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Australian (ASX) Retail REITs Industry Analysis
UpdatedMay 24, 2026
DataAggregated Company Financials
Companies9
- 7D1.1%
- 3M-1.7%
- 1Y1.7%
- YTDn/a
The Retail REITs industry is up 1.1% in the last week, with Vicinity Centres up 2.4%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are forecast to decline by 9.4% 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 |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | AU$43.9b | AU$5.7b | AU$4.7b | 8.4x | 9.3x | 7.7x |
| Tue, 21 Apr 2026 | AU$43.2b | AU$5.7b | AU$4.7b | 8.5x | 9.1x | 7.6x |
| Thu, 19 Mar 2026 | AU$42.5b | AU$5.7b | AU$4.7b | 8.2x | 9x | 7.5x |
| Sat, 14 Feb 2026 | AU$44.3b | AU$5.7b | AU$4.0b | 10.1x | 11.2x | 7.8x |
| Mon, 12 Jan 2026 | AU$47.0b | AU$5.6b | AU$3.6b | 11.9x | 13.1x | 8.3x |
| Wed, 10 Dec 2025 | AU$46.1b | AU$5.6b | AU$3.6b | 11.6x | 12.8x | 8.2x |
| Fri, 07 Nov 2025 | AU$46.5b | AU$5.6b | AU$3.6b | 11.4x | 12.9x | 8.2x |
| Sun, 05 Oct 2025 | AU$46.5b | AU$5.6b | AU$3.6b | 11.5x | 12.9x | 8.2x |
| Tue, 02 Sep 2025 | AU$46.6b | AU$5.6b | AU$3.6b | 11.6x | 12.9x | 8.3x |
| Thu, 31 Jul 2025 | AU$43.5b | AU$5.5b | AU$2.8b | 13.8x | 15.4x | 7.9x |
| Sat, 28 Jun 2025 | AU$42.5b | AU$5.5b | AU$2.8b | 13.7x | 15x | 7.7x |
| Mon, 26 May 2025 | AU$42.9b | AU$5.5b | AU$2.8b | 13.5x | 15.2x | 7.8x |
| Wed, 23 Apr 2025 | AU$40.4b | AU$5.5b | AU$2.8b | 12.8x | 14.3x | 7.4x |
| Fri, 21 Mar 2025 | AU$38.5b | AU$5.5b | AU$2.8b | 12x | 13.6x | 7x |
| Sun, 16 Feb 2025 | AU$41.2b | AU$5.4b | AU$1.6b | 31.7x | 25.4x | 7.7x |
| Tue, 14 Jan 2025 | AU$39.1b | AU$5.4b | AU$1.3b | 42.6x | 30.9x | 7.3x |
| Thu, 12 Dec 2024 | AU$39.5b | AU$5.4b | AU$1.3b | 43x | 31.2x | 7.4x |
| Sat, 09 Nov 2024 | AU$39.4b | AU$5.4b | AU$1.3b | 41.6x | 31.2x | 7.4x |
| Mon, 07 Oct 2024 | AU$41.5b | AU$5.4b | AU$1.3b | 43.4x | 32.8x | 7.8x |
| Wed, 04 Sep 2024 | AU$44.1b | AU$5.5b | AU$1.3b | 44.4x | 33.1x | 8.1x |
| Fri, 02 Aug 2024 | AU$43.1b | AU$5.2b | AU$245.6m | 55x | 175.5x | 8.2x |
| Sun, 30 Jun 2024 | AU$38.7b | AU$5.2b | AU$245.6m | 48.7x | 157.5x | 7.4x |
| Tue, 28 May 2024 | AU$39.6b | AU$5.2b | AU$245.6m | 45.8x | 161.1x | 7.5x |
| Thu, 25 Apr 2024 | AU$39.4b | AU$5.3b | AU$215.0m | 39.6x | 183.3x | 7.5x |
| Sat, 23 Mar 2024 | AU$42.1b | AU$5.3b | AU$215.0m | 45.2x | 195.8x | 8x |
| Mon, 19 Feb 2024 | AU$39.9b | AU$5.3b | AU$49.2m | 39.8x | 811.3x | 7.5x |
| Wed, 17 Jan 2024 | AU$38.4b | AU$5.3b | AU$299.5m | 34.8x | 128.3x | 7.2x |
| Fri, 15 Dec 2023 | AU$37.6b | AU$5.3b | AU$299.5m | 34.4x | 125.5x | 7.1x |
| Sun, 12 Nov 2023 | AU$34.2b | AU$5.3b | AU$299.5m | 29.9x | 114.2x | 6.4x |
| Tue, 10 Oct 2023 | AU$33.5b | AU$5.3b | AU$299.5m | 29x | 111.7x | 6.3x |
| Thu, 07 Sep 2023 | AU$36.1b | AU$5.3b | AU$299.5m | 33.2x | 120.4x | 6.8x |
| Sat, 05 Aug 2023 | AU$36.8b | AU$5.4b | AU$2.1b | 12.8x | 17.7x | 6.8x |
| Mon, 03 Jul 2023 | AU$36.0b | AU$5.4b | AU$2.3b | 11.3x | 15.7x | 6.7x |
| Wed, 31 May 2023 | AU$37.1b | AU$5.4b | AU$2.3b | 11.6x | 16.2x | 6.9x |
Price to Earnings Ratio
16.2x
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 9.3x which is lower than its 3-year average PE of 64.3x.
- 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 27% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Comparison
How does Australian Retail REITs compare with similar industries?
| AU Market | 0.078% | |
| Real Estate | -1.37% | |
| REITS | -0.80% | |
| Retail REITs | 1.12% | |
| Office REITs | 0.037% | |
| Hotel and Resort REITs | 0% | 0 |
| Residential REITs | -0.24% | |
| Diversified REITs | -0.80% | |
| Specialized REITs | -0.94% | |
| Industrial REITs | -3.39% | |
| Healthcare REITs | -4.35% | |
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 | |
|---|---|---|---|---|---|
| VCX Vicinity Centres | AU$2.57 | 2.4% +AU$278.4m | 6.6% | PB1x | |
| SCG Scentre Group | AU$3.71 | 1.1% +AU$208.9m | 1.1% | PB1x | |
| RGN Region Group | AU$2.28 | 0.4% +AU$11.5m | -3.8% | PB0.9x | |
| CQR Charter Hall Retail REIT | AU$3.82 | 0.3% +AU$5.8m | -3.3% | PB0.8x |