Australian (ASX) Retail REITs Industry Analysis

UpdatedApr 24, 2026

DataAggregated Company Financials

Companies9

7D2.7%
3M-4.4%
1Y5.7%
YTD-7.3%

All of the companies in the Retail REITs industry have been up over the last week, with the industry up 2.7%. This means that the industry has gained 5.7% over the past year. Looking forward, earnings are forecast to decline by 8.9% per year.

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 24 Apr 2026	AU$43.9b	AU$5.7b	AU$4.7b	8.6x	9.3x	7.7x
Sun, 22 Mar 2026	AU$41.5b	AU$5.7b	AU$4.7b	8x	8.8x	7.3x
Tue, 17 Feb 2026	AU$44.6b	AU$5.7b	AU$4.0b	9.3x	11.1x	7.8x
Thu, 15 Jan 2026	AU$46.9b	AU$5.6b	AU$3.6b	11.5x	13x	8.3x
Sat, 13 Dec 2025	AU$47.2b	AU$5.6b	AU$3.6b	11.8x	13.1x	8.4x
Mon, 10 Nov 2025	AU$46.7b	AU$5.6b	AU$3.6b	11.5x	13x	8.3x
Wed, 08 Oct 2025	AU$46.2b	AU$5.6b	AU$3.6b	11.5x	12.8x	8.2x
Fri, 05 Sep 2025	AU$45.9b	AU$5.6b	AU$3.6b	11.4x	12.7x	8.1x
Sun, 03 Aug 2025	AU$43.1b	AU$5.5b	AU$2.8b	13.6x	15.2x	7.8x
Tue, 01 Jul 2025	AU$42.1b	AU$5.5b	AU$2.8b	13.5x	14.9x	7.7x
Thu, 29 May 2025	AU$43.4b	AU$5.5b	AU$2.8b	13.6x	15.3x	7.9x
Sat, 26 Apr 2025	AU$41.4b	AU$5.5b	AU$2.8b	13x	14.6x	7.5x
Mon, 24 Mar 2025	AU$38.9b	AU$5.5b	AU$2.8b	12.3x	13.7x	7.1x
Wed, 19 Feb 2025	AU$41.8b	AU$5.4b	AU$1.8b	18.7x	23.6x	7.7x
Fri, 17 Jan 2025	AU$39.8b	AU$5.4b	AU$1.3b	43.7x	31.5x	7.4x
Sun, 15 Dec 2024	AU$38.8b	AU$5.4b	AU$1.3b	42x	30.7x	7.2x
Tue, 12 Nov 2024	AU$39.6b	AU$5.4b	AU$1.3b	42.1x	31.3x	7.4x
Thu, 10 Oct 2024	AU$41.3b	AU$5.4b	AU$1.3b	43.4x	32.7x	7.7x
Sat, 07 Sep 2024	AU$44.2b	AU$5.5b	AU$1.3b	44.6x	33.2x	8.1x
Mon, 05 Aug 2024	AU$42.4b	AU$5.2b	AU$245.6m	53.3x	172.6x	8.1x
Wed, 03 Jul 2024	AU$38.7b	AU$5.2b	AU$245.6m	47.7x	157.7x	7.4x
Fri, 31 May 2024	AU$39.2b	AU$5.2b	AU$245.6m	47.5x	159.5x	7.5x
Sun, 28 Apr 2024	AU$38.6b	AU$5.3b	AU$215.0m	38.8x	179.7x	7.3x
Tue, 26 Mar 2024	AU$42.1b	AU$5.3b	AU$215.0m	45.5x	195.8x	8x
Thu, 22 Feb 2024	AU$39.5b	AU$5.3b	AU$38.5m	36.4x	1026.1x	7.5x
Sat, 20 Jan 2024	AU$37.2b	AU$5.3b	AU$295.8m	36.7x	125.9x	7x
Mon, 18 Dec 2023	AU$39.3b	AU$5.3b	AU$295.8m	37.8x	132.9x	7.4x
Wed, 15 Nov 2023	AU$34.4b	AU$5.3b	AU$295.8m	34x	116.2x	6.5x
Fri, 13 Oct 2023	AU$34.4b	AU$5.3b	AU$295.8m	34.3x	116.2x	6.5x
Sun, 10 Sep 2023	AU$35.7b	AU$5.3b	AU$295.8m	36x	120.8x	6.7x
Tue, 08 Aug 2023	AU$37.0b	AU$5.4b	AU$2.1b	11.9x	18x	6.9x
Thu, 06 Jul 2023	AU$36.2b	AU$5.4b	AU$2.3b	10.4x	15.8x	6.8x
Sat, 03 Jun 2023	AU$36.7b	AU$5.4b	AU$2.3b	10.5x	16.1x	6.9x
Mon, 01 May 2023	AU$38.6b	AU$5.4b	AU$2.3b	11.4x	16.9x	7.2x

Price to Earnings Ratio

16.9x

Mon, 01 May 2023

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 9.3x which is lower than its 3-year average PE of 64.7x.

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.
Revenues for these companies have grown 2.0% 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	-1.56%
Real Estate	0.54%
Retail REITs	2.71%

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?

Company	Last Price	7D	1Y	Valuation
SCG Scentre Group	AU$3.69	4.5% +AU$835.6m	4.8%	PB1x
VCX Vicinity Centres	AU$2.56	0.8% +AU$92.8m	9.9%	PB1x
HDN HomeCo Daily Needs REIT	AU$1.25	2.9% +AU$73.1m	1.6%	PB0.8x
BWP BWP Trust	AU$3.93	1.6% +AU$43.5m	10.7%	PB0.9x
CQR Charter Hall Retail REIT	AU$3.86	1.6% +AU$34.9m	3.2%	PB0.8x