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Australian (ASX) Retail REITs Industry Analysis
UpdatedFeb 20, 2026
DataAggregated Company Financials
Companies9
- 7D1.4%
- 3M-2.4%
- 1Y8.0%
- YTDn/a
In the last week, the Retail REITs industry is up 1.4%, with Scentre Group up 1.6%. This takes the industry's 12 month performance to a gain of 8.0%. As for the next few years, earnings are forecast to decline by 5.3% 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 |
|---|---|---|---|---|---|---|
| Fri, 20 Feb 2026 | AU$44.5b | AU$5.7b | AU$4.3b | 9x | 10.2x | 7.8x |
| Sun, 18 Jan 2026 | AU$46.9b | AU$5.6b | AU$3.6b | 11.6x | 13x | 8.3x |
| Tue, 16 Dec 2025 | AU$46.8b | AU$5.6b | AU$3.6b | 11.7x | 13x | 8.3x |
| Thu, 13 Nov 2025 | AU$47.6b | AU$5.6b | AU$3.6b | 11.6x | 13.2x | 8.4x |
| Sat, 11 Oct 2025 | AU$46.0b | AU$5.6b | AU$3.6b | 11.5x | 12.8x | 8.2x |
| Mon, 08 Sep 2025 | AU$46.1b | AU$5.6b | AU$3.6b | 11.4x | 12.8x | 8.2x |
| Wed, 06 Aug 2025 | AU$43.6b | AU$5.5b | AU$2.8b | 13.9x | 15.4x | 8x |
| Fri, 04 Jul 2025 | AU$43.8b | AU$5.5b | AU$2.8b | 13.9x | 15.5x | 8x |
| Sun, 01 Jun 2025 | AU$43.1b | AU$5.5b | AU$2.8b | 13.6x | 15.2x | 7.8x |
| Tue, 29 Apr 2025 | AU$41.4b | AU$5.5b | AU$2.8b | 13x | 14.6x | 7.5x |
| Thu, 27 Mar 2025 | AU$39.4b | AU$5.5b | AU$2.8b | 12.5x | 13.9x | 7.2x |
| Sat, 22 Feb 2025 | AU$41.1b | AU$5.5b | AU$2.0b | 15.5x | 20.1x | 7.5x |
| Mon, 20 Jan 2025 | AU$39.9b | AU$5.4b | AU$1.3b | 43.3x | 31.5x | 7.4x |
| Wed, 18 Dec 2024 | AU$39.1b | AU$5.4b | AU$1.3b | 42.2x | 30.9x | 7.3x |
| Fri, 15 Nov 2024 | AU$39.4b | AU$5.4b | AU$1.3b | 42.1x | 31.2x | 7.4x |
| Sun, 13 Oct 2024 | AU$41.4b | AU$5.4b | AU$1.3b | 43.4x | 32.7x | 7.7x |
| Tue, 10 Sep 2024 | AU$44.4b | AU$5.5b | AU$1.3b | 44.2x | 33.4x | 8.1x |
| Thu, 08 Aug 2024 | AU$41.7b | AU$5.2b | AU$245.6m | 52.1x | 169.8x | 7.9x |
| Sat, 06 Jul 2024 | AU$39.4b | AU$5.2b | AU$245.6m | 49.5x | 160.6x | 7.5x |
| Mon, 03 Jun 2024 | AU$39.6b | AU$5.2b | AU$245.6m | 47.5x | 161.3x | 7.6x |
| Wed, 01 May 2024 | AU$39.6b | AU$5.3b | AU$215.0m | 40.5x | 184.1x | 7.5x |
| Fri, 29 Mar 2024 | AU$42.4b | AU$5.3b | AU$215.0m | 45.4x | 197.1x | 8x |
| Sun, 25 Feb 2024 | AU$39.7b | AU$5.3b | AU$243.2m | 43.5x | 163.3x | 7.5x |
| Tue, 23 Jan 2024 | AU$37.6b | AU$5.3b | AU$299.5m | 34.9x | 125.4x | 7.1x |
| Thu, 21 Dec 2023 | AU$39.1b | AU$5.3b | AU$299.5m | 36.6x | 130.4x | 7.4x |
| Sat, 18 Nov 2023 | AU$35.5b | AU$5.3b | AU$299.5m | 31x | 118.4x | 6.7x |
| Mon, 16 Oct 2023 | AU$33.8b | AU$5.3b | AU$299.5m | 29.3x | 112.8x | 6.4x |
| Wed, 13 Sep 2023 | AU$35.7b | AU$5.3b | AU$299.5m | 33.6x | 119.2x | 6.7x |
| Fri, 11 Aug 2023 | AU$36.6b | AU$5.4b | AU$2.0b | 12.8x | 18.3x | 6.8x |
| Sun, 09 Jul 2023 | AU$35.4b | AU$5.4b | AU$2.3b | 11.1x | 15.4x | 6.6x |
| Tue, 06 Jun 2023 | AU$37.1b | AU$5.4b | AU$2.3b | 11.6x | 16.2x | 6.9x |
| Thu, 04 May 2023 | AU$37.6b | AU$5.4b | AU$2.3b | 12.5x | 16.4x | 7x |
| Sat, 01 Apr 2023 | AU$36.6b | AU$5.4b | AU$2.3b | 11.9x | 16x | 6.8x |
| Mon, 27 Feb 2023 | AU$40.2b | AU$5.4b | AU$2.6b | 10.1x | 15.7x | 7.5x |
Price to Earnings Ratio
15.7x
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 10.2x 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 19% 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 | 0.31% | |
| Real Estate | 0.18% | |
| REITS | -0.045% | |
| Retail REITs | 1.41% | |
| Healthcare REITs | 4.51% | |
| Office REITs | 3.75% | |
| Specialized REITs | 0.84% | |
| Residential REITs | 0.62% | |
| Hotel and Resort REITs | 0% | 0 |
| Diversified REITs | -0.045% | |
| Industrial REITs | -1.48% | |
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 | |
|---|---|---|---|---|---|
| BWP BWP Trust | AU$3.86 | 4.3% +AU$115.9m | 11.2% | PB0.9x | |
| SCG Scentre Group | AU$3.81 | 0.5% +AU$104.2m | 4.4% | PB1.1x | |
| CQR Charter Hall Retail REIT | AU$3.99 | 1.3% +AU$29.1m | 18.0% | PB0.8x | |
| WPR Waypoint REIT | AU$2.50 | 0.4% +AU$6.5m | 3.3% | PB163.2x | |
| CDP Carindale Property Trust | AU$5.37 | 0.2% +AU$827.4k | 14.3% | PB0.8x |