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Australian (ASX) Retail REITs Industry Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies9
  • 7D0.06%
  • 3M0.7%
  • 1Y17.5%
  • YTDn/a

Over the last 7 days, the Retail REITs industry has remained flat, although notably Vicinity Centres declined by 4.2%. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

Has the Australian Retail REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 Jan 2026AU$46.9bAU$5.6bAU$3.6b11.5x13x8.3x
Sat, 13 Dec 2025AU$47.2bAU$5.6bAU$3.6b11.8x13.1x8.4x
Mon, 10 Nov 2025AU$46.7bAU$5.6bAU$3.6b11.5x13x8.3x
Wed, 08 Oct 2025AU$46.2bAU$5.6bAU$3.6b11.5x12.8x8.2x
Fri, 05 Sep 2025AU$45.9bAU$5.6bAU$3.6b11.4x12.7x8.1x
Sun, 03 Aug 2025AU$43.1bAU$5.5bAU$2.8b13.6x15.2x7.8x
Tue, 01 Jul 2025AU$42.1bAU$5.5bAU$2.8b13.5x14.9x7.7x
Thu, 29 May 2025AU$43.4bAU$5.5bAU$2.8b13.6x15.3x7.9x
Sat, 26 Apr 2025AU$41.4bAU$5.5bAU$2.8b13x14.6x7.5x
Mon, 24 Mar 2025AU$38.9bAU$5.5bAU$2.8b12.3x13.7x7.1x
Wed, 19 Feb 2025AU$41.8bAU$5.4bAU$1.8b18.7x23.6x7.7x
Fri, 17 Jan 2025AU$39.8bAU$5.4bAU$1.3b43.7x31.5x7.4x
Sun, 15 Dec 2024AU$38.8bAU$5.4bAU$1.3b42x30.7x7.2x
Tue, 12 Nov 2024AU$39.6bAU$5.4bAU$1.3b42.1x31.3x7.4x
Thu, 10 Oct 2024AU$41.3bAU$5.4bAU$1.3b43.4x32.7x7.7x
Sat, 07 Sep 2024AU$44.2bAU$5.5bAU$1.3b44.6x33.2x8.1x
Mon, 05 Aug 2024AU$42.4bAU$5.2bAU$245.6m53.3x172.6x8.1x
Wed, 03 Jul 2024AU$38.7bAU$5.2bAU$245.6m47.7x157.7x7.4x
Fri, 31 May 2024AU$39.2bAU$5.2bAU$245.6m47.5x159.5x7.5x
Sun, 28 Apr 2024AU$38.6bAU$5.3bAU$215.0m38.8x179.7x7.3x
Tue, 26 Mar 2024AU$42.1bAU$5.3bAU$215.0m45.5x195.8x8x
Thu, 22 Feb 2024AU$39.5bAU$5.3bAU$38.5m36.4x1026.1x7.5x
Sat, 20 Jan 2024AU$37.3bAU$5.3bAU$299.5m34.2x124.6x7x
Mon, 18 Dec 2023AU$39.4bAU$5.3bAU$299.5m37x131.4x7.4x
Wed, 15 Nov 2023AU$34.4bAU$5.3bAU$299.5m29.8x115x6.5x
Fri, 13 Oct 2023AU$34.4bAU$5.3bAU$299.5m29.9x115x6.5x
Sun, 10 Sep 2023AU$35.8bAU$5.3bAU$299.5m32.8x119.5x6.7x
Tue, 08 Aug 2023AU$37.1bAU$5.4bAU$2.1b12.4x18x6.9x
Thu, 06 Jul 2023AU$36.2bAU$5.4bAU$2.3b11.4x15.8x6.8x
Sat, 03 Jun 2023AU$36.8bAU$5.4bAU$2.3b11.4x16.1x6.9x
Mon, 01 May 2023AU$38.6bAU$5.4bAU$2.3b12.9x16.9x7.2x
Wed, 29 Mar 2023AU$36.9bAU$5.4bAU$2.3b12.1x16.1x6.9x
Fri, 24 Feb 2023AU$39.7bAU$5.4bAU$2.6b10x15.3x7.3x
Sun, 22 Jan 2023AU$40.0bAU$5.3bAU$4.8b7x8.4x7.6x
Price to Earnings Ratio

8.4x


Total Market Cap: AU$40.0bTotal Earnings: AU$4.8bTotal Revenue: AU$5.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail REITs Industry Price to Earnings3Y Average 64.8x202420252026
Current Industry PE
  • Investors are pessimistic on the Australian Retail 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 13.0x which is lower than its 3-year average PE of 64.8x.
  • The 3-year average PS ratio of 7.5x is lower than the industry's current PS ratio of 8.3x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have declined 9.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Australian Retail REITs compare with similar industries?

AU Market1.58%
Real Estate0.60%
REITS0.12%
Retail REITs0.063%
Healthcare REITs6.16%
Industrial REITs1.50%
Diversified REITs0.12%
Hotel and Resort REITs0%0
Specialized REITs-0.38%
Office REITs-0.48%
Residential REITs-1.26%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
RGN Region GroupAU$2.370.9%
+AU$23.1m
10.2%PB1x
CQR Charter Hall Retail REITAU$4.090.5%
+AU$11.6m
29.0%PB0.9x
WPR Waypoint REITAU$2.520.4%
+AU$6.5m
4.6%PB164.5x