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Australian (ASX) Retail REITs Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies9
  • 7D1.7%
  • 3M9.3%
  • 1Y9.8%
  • YTD20.0%

The Retail REITs industry is up 1.7% in the last week, with BWP Trust up 1.7%. This takes the industry's 12 month performance to a gain of 9.8%. In the next few years, earnings are forecast to decline by 1.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025AU$47.3bAU$5.6bAU$3.6b11.7x13.1x8.4x
Fri, 15 Aug 2025AU$44.2bAU$5.6bAU$2.9b14.1x15.5x7.9x
Sun, 13 Jul 2025AU$43.0bAU$5.5bAU$2.8b13.6x15.2x7.8x
Tue, 10 Jun 2025AU$43.5bAU$5.5bAU$2.8b13.8x15.4x7.9x
Thu, 08 May 2025AU$43.1bAU$5.5bAU$2.8b13.4x15.2x7.8x
Sat, 05 Apr 2025AU$40.0bAU$5.5bAU$2.8b12.5x14.1x7.3x
Mon, 03 Mar 2025AU$39.1bAU$5.5bAU$2.8b12.3x13.8x7.1x
Wed, 29 Jan 2025AU$40.0bAU$5.4bAU$1.3b43.7x31.6x7.5x
Fri, 27 Dec 2024AU$39.8bAU$5.4bAU$1.3b42.7x31.4x7.4x
Sun, 24 Nov 2024AU$40.1bAU$5.4bAU$1.3b42.8x31.7x7.5x
Tue, 22 Oct 2024AU$41.6bAU$5.4bAU$1.3b44.2x32.9x7.8x
Thu, 19 Sep 2024AU$45.9bAU$5.5bAU$1.3b45x34.5x8.4x
Sat, 17 Aug 2024AU$42.9bAU$5.3bAU$765.1m55.4x56x8.1x
Mon, 15 Jul 2024AU$40.9bAU$5.2bAU$245.6m50.4x166.5x7.8x
Wed, 12 Jun 2024AU$40.2bAU$5.2bAU$245.6m48.5x163.7x7.7x
Fri, 10 May 2024AU$39.6bAU$5.3bAU$215.0m43.4x184.4x7.5x
Sun, 07 Apr 2024AU$40.7bAU$5.3bAU$215.0m42.5x189.1x7.7x
Tue, 05 Mar 2024AU$40.2bAU$5.3bAU$215.0m44x186.8x7.6x
Thu, 01 Feb 2024AU$39.6bAU$5.3bAU$295.8m39.1x134.1x7.5x
Sat, 30 Dec 2023AU$38.9bAU$5.3bAU$295.8m38.1x131.7x7.4x
Mon, 27 Nov 2023AU$34.4bAU$5.3bAU$295.8m34.3x116.2x6.5x
Wed, 25 Oct 2023AU$33.5bAU$5.3bAU$295.8m33.2x113.3x6.3x
Fri, 22 Sep 2023AU$34.3bAU$5.3bAU$295.8m34.9x116x6.5x
Sun, 20 Aug 2023AU$35.6bAU$5.3bAU$852.5m33.6x41.7x6.7x
Tue, 18 Jul 2023AU$37.3bAU$5.4bAU$2.3b10.7x16.3x7x
Thu, 15 Jun 2023AU$35.7bAU$5.4bAU$2.3b10.4x15.6x6.7x
Sat, 13 May 2023AU$38.1bAU$5.4bAU$2.3b11.2x16.7x7.1x
Mon, 10 Apr 2023AU$36.7bAU$5.4bAU$2.3b10.9x16x6.8x
Price to Earnings Ratio

15.9x


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 76x20242025
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 13.1x which is lower than its 3-year average PE of 76.0x.
  • The 3-year average PS ratio of 7.4x is lower than the industry's current PS ratio of 8.4x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 16% 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 Market0.81%
Real Estate2.60%
Retail REITs1.73%
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
BWP BWP TrustAU$3.671.7%
+AU$42.8m
-2.7%PB0.9x
HDN HomeCo Daily Needs REITAU$1.381.1%
+AU$31.3m
6.2%PB0.9x
RGN Region GroupAU$2.440.8%
+AU$23.2m
5.2%PB1x
CDP Carindale Property TrustAU$5.675.0%
+AU$22.3m
25.2%PB0.8x
CQR Charter Hall Retail REITAU$4.210.5%
+AU$11.6m
15.3%PB0.9x

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