New Narrative • May 22

Over the last 7 days, the Diversified REITs industry has remained flat. Unfortunately though, the industry is down 12% over the past 12 months. As for the next few years, earnings are expected to grow by 7.5% per annum.
Has the Australian Diversified REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 23 May 2026 | AU$41.6b | AU$9.7b | AU$2.8b | 17.3x | 14.6x | 4.3x |
| Mon, 20 Apr 2026 | AU$43.3b | AU$9.7b | AU$2.8b | 18x | 15.2x | 4.5x |
| Wed, 18 Mar 2026 | AU$43.6b | AU$9.7b | AU$2.8b | 19.1x | 15.3x | 4.5x |
| Fri, 13 Feb 2026 | AU$48.0b | AU$9.0b | AU$1.6b | 23.9x | 30.1x | 5.3x |
| Sun, 11 Jan 2026 | AU$51.5b | AU$9.0b | AU$1.6b | 26.1x | 32.3x | 5.7x |
| Tue, 09 Dec 2025 | AU$52.4b | AU$9.0b | AU$1.6b | 26.2x | 32.9x | 5.8x |
| Thu, 06 Nov 2025 | AU$52.9b | AU$9.0b | AU$1.6b | 26.1x | 33.2x | 5.9x |
| Sat, 04 Oct 2025 | AU$53.9b | AU$9.0b | AU$1.6b | 26.8x | 33.8x | 6x |
| Mon, 01 Sep 2025 | AU$54.8b | AU$9.0b | AU$1.6b | 27.9x | 34.4x | 6.1x |
| Wed, 30 Jul 2025 | AU$48.3b | AU$8.9b | -AU$822,984,000.00 | 18.3x | -58.7x | 5.4x |
| Fri, 27 Jun 2025 | AU$48.6b | AU$8.9b | -AU$822,984,000.00 | 18.4x | -59.1x | 5.5x |
| Sun, 25 May 2025 | AU$47.1b | AU$8.9b | -AU$822,984,000.00 | 16.3x | -57.2x | 5.3x |
| Tue, 22 Apr 2025 | AU$44.1b | AU$8.9b | -AU$822,984,000.00 | 14.3x | -53.5x | 5x |
| Thu, 20 Mar 2025 | AU$42.6b | AU$8.9b | -AU$822,984,000.00 | 14.2x | -51.8x | 4.8x |
| Sat, 15 Feb 2025 | AU$44.4b | AU$8.7b | -AU$1,394,616,000.00 | 19.6x | -31.8x | 5.1x |
| Mon, 13 Jan 2025 | AU$41.2b | AU$8.6b | -AU$1,906,271,000.00 | 20.1x | -21.6x | 4.8x |
| Wed, 11 Dec 2024 | AU$43.0b | AU$8.6b | -AU$1,906,271,000.00 | 20.9x | -22.6x | 5x |
| Fri, 08 Nov 2024 | AU$42.7b | AU$8.6b | -AU$1,906,271,000.00 | 20.3x | -22.4x | 5x |
| Sun, 06 Oct 2024 | AU$46.3b | AU$8.6b | -AU$1,906,271,000.00 | 22.8x | -24.3x | 5.4x |
| Tue, 03 Sep 2024 | AU$43.9b | AU$8.6b | -AU$1,906,271,000.00 | 19.4x | -23x | 5.1x |
| Thu, 01 Aug 2024 | AU$41.0b | AU$7.5b | -AU$1,335,063,000.00 | 45.5x | -30.7x | 5.5x |
| Sat, 29 Jun 2024 | AU$36.6b | AU$7.5b | -AU$1,335,063,000.00 | 41.3x | -27.4x | 4.9x |
| Mon, 27 May 2024 | AU$39.0b | AU$7.5b | -AU$1,335,063,000.00 | 43.6x | -29.2x | 5.2x |
| Wed, 24 Apr 2024 | AU$39.6b | AU$7.5b | -AU$1,335,063,000.00 | 44.1x | -29.6x | 5.3x |
| Fri, 22 Mar 2024 | AU$42.2b | AU$7.5b | -AU$1,335,063,000.00 | 47.4x | -31.6x | 5.7x |
| Sun, 18 Feb 2024 | AU$41.8b | AU$7.9b | -AU$810,633,000.00 | 25.5x | -51.5x | 5.3x |
| Tue, 16 Jan 2024 | AU$40.0b | AU$7.6b | AU$4.8m | 24.4x | 8353.1x | 5.3x |
| Thu, 14 Dec 2023 | AU$38.8b | AU$7.6b | AU$4.8m | 23.2x | 8105.1x | 5.1x |
| Sat, 11 Nov 2023 | AU$34.9b | AU$7.6b | AU$4.8m | 20.7x | 7293.6x | 4.6x |
| Mon, 09 Oct 2023 | AU$34.7b | AU$7.6b | AU$4.8m | 20.4x | 7242.2x | 4.6x |
| Wed, 06 Sep 2023 | AU$39.1b | AU$7.6b | AU$4.8m | 22.7x | 8178.2x | 5.1x |
| Fri, 04 Aug 2023 | AU$39.8b | AU$8.3b | AU$3.1b | 10x | 12.7x | 4.8x |
| Sun, 02 Jul 2023 | AU$41.3b | AU$8.6b | AU$3.4b | 8.5x | 12.1x | 4.8x |
| Tue, 30 May 2023 | AU$43.9b | AU$8.6b | AU$3.4b | 9.1x | 12.9x | 5.1x |
12.9x
How does Australian Diversified REITs compare with similar industries?
| AU Market | 0.078% | |
| Real Estate | -1.37% | |
| REITS | -0.80% | |
| Diversified REITs | -0.80% | |
| Retail REITs | 1.12% | |
| Office REITs | 0.037% | |
| Hotel and Resort REITs | 0% | 0 |
| Residential REITs | -0.24% | |
| Specialized REITs | -0.94% | |
| Industrial REITs | -3.39% | |
| Healthcare REITs | -4.35% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GPT GPT Group | AU$4.78 | 0.6% +AU$57.5m | 1.7% | PB0.9x | |
| CLW Charter Hall Long WALE REIT | AU$3.49 | 0.6% +AU$14.3m | -16.1% | PB0.7x |