x | 5.3x |
| Thu, 25 Apr 2024 | AU$39.0b | AU$7.5b | -AU$1,335,063,000.00 | 43.4x | -29.2x | 5.2x |
| Sat, 23 Mar 2024 | AU$42.2b | AU$7.5b | -AU$1,335,063,000.00 | 47.3x | -31.6x | 5.7x |
| Mon, 19 Feb 2024 | AU$41.8b | AU$7.9b | -AU$810,633,000.00 | 25.5x | -51.5x | 5.3x |
| Wed, 17 Jan 2024 | AU$39.8b | AU$7.6b | AU$8.6m | 21.2x | 4645.3x | 5.2x |
| Fri, 15 Dec 2023 | AU$38.9b | AU$7.6b | AU$8.6m | 21.2x | 4538x | 5.1x |
| Sun, 12 Nov 2023 | AU$35.0b | AU$7.6b | AU$8.6m | 19.5x | 4084.4x | 4.6x |
| Tue, 10 Oct 2023 | AU$34.5b | AU$7.6b | AU$8.6m | 19.3x | 4032.7x | 4.5x |
| Thu, 07 Sep 2023 | AU$38.7b | AU$7.6b | AU$8.6m | 20.3x | 4518.8x | 5.1x |
| Sat, 05 Aug 2023 | AU$39.6b | AU$8.3b | AU$3.1b | 11.1x | 12.7x | 4.8x |
| Mon, 03 Jul 2023 | AU$41.3b | AU$8.6b | AU$3.4b | 9.6x | 12.1x | 4.8x |
| Wed, 31 May 2023 | AU$43.5b | AU$8.6b | AU$3.4b | 10.3x | 12.7x | 5.1x |
| Fri, 28 Apr 2023 | AU$43.7b | AU$8.6b | AU$3.4b | 10.2x | 12.8x | 5.1x |
| Sun, 26 Mar 2023 | AU$40.5b | AU$8.6b | AU$3.4b | 9.6x | 11.9x | 4.7x |
| Tue, 21 Feb 2023 | AU$146.8b | AU$21.6b | AU$12.2b | 10x | 12.1x | 6.8x |
Price to Earnings Ratio
12.1x
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 30.0x 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 49% per year over the last three years,
- Revenues have also declined 25% 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 | 2.05% | |
| Real Estate | 2.01% | |
| REITS | -0.85% | |
| Industrial REITs | 7.08% | |
| Specialized REITs | 1.16% | |
| Retail REITs | 0.047% | |
| Hotel and Resort REITs | 0% | 0 |
| Diversified REITs | -0.85% | |
| Office REITs | -1.45% | |
| Residential REITs | -6.09% | |
| Healthcare REITs | -6.38% | |
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 19.8%, 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 2.4% 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 | |
|---|---|---|---|---|---|
| CLW Charter Hall Long WALE REIT | AU$3.75 | 1.4% +AU$35.6m | -3.8% | PB0.8x | |
| GOZ Growthpoint Properties Australia | AU$2.22 | 0.5% +AU$7.5m | -9.0% | PB0.7x | |
| APW Aims Property Securities Fund | AU$3.20 | 2.6% +AU$3.6m | 83.9% | PB0.7x |