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Australian (ASX) Specialized REITs Industry Analysis
UpdatedAug 28, 2026
DataAggregated Company Financials
Companies5
- 7D-4.5%
- 3M-13.0%
- 1Y-23.3%
- YTD-19.6%
Over the last 7 days, the Specialized REITs industry has dropped 4.5%, driven by declines in Arena REIT and Rural Funds Group of 7.2% and 7.9%, respectively. Overall the industry is down 23% in 12 months. Earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the Australian Specialized REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | AU$5.5b | AU$846.0m | AU$377.0m | 8.5x | 14.7x | 6.5x |
| Sun, 26 Jul 2026 | AU$6.2b | AU$809.4m | AU$494.9m | 9.6x | 12.5x | 7.7x |
| Tue, 23 Jun 2026 | AU$6.3b | AU$809.4m | AU$494.9m | 9.9x | 12.6x | 7.7x |
| Thu, 21 May 2026 | AU$6.3b | AU$809.4m | AU$494.9m | 9.6x | 12.7x | 7.8x |
| Sat, 18 Apr 2026 | AU$10.1b | AU$1.2b | AU$530.0m | 11.4x | 19.1x | 8.2x |
| Mon, 16 Mar 2026 | AU$9.8b | AU$1.2b | AU$530.0m | 11.1x | 18.5x | 8x |
| Wed, 11 Feb 2026 | AU$10.4b | AU$1.2b | AU$414.6m | 17.4x | 25.1x | 8.8x |
| Fri, 09 Jan 2026 | AU$10.8b | AU$1.2b | AU$398.6m | 17.8x | 27x | 9.1x |
| Sun, 07 Dec 2025 | AU$10.5b | AU$1.2b | AU$398.6m | 17.3x | 26.3x | 8.9x |
| Tue, 04 Nov 2025 | AU$9.9b | AU$1.2b | AU$398.6m | 18x | 24.8x | 8.4x |
| Thu, 02 Oct 2025 | AU$10.2b | AU$1.2b | AU$398.6m | 19.2x | 25.6x | 8.7x |
| Sat, 30 Aug 2025 | AU$10.6b | AU$1.2b | AU$398.6m | 20x | 26.5x | 9x |
| Mon, 28 Jul 2025 | AU$10.3b | AU$943.7m | AU$372.6m | 19.3x | 27.7x | 10.9x |
| Wed, 25 Jun 2025 | AU$10.6b | AU$943.7m | AU$372.6m | 20.7x | 28.6x | 11.3x |
| Fri, 23 May 2025 | AU$10.3b | AU$943.7m | AU$372.6m | 20.7x | 27.7x | 10.9x |
| Sun, 20 Apr 2025 | AU$9.6b | AU$943.7m | AU$372.6m | 19.4x | 25.7x | 10.1x |
| Tue, 18 Mar 2025 | AU$9.6b | AU$943.7m | AU$372.6m | 18.9x | 25.8x | 10.2x |
| Thu, 13 Feb 2025 | AU$10.4b | AU$923.3m | AU$347.0m | 20.9x | 30.1x | 11.3x |
| Sat, 11 Jan 2025 | AU$10.5b | AU$904.3m | AU$288.3m | 18.9x | 36.4x | 11.6x |
| Mon, 09 Dec 2024 | AU$8.1b | AU$904.3m | AU$288.3m | 19.4x | 28.2x | 9x |
| Wed, 06 Nov 2024 | AU$8.3b | AU$904.3m | AU$288.3m | 19.5x | 28.9x | 9.2x |
| Fri, 04 Oct 2024 | AU$8.7b | AU$904.3m | AU$288.3m | 20.9x | 30.3x | 9.7x |
| Sun, 01 Sep 2024 | AU$8.4b | AU$904.3m | AU$288.3m | 19.7x | 29x | 9.2x |
| Tue, 30 Jul 2024 | AU$8.2b | AU$847.2m | AU$202.9m | 94.4x | 40.6x | 9.7x |
| Thu, 27 Jun 2024 | AU$8.0b | AU$635.0m | AU$190.6m | 60.4x | 42x | 12.6x |
| Sat, 25 May 2024 | AU$7.6b | AU$635.0m | AU$190.6m | 56.6x | 40x | 12x |
| Mon, 22 Apr 2024 | AU$7.4b | AU$635.0m | AU$190.6m | 56x | 38.9x | 11.7x |
| Wed, 20 Mar 2024 | AU$8.1b | AU$635.0m | AU$190.6m | 60.9x | 42.4x | 12.7x |
| Fri, 16 Feb 2024 | AU$7.8b | AU$614.7m | AU$230.7m | 50.4x | 33.6x | 12.6x |
| Sun, 14 Jan 2024 | AU$7.7b | AU$619.9m | AU$282.2m | 18.1x | 27.4x | 12.5x |
| Tue, 12 Dec 2023 | AU$7.8b | AU$619.9m | AU$282.2m | 17.3x | 27.7x | 12.6x |
| Thu, 09 Nov 2023 | AU$7.1b | AU$619.9m | AU$282.2m | 15.9x | 25.1x | 11.4x |
| Sat, 07 Oct 2023 | AU$7.2b | AU$619.9m | AU$282.2m | 15.9x | 25.7x | 11.7x |
| Mon, 04 Sep 2023 | AU$7.9b | AU$619.9m | AU$282.2m | 17.6x | 28.1x | 12.8x |
Price to Earnings Ratio
28.1x
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 14.7x which is lower than its 3-year average PE of 27.7x.
- The 3-year average PS ratio of 10.2x is higher than the industry's current PS ratio of 6.5x.
Past Earnings Growth
- The earnings for companies in the Specialized REITs industry have grown 10% per year over the last three years.
- Revenues for these companies have grown 11% 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 | -0.67% | |
| Real Estate | -3.10% | |
| Specialized REITs | -4.52% | |
| Self-Storage REITs | -0.87% | |
| Data Center REITs | -7.17% | |
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 53.7x.
- Analysts are expecting annual earnings decline of 4.8%, which is less than its past year's earnings decline of 46.6%.
Forecasted Growth
- Analysts are most optimistic on the Data Center REITs industry, expecting annual earnings growth of 60% over the next 5 years.
- In contrast, the Self-Storage REITs industry is expected to see its earnings decline by 4.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DGT DigiCo Infrastructure REIT | AU$2.63 | 4.0% +AU$55.8m | -15.4% | PB0.6x | |
| SKG Storage King Group | AU$1.15 | 1.3% +AU$19.7m | -19.4% | PB0.6x |