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Australian (ASX) REITS Industry Analysis
UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies11
- 7D-0.9%
- 3M-10.5%
- 1Y7.3%
- YTD-8.4%
Over the last 7 days, the REITS industry has remained flat. As for the the longer term, the industry is up 7.3% over the past 12 months. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Mon, 16 Feb 2026 | AU$47.8b | AU$9.0b | AU$1.6b | 24.1x | 30x | 5.3x |
| Wed, 14 Jan 2026 | AU$51.5b | AU$9.0b | AU$1.6b | 26x | 32.3x | 5.7x |
| Fri, 12 Dec 2025 | AU$52.3b | AU$9.0b | AU$1.6b | 26.1x | 32.8x | 5.8x |
| Sun, 09 Nov 2025 | AU$53.7b | AU$9.0b | AU$1.6b | 26.8x | 33.7x | 6x |
| Tue, 07 Oct 2025 | AU$54.1b | AU$9.0b | AU$1.6b | 26.8x | 33.9x | 6x |
| Thu, 04 Sep 2025 | AU$53.3b | AU$9.0b | AU$1.6b | 26.9x | 33.4x | 5.9x |
| Sat, 02 Aug 2025 | AU$48.9b | AU$8.9b | -AU$822,984,000.00 | 19.2x | -59.5x | 5.5x |
| Mon, 30 Jun 2025 | AU$47.6b | AU$8.9b | -AU$822,984,000.00 | 18.2x | -57.9x | 5.4x |
| Wed, 28 May 2025 | AU$47.0b | AU$8.9b | -AU$822,984,000.00 | 16.9x | -57.1x | 5.3x |
| Fri, 25 Apr 2025 | AU$44.9b | AU$8.9b | -AU$822,984,000.00 | 14.8x | -54.5x | 5.1x |
| Sun, 23 Mar 2025 | AU$43.5b | AU$8.9b | -AU$822,984,000.00 | 14.5x | -52.9x | 4.9x |
| Tue, 18 Feb 2025 | AU$46.0b | AU$8.7b | -AU$1,596,616,000.00 | 19.7x | -28.8x | 5.3x |
| Thu, 16 Jan 2025 | AU$41.8b | AU$8.6b | -AU$1,906,271,000.00 | 20.7x | -21.9x | 4.9x |
| Sat, 14 Dec 2024 | AU$42.4b | AU$8.6b | -AU$1,906,271,000.00 | 21.1x | -22.2x | 4.9x |
| Mon, 11 Nov 2024 | AU$43.3b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -22.7x | 5x |
| Wed, 09 Oct 2024 | AU$46.1b | AU$8.6b | -AU$1,906,271,000.00 | 22.3x | -24.2x | 5.4x |
| Fri, 06 Sep 2024 | AU$44.5b | AU$8.6b | -AU$1,906,271,000.00 | 19.5x | -23.4x | 5.2x |
| Sun, 04 Aug 2024 | AU$40.4b | AU$7.5b | -AU$1,335,063,000.00 | 45x | -30.3x | 5.4x |
| Tue, 02 Jul 2024 | AU$36.9b | AU$7.5b | -AU$1,335,063,000.00 | 42.1x | -27.6x | 4.9x |
| Thu, 30 May 2024 | AU$39.1b | AU$7.5b | -AU$1,335,063,000.00 | 44.5x | -29.3x | 5.2x |
| Sat, 27 Apr 2024 | AU$38.3b | AU$7.5b | -AU$1,335,063,000.00 | 42.9x | -28.7x | 5.1x |
| Mon, 25 Mar 2024 | AU$42.2b | AU$7.5b | -AU$1,335,063,000.00 | 47.3x | -31.6x | 5.7x |
| Wed, 21 Feb 2024 | AU$40.5b | AU$8.0b | -AU$969,566,000.00 | 25.1x | -41.8x | 5.1x |
| Fri, 19 Jan 2024 | AU$38.3b | AU$7.6b | AU$8.6m | 20.6x | 4476.2x | 5x |
| Sun, 17 Dec 2023 | AU$40.7b | AU$7.6b | AU$8.6m | 21.4x | 4752.3x | 5.3x |
| Tue, 14 Nov 2023 | AU$35.0b | AU$7.6b | AU$8.6m | 19.4x | 4084.4x | 4.6x |
| Thu, 12 Oct 2023 | AU$35.7b | AU$7.6b | AU$8.6m | 19.7x | 4164.4x | 4.7x |
| Sat, 09 Sep 2023 | AU$38.3b | AU$7.6b | AU$8.6m | 20x | 4466.2x | 5x |
| Mon, 07 Aug 2023 | AU$39.6b | AU$8.3b | AU$3.1b | 11.1x | 12.7x | 4.8x |
| Wed, 05 Jul 2023 | AU$42.0b | AU$8.6b | AU$3.4b | 9.8x | 12.3x | 4.9x |
| Fri, 02 Jun 2023 | AU$43.2b | AU$8.6b | AU$3.4b | 10.3x | 12.6x | 5x |
| Sun, 30 Apr 2023 | AU$44.3b | AU$8.6b | AU$3.4b | 10.3x | 13x | 5.2x |
| Tue, 28 Mar 2023 | AU$40.8b | AU$8.6b | AU$3.4b | 9.7x | 12x | 4.7x |
| Thu, 23 Feb 2023 | AU$146.2b | AU$21.4b | AU$10.6b | 10.4x | 13.7x | 6.8x |
Price to Earnings Ratio
13.7x
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 48% 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 2.8% 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 | |
|---|---|---|---|---|---|
| SGP Stockland | AU$5.29 | 1.3% +AU$169.2m | -2.2% | PB1.3x | |
| CLW Charter Hall Long WALE REIT | AU$3.80 | 1.3% +AU$35.6m | -4.0% | PB0.8x |