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Australian (ASX) Retail REITs Industry Analysis

UpdatedJul 26, 2026
DataAggregated Company Financials
Companies9
  • 7D-0.4%
  • 3M3.3%
  • 1Y5.5%
  • YTD-4.2%

The Retail REITs industry has stayed flat over the last week. As for the the longer term, the industry is up 5.5% over the past 12 months. In the next few years, earnings are forecast to decline by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 26 Jul 2026AU$45.4bAU$5.7bAU$4.7b8.7x9.6x8x
Tue, 23 Jun 2026AU$45.1bAU$5.7bAU$4.7b8.9x9.5x7.9x
Thu, 21 May 2026AU$43.1bAU$5.7bAU$4.7b8.4x9.1x7.6x
Sat, 18 Apr 2026AU$42.8bAU$5.7bAU$4.7b8.4x9x7.5x
Mon, 16 Mar 2026AU$41.5bAU$5.7bAU$4.7b8.1x8.8x7.3x
Wed, 11 Feb 2026AU$45.1bAU$5.7bAU$3.8b10.8x11.8x7.9x
Fri, 09 Jan 2026AU$47.0bAU$5.6bAU$3.6b11.7x13.1x8.3x
Sun, 07 Dec 2025AU$45.9bAU$5.6bAU$3.6b11.3x12.7x8.1x
Tue, 04 Nov 2025AU$45.9bAU$5.6bAU$3.6b11.4x12.7x8.1x
Thu, 02 Oct 2025AU$46.3bAU$5.6bAU$3.6b11.5x12.9x8.2x
Sat, 30 Aug 2025AU$46.3bAU$5.6bAU$3.6b11.8x13x8.3x
Mon, 28 Jul 2025AU$42.8bAU$5.5bAU$2.8b13.6x15.1x7.8x
Wed, 25 Jun 2025AU$43.0bAU$5.5bAU$2.8b13.9x15.2x7.8x
Fri, 23 May 2025AU$43.0bAU$5.5bAU$2.8b13.5x15.2x7.8x
Sun, 20 Apr 2025AU$40.4bAU$5.5bAU$2.8b12.8x14.3x7.4x
Tue, 18 Mar 2025AU$38.0bAU$5.5bAU$2.8b12x13.4x6.9x
Thu, 13 Feb 2025AU$41.1bAU$5.4bAU$1.5b37.8x27.5x7.6x
Sat, 11 Jan 2025AU$39.5bAU$5.4bAU$1.3b43.1x31.3x7.4x
Mon, 09 Dec 2024AU$40.6bAU$5.4bAU$1.3b44.4x32x7.6x
Wed, 06 Nov 2024AU$39.8bAU$5.4bAU$1.3b42x31.4x7.4x
Fri, 04 Oct 2024AU$41.6bAU$5.4bAU$1.3b43.7x32.8x7.8x
Sun, 01 Sep 2024AU$43.6bAU$5.5bAU$1.3b43.4x32.8x8x
Tue, 30 Jul 2024AU$41.7bAU$5.2bAU$245.6m53.6x169.8x7.9x
Thu, 27 Jun 2024AU$40.2bAU$5.2bAU$245.6m49.7x163.8x7.7x
Sat, 25 May 2024AU$39.3bAU$5.3bAU$215.0m43.7x182.9x7.5x
Mon, 22 Apr 2024AU$39.0bAU$5.3bAU$215.0m38.4x181.2x7.4x
Wed, 20 Mar 2024AU$41.4bAU$5.3bAU$215.0m45.1x192.4x7.8x
Fri, 16 Feb 2024AU$39.8bAU$5.3bAU$322.2m39.1x123.5x7.5x
Sun, 14 Jan 2024AU$38.8bAU$5.3bAU$295.8m36.6x131.4x7.3x
Tue, 12 Dec 2023AU$37.1bAU$5.3bAU$295.8m35.8x125.5x7x
Thu, 09 Nov 2023AU$34.3bAU$5.3bAU$295.8m34.3x116.1x6.5x
Sat, 07 Oct 2023AU$33.4bAU$5.3bAU$295.8m33.8x113x6.3x
Mon, 04 Sep 2023AU$36.4bAU$5.3bAU$295.8m36.2x123.2x6.9x
Wed, 02 Aug 2023AU$37.9bAU$5.4bAU$2.3b10.8x16.6x7.1x
Price to Earnings Ratio

16.6x


Total Market Cap: AU$37.9bTotal Earnings: AU$2.3bTotal Revenue: AU$5.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Retail REITs Industry Price to Earnings3Y Average 64.1x202420252026
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 9.6x which is lower than its 3-year average PE of 64.1x.
  • The industry is trading close to its 3-year average PS ratio of 7.6x.
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-0.36%
Real Estate-1.76%
Retail REITs-0.42%
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$2.651.1%
+AU$139.2m
8.6%PB1x
DXC Dexus Convenience Retail REITAU$2.680.4%
+AU$1.4m
-9.8%PB1.6x

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