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Australian (ASX) Specialized REITs Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies6
  • 7D-1.5%
  • 3M-3.0%
  • 1Y-1.0%
  • YTD-4.2%

Over the last 7 days, the Specialized REITs industry has dropped 1.5%, driven by a pullback from DigiCo Infrastructure REIT of 7.2%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026AU$10.3bAU$1.2bAU$530.0m12.2x19.4x8.3x
Sat, 24 Jan 2026AU$10.7bAU$1.2bAU$398.6m17.5x26.8x9.1x
Mon, 22 Dec 2025AU$10.9bAU$1.2bAU$398.6m17.8x27.4x9.3x
Wed, 19 Nov 2025AU$9.6bAU$1.2bAU$398.6m18.1x24.2x8.2x
Fri, 17 Oct 2025AU$10.4bAU$1.2bAU$398.6m19.2x26x8.8x
Sun, 14 Sep 2025AU$10.5bAU$1.2bAU$398.6m19.8x26.4x8.9x
Tue, 12 Aug 2025AU$10.9bAU$943.7mAU$372.6m20.5x29.3x11.6x
Thu, 10 Jul 2025AU$10.2bAU$943.7mAU$372.6m19.4x27.2x10.8x
Sat, 07 Jun 2025AU$10.6bAU$943.7mAU$372.6m20.7x28.4x11.2x
Mon, 05 May 2025AU$10.2bAU$943.7mAU$372.6m20.4x27.2x10.8x
Wed, 02 Apr 2025AU$9.4bAU$943.7mAU$372.6m18.8x25.2x10x
Fri, 28 Feb 2025AU$10.3bAU$959.9mAU$372.6m19.7x27.7x10.7x
Sun, 26 Jan 2025AU$10.4bAU$904.3mAU$288.3m19.1x36.2x11.5x
Tue, 24 Dec 2024AU$10.5bAU$904.3mAU$288.3m19x36.6x11.7x
Thu, 21 Nov 2024AU$8.3bAU$904.3mAU$288.3m19.6x28.8x9.2x
Sat, 19 Oct 2024AU$8.6bAU$904.3mAU$288.3m20.4x29.9x9.5x
Mon, 16 Sep 2024AU$8.5bAU$904.3mAU$288.3m20.4x29.5x9.4x
Wed, 14 Aug 2024AU$8.2bAU$847.2mAU$202.9m92.5x40.6x9.7x
Fri, 12 Jul 2024AU$7.8bAU$635.0mAU$190.6m60.4x41.1x12.3x
Sun, 09 Jun 2024AU$7.8bAU$635.0mAU$190.6m58.6x40.8x12.2x
Tue, 07 May 2024AU$7.5bAU$635.0mAU$190.6m56.4x39.5x11.9x
Thu, 04 Apr 2024AU$7.9bAU$635.0mAU$190.6m59.8x41.6x12.5x
Sat, 02 Mar 2024AU$7.7bAU$635.0mAU$190.6m56.9x40.5x12.2x
Mon, 29 Jan 2024AU$7.5bAU$619.9mAU$282.2m16.9x26.5x12.1x
Wed, 27 Dec 2023AU$7.8bAU$619.9mAU$282.2m18.2x27.7x12.6x
Fri, 24 Nov 2023AU$7.1bAU$619.9mAU$282.2m16.2x25.1x11.4x
Sun, 22 Oct 2023AU$7.2bAU$619.9mAU$282.2m16.1x25.4x11.6x
Tue, 19 Sep 2023AU$7.6bAU$619.9mAU$282.2m17.3x27x12.3x
Thu, 17 Aug 2023AU$7.5bAU$593.1mAU$393.9m17x18.9x12.6x
Sat, 15 Jul 2023AU$6.2bAU$619.6mAU$648.4m6.1x9.6x10.1x
Mon, 12 Jun 2023AU$6.4bAU$619.6mAU$648.4m6.1x9.9x10.4x
Wed, 10 May 2023AU$6.5bAU$619.6mAU$648.4m6.2x10x10.5x
Fri, 07 Apr 2023AU$6.6bAU$619.6mAU$648.4m6.2x10.2x10.6x
Price to Earnings Ratio

10.2x


Total Market Cap: AU$6.6bTotal Earnings: AU$648.4mTotal Revenue: AU$619.6mTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Specialized REITs Industry Price to Earnings3Y Average 27.5x202420252026
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 19.4x which is lower than its 3-year average PE of 27.5x.
  • The 3-year average PS ratio of 10.7x is higher than the industry's current PS ratio of 8.3x.
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 Market1.42%
Real Estate-4.41%
Specialized REITs-1.46%
Self-Storage REITs-0.21%
Data Center REITs-7.21%
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 66.7x.
    • Analysts are expecting annual earnings growth of 6.1%, 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 43% over the next 5 years.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 6.1% 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$2.143.4%
+AU$27.3m		17.6%PB0.8x
NSR National Storage REITAU$2.780.4%
+AU$14.0m		26.4%PB11x

Latest News

ASK
AU$1.49
Abacus Storage King
7D
-1.0%
1Y
23.1%
DGT
AU$2.10
DigiCo Infrastructure REIT
7D
-7.9%
1Y
-52.1%

Sydney Campus Expansion And AI Demand Will Underpin A Long-Term REIT Revaluation Narrative

Catalysts About DigiCo Infrastructure REIT DigiCo Infrastructure REIT owns and develops data center assets, with a focus on high connectivity carrier hotel campuses and hyperscale ready facilities in Australia and the U.S. What are the underlying business or industry changes driving this perspective? The surge in AI, cloud and hyperscale computing demand is feeding into DigiCo’s qualified pipeline of more than 200 megawatts, which can support further contracting at Sydney1 and across Australia, with a direct read through to contracted revenue and future EBITDA.
RFF
AU$2.14
Rural Funds Group
7D
3.4%
1Y
17.6%
ARF
AU$3.42
Arena REIT
7D
-1.7%
1Y
-7.3%
NSR
AU$2.78
National Storage REIT
7D
0.4%
1Y
26.4%
CQE
AU$2.87
Charter Hall Social Infrastructure REIT
7D
-1.0%
1Y
-2.7%