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Australian (ASX) Specialized REITs Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies6
  • 7D-0.2%
  • 3M3.1%
  • 1Y1.1%
  • YTD-0.2%

Over the last 7 days, the Specialized REITs industry has remained flat. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 10.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026AU$10.7bAU$1.2bAU$398.6m17.6x26.8x9.1x
Mon, 08 Dec 2025AU$10.5bAU$1.2bAU$398.6m17.3x26.3x8.9x
Wed, 05 Nov 2025AU$9.9bAU$1.2bAU$398.6m17.8x24.9x8.4x
Fri, 03 Oct 2025AU$10.3bAU$1.2bAU$398.6m19.3x25.7x8.7x
Sun, 31 Aug 2025AU$10.6bAU$1.2bAU$398.6m20x26.5x9x
Tue, 29 Jul 2025AU$10.3bAU$943.7mAU$372.6m19.4x27.7x10.9x
Thu, 26 Jun 2025AU$10.6bAU$943.7mAU$372.6m20.5x28.6x11.3x
Sat, 24 May 2025AU$10.3bAU$943.7mAU$372.6m20.7x27.7x10.9x
Mon, 21 Apr 2025AU$9.6bAU$943.7mAU$372.6m19.4x25.7x10.1x
Wed, 19 Mar 2025AU$9.6bAU$943.7mAU$372.6m19x25.8x10.2x
Fri, 14 Feb 2025AU$10.4bAU$923.3mAU$347.0m20.5x29.9x11.2x
Sun, 12 Jan 2025AU$10.5bAU$904.3mAU$288.3m18.9x36.4x11.6x
Tue, 10 Dec 2024AU$8.0bAU$904.3mAU$288.3m19.1x27.8x8.8x
Thu, 07 Nov 2024AU$8.3bAU$904.3mAU$288.3m19.6x28.9x9.2x
Sat, 05 Oct 2024AU$8.7bAU$904.3mAU$288.3m20.8x30.3x9.7x
Mon, 02 Sep 2024AU$8.4bAU$904.3mAU$288.3m19.7x29x9.2x
Wed, 31 Jul 2024AU$8.2bAU$847.2mAU$202.9m94x40.5x9.7x
Fri, 28 Jun 2024AU$7.8bAU$635.0mAU$190.6m59.5x40.9x12.3x
Sun, 26 May 2024AU$7.6bAU$635.0mAU$190.6m56.6x40x12x
Tue, 23 Apr 2024AU$7.4bAU$635.0mAU$190.6m56x38.9x11.7x
Thu, 21 Mar 2024AU$8.1bAU$635.0mAU$190.6m61.1x42.5x12.8x
Sat, 17 Feb 2024AU$7.9bAU$614.7mAU$202.5m56.5x39.2x12.9x
Mon, 15 Jan 2024AU$7.7bAU$619.9mAU$282.2m18.1x27.4x12.5x
Wed, 13 Dec 2023AU$7.8bAU$619.9mAU$282.2m17.4x27.6x12.6x
Fri, 10 Nov 2023AU$7.1bAU$619.9mAU$282.2m16.1x25.2x11.5x
Sun, 08 Oct 2023AU$7.2bAU$619.9mAU$282.2m15.9x25.7x11.7x
Tue, 05 Sep 2023AU$8.0bAU$619.9mAU$282.2m17.7x28.2x12.8x
Thu, 03 Aug 2023AU$7.9bAU$619.6mAU$648.4m6.2x12.2x12.7x
Sat, 01 Jul 2023AU$6.2bAU$619.6mAU$648.4m6.2x9.6x10.1x
Mon, 29 May 2023AU$6.4bAU$619.6mAU$648.4m6x9.9x10.4x
Wed, 26 Apr 2023AU$6.5bAU$619.6mAU$648.4m6.3x10.1x10.5x
Price to Earnings Ratio

10.1x


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 27.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the Australian Specialized REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.6x.
  • The 3-year average PS ratio of 10.8x is higher than the industry's current PS ratio of 9.1x.
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 Market0.16%
Real Estate-1.10%
Specialized REITs-0.18%
Self-Storage REITs0.35%
Data Center REITs-2.89%
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 68.9x.
    • Analysts are expecting annual earnings growth of 6.5%, 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 6.5% 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
RFF Rural Funds GroupAU$2.022.0%
+AU$15.6m		17.8%PB0.7x
NSR National Storage REITAU$2.750.4%
+AU$14.0m		16.0%PB11.5x
ASK Abacus Storage KingAU$1.520.3%
+AU$6.6m		32.3%PB0.9x

Latest News

ASK
AU$1.52
Abacus Storage King
7D
0.3%
1Y
32.3%

ASK: Fair Value Will Likely Persist As Medium Term Takeover Premium Beckons

Narrative Update on Abacus Storage King Analysts have maintained their price target for Abacus Storage King at A$1.58, reflecting only minor adjustments to assumptions around discount rate, revenue growth and profit margins that leave their overall valuation view unchanged. What's in the News Speculation is building that Brookfield and GIC, fresh from a $4 billion buyout of National Storage REIT, have informally sounded out Abacus Storage King about a potential future acquisition, positioning the company as a likely next sector target (Key Developments).
RFF
AU$2.02
Rural Funds Group
7D
2.0%
1Y
17.8%
DGT
AU$2.69
DigiCo Infrastructure REIT
7D
-2.9%
1Y
-41.5%
CQE
AU$3.05
Charter Hall Social Infrastructure REIT
7D
-0.7%
1Y
18.7%
ARF
AU$3.55
Arena REIT
7D
-0.3%
1Y
-9.0%
NSR
AU$2.75
National Storage REIT
7D
0.4%
1Y
16.0%