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Australian (ASX) Specialized REITs Industry Analysis
UpdatedOct 19, 2025
DataAggregated Company Financials
Companies6
- 7D-0.5%
- 3M-1.1%
- 1Y0.4%
- YTD-1.6%
The Specialized REITs industry has been flat over the last week, but DigiCo Infrastructure REIT has lost 5.0%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sun, 19 Oct 2025 | AU$10.3b | AU$1.2b | AU$398.6m | 19x | 25.9x | 8.7x |
| Tue, 16 Sep 2025 | AU$10.6b | AU$1.2b | AU$398.6m | 20x | 26.5x | 9x |
| Thu, 14 Aug 2025 | AU$10.7b | AU$961.8m | AU$428.4m | 16.9x | 25.1x | 11.2x |
| Sat, 12 Jul 2025 | AU$10.2b | AU$943.7m | AU$372.6m | 19.6x | 27.3x | 10.8x |
| Mon, 09 Jun 2025 | AU$10.6b | AU$943.7m | AU$372.6m | 20.7x | 28.4x | 11.2x |
| Wed, 07 May 2025 | AU$10.1b | AU$943.7m | AU$372.6m | 20.7x | 27.2x | 10.8x |
| Fri, 04 Apr 2025 | AU$9.3b | AU$943.7m | AU$372.6m | 18.8x | 25x | 9.9x |
| Sun, 02 Mar 2025 | AU$10.1b | AU$958.6m | AU$372.6m | 19.6x | 27.2x | 10.6x |
| Tue, 28 Jan 2025 | AU$10.4b | AU$904.3m | AU$288.3m | 19.1x | 36.2x | 11.5x |
| Thu, 26 Dec 2024 | AU$10.7b | AU$904.3m | AU$288.3m | 19.2x | 37.1x | 11.8x |
| Sat, 23 Nov 2024 | AU$8.3b | AU$904.3m | AU$288.3m | 19.7x | 28.9x | 9.2x |
| Mon, 21 Oct 2024 | AU$8.6b | AU$904.3m | AU$288.3m | 20.4x | 29.9x | 9.5x |
| Wed, 18 Sep 2024 | AU$8.6b | AU$904.3m | AU$288.3m | 20.5x | 29.9x | 9.5x |
| Fri, 16 Aug 2024 | AU$8.3b | AU$842.8m | AU$187.6m | 60.5x | 44.2x | 9.8x |
| Sun, 14 Jul 2024 | AU$8.0b | AU$635.0m | AU$190.6m | 61.4x | 42x | 12.6x |
| Tue, 11 Jun 2024 | AU$7.8b | AU$635.0m | AU$190.6m | 58.6x | 40.8x | 12.2x |
| Thu, 09 May 2024 | AU$7.6b | AU$635.0m | AU$190.6m | 56.7x | 39.7x | 11.9x |
| Sat, 06 Apr 2024 | AU$7.9b | AU$635.0m | AU$190.6m | 59.5x | 41.6x | 12.5x |
| Mon, 04 Mar 2024 | AU$7.7b | AU$635.0m | AU$190.6m | 56.9x | 40.5x | 12.2x |
| Wed, 31 Jan 2024 | AU$7.5b | AU$619.9m | AU$282.2m | 17.2x | 26.7x | 12.2x |
| Fri, 29 Dec 2023 | AU$7.9b | AU$619.9m | AU$282.2m | 18.4x | 28x | 12.8x |
| Sun, 26 Nov 2023 | AU$7.2b | AU$619.9m | AU$282.2m | 16.2x | 25.3x | 11.5x |
| Tue, 24 Oct 2023 | AU$7.2b | AU$619.9m | AU$282.2m | 16.1x | 25.4x | 11.5x |
| Thu, 21 Sep 2023 | AU$7.4b | AU$619.9m | AU$282.2m | 16.7x | 26.4x | 12x |
| Sat, 19 Aug 2023 | AU$7.6b | AU$593.1m | AU$393.9m | 17.2x | 19.3x | 12.8x |
| Mon, 17 Jul 2023 | AU$6.2b | AU$619.6m | AU$648.4m | 6.1x | 9.6x | 10.1x |
| Wed, 14 Jun 2023 | AU$6.4b | AU$619.6m | AU$648.4m | 6.2x | 9.9x | 10.3x |
| Fri, 12 May 2023 | AU$6.5b | AU$619.6m | AU$648.4m | 6.2x | 10x | 10.5x |
| Sun, 09 Apr 2023 | AU$6.6b | AU$619.6m | AU$648.4m | 6.2x | 10.2x | 10.6x |
Price to Earnings Ratio
10x
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 27.7x.
- The 3-year average PS ratio of 10.9x is higher than the industry's current PS ratio of 8.7x.
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 | 0.29% | |
| Real Estate | 1.59% | |
| Specialized REITs | -0.46% | |
| Self-Storage REITs | 1.04% | |
| Data Center REITs | -4.95% | |
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 73.5x.
- Analysts are expecting annual earnings growth of 5.4%, 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 5.4% 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 | |
|---|---|---|---|---|---|
| ASK Abacus Storage King | AU$1.43 | 2.2% +AU$39.4m | 10.5% | PB0.8x | |
| NSR National Storage REIT | AU$2.37 | 0.4% +AU$14.0m | -6.0% | PB9.9x | |
| RFF Rural Funds Group | AU$1.92 | 0.5% +AU$3.9m | -1.0% | PB0.7x |