Brazilian (BOVESPA) Industrial REITs Industry Analysis

UpdatedApr 15, 2026

DataAggregated Company Financials

Companies13

7D0.1%
3M-0.7%
1Y6.5%
YTD-1.0%

In the last week, Industrial REITs has been flat. The past year has been better, since the industry has gained 6.5% in that time.

Industry Valuation and Performance

Has the Brazilian Industrial REITs Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 15 Apr 2026	R$27.4b	R$576.6m	R$386.3m	14.3x	71x	47.6x
Fri, 13 Mar 2026	R$27.6b	R$576.6m	R$386.3m	14.3x	71.4x	47.9x
Sun, 08 Feb 2026	R$27.5b	R$576.6m	R$386.3m	14.2x	71.3x	47.8x
Tue, 06 Jan 2026	R$25.2b	R$576.6m	R$386.3m	14.3x	65.2x	43.7x
Thu, 04 Dec 2025	R$13.8b	R$576.6m	R$386.3m	11.9x	35.8x	24x
Sat, 01 Nov 2025	R$13.8b	R$576.6m	R$386.3m	11.9x	35.7x	23.9x
Mon, 29 Sep 2025	R$13.7b	R$791.3m	R$542.7m	8.2x	25.3x	17.3x
Wed, 27 Aug 2025	R$13.2b	R$791.3m	R$542.7m	8x	24.4x	16.7x
Fri, 25 Jul 2025	R$10.2b	R$791.3m	R$542.7m	8x	18.8x	12.9x
Sun, 22 Jun 2025	R$10.3b	R$1.2b	R$1.1b	8.8x	9.5x	8.4x
Tue, 20 May 2025	R$10.3b	R$1.2b	R$1.1b	8.9x	9.5x	8.4x
Thu, 17 Apr 2025	R$10.1b	R$1.2b	R$1.1b	8.7x	9.3x	8.2x
Sat, 15 Mar 2025	R$9.9b	R$1.2b	R$1.1b	8.5x	9.1x	8.1x
Mon, 10 Feb 2025	R$9.7b	R$1.2b	R$1.1b	8.3x	9x	7.9x
Wed, 08 Jan 2025	R$9.9b	R$1.2b	R$1.1b	8.5x	9.2x	8.1x
Fri, 06 Dec 2024	R$9.3b	R$1.2b	R$1.1b	6.9x	8.4x	7.5x
Sun, 03 Nov 2024	R$10.1b	R$1.2b	R$1.1b	7.7x	9.1x	8.1x
Tue, 01 Oct 2024	R$10.5b	R$1.2b	R$1.1b	7.8x	9.4x	8.4x
Thu, 29 Aug 2024	R$10.8b	R$656.6m	R$690.1m	9.9x	15.7x	16.5x
Sat, 27 Jul 2024	R$10.9b	R$656.6m	R$690.1m	10.1x	15.7x	16.5x
Mon, 24 Jun 2024	R$10.4b	R$729.5m	R$729.5m	13.7x	14.2x	14.2x
Wed, 22 May 2024	R$10.9b	R$729.5m	R$729.5m	14.4x	14.9x	14.9x
Fri, 19 Apr 2024	R$10.8b	R$729.2m	R$722.0m	12.6x	15x	14.8x
Sun, 17 Mar 2024	R$7.4b	R$288.9m	R$173.9m	15.1x	42.5x	25.6x
Tue, 13 Feb 2024	R$7.3b	R$90.7m	R$56.4m	10.3x	129.3x	80.4x
Thu, 11 Jan 2024	R$7.2b	R$90.7m	R$56.4m	10x	128.5x	79.9x
Sat, 09 Dec 2023	R$7.1b	R$90.7m	R$56.4m	9.9x	126.1x	78.4x
Mon, 06 Nov 2023	R$7.0b	R$90.7m	R$56.4m	9.9x	124.6x	77.5x
Wed, 04 Oct 2023	R$7.2b	R$90.1m	R$27.2m	51x	262.6x	79.4x
Fri, 01 Sep 2023	R$6.5b	R$90.1m	R$27.2m	52.7x	238.6x	72.2x
Sun, 30 Jul 2023	R$6.6b	R$90.1m	R$27.2m	51.7x	242.7x	73.4x
Tue, 27 Jun 2023	R$6.5b	R$312.9m	R$274.6m	14.6x	23.7x	20.8x
Thu, 25 May 2023	R$6.3b	R$302.4m	R$242.7m	57.7x	25.9x	20.8x
Sat, 22 Apr 2023	R$6.2b	R$302.4m	R$242.7m	54.1x	25.6x	20.5x

Price to Earnings Ratio

25.6x

Sat, 22 Apr 2023

Current Industry PE

Investors are optimistic on the Brazilian Industrial REITs industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 71.0x which is higher than its 3-year average PE of 57.7x.

The industry's 3-year average PS ratio of 31.6x is exceeded by the industry's current PS ratio of 47.6x.

Past Earnings Growth

The earnings for companies in the Industrial REITs industry have grown 17% per year over the last three years.
Revenues for these companies have grown 24% 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 Brazilian Real Estate industry?


BR Market	2.55%
Real Estate	0.07%
Industrial REITs	0.12%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
HGLG11 Cshg Logistica - Fundo De Investimento Imobiliario	R$157.28	0.5% +R$26.4m	1.7%	n/a
LVBI11 Fundo De Investimento Imobiliario - VBI Logistico - Cota Fund	R$109.23	0.8% +R$14.7m	10.6%	n/a
BTAL11 FII Btg Pactual Agro Logistica	R$91.58	2.6% +R$13.8m	21.9%	n/a
HSLG11 Hsi Logistica Fundo De Investimento Imobiliario	R$92.10	0.7% +R$7.6m	13.0%	n/a
PATL11 Patria Logistica Fundo De Investimento Imobiliario	R$66.98	0.4% +R$1.3m	47.5%	n/a