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Australian (ASX) Specialized REITs Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies6
  • 7D1.5%
  • 3M-8.3%
  • 1Y3.8%
  • YTD-8.1%

In the last week, the Specialized REITs industry is up 1.5%, with all of the companies up. This takes the industry's 12 month performance to a gain of 3.8%. Looking forward, earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026AU$9.8bAU$1.2bAU$530.0m11.1x18.6x8x
Wed, 11 Mar 2026AU$9.9bAU$1.2bAU$530.0m11.6x18.7x8.1x
Fri, 06 Feb 2026AU$10.6bAU$1.2bAU$414.6m17.8x25.5x8.9x
Sun, 04 Jan 2026AU$10.7bAU$1.2bAU$398.6m17.6x26.8x9.1x
Tue, 02 Dec 2025AU$10.5bAU$1.2bAU$398.6m17.7x26.4x8.9x
Thu, 30 Oct 2025AU$10.2bAU$1.2bAU$398.6m18.8x25.7x8.7x
Sat, 27 Sep 2025AU$10.2bAU$1.2bAU$398.6m19.3x25.6x8.7x
Mon, 25 Aug 2025AU$10.7bAU$1.2bAU$398.6m20.1x26.9x9.1x
Wed, 23 Jul 2025AU$10.4bAU$943.7mAU$372.6m19.9x27.8x11x
Fri, 20 Jun 2025AU$10.9bAU$943.7mAU$372.6m20.7x29.1x11.5x
Sun, 18 May 2025AU$10.4bAU$943.7mAU$372.6m20.5x27.8x11x
Tue, 15 Apr 2025AU$9.5bAU$943.7mAU$372.6m19.5x25.5x10.1x
Thu, 13 Mar 2025AU$9.7bAU$958.6mAU$372.6m19.1x25.9x10.1x
Sat, 08 Feb 2025AU$10.3bAU$904.3mAU$288.3m18.9x35.6x11.3x
Mon, 06 Jan 2025AU$10.5bAU$904.3mAU$288.3m19.2x36.5x11.6x
Wed, 04 Dec 2024AU$8.4bAU$904.3mAU$288.3m19.9x29.2x9.3x
Fri, 01 Nov 2024AU$8.4bAU$904.3mAU$288.3m19.8x29.1x9.3x
Sun, 29 Sep 2024AU$8.7bAU$904.3mAU$288.3m20.7x30.3x9.7x
Tue, 27 Aug 2024AU$8.3bAU$904.3mAU$288.3m19.4x28.8x9.2x
Thu, 25 Jul 2024AU$8.0bAU$847.2mAU$202.9m92.9x39.4x9.4x
Sat, 22 Jun 2024AU$7.9bAU$635.0mAU$190.6m60.3x41.4x12.4x
Mon, 20 May 2024AU$7.7bAU$635.0mAU$190.6m57.9x40.6x12.2x
Wed, 17 Apr 2024AU$7.6bAU$635.0mAU$190.6m56x39.6x11.9x
Fri, 15 Mar 2024AU$7.9bAU$635.0mAU$190.6m59.2x41.5x12.5x
Sun, 11 Feb 2024AU$7.9bAU$619.9mAU$282.2m17.6x27.9x12.7x
Tue, 09 Jan 2024AU$7.5bAU$619.9mAU$282.2m17.6x26.7x12.2x
Thu, 07 Dec 2023AU$7.7bAU$619.9mAU$282.2m17x27.3x12.4x
Sat, 04 Nov 2023AU$7.0bAU$619.9mAU$282.2m16.2x24.9x11.3x
Mon, 02 Oct 2023AU$7.1bAU$619.9mAU$282.2m15.9x25.3x11.5x
Wed, 30 Aug 2023AU$7.8bAU$619.9mAU$282.2m17.5x27.6x12.6x
Fri, 28 Jul 2023AU$6.4bAU$619.6mAU$648.4m6.5x9.9x10.4x
Sun, 25 Jun 2023AU$6.1bAU$619.6mAU$648.4m6x9.3x9.8x
Tue, 23 May 2023AU$6.5bAU$619.6mAU$648.4m6x10x10.5x
Thu, 20 Apr 2023AU$6.5bAU$619.6mAU$648.4m6.2x10.1x10.6x
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 27.4x202420252026
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 18.6x which is lower than its 3-year average PE of 27.4x.
  • The 3-year average PS ratio of 10.6x is higher than the industry's current PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 6.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 26% 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 Market4.32%
Real Estate4.45%
Specialized REITs1.51%
Data Center REITs6.32%
Self-Storage REITs0.85%
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 64.3x.
    • Analysts are expecting annual earnings growth of 7.5%, which is lower than the prior year's growth of 51.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Data Center REITs industry, expecting annual earnings growth of 36% over the next 5 years.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 7.5% 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$1.814.0%
+AU$38.7m		-27.0%PB0.4x
ARF Arena REITAU$3.401.5%
+AU$20.3m		-6.6%PB1x
NSR National Storage REITAU$2.780.4%
+AU$14.0m		26.9%PB11x
RFF Rural Funds GroupAU$2.021.8%
+AU$13.6m		17.4%PB0.7x
ASK Abacus Storage KingAU$1.350.7%
+AU$13.1m		-7.9%PB0.8x

Latest News

ARF
AU$3.40
Arena REIT
7D
1.5%
1Y
-6.6%
RFF
AU$2.02
Rural Funds Group
7D
1.8%
1Y
17.4%
DGT
AU$1.81
DigiCo Infrastructure REIT
7D
4.0%
1Y
-27.0%

Power Constraints And Hyperscale Tenant Risks Will Shape Future AI Data Center Upside

Catalysts About DigiCo Infrastructure REIT DigiCo Infrastructure REIT owns and operates data center facilities serving AI, cloud, hyperscale, government, and enterprise customers across Australia and the United States. What are the underlying business or industry changes driving this perspective?
ASK
AU$1.35
Abacus Storage King
7D
0.7%
1Y
-7.9%
NSR
AU$2.78
National Storage REIT
7D
0.4%
1Y
26.9%