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French (CAC) REITS Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies16
  • 7D-2.1%
  • 3M-2.7%
  • 1Y7.3%
  • YTD-2.1%

Over the last 7 days, the REITS industry has dropped 2.1%, driven by a pullback from Covivio of 3.4%. Over the past 12 months, the industry was up 7.3%. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

Has the French REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026€9.2b€2.9b€307.2m10.2x30x3.2x
Tue, 09 Dec 2025€9.1b€2.9b€292.9m10.3x31.1x3.2x
Thu, 06 Nov 2025€9.2b€2.9b€291.3m10.2x31.4x3.2x
Sat, 04 Oct 2025€9.5b€2.9b€291.3m10.2x32.5x3.3x
Mon, 01 Sep 2025€9.3b€2.9b€291.3m10.2x32x3.2x
Wed, 30 Jul 2025€9.3b€2.9b€290.2m10.3x32.1x3.3x
Fri, 27 Jun 2025€9.1b€2.9b-€135,079,017.0013.4x-67.5x3.1x
Sun, 25 May 2025€8.8b€2.9b-€135,079,017.0013.3x-65.2x3x
Tue, 22 Apr 2025€8.7b€2.9b-€151,990,017.0013.1x-57.4x3x
Thu, 20 Mar 2025€8.7b€2.8b-€212,387,017.0032.7x-40.8x3.1x
Sat, 15 Feb 2025€8.9b€3.0b-€1,713,864,361.0014.8x-5.2x3x
Mon, 13 Jan 2025€8.4b€3.0b-€1,713,864,361.0015x-4.9x2.8x
Wed, 11 Dec 2024€8.7b€3.0b-€1,713,864,361.0014.4x-5.1x2.9x
Fri, 08 Nov 2024€9.0b€3.0b-€1,713,864,361.0015.3x-5.3x3x
Sun, 06 Oct 2024€9.7b€3.0b-€1,719,313,361.0010.3x-5.6x3.3x
Tue, 03 Sep 2024€8.9b€3.0b-€1,707,325,361.009.9x-5.2x3x
Thu, 01 Aug 2024€8.3b€3.0b-€1,708,756,361.0010.5x-4.9x2.8x
Sat, 29 Jun 2024€8.1b€2.9b-€2,729,644,812.0014x-3x2.8x
Mon, 27 May 2024€8.7b€2.9b-€2,729,644,812.0013.9x-3.2x3x
Wed, 24 Apr 2024€7.9b€2.9b-€2,728,751,812.0013.9x-2.9x2.7x
Fri, 22 Mar 2024€7.8b€2.8b-€2,714,317,812.0012.1x-2.9x2.8x
Sun, 18 Feb 2024€8.0b€2.9b-€1,936,956,812.0010.8x-4.1x2.7x
Tue, 16 Jan 2024€8.6b€3.0b-€1,382,848,812.0010.9x-6.2x2.8x
Thu, 14 Dec 2023€3.9b€2.2b-€500,672,812.009.6x-7.8x1.8x
Sat, 11 Nov 2023€4.0b€2.1b-€485,470,000.009.1x-8.2x1.9x
Mon, 09 Oct 2023€3.8b€2.1b-€462,513,000.007.8x-8.3x1.8x
Wed, 06 Sep 2023€4.2b€2.1b-€462,519,000.008.3x-9.1x2x
Fri, 04 Aug 2023€4.3b€2.1b-€325,876,000.008x-13.2x2x
Sun, 02 Jul 2023€4.5b€2.1b€282.5m7.7x16x2.1x
Tue, 30 May 2023€4.5b€2.1b€282.5m8.3x15.9x2.1x
Thu, 27 Apr 2023€4.9b€2.1b€282.5m8.7x17.2x2.3x
Sat, 25 Mar 2023€4.9b€2.1b€341.7m5.8x14.5x2.3x
Mon, 20 Feb 2023€42.1b€10.0b€4.6b8.3x9.2x4.2x
Wed, 18 Jan 2023€41.3b€10.0b€6.3b7.3x6.6x4.1x
Price to Earnings Ratio

6.6x


Total Market Cap: €41.3bTotal Earnings: €6.3bTotal Revenue: €10.0bTotal Market Cap vs Earnings and Revenue0%0%0%
French REITS Industry Price to Earnings3Y Average -3.3x202420252026
Current Industry PE
  • Investors are pessimistic on the French 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 30.0x which is higher than its 3-year average PE of -3.3x.
  • The 3-year average PS ratio of 2.8x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 63% per year over the last three years,
  • Revenues have also declined 34% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the French Real Estate industry?

FR Market2.46%
Real Estate0.80%
REITS-2.06%
Industrial REITs2.78%
Residential REITs2.09%
Retail REITs1.51%
Office REITs1.13%
Hotel and Resort REITs0.88%
Specialized REITs0%0
Healthcare REITs0%0
Diversified REITs-2.06%
Industry PE
  • Investors are most optimistic about the Diversified REITs industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 22.5%, which is lower than the prior year's growth of 168.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Residential REITs industry, expecting annual earnings growth of 62% over the next 5 years.
  • However this is lower than its past earnings growth rate of 167% per year.
  • In contrast, the Industrial REITs industry is expected to see its earnings decline by 10% 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
PAT Patrimoine et Commerce€24.103.4%
+€12.7m
17.6%PB0.8x
BLEE Bleecker Société Anonyme€108.009.6%
+€10.7m
-25.5%PB0.5x
PAR Paref€34.306.2%
+€3.0m
-11.1%PB0.5x
ATLD Atland SAS€40.401.5%
+€2.6m
-8.6%PB1.3x