Header cover image

Australian (ASX) Retail REITs Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies9
  • 7D0.3%
  • 3M-13.7%
  • 1Y1.7%
  • YTD-13.7%

In the last week, the Retail REITs industry is flat overall, with Charter Hall Retail REIT standing out by going down 4.2%. Furthermore, the industry has been flat for the past year as well. In the next few years, earnings are forecast to decline by 7.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026AU$40.9bAU$5.7bAU$4.7b8.3x8.6x7.2x
Tue, 03 Mar 2026AU$44.3bAU$5.7bAU$4.7b8.6x9.3x7.8x
Thu, 29 Jan 2026AU$45.3bAU$5.6bAU$3.6b11.3x12.6x8x
Sat, 27 Dec 2025AU$47.3bAU$5.6bAU$3.6b11.8x13.1x8.4x
Mon, 24 Nov 2025AU$45.5bAU$5.6bAU$3.6b11.3x12.7x8.1x
Wed, 22 Oct 2025AU$47.2bAU$5.6bAU$3.6b11.5x13.1x8.4x
Fri, 19 Sep 2025AU$46.2bAU$5.6bAU$3.6b11.5x12.8x8.2x
Sun, 17 Aug 2025AU$44.4bAU$5.5bAU$2.9b14.1x15.5x8.1x
Tue, 15 Jul 2025AU$42.9bAU$5.5bAU$2.8b13.8x15.2x7.8x
Thu, 12 Jun 2025AU$43.8bAU$5.5bAU$2.8b14.1x15.5x8x
Sat, 10 May 2025AU$43.5bAU$5.5bAU$2.8b13.6x15.4x7.9x
Mon, 07 Apr 2025AU$40.0bAU$5.5bAU$2.8b12.5x14.1x7.3x
Wed, 05 Mar 2025AU$39.4bAU$5.5bAU$2.8b12.6x13.9x7.2x
Fri, 31 Jan 2025AU$40.8bAU$5.4bAU$1.3b44.5x32.2x7.6x
Sun, 29 Dec 2024AU$39.7bAU$5.4bAU$1.3b42.7x31.4x7.4x
Tue, 26 Nov 2024AU$41.0bAU$5.4bAU$1.3b44x32.4x7.6x
Thu, 24 Oct 2024AU$40.9bAU$5.4bAU$1.3b43.2x32.3x7.6x
Sat, 21 Sep 2024AU$45.6bAU$5.5bAU$1.3b45.1x34.2x8.4x
Mon, 19 Aug 2024AU$42.9bAU$5.3bAU$765.1m55.4x56x8.1x
Wed, 17 Jul 2024AU$41.2bAU$5.2bAU$245.6m52.5x167.8x7.9x
Fri, 14 Jun 2024AU$39.1bAU$5.2bAU$245.6m48.6x159.3x7.5x
Sun, 12 May 2024AU$39.8bAU$5.3bAU$215.0m44.2x185.1x7.5x
Tue, 09 Apr 2024AU$41.0bAU$5.3bAU$215.0m42.4x190.9x7.8x
Thu, 07 Mar 2024AU$40.5bAU$5.3bAU$215.0m44.1x188.2x7.7x
Sat, 03 Feb 2024AU$39.7bAU$5.3bAU$295.8m38.8x134.1x7.5x
Mon, 01 Jan 2024AU$38.9bAU$5.3bAU$295.8m38.1x131.7x7.4x
Wed, 29 Nov 2023AU$34.2bAU$5.3bAU$295.8m34.1x115.6x6.5x
Fri, 27 Oct 2023AU$32.5bAU$5.3bAU$295.8m33.1x109.9x6.1x
Sun, 24 Sep 2023AU$33.9bAU$5.3bAU$295.8m34.5x114.7x6.4x
Tue, 22 Aug 2023AU$35.6bAU$5.3bAU$852.5m33.3x41.7x6.7x
Thu, 20 Jul 2023AU$37.2bAU$5.4bAU$2.3b10.7x16.3x7x
Sat, 17 Jun 2023AU$35.9bAU$5.4bAU$2.3b10.4x15.7x6.7x
Mon, 15 May 2023AU$38.1bAU$5.4bAU$2.3b11.2x16.7x7.1x
Wed, 12 Apr 2023AU$36.9bAU$5.4bAU$2.3b11x16.1x6.9x
Price to Earnings Ratio

16.1x


Total Market Cap: AU$36.9bTotal Earnings: AU$2.3bTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail REITs Industry Price to Earnings3Y Average 64.8x202420252026
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 8.6x which is lower than its 3-year average PE of 64.8x.
  • 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 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 Trends

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

AU Market0.63%
Real Estate-0.23%
Retail REITs0.32%
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
VCX Vicinity CentresAU$2.381.3%
+AU$139.2m
6.7%PB0.9x
RGN Region GroupAU$2.252.7%
+AU$67.9m
2.7%PB0.9x
SCG Scentre GroupAU$3.370.3%
+AU$52.2m
-0.9%PB0.9x
HDN HomeCo Daily Needs REITAU$1.211.3%
+AU$31.3m
-2.0%PB0.8x
CDP Carindale Property TrustAU$5.380.6%
+AU$2.5m
13.7%PB0.8x

Latest News