Australian (ASX) Retail REITs Industry Analysis

UpdatedApr 06, 2026

DataAggregated Company Financials

Companies9

7D0.3%
3M-13.3%
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%. In line with that, the industry has also been flat over the past 12 months. 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?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 06 Apr 2026	AU$40.9b	AU$5.7b	AU$4.7b	8.3x	8.6x	7.2x
Wed, 04 Mar 2026	AU$43.7b	AU$5.7b	AU$4.7b	8.4x	9.2x	7.7x
Fri, 30 Jan 2026	AU$45.1b	AU$5.6b	AU$3.6b	11.2x	12.5x	8x
Sun, 28 Dec 2025	AU$47.3b	AU$5.6b	AU$3.6b	11.8x	13.1x	8.4x
Tue, 25 Nov 2025	AU$46.2b	AU$5.6b	AU$3.6b	11.4x	12.8x	8.2x
Thu, 23 Oct 2025	AU$47.1b	AU$5.6b	AU$3.6b	11.5x	13.1x	8.4x
Sat, 20 Sep 2025	AU$46.2b	AU$5.6b	AU$3.6b	11.5x	12.8x	8.2x
Mon, 18 Aug 2025	AU$44.4b	AU$5.5b	AU$2.9b	14.1x	15.5x	8.1x
Wed, 16 Jul 2025	AU$43.1b	AU$5.5b	AU$2.8b	13.7x	15.2x	7.8x
Fri, 13 Jun 2025	AU$43.9b	AU$5.5b	AU$2.8b	14.1x	15.5x	8x
Sun, 11 May 2025	AU$43.5b	AU$5.5b	AU$2.8b	13.6x	15.4x	7.9x
Tue, 08 Apr 2025	AU$38.8b	AU$5.5b	AU$2.8b	12.3x	13.7x	7.1x
Thu, 06 Mar 2025	AU$39.3b	AU$5.5b	AU$2.8b	12.4x	13.9x	7.2x
Sat, 01 Feb 2025	AU$41.0b	AU$5.4b	AU$1.3b	44.6x	32.4x	7.7x
Mon, 30 Dec 2024	AU$39.7b	AU$5.4b	AU$1.3b	42.7x	31.4x	7.4x
Wed, 27 Nov 2024	AU$41.2b	AU$5.4b	AU$1.3b	44.6x	32.5x	7.7x
Fri, 25 Oct 2024	AU$40.8b	AU$5.4b	AU$1.3b	43x	32.2x	7.6x
Sun, 22 Sep 2024	AU$45.6b	AU$5.5b	AU$1.3b	45.1x	34.2x	8.4x
Tue, 20 Aug 2024	AU$43.0b	AU$5.3b	AU$765.1m	54.9x	56.2x	8.1x
Thu, 18 Jul 2024	AU$41.9b	AU$5.2b	AU$245.6m	53.6x	170.6x	8x
Sat, 15 Jun 2024	AU$39.1b	AU$5.2b	AU$245.6m	48.8x	159.3x	7.5x
Mon, 13 May 2024	AU$39.8b	AU$5.3b	AU$215.0m	44.2x	185.1x	7.5x
Wed, 10 Apr 2024	AU$40.8b	AU$5.3b	AU$215.0m	42.7x	190x	7.7x
Fri, 08 Mar 2024	AU$40.5b	AU$5.3b	AU$215.0m	44.2x	188.5x	7.7x
Sun, 04 Feb 2024	AU$39.7b	AU$5.3b	AU$295.8m	38.8x	134.1x	7.5x
Tue, 02 Jan 2024	AU$38.9b	AU$5.3b	AU$295.8m	38.1x	131.7x	7.4x
Thu, 30 Nov 2023	AU$34.8b	AU$5.3b	AU$295.8m	34.4x	117.5x	6.6x
Sat, 28 Oct 2023	AU$32.5b	AU$5.3b	AU$295.8m	32.9x	109.8x	6.1x
Mon, 25 Sep 2023	AU$33.9b	AU$5.3b	AU$295.8m	34.5x	114.7x	6.4x
Wed, 23 Aug 2023	AU$35.2b	AU$5.3b	AU$802.5m	38.4x	43.9x	6.7x
Fri, 21 Jul 2023	AU$37.2b	AU$5.4b	AU$2.3b	10.6x	16.3x	7x
Sun, 18 Jun 2023	AU$35.9b	AU$5.4b	AU$2.3b	10.4x	15.7x	6.7x
Tue, 16 May 2023	AU$38.4b	AU$5.4b	AU$2.3b	11.2x	16.8x	7.2x
Thu, 13 Apr 2023	AU$37.1b	AU$5.4b	AU$2.3b	11x	16.2x	6.9x

Price to Earnings Ratio

16.2x

Thu, 13 Apr 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 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 Market	0.63%
Real Estate	-0.23%
Retail REITs	0.32%

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?

Company	Last Price	7D	1Y	Valuation
RGN Region Group	AU$2.25	2.7% +AU$68.9m	2.7%	PB0.9x
SCG Scentre Group	AU$3.37	0.3% +AU$52.2m	-0.9%	PB0.9x
VCX Vicinity Centres	AU$2.38	0.4% +AU$46.4m	10.2%	PB0.9x
HDN HomeCo Daily Needs REIT	AU$1.21	1.3% +AU$31.3m	-2.0%	PB0.8x
CDP Carindale Property Trust	AU$5.38	0.6% +AU$2.5m	13.7%	PB0.8x