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Australian (ASX) Specialized REITs Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies6
  • 7D0.4%
  • 3M-8.2%
  • 1Y-0.4%
  • YTD-6.5%

In the last week, Specialized REITs has been flat. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Nov 2025AU$9.7bAU$1.2bAU$398.6m18x24.3x8.2x
Thu, 23 Oct 2025AU$10.4bAU$1.2bAU$398.6m19.1x26x8.8x
Sat, 20 Sep 2025AU$10.4bAU$1.2bAU$398.6m19.5x26x8.8x
Mon, 18 Aug 2025AU$10.8bAU$978.4mAU$511.8m17.3x21.1x11x
Wed, 16 Jul 2025AU$10.2bAU$943.7mAU$372.6m19.6x27.5x10.9x
Fri, 13 Jun 2025AU$11.0bAU$943.7mAU$372.6m21.3x29.4x11.6x
Sun, 11 May 2025AU$10.4bAU$943.7mAU$372.6m20.8x27.8x11x
Tue, 08 Apr 2025AU$9.3bAU$943.7mAU$372.6m18.3x24.9x9.8x
Thu, 06 Mar 2025AU$10.0bAU$958.6mAU$372.6m19.3x26.8x10.4x
Sat, 01 Feb 2025AU$10.3bAU$904.3mAU$288.3m19x35.6x11.4x
Mon, 30 Dec 2024AU$10.7bAU$904.3mAU$288.3m19.6x37.1x11.8x
Wed, 27 Nov 2024AU$8.5bAU$904.3mAU$288.3m20.1x29.4x9.4x
Fri, 25 Oct 2024AU$8.6bAU$904.3mAU$288.3m20.5x29.8x9.5x
Sun, 22 Sep 2024AU$8.8bAU$904.3mAU$288.3m21x30.7x9.8x
Tue, 20 Aug 2024AU$8.2bAU$883.3mAU$313.5m19.2x26.3x9.3x
Thu, 18 Jul 2024AU$8.2bAU$635.0mAU$190.6m62.2x42.9x12.9x
Sat, 15 Jun 2024AU$7.8bAU$635.0mAU$190.6m58.9x40.8x12.2x
Mon, 13 May 2024AU$7.6bAU$635.0mAU$190.6m56.7x39.7x11.9x
Wed, 10 Apr 2024AU$7.9bAU$635.0mAU$190.6m59.2x41.3x12.4x
Fri, 08 Mar 2024AU$7.9bAU$635.0mAU$190.6m58x41.4x12.4x
Sun, 04 Feb 2024AU$7.8bAU$619.9mAU$282.2m17.3x27.7x12.6x
Tue, 02 Jan 2024AU$7.9bAU$619.9mAU$282.2m18.3x27.8x12.7x
Thu, 30 Nov 2023AU$7.2bAU$619.9mAU$282.2m16.4x25.7x11.7x
Sat, 28 Oct 2023AU$6.9bAU$619.9mAU$282.2m15.5x24.4x11.1x
Mon, 25 Sep 2023AU$7.3bAU$619.9mAU$282.2m16.3x26x11.9x
Wed, 23 Aug 2023AU$7.6bAU$593.1mAU$393.9m17.3x19.3x12.8x
Fri, 21 Jul 2023AU$6.2bAU$619.6mAU$648.4m6.2x9.6x10x
Sun, 18 Jun 2023AU$6.3bAU$619.6mAU$648.4m6.3x9.8x10.2x
Tue, 16 May 2023AU$6.6bAU$619.6mAU$648.4m6.3x10.2x10.7x
Thu, 13 Apr 2023AU$6.6bAU$619.6mAU$648.4m6.2x10.1x10.6x
Price to Earnings Ratio

10x


Total Market Cap: AU$6.5bTotal Earnings: AU$648.4mTotal Revenue: AU$619.6mTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialized REITs Industry Price to Earnings3Y Average 27.6x20242025
Current Industry PE
  • Investors are pessimistic on the Australian Specialized 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 24.3x which is lower than its 3-year average PE of 27.6x.
  • The 3-year average PS ratio of 10.9x is higher than the industry's current PS ratio of 8.2x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 15% per year over the last three years.
  • Meanwhile revenues for these companies have grown 24% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Australian Real Estate industry?

AU Market-1.37%
Real Estate0.64%
Specialized REITs0.36%
Self-Storage REITs1.21%
Data Center REITs-1.20%
Industry PE
  • Investors are most optimistic about the Self-Storage REITs industry even though it's trading below its 3-year average PE ratio of 71.4x.
    • Analysts are expecting annual earnings growth of 5.5%, which is lower than the prior year's growth of 52.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Data Center REITs industry, expecting annual earnings growth of 31% over the next 5 years.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 5.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DGT DigiCo Infrastructure REITAU$2.454.3%
+AU$55.1m		n/aPB0.5x
RFF Rural Funds GroupAU$1.943.2%
+AU$23.4m		3.7%PB0.7x
CQE Charter Hall Social Infrastructure REITAU$3.100.6%
+AU$7.4m		14.0%PB0.8x
ASK Abacus Storage KingAU$1.400.4%
+AU$6.6m		16.3%PB0.8x

Latest News

CQE
AU$3.10
Charter Hall Social Infrastructure REIT
7D
0.6%
1Y
14.0%
DGT
AU$2.45
DigiCo Infrastructure REIT
7D
4.3%
1Y
n/a
ASK
AU$1.40
Abacus Storage King
7D
0.4%
1Y
16.3%

ASK: Consortium Interest Will Drive Positive Sentiment in Coming Months

Analysts have slightly lowered their price target for Abacus Storage King, adjusting it from $1.65 to $1.58 per share due to updated assumptions around discount rates and profit margins. What's in the News PS Apollo, LLC and KI Corporation Limited initially proposed to acquire an additional 60.38% stake in Abacus Storage King for AUD 1.3 billion, with an offered price of AUD 1.47 per share (Key Developments).
ARF
AU$3.65
Arena REIT
7D
-0.5%
1Y
-12.5%
RFF
AU$1.94
Rural Funds Group
7D
3.2%
1Y
3.7%