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Australian (ASX) REITS Industry Analysis
UpdatedMay 13, 2025
DataAggregated Company Financials
Companies12
- 7D2.0%
- 3M9.3%
- 1Y19.6%
- YTD14.8%
Over the last 7 days, the REITS industry has risen 2.2%, driven by gains from Mirvac Group of 3.1%. This means that the industry has gained 20% over the past year. Looking forward, earnings are forecast to grow by 31% annually.
Industry Valuation and Performance
Has the Australian REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 13 May 2025 | AU$47.5b | AU$8.9b | -AU$822,984,000.00 | 16x | -57.8x | 5.4x |
| Thu, 10 Apr 2025 | AU$42.1b | AU$8.9b | -AU$822,984,000.00 | 14x | -51.2x | 4.7x |
| Sat, 08 Mar 2025 | AU$43.3b | AU$8.9b | -AU$823,284,000.00 | 14.4x | -52.6x | 4.9x |
| Mon, 03 Feb 2025 | AU$43.6b | AU$8.6b | -AU$1,906,271,000.00 | 20.4x | -22.9x | 5.1x |
| Wed, 01 Jan 2025 | AU$41.0b | AU$8.6b | -AU$1,906,271,000.00 | 20.1x | -21.5x | 4.8x |
| Fri, 29 Nov 2024 | AU$45.4b | AU$8.6b | -AU$1,906,271,000.00 | 22.1x | -23.8x | 5.3x |
| Sun, 27 Oct 2024 | AU$45.0b | AU$8.6b | -AU$1,906,271,000.00 | 21.9x | -23.6x | 5.2x |
| Tue, 24 Sep 2024 | AU$46.8b | AU$8.6b | -AU$1,906,271,000.00 | 23.6x | -24.6x | 5.5x |
| Thu, 22 Aug 2024 | AU$41.2b | AU$8.3b | -AU$2,013,909,000.00 | 27.2x | -20.5x | 5x |
| Sat, 20 Jul 2024 | AU$39.8b | AU$7.5b | -AU$1,335,063,000.00 | 44.6x | -29.8x | 5.3x |
| Mon, 17 Jun 2024 | AU$38.2b | AU$7.5b | -AU$1,335,063,000.00 | 43.9x | -28.6x | 5.1x |
| Wed, 15 May 2024 | AU$39.4b | AU$7.5b | -AU$1,335,063,000.00 | 44.9x | -29.5x | 5.3x |
| Fri, 12 Apr 2024 | AU$40.9b | AU$7.5b | -AU$1,335,063,000.00 | 45.7x | -30.6x | 5.5x |
| Sun, 10 Mar 2024 | AU$41.4b | AU$7.5b | -AU$1,335,063,000.00 | 46.6x | -31x | 5.6x |
| Tue, 06 Feb 2024 | AU$40.1b | AU$7.6b | AU$4.8m | 24.4x | 8369.3x | 5.3x |
| Thu, 04 Jan 2024 | AU$39.1b | AU$7.6b | AU$8.6m | 20.9x | 4561.7x | 5.1x |
| Sat, 02 Dec 2023 | AU$36.8b | AU$7.6b | AU$8.6m | 20.2x | 4297.2x | 4.8x |
| Mon, 30 Oct 2023 | AU$32.7b | AU$7.6b | AU$8.6m | 18.8x | 3816.6x | 4.3x |
| Wed, 27 Sep 2023 | AU$36.1b | AU$7.6b | AU$8.6m | 19.8x | 4217.9x | 4.7x |
| Fri, 25 Aug 2023 | AU$38.9b | AU$7.5b | AU$136.8m | 20.6x | 284x | 5.2x |
| Sun, 23 Jul 2023 | AU$42.2b | AU$8.6b | AU$3.4b | 9.9x | 12.4x | 4.9x |
| Tue, 20 Jun 2023 | AU$42.1b | AU$8.6b | AU$3.4b | 9.9x | 12.3x | 4.9x |
| Thu, 18 May 2023 | AU$44.2b | AU$8.6b | AU$3.4b | 10.4x | 13x | 5.1x |
| Sat, 15 Apr 2023 | AU$42.5b | AU$8.6b | AU$3.4b | 10x | 12.5x | 4.9x |
| Mon, 13 Mar 2023 | AU$142.9b | AU$21.4b | AU$10.1b | 11.4x | 14.2x | 6.7x |
| Wed, 08 Feb 2023 | AU$149.8b | AU$23.7b | AU$18.2b | 7.3x | 8.2x | 6.3x |
| Fri, 06 Jan 2023 | AU$138.8b | AU$23.6b | AU$18.6b | 6.5x | 7.4x | 5.9x |
| Sun, 04 Dec 2022 | AU$142.8b | AU$23.6b | AU$18.6b | 6.9x | 7.7x | 6x |
| Tue, 01 Nov 2022 | AU$137.5b | AU$23.7b | AU$18.7b | 6.7x | 7.4x | 5.8x |
| Thu, 29 Sep 2022 | AU$125.1b | AU$23.7b | AU$18.7b | 6x | 6.7x | 5.3x |
| Sat, 27 Aug 2022 | AU$147.0b | AU$23.7b | AU$18.6b | 7.2x | 7.9x | 6.2x |
| Mon, 25 Jul 2022 | AU$145.8b | AU$22.5b | AU$18.7b | 6.6x | 7.8x | 6.5x |
| Wed, 22 Jun 2022 | AU$136.3b | AU$22.5b | AU$18.7b | 6.3x | 7.3x | 6.1x |
| Fri, 20 May 2022 | AU$149.8b | AU$22.5b | AU$18.7b | 7.3x | 8x | 6.6x |
Price to Earnings Ratio
8x
Current Industry PE
- Investors are relatively neutral on the Australian REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 5.4x.
Past Earnings Growth
- Total earnings for the REITs industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 27% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Australian Real Estate industry?
| AU Market | 1.08% | |
| Real Estate | 2.33% | |
| REITS | 1.98% | |
| Industrial REITs | 3.55% | |
| Diversified REITs | 1.98% | |
| Retail REITs | 1.62% | |
| Specialized REITs | 1.06% | |
| Office REITs | 0.26% | |
| Residential REITs | 0.21% | |
| Hotel and Resort REITs | 0% | 0 |
| Healthcare REITs | -4.12% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 8.6x.
- Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings decline of 19.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 71% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 3.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MGR Mirvac Group | AU$2.35 | 3.1% +AU$276.2m | 12.4% | PB1x | |
| CHC Charter Hall Group | AU$18.03 | 2.7% +AU$222.3m | 49.3% | PB3.1x | |
| SGP Stockland | AU$5.60 | 1.1% +AU$143.7m | 22.3% | PB1.3x | |
| CNI Centuria Capital Group | AU$1.78 | 8.6% +AU$116.2m | 4.1% | PB1.9x | |
| GOZ Growthpoint Properties Australia | AU$2.45 | 3.8% +AU$67.9m | 2.9% | PB0.8x |