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Australian (ASX) Retail REITs Industry Analysis
UpdatedMar 13, 2026
DataAggregated Company Financials
Companies9
- 7D-4.0%
- 3M-13.5%
- 1Y6.8%
- YTDn/a
Over the last 7 days, the Retail REITs industry has dropped 4.0%, driven by a pullback from Scentre Group of 2.8%. Over the past 12 months, the industry was up 6.8%. As for the next few years, earnings are forecast to decline by 7.3% 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 |
|---|---|---|---|---|---|---|
| Sat, 14 Mar 2026 | AU$40.9b | AU$5.7b | AU$4.7b | 7.9x | 8.6x | 7.2x |
| Mon, 09 Feb 2026 | AU$44.3b | AU$5.7b | AU$3.7b | 11.3x | 11.9x | 7.8x |
| Wed, 07 Jan 2026 | AU$46.3b | AU$5.6b | AU$3.6b | 11.6x | 12.9x | 8.2x |
| Fri, 05 Dec 2025 | AU$45.8b | AU$5.6b | AU$3.6b | 11.2x | 12.7x | 8.1x |
| Sun, 02 Nov 2025 | AU$46.2b | AU$5.6b | AU$3.6b | 11.4x | 12.8x | 8.2x |
| Tue, 30 Sep 2025 | AU$46.3b | AU$5.6b | AU$3.6b | 11.5x | 12.9x | 8.2x |
| Thu, 28 Aug 2025 | AU$46.3b | AU$5.6b | AU$3.6b | 11.8x | 13x | 8.3x |
| Sat, 26 Jul 2025 | AU$42.8b | AU$5.5b | AU$2.8b | 13.6x | 15.1x | 7.8x |
| Mon, 23 Jun 2025 | AU$43.1b | AU$5.5b | AU$2.8b | 13.9x | 15.2x | 7.8x |
| Wed, 21 May 2025 | AU$43.0b | AU$5.5b | AU$2.8b | 13.5x | 15.2x | 7.8x |
| Fri, 18 Apr 2025 | AU$40.4b | AU$5.5b | AU$2.8b | 12.8x | 14.3x | 7.4x |
| Sun, 16 Mar 2025 | AU$38.3b | AU$5.5b | AU$2.8b | 12.2x | 13.5x | 7x |
| Tue, 11 Feb 2025 | AU$40.9b | AU$5.4b | AU$1.4b | 46.6x | 29.7x | 7.6x |
| Thu, 09 Jan 2025 | AU$39.7b | AU$5.4b | AU$1.3b | 43x | 31.3x | 7.4x |
| Sat, 07 Dec 2024 | AU$40.6b | AU$5.4b | AU$1.3b | 44.4x | 32x | 7.6x |
| Mon, 04 Nov 2024 | AU$39.7b | AU$5.4b | AU$1.3b | 41.9x | 31.4x | 7.4x |
| Wed, 02 Oct 2024 | AU$44.8b | AU$5.5b | AU$1.3b | 45.5x | 33.6x | 8.2x |
| Fri, 30 Aug 2024 | AU$43.2b | AU$5.5b | AU$1.3b | 43.2x | 32.5x | 7.9x |
| Sun, 28 Jul 2024 | AU$41.5b | AU$5.2b | AU$245.6m | 53.4x | 168.8x | 7.9x |
| Tue, 25 Jun 2024 | AU$39.7b | AU$5.2b | AU$245.6m | 49.2x | 161.8x | 7.6x |
| Thu, 23 May 2024 | AU$40.3b | AU$5.3b | AU$215.0m | 44.5x | 187.3x | 7.6x |
| Sat, 20 Apr 2024 | AU$39.2b | AU$5.3b | AU$215.0m | 39.2x | 182.5x | 7.4x |
| Mon, 18 Mar 2024 | AU$41.8b | AU$5.3b | AU$215.0m | 46.1x | 194.2x | 7.9x |
| Wed, 14 Feb 2024 | AU$40.1b | AU$5.3b | AU$294.1m | 38.3x | 136.5x | 7.6x |
| Fri, 12 Jan 2024 | AU$38.7b | AU$5.3b | AU$299.5m | 34.8x | 129.1x | 7.3x |
| Sun, 10 Dec 2023 | AU$37.0b | AU$5.3b | AU$299.5m | 33.4x | 123.7x | 7x |
| Tue, 07 Nov 2023 | AU$34.6b | AU$5.3b | AU$299.5m | 30.3x | 115.4x | 6.5x |
| Thu, 05 Oct 2023 | AU$33.4b | AU$5.3b | AU$299.5m | 28.1x | 111.5x | 6.3x |
| Sat, 02 Sep 2023 | AU$36.5b | AU$5.3b | AU$299.5m | 32.7x | 121.9x | 6.9x |
| Mon, 31 Jul 2023 | AU$37.9b | AU$5.4b | AU$2.3b | 12.1x | 16.5x | 7.1x |
| Wed, 28 Jun 2023 | AU$35.7b | AU$5.4b | AU$2.3b | 11.2x | 15.6x | 6.7x |
| Fri, 26 May 2023 | AU$37.3b | AU$5.4b | AU$2.3b | 11.8x | 16.3x | 6.9x |
| Sun, 23 Apr 2023 | AU$37.7b | AU$5.4b | AU$2.3b | 12.4x | 16.5x | 7x |
| Tue, 21 Mar 2023 | AU$68.7m | AU$17.4m | AU$3.8m | 18.2x | 18.2x | 3.9x |
Price to Earnings Ratio
18.2x
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 8.6x which is lower than its 3-year average PE of 64.8x.
- 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 978% per year over the last three years.
- Revenues for these companies have grown 588% 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 | -3.22% | |
| Real Estate | -5.32% | |
| REITS | -6.57% | |
| Retail REITs | -3.98% | |
| Hotel and Resort REITs | 0% | 0 |
| Healthcare REITs | -0.77% | |
| Office REITs | -4.03% | |
| Residential REITs | -4.93% | |
| Industrial REITs | -5.76% | |
| Specialized REITs | -5.94% | |
| Diversified REITs | -6.57% | |
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 | |
|---|---|---|---|---|---|
| DXC Dexus Convenience Retail REIT | AU$2.77 | 0.4% +AU$1.4m | -1.1% | PB1.7x |