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Australian (ASX) Retail REITs Industry Analysis

UpdatedJul 30, 2025
DataAggregated Company Financials
Companies9
  • 7D-1.1%
  • 3M1.6%
  • 1Y9.6%
  • YTD8.7%

Over the last 7 days, the Retail REITs industry has dropped 1.1%, driven by a pullback from Vicinity Centres of 1.2%. This takes the industry's 12 month performance to a gain of 9.6%. As for the next few years, earnings are expected to grow by 3.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 31 Jul 2025AU$43.5bAU$5.5bAU$2.8b13.8x15.4x7.9x
Sat, 28 Jun 2025AU$42.5bAU$5.5bAU$2.8b13.7x15x7.7x
Mon, 26 May 2025AU$42.9bAU$5.5bAU$2.8b13.5x15.2x7.8x
Wed, 23 Apr 2025AU$40.4bAU$5.5bAU$2.8b12.8x14.3x7.4x
Fri, 21 Mar 2025AU$38.5bAU$5.5bAU$2.8b12x13.6x7x
Sun, 16 Feb 2025AU$41.2bAU$5.4bAU$1.6b31.7x25.4x7.7x
Tue, 14 Jan 2025AU$39.1bAU$5.4bAU$1.3b42.6x30.9x7.3x
Thu, 12 Dec 2024AU$39.5bAU$5.4bAU$1.3b43x31.2x7.4x
Sat, 09 Nov 2024AU$39.4bAU$5.4bAU$1.3b41.6x31.2x7.4x
Mon, 07 Oct 2024AU$41.5bAU$5.4bAU$1.3b43.4x32.8x7.8x
Wed, 04 Sep 2024AU$44.1bAU$5.5bAU$1.3b44.4x33.1x8.1x
Fri, 02 Aug 2024AU$43.1bAU$5.2bAU$245.6m55x175.5x8.2x
Sun, 30 Jun 2024AU$38.7bAU$5.2bAU$245.6m48.7x157.5x7.4x
Tue, 28 May 2024AU$39.6bAU$5.2bAU$245.6m45.8x161.1x7.5x
Thu, 25 Apr 2024AU$39.4bAU$5.3bAU$215.0m39.6x183.3x7.5x
Sat, 23 Mar 2024AU$42.1bAU$5.3bAU$215.0m45.2x195.8x8x
Mon, 19 Feb 2024AU$39.9bAU$5.3bAU$49.2m39.8x811.3x7.5x
Wed, 17 Jan 2024AU$38.4bAU$5.3bAU$295.8m36.7x129.7x7.2x
Fri, 15 Dec 2023AU$37.5bAU$5.3bAU$295.8m36.9x126.9x7.1x
Sun, 12 Nov 2023AU$34.2bAU$5.3bAU$295.8m33.8x115.5x6.4x
Tue, 10 Oct 2023AU$33.4bAU$5.3bAU$295.8m33.8x112.9x6.3x
Thu, 07 Sep 2023AU$36.0bAU$5.3bAU$295.8m36.5x121.7x6.8x
Sat, 05 Aug 2023AU$36.7bAU$5.4bAU$2.1b12.3x17.7x6.9x
Mon, 03 Jul 2023AU$36.0bAU$5.4bAU$2.3b10.3x15.7x6.7x
Wed, 31 May 2023AU$37.0bAU$5.4bAU$2.3b10.5x16.2x6.9x
Fri, 28 Apr 2023AU$38.0bAU$5.4bAU$2.3b11.3x16.6x7.1x
Price to Earnings Ratio

16.4x


Total Market Cap: AU$37.4bTotal Earnings: AU$2.3bTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail REITs Industry Price to Earnings3Y Average 79.5x20242025
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 15.1x which is lower than its 3-year average PE of 79.6x.
  • The industry is trading close to its 3-year average PS ratio of 7.3x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 7.3% 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 Market0.17%
Real Estate-0.41%
Retail REITs-1.08%
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
RGN Region GroupAU$2.342.6%
+AU$69.6m
3.1%PB1x
SCG Scentre GroupAU$3.770.3%
+AU$52.0m
8.6%PB1.1x
HDN HomeCo Daily Needs REITAU$1.281.2%
+AU$31.3m
0.4%PB0.9x
WPR Waypoint REITAU$2.511.6%
+AU$26.4m
-0.8%PB165.4x
CQR Charter Hall Retail REITAU$3.860.3%
+AU$5.8m
10.6%PB0.8x

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