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Australian (ASX) Specialized REITs Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies3
  • 7D1.6%
  • 3M8.2%
  • 1Y4.1%
  • YTDn/a

Over the last 7 days, the Specialized REITs industry has dropped 1.8%, driven by Arena REIT declining 1.2%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025AU$3.6bAU$371.0mAU$183.9m20x19.8x9.8x
Sat, 16 Aug 2025AU$3.5bAU$360.8mAU$201.1m17.3x17.6x9.8x
Mon, 14 Jul 2025AU$3.2bAU$342.7mAU$145.3m19.4x22.1x9.4x
Wed, 11 Jun 2025AU$3.4bAU$342.7mAU$145.3m20.9x23.3x9.9x
Fri, 09 May 2025AU$3.4bAU$342.7mAU$145.3m21.1x23.3x9.9x
Sun, 06 Apr 2025AU$3.1bAU$342.7mAU$145.3m18.8x21.2x9x
Tue, 04 Mar 2025AU$3.3bAU$357.6mAU$145.3m19.7x22.6x9.2x
Thu, 30 Jan 2025AU$3.2bAU$329.1mAU$121.2m17.4x26.2x9.6x
Sat, 28 Dec 2024AU$3.3bAU$329.1mAU$121.2m18.1x27.3x10.1x
Mon, 25 Nov 2024AU$3.3bAU$329.1mAU$121.2m18.4x27.6x10.2x
Wed, 23 Oct 2024AU$3.4bAU$329.1mAU$121.2m18.5x27.9x10.3x
Fri, 20 Sep 2024AU$3.5bAU$329.1mAU$121.2m19.3x29.1x10.7x
Sun, 18 Aug 2024AU$3.4bAU$323.1mAU$139.7m17.6x24.2x10.5x
Tue, 16 Jul 2024AU$3.2bAU$295.3mAU$155.0m30.7x20.4x10.7x
Thu, 13 Jun 2024AU$3.0bAU$295.3mAU$155.0m28.4x19.3x10.1x
Sat, 11 May 2024AU$3.1bAU$295.3mAU$155.0m29x19.7x10.3x
Mon, 08 Apr 2024AU$3.1bAU$295.3mAU$155.0m29.2x20.2x10.6x
Wed, 06 Mar 2024AU$3.0bAU$295.3mAU$155.0m26.6x19.5x10.2x
Fri, 02 Feb 2024AU$3.1bAU$292.4mAU$244.9m16.7x12.5x10.4x
Sun, 31 Dec 2023AU$3.2bAU$292.4mAU$244.9m17.7x13.2x11.1x
Tue, 28 Nov 2023AU$2.8bAU$292.4mAU$244.9m15.7x11.5x9.6x
Thu, 26 Oct 2023AU$2.8bAU$292.4mAU$244.9m15.4x11.5x9.7x
Sat, 23 Sep 2023AU$2.9bAU$292.4mAU$244.9m16.2x11.8x9.9x
Mon, 21 Aug 2023AU$3.0bAU$284.8mAU$356.1m16.9x8.5x10.7x
Wed, 19 Jul 2023AU$3.1bAU$311.3mAU$610.7m5.6x5.1x10x
Fri, 16 Jun 2023AU$3.1bAU$311.3mAU$610.7m5.7x5x9.8x
Sun, 14 May 2023AU$3.1bAU$311.3mAU$610.7m5.7x5.1x10.1x
Tue, 11 Apr 2023AU$3.2bAU$311.3mAU$610.7m5.7x5.2x10.2x
Thu, 09 Mar 2023AU$6.3bAU$619.6mAU$648.4m6.4x9.7x10.2x
Sat, 04 Feb 2023AU$6.6bAU$581.0mAU$926.8m4.4x7.1x11.3x
Mon, 02 Jan 2023AU$7.0bAU$655.0mAU$1.1b4x6.1x10.7x
Wed, 30 Nov 2022AU$7.1bAU$655.0mAU$1.1b4x6.2x10.8x
Fri, 28 Oct 2022AU$7.0bAU$655.0mAU$1.1b3.9x6.2x10.7x
Sun, 25 Sep 2022AU$6.6bAU$639.7mAU$1.1b3.7x5.8x10.3x
Price to Earnings Ratio

5.8x


Total Market Cap: AU$6.6bTotal Earnings: AU$1.1bTotal Revenue: AU$639.7mTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialized REITs Industry Price to Earnings3Y Average 16x202320242025
Current Industry PE
    There are only 3 companies in the Australian Specialized REITs industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 46% per year over the last three years,
  • Revenues have also declined 17% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Australian Specialized REITs compare with similar industries?

AU Market0.81%
Real Estate2.60%
REITS1.43%
Specialized REITs1.58%
Industrial REITs4.78%
Retail REITs1.73%
Office REITs1.72%
Diversified REITs1.43%
Residential REITs0.68%
Hotel and Resort REITs0%0
Healthcare REITs-4.17%
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
RFF Rural Funds GroupAU$1.985.3%
+AU$39.0m		-1.3%PB0.7x
ARF Arena REITAU$4.000.5%
+AU$8.0m		-4.3%PB1.3x
CQE Charter Hall Social Infrastructure REITAU$3.380.3%
+AU$3.7m		19.9%PB0.9x

Latest News

ARF
AU$4.00
Arena REIT
7D
0.5%
1Y
-4.3%
RFF
AU$1.98
Rural Funds Group
7D
5.3%
1Y
-1.3%
CQE
AU$3.38
Charter Hall Social Infrastructure REIT
7D
0.3%
1Y
19.9%