Header cover image

Australian (ASX) Retail REITs Industry Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies9
  • 7D-0.9%
  • 3M-3.4%
  • 1Y7.8%
  • YTD-5.4%

Over the last 7 days, the Retail REITs industry has remained flat. As for the the longer term, the industry is up 7.8% over the past 12 months. As for the next few years, earnings are forecast to decline by 4.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Feb 2026AU$44.7bAU$5.7bAU$4.3b8.9x10.3x7.8x
Sun, 18 Jan 2026AU$46.9bAU$5.6bAU$3.6b11.6x13x8.3x
Tue, 16 Dec 2025AU$46.8bAU$5.6bAU$3.6b11.7x13x8.3x
Thu, 13 Nov 2025AU$47.6bAU$5.6bAU$3.6b11.6x13.2x8.4x
Sat, 11 Oct 2025AU$46.0bAU$5.6bAU$3.6b11.5x12.8x8.2x
Mon, 08 Sep 2025AU$46.1bAU$5.6bAU$3.6b11.4x12.8x8.2x
Wed, 06 Aug 2025AU$43.6bAU$5.5bAU$2.8b13.9x15.4x8x
Fri, 04 Jul 2025AU$43.8bAU$5.5bAU$2.8b13.9x15.5x8x
Sun, 01 Jun 2025AU$43.1bAU$5.5bAU$2.8b13.6x15.2x7.8x
Tue, 29 Apr 2025AU$41.4bAU$5.5bAU$2.8b13x14.6x7.5x
Thu, 27 Mar 2025AU$39.4bAU$5.5bAU$2.8b12.5x13.9x7.2x
Sat, 22 Feb 2025AU$41.1bAU$5.5bAU$2.0b15.5x20.1x7.5x
Mon, 20 Jan 2025AU$39.9bAU$5.4bAU$1.3b43.3x31.5x7.4x
Wed, 18 Dec 2024AU$39.1bAU$5.4bAU$1.3b42.2x30.9x7.3x
Fri, 15 Nov 2024AU$39.4bAU$5.4bAU$1.3b42.1x31.2x7.4x
Sun, 13 Oct 2024AU$41.4bAU$5.4bAU$1.3b43.4x32.7x7.7x
Tue, 10 Sep 2024AU$44.4bAU$5.5bAU$1.3b44.2x33.4x8.1x
Thu, 08 Aug 2024AU$41.7bAU$5.2bAU$245.6m52.1x169.8x7.9x
Sat, 06 Jul 2024AU$39.4bAU$5.2bAU$245.6m49.5x160.6x7.5x
Mon, 03 Jun 2024AU$39.6bAU$5.2bAU$245.6m47.5x161.3x7.6x
Wed, 01 May 2024AU$39.6bAU$5.3bAU$215.0m40.5x184.1x7.5x
Fri, 29 Mar 2024AU$42.4bAU$5.3bAU$215.0m45.4x197.1x8x
Sun, 25 Feb 2024AU$39.7bAU$5.3bAU$243.2m43.5x163.3x7.5x
Tue, 23 Jan 2024AU$37.5bAU$5.3bAU$295.8m36.8x126.8x7.1x
Thu, 21 Dec 2023AU$39.0bAU$5.3bAU$295.8m37.8x131.9x7.4x
Sat, 18 Nov 2023AU$35.4bAU$5.3bAU$295.8m35x119.7x6.7x
Mon, 16 Oct 2023AU$33.7bAU$5.3bAU$295.8m33.9x114x6.4x
Wed, 13 Sep 2023AU$35.6bAU$5.3bAU$295.8m36.5x120.5x6.7x
Fri, 11 Aug 2023AU$36.5bAU$5.4bAU$2.0b12.2x18.3x6.8x
Sun, 09 Jul 2023AU$35.3bAU$5.4bAU$2.3b10.1x15.4x6.6x
Tue, 06 Jun 2023AU$37.0bAU$5.4bAU$2.3b10.6x16.2x6.9x
Thu, 04 May 2023AU$37.5bAU$5.4bAU$2.3b11.1x16.4x7x
Sat, 01 Apr 2023AU$36.5bAU$5.4bAU$2.3b10.8x16x6.8x
Price to Earnings Ratio

16x


Total Market Cap: AU$36.5bTotal Earnings: AU$2.3bTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail REITs Industry Price to Earnings3Y Average 66.7x202420252026
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 10.3x which is lower than its 3-year average PE of 66.8x.
  • 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 24% per year over the last three years.
  • Revenues for these companies have grown 2.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Australian Real Estate industry?

AU Market-0.51%
Real Estate0.46%
Retail REITs-0.91%
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
SCG Scentre GroupAU$3.791.6%
+AU$312.6m
4.4%PB1.1x
VCX Vicinity CentresAU$2.571.2%
+AU$138.0m
13.2%PB1x
BWP BWP TrustAU$3.833.5%
+AU$94.2m
10.1%PB0.9x
CQR Charter Hall Retail REITAU$4.001.5%
+AU$34.9m
18.0%PB0.8x
HDN HomeCo Daily Needs REITAU$1.301.2%
+AU$31.3m
8.3%PB0.8x