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Australian (ASX) REITS Industry Analysis
UpdatedMay 22, 2025
DataAggregated Company Financials
Companies12
- 7D1.6%
- 3M6.1%
- 1Y19.0%
- YTD15.5%
The REITS industry is up 1.6% in the last week, with Charter Hall Group up 2.3%. This means that the industry has gained 19% over the past year. 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 |
|---|---|---|---|---|---|---|
| Thu, 22 May 2025 | AU$47.8b | AU$8.9b | -AU$822,984,000.00 | 16.6x | -58.1x | 5.4x |
| Sat, 19 Apr 2025 | AU$44.1b | AU$8.9b | -AU$822,984,000.00 | 14.3x | -53.5x | 5x |
| Mon, 17 Mar 2025 | AU$42.7b | AU$8.9b | -AU$822,984,000.00 | 13.9x | -51.9x | 4.8x |
| Wed, 12 Feb 2025 | AU$43.4b | AU$8.7b | -AU$1,596,616,000.00 | 19.2x | -27.2x | 5x |
| Fri, 10 Jan 2025 | AU$41.3b | AU$8.6b | -AU$1,906,271,000.00 | 20.1x | -21.7x | 4.8x |
| Sun, 08 Dec 2024 | AU$44.0b | AU$8.6b | -AU$1,906,271,000.00 | 21.9x | -23.1x | 5.1x |
| Tue, 05 Nov 2024 | AU$44.3b | AU$8.6b | -AU$1,906,271,000.00 | 20.7x | -23.2x | 5.2x |
| Thu, 03 Oct 2024 | AU$46.0b | AU$8.6b | -AU$1,906,271,000.00 | 23.2x | -24.1x | 5.4x |
| Sat, 31 Aug 2024 | AU$43.5b | AU$8.6b | -AU$1,913,280,000.00 | 19.6x | -22.7x | 5.1x |
| Mon, 29 Jul 2024 | AU$39.4b | AU$7.5b | -AU$1,335,063,000.00 | 43.7x | -29.5x | 5.3x |
| Wed, 26 Jun 2024 | AU$39.6b | AU$7.5b | -AU$1,335,063,000.00 | 44.8x | -29.7x | 5.3x |
| Fri, 24 May 2024 | AU$39.8b | AU$7.5b | -AU$1,335,063,000.00 | 44.5x | -29.8x | 5.3x |
| Sun, 21 Apr 2024 | AU$39.0b | AU$7.5b | -AU$1,335,063,000.00 | 43.3x | -29.2x | 5.2x |
| Tue, 19 Mar 2024 | AU$41.4b | AU$7.5b | -AU$1,335,063,000.00 | 47.5x | -31x | 5.6x |
| Thu, 15 Feb 2024 | AU$40.4b | AU$7.9b | -AU$810,633,000.00 | 24.6x | -49.8x | 5.1x |
| Sat, 13 Jan 2024 | AU$40.2b | AU$7.6b | AU$8.6m | 21.3x | 4692.3x | 5.3x |
| Mon, 11 Dec 2023 | AU$38.6b | AU$7.6b | AU$8.6m | 20.5x | 4504.5x | 5.1x |
| Wed, 08 Nov 2023 | AU$34.8b | AU$7.6b | AU$8.6m | 19.4x | 4059.5x | 4.6x |
| Fri, 06 Oct 2023 | AU$35.8b | AU$7.6b | AU$8.6m | 19.4x | 4178.9x | 4.7x |
| Sun, 03 Sep 2023 | AU$39.2b | AU$7.6b | AU$8.6m | 20.6x | 4580.9x | 5.1x |
| Tue, 01 Aug 2023 | AU$43.0b | AU$8.6b | AU$3.4b | 10.2x | 12.6x | 5x |
| Thu, 29 Jun 2023 | AU$41.3b | AU$8.6b | AU$3.4b | 9.9x | 12.1x | 4.8x |
| Sat, 27 May 2023 | AU$43.1b | AU$8.6b | AU$3.4b | 10.2x | 12.6x | 5x |
| Mon, 24 Apr 2023 | AU$43.1b | AU$8.6b | AU$3.4b | 10.1x | 12.6x | 5x |
| Wed, 22 Mar 2023 | AU$41.3b | AU$8.6b | AU$3.4b | 9.6x | 12.1x | 4.8x |
| Fri, 17 Feb 2023 | AU$150.8b | AU$23.1b | AU$15.7b | 7.7x | 9.6x | 6.5x |
| Sun, 15 Jan 2023 | AU$143.2b | AU$23.6b | AU$18.6b | 6.8x | 7.7x | 6.1x |
| Tue, 13 Dec 2022 | AU$141.4b | AU$23.6b | AU$18.6b | 6.7x | 7.6x | 6x |
| Thu, 10 Nov 2022 | AU$137.1b | AU$23.6b | AU$18.6b | 6.8x | 7.4x | 5.8x |
| Sat, 08 Oct 2022 | AU$129.6b | AU$23.7b | AU$18.7b | 6.3x | 6.9x | 5.5x |
| Mon, 05 Sep 2022 | AU$142.5b | AU$23.6b | AU$18.6b | 6.7x | 7.7x | 6x |
| Wed, 03 Aug 2022 | AU$148.8b | AU$22.5b | AU$18.8b | 6.8x | 7.9x | 6.6x |
| Fri, 01 Jul 2022 | AU$135.4b | AU$22.5b | AU$18.7b | 6.2x | 7.2x | 6x |
| Sun, 29 May 2022 | AU$150.9b | AU$22.5b | AU$18.7b | 7.2x | 8.1x | 6.7x |
Price to Earnings Ratio
8.1x
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 | 1.14% | |
| Real Estate | 1.93% | |
| REITS | 1.63% | |
| Industrial REITs | 2.85% | |
| Retail REITs | 2.53% | |
| Healthcare REITs | 1.83% | |
| Residential REITs | 1.74% | |
| Diversified REITs | 1.63% | |
| Specialized REITs | 1.00% | |
| Hotel and Resort REITs | 0% | 0 |
| Office REITs | -2.42% | |
Industry PE
- Investors are most optimistic about the Residential REITs industry which is trading above its 3-year average PE ratio of 10.1x.
- 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 3.4% 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 | |
|---|---|---|---|---|---|
| CHC Charter Hall Group | AU$18.30 | 2.3% +AU$194.0m | 41.9% | PB3.1x | |
| CLW Charter Hall Long WALE REIT | AU$4.15 | 5.6% +AU$156.2m | 16.6% | PB0.9x | |
| SGP Stockland | AU$5.58 | 0.9% +AU$119.7m | 23.5% | PB1.3x | |
| GPT GPT Group | AU$4.74 | 1.1% +AU$95.8m | 8.5% | PB0.9x | |
| APZ Aspen Group | AU$3.41 | 13.7% +AU$82.3m | 101.8% | PB1.5x |
