Narrative Update • Jul 10

The Real Estate industry has stayed flat over the last week. As for the the longer term, the industry is up 60% over the past 12 months. In the next few years, earnings are forecast to decline by 21% annually.
Has the Chilean Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | CL$17.1t | CL$1.5t | CL$2.0t | 7.1x | 8.6x | 11.1x |
| Wed, 10 Jun 2026 | CL$16.0t | CL$1.5t | CL$2.0t | 7.1x | 8.1x | 10.4x |
| Fri, 08 May 2026 | CL$18.3t | CL$1.5t | CL$2.0t | 11x | 9.4x | 11.9x |
| Sun, 05 Apr 2026 | CL$17.3t | CL$1.5t | CL$1.9t | 11.2x | 9x | 11.4x |
| Tue, 03 Mar 2026 | CL$17.8t | CL$1.5t | CL$1.9t | 10.8x | 9.3x | 11.8x |
| Thu, 29 Jan 2026 | CL$17.3t | CL$1.4t | CL$1.1t | 12.2x | 15.1x | 12x |
| Sat, 27 Dec 2025 | CL$14.5t | CL$1.4t | CL$1.1t | 10.7x | 12.7x | 10.1x |
| Mon, 24 Nov 2025 | CL$14.1t | CL$1.4t | CL$1.1t | 10.8x | 12.3x | 9.8x |
| Wed, 22 Oct 2025 | CL$12.2t | CL$1.4t | CL$1.1t | 10.2x | 11.3x | 8.9x |
| Fri, 19 Sep 2025 | CL$11.8t | CL$1.4t | CL$1.1t | 10.4x | 10.9x | 8.6x |
| Sun, 17 Aug 2025 | CL$10.6t | CL$1.4t | CL$1.1t | 10.1x | 9.8x | 7.7x |
| Tue, 15 Jul 2025 | CL$10.3t | CL$1.3t | CL$779.1b | 10.9x | 13.2x | 7.9x |
| Thu, 12 Jun 2025 | CL$10.1t | CL$1.3t | CL$779.1b | 11.8x | 12.9x | 7.7x |
| Sat, 10 May 2025 | CL$10.5t | CL$1.3t | CL$760.4b | 11.1x | 13.8x | 8.3x |
| Mon, 07 Apr 2025 | CL$9.6t | CL$1.2t | CL$759.6b | 11.8x | 12.7x | 7.7x |
| Wed, 05 Mar 2025 | CL$9.0t | CL$1.2t | CL$705.9b | 12.4x | 12.7x | 7.6x |
| Fri, 31 Jan 2025 | CL$8.2t | CL$1.2t | CL$705.9b | 11.7x | 11.6x | 7x |
| Sun, 29 Dec 2024 | CL$7.9t | CL$1.2t | CL$700.2b | 11.2x | 11.3x | 6.7x |
| Tue, 26 Nov 2024 | CL$7.5t | CL$1.2t | CL$700.3b | 10.6x | 10.8x | 6.4x |
| Thu, 24 Oct 2024 | CL$7.7t | CL$1.1t | CL$693.2b | 10.6x | 11.1x | 6.7x |
| Sat, 21 Sep 2024 | CL$7.6t | CL$1.1t | CL$693.2b | 10.4x | 10.9x | 6.6x |
| Mon, 19 Aug 2024 | CL$7.4t | CL$1.1t | CL$739.9b | 10.2x | 10.1x | 6.6x |
| Wed, 17 Jul 2024 | CL$6.9t | CL$1.1t | CL$725.3b | 10.3x | 9.5x | 6.2x |
| Fri, 14 Jun 2024 | CL$7.2t | CL$1.1t | CL$725.3b | 10.3x | 10x | 6.5x |
| Sun, 12 May 2024 | CL$7.0t | CL$1.1t | CL$726.2b | 10.2x | 9.6x | 6.3x |
| Tue, 09 Apr 2024 | CL$6.8t | CL$1.1t | CL$681.8b | 9.7x | 10x | 6.3x |
| Thu, 07 Mar 2024 | CL$7.0t | CL$1.1t | CL$677.1b | 11.1x | 10.3x | 6.5x |
| Sat, 03 Feb 2024 | CL$6.9t | CL$1.1t | CL$570.1b | 11.1x | 12.1x | 6.3x |
| Mon, 01 Jan 2024 | CL$6.5t | CL$1.1t | CL$554.9b | 11.1x | 11.8x | 6x |
| Wed, 29 Nov 2023 | CL$6.3t | CL$1.1t | CL$555.4b | 10.5x | 11.4x | 5.8x |
| Fri, 27 Oct 2023 | CL$6.0t | CL$1.1t | CL$511.9b | 10.1x | 11.6x | 5.6x |
| Sun, 24 Sep 2023 | CL$6.3t | CL$1.1t | CL$493.4b | 10.1x | 12.8x | 6x |
| Tue, 22 Aug 2023 | CL$6.8t | CL$1.0t | CL$413.0b | 9.2x | 16.4x | 6.5x |
| Thu, 20 Jul 2023 | CL$7.0t | CL$1.0t | CL$415.4b | 9x | 16.9x | 6.8x |
16.9x
Which industries have driven the changes within the Chilean Real Estate sector?
| CL Market | 1.51% | |
| Real Estate | 0.79% | |
| Real Estate | 0.74% | |
| REITS | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MALLPLAZA Plaza | CL$3.90k | 1.3% +CL$111.5b | 83.0% | PE5.9x | |
| PARAUCO Parque Arauco | CL$3.98k | 2.0% +CL$70.6b | 99.7% | PE22.2x | |
| CFINRENTAS Fondo de Inversion Independencia Rentas Inmobiliarias | CL$2.21k | 1.3% +CL$7.3b | 32.7% | n/a | |
| ZOFRI Zona Franca de Iquique | CL$1.01k | 2.0% +CL$4.5b | 1.3% | PE11.8x | |
| CFIBTGRCA BTG Pactual Renta Comercial F. I | CL$25.26k | 1.1% +CL$2.2b | 23.2% | n/a |