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Australian (ASX) Retail REITs Industry Analysis
UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies9
- 7D-1.6%
- 3M-4.3%
- 1Y7.9%
- YTDn/a
Over the last 7 days, the Retail REITs industry has dropped 1.6%, driven by a pullback from Vicinity Centres of 4.3%. In the past year, the industry has gained 7.9%. As for the next few years, earnings are forecast to decline by 5.6% per annum.
Industry Valuation and Performance
Has the Australian Retail REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 24 Feb 2026 | AU$43.9b | AU$5.7b | AU$4.3b | 8.6x | 10.1x | 7.7x |
| Thu, 22 Jan 2026 | AU$46.3b | AU$5.6b | AU$3.6b | 11.5x | 12.9x | 8.2x |
| Sat, 20 Dec 2025 | AU$47.1b | AU$5.6b | AU$3.6b | 11.7x | 13.1x | 8.4x |
| Mon, 17 Nov 2025 | AU$45.9b | AU$5.6b | AU$3.6b | 11.2x | 12.7x | 8.1x |
| Wed, 15 Oct 2025 | AU$46.0b | AU$5.6b | AU$3.6b | 11.5x | 12.8x | 8.1x |
| Fri, 12 Sep 2025 | AU$46.8b | AU$5.6b | AU$3.6b | 11.5x | 13x | 8.3x |
| Sun, 10 Aug 2025 | AU$44.1b | AU$5.5b | AU$2.8b | 14x | 15.7x | 8x |
| Tue, 08 Jul 2025 | AU$43.9b | AU$5.5b | AU$2.8b | 13.7x | 15.5x | 8x |
| Thu, 05 Jun 2025 | AU$43.4b | AU$5.5b | AU$2.8b | 13.7x | 15.3x | 7.9x |
| Sat, 03 May 2025 | AU$42.4b | AU$5.5b | AU$2.8b | 13.2x | 15x | 7.7x |
| Mon, 31 Mar 2025 | AU$39.9b | AU$5.5b | AU$2.8b | 12.4x | 14.1x | 7.3x |
| Wed, 26 Feb 2025 | AU$40.7b | AU$5.5b | AU$2.0b | 15.2x | 19.9x | 7.5x |
| Fri, 24 Jan 2025 | AU$39.9b | AU$5.4b | AU$1.3b | 43.6x | 31.5x | 7.4x |
| Sun, 22 Dec 2024 | AU$38.7b | AU$5.4b | AU$1.3b | 41.4x | 30.6x | 7.2x |
| Tue, 19 Nov 2024 | AU$40.2b | AU$5.4b | AU$1.3b | 42.6x | 31.7x | 7.5x |
| Thu, 17 Oct 2024 | AU$41.5b | AU$5.4b | AU$1.3b | 43.7x | 32.8x | 7.7x |
| Sat, 14 Sep 2024 | AU$45.4b | AU$5.5b | AU$1.3b | 45.1x | 34.1x | 8.3x |
| Mon, 12 Aug 2024 | AU$42.4b | AU$5.2b | AU$245.6m | 53.4x | 172.6x | 8.1x |
| Wed, 10 Jul 2024 | AU$39.1b | AU$5.2b | AU$245.6m | 49.5x | 159.4x | 7.5x |
| Fri, 07 Jun 2024 | AU$40.1b | AU$5.2b | AU$245.6m | 49.5x | 163.5x | 7.7x |
| Sun, 05 May 2024 | AU$39.3b | AU$5.3b | AU$215.0m | 41x | 182.8x | 7.4x |
| Tue, 02 Apr 2024 | AU$42.6b | AU$5.3b | AU$215.0m | 45.4x | 197.9x | 8.1x |
| Thu, 29 Feb 2024 | AU$39.2b | AU$5.3b | AU$215.0m | 43.9x | 182.2x | 7.4x |
| Sat, 27 Jan 2024 | AU$37.8b | AU$5.3b | AU$299.5m | 35.7x | 126.1x | 7.1x |
| Mon, 25 Dec 2023 | AU$38.6b | AU$5.3b | AU$299.5m | 36x | 128.9x | 7.3x |
| Wed, 22 Nov 2023 | AU$35.1b | AU$5.3b | AU$299.5m | 30.7x | 117.3x | 6.6x |
| Fri, 20 Oct 2023 | AU$34.0b | AU$5.3b | AU$299.5m | 29.4x | 113.4x | 6.4x |
| Sun, 17 Sep 2023 | AU$35.6b | AU$5.3b | AU$299.5m | 32.8x | 118.9x | 6.7x |
| Tue, 15 Aug 2023 | AU$36.3b | AU$5.4b | AU$2.0b | 12.6x | 18.1x | 6.8x |
| Thu, 13 Jul 2023 | AU$36.0b | AU$5.4b | AU$2.3b | 11.3x | 15.7x | 6.7x |
| Sat, 10 Jun 2023 | AU$36.0b | AU$5.4b | AU$2.3b | 11.5x | 15.7x | 6.7x |
| Mon, 08 May 2023 | AU$38.6b | AU$5.4b | AU$2.3b | 12.7x | 16.9x | 7.2x |
| Wed, 05 Apr 2023 | AU$37.5b | AU$5.4b | AU$2.3b | 12.4x | 16.4x | 7x |
| Fri, 03 Mar 2023 | AU$38.8b | AU$5.4b | AU$2.3b | 12.6x | 16.9x | 7.2x |
Price to Earnings Ratio
16.9x
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 10.1x which is lower than its 3-year average PE of 64.9x.
- The industry is trading close to its 3-year average PS ratio of 7.5x.
Past Earnings Growth
- The earnings for companies in the Retail REITs industry have grown 24% per year over the last three years.
- Revenues for these companies have grown 2.1% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Australian Retail REITs compare with similar industries?
| AU Market | 0.97% | |
| Real Estate | -3.00% | |
| REITS | -2.88% | |
| Retail REITs | -1.57% | |
| Office REITs | 3.79% | |
| Healthcare REITs | 1.49% | |
| Residential REITs | 1.01% | |
| Hotel and Resort REITs | 0% | 0 |
| Specialized REITs | -1.56% | |
| Diversified REITs | -2.88% | |
| Industrial REITs | -6.02% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CQR Charter Hall Retail REIT | AU$4.03 | 1.3% +AU$29.1m | 18.5% | PB0.8x | |
| CDP Carindale Property Trust | AU$5.65 | 5.6% +AU$24.8m | 22.0% | PB0.8x | |
| BWP BWP Trust | AU$3.83 | 0.8% +AU$21.7m | 10.7% | PB0.9x | |
| WPR Waypoint REIT | AU$2.49 | 0.4% +AU$6.5m | 3.3% | PB162.5x |