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U.K. (FTSE) Real Estate Sector Analysis

UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies71
  • 7D0.7%
  • 3M-0.6%
  • 1Y-7.2%
  • YTD2.5%

Over the last 7 days, the Real Estate industry has remained flat, although notably Assura gained 15%. As for the longer term, the industry has declined 7.2% in the last year. Earnings are forecast to grow by 29% annually.

Sector Valuation and Performance

Has the U.K. Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Feb 2025UK£60.5bUK£13.4bUK£1.4b21.7x42x4.5x
Sat, 18 Jan 2025UK£59.7bUK£13.6bUK£777.9m21.2x76.7x4.4x
Mon, 16 Dec 2024UK£59.9bUK£13.5bUK£795.7m20.1x75.3x4.4x
Wed, 13 Nov 2024UK£63.1bUK£13.6b-UK£694,528,078.7016.5x-90.8x4.7x
Fri, 11 Oct 2024UK£67.0bUK£13.5b-UK£664,072,451.0216.6x-100.9x5x
Sun, 08 Sep 2024UK£68.8bUK£13.5b-UK£624,762,972.6517x-110.1x5.1x
Tue, 06 Aug 2024UK£66.4bUK£13.5b-UK£911,651,805.1016.4x-72.8x4.9x
Thu, 04 Jul 2024UK£66.5bUK£13.5b-UK£552,597,328.9715.4x-120.3x4.9x
Sat, 01 Jun 2024UK£66.9bUK£13.4b-UK£1,443,153,562.1115.5x-46.3x5x
Mon, 29 Apr 2024UK£62.3bUK£13.5b-UK£3,085,741,549.6615.3x-20.2x4.6x
Wed, 27 Mar 2024UK£63.7bUK£13.6b-UK£3,722,779,268.1215.9x-17.1x4.7x
Fri, 23 Feb 2024UK£62.1bUK£13.6b-UK£5,821,041,939.1515.5x-10.7x4.6x
Sun, 21 Jan 2024UK£66.4bUK£14.9b-UK£8,527,043,339.0014.3x-7.8x4.5x
Tue, 19 Dec 2023UK£69.7bUK£14.9b-UK£8,437,441,375.0013.9x-8.3x4.7x
Thu, 16 Nov 2023UK£66.5bUK£14.8b-UK£8,200,604,676.0013.4x-8.1x4.5x
Sat, 14 Oct 2023UK£60.5bUK£14.7b-UK£8,162,396,316.0012.8x-7.4x4.1x
Mon, 11 Sep 2023UK£62.3bUK£14.9b-UK£6,923,726,387.0011.7x-9x4.2x
Wed, 09 Aug 2023UK£67.2bUK£14.8b-UK£7,015,647,550.0011.3x-9.6x4.5x
Fri, 07 Jul 2023UK£62.9bUK£15.0b-UK£4,760,930,605.0010.7x-13.2x4.2x
Sun, 04 Jun 2023UK£69.6bUK£14.9b-UK£3,461,621,552.009.7x-20.1x4.7x
Tue, 02 May 2023UK£71.5bUK£14.9bUK£1.3b8.3x54.4x4.8x
Thu, 30 Mar 2023UK£65.8bUK£14.8bUK£2.3b7.4x28.2x4.4x
Sat, 25 Feb 2023UK£68.0bUK£14.4bUK£5.9b7.4x11.6x4.7x
Mon, 23 Jan 2023UK£68.3bUK£14.5bUK£12.0b7.3x5.7x4.7x
Wed, 21 Dec 2022UK£63.2bUK£14.4bUK£12.0b7x5.2x4.4x
Fri, 18 Nov 2022UK£67.2bUK£14.5bUK£13.5b7x5x4.6x
Sun, 16 Oct 2022UK£59.7bUK£14.3bUK£14.4b5.7x4.1x4.2x
Tue, 13 Sep 2022UK£75.0bUK£14.4bUK£14.1b7.5x5.3x5.2x
Thu, 11 Aug 2022UK£83.1bUK£14.3bUK£13.9b8.7x6x5.8x
Sat, 09 Jul 2022UK£79.3bUK£12.4bUK£12.9b8.5x6.2x6.4x
Mon, 06 Jun 2022UK£85.0bUK£13.7bUK£12.3b9.8x6.9x6.2x
Wed, 04 May 2022UK£86.1bUK£13.4bUK£8.8b10.2x9.8x6.4x
Fri, 01 Apr 2022UK£91.3bUK£13.2bUK£8.5b10.9x10.8x6.9x
Sun, 27 Feb 2022UK£89.7bUK£12.8bUK£6.8b12.6x13.1x7x
Price to Earnings Ratio

13.1x


Total Market Cap: UK£89.7bTotal Earnings: UK£6.8bTotal Revenue: UK£12.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Sector Price to Earnings3Y Average -7.4x202320242025
Current Industry PE
  • Investors are optimistic on the British Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 42.0x which is higher than its 3-year average PE of -7.4x.
  • The 3-year average PS ratio of 5.1x is higher than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 41% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 U.K. Real Estate sector?

GB Market-0.17%
Real Estate0.71%
Health Care REITs6.09%
Retail REITs2.09%
REITS1.00%
Real Estate0.54%
Industrial REITs0.51%
Residential REITs0.17%
Hotel and Resort REITs0%0
Office REITs-1.70%
Specialized REITs-1.76%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 23.5% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 56% over the next 5 years.
  • In contrast, the Specialized REITs industry is expected to see its earnings decline by 7.0% 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
AGR AssuraUK£0.4315.0%
+UK£184.0m
3.1%PB0.9x
SHC Shaftesbury CapitalUK£1.242.6%
+UK£58.3m
-3.4%PB0.6x
PHP Primary Health PropertiesUK£0.932.7%
+UK£32.7m
2.7%PB0.9x
LMP LondonMetric PropertyUK£1.900.7%
+UK£28.6m
1.4%PB1x
TPFG Property Franchise GroupUK£4.405.4%
+UK£14.2m
21.2%PE35.8x
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Latest News

AGR

UK£0.43

Assura

7D

15.0%

1Y

3.1%

SGRO

UK£7.03

SEGRO

7D

-1.1%

1Y

-19.0%

PHP

UK£0.93

Primary Health Properties

7D

2.7%

1Y

2.7%

SVS

UK£10.62

Savills

7D

-3.6%

1Y

10.5%

BLND

UK£3.64

British Land

7D

-1.5%

1Y

-1.5%

LAND

UK£5.82

Land Securities Group

7D

-1.0%

1Y

-9.9%

TPFG

UK£4.40

Property Franchise Group

7D

5.4%

1Y

21.2%

LMP

UK£1.90

LondonMetric Property

7D

0.7%

1Y

1.4%

DAR

US$5.53

Dar Global

7D

-7.5%

1Y

49.7%

SHC

UK£1.24

Shaftesbury Capital

7D

2.6%

1Y

-3.4%

SUPR

UK£0.71

Supermarket Income REIT

7D

1.6%

1Y

-6.8%

BBOX

UK£1.46

Tritax Big Box REIT

7D

-1.8%

1Y

-4.6%

ESP

UK£0.84

Empiric Student Property

7D

2.1%

1Y

-6.4%

SHED

UK£1.15

Urban Logistics REIT

7D

2.3%

1Y

-2.9%