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U.K. (FTSE) Real Estate Sector Analysis

UpdatedJan 14, 2025
DataAggregated Company Financials
Companies70
  • 7D-4.3%
  • 3M-16.1%
  • 1Y-16.8%
  • YTD-4.5%

Over the last 7 days, the Real Estate industry has dropped 4.0%, driven by pullbacks in Land Securities Group and SEGRO of 6.8% and 3.0%, respectively. On the other hand Dar Global is actually up 6.7%. However, the industry is down 17% over the past year. Looking forward, earnings are forecast to grow by 32% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jan 2025UK£56.4bUK£13.6bUK£793.3m20x71.1x4.2x
Thu, 12 Dec 2024UK£60.2bUK£13.4bUK£787.3m20.4x76.4x4.5x
Sat, 09 Nov 2024UK£63.8bUK£13.5b-UK£662,513,168.6016.7x-96.3x4.7x
Mon, 07 Oct 2024UK£67.7bUK£13.5b-UK£698,753,113.8316.8x-97x5x
Wed, 04 Sep 2024UK£67.8bUK£13.5b-UK£624,941,205.8416.7x-108.6x5x
Fri, 02 Aug 2024UK£68.9bUK£13.5b-UK£905,174,053.9617.2x-76.1x5.1x
Sun, 30 Jun 2024UK£65.5bUK£13.5b-UK£574,611,290.9115.1x-114x4.9x
Tue, 28 May 2024UK£66.4bUK£13.4b-UK£1,503,928,553.1415.8x-44.2x4.9x
Thu, 25 Apr 2024UK£61.7bUK£13.6b-UK£3,317,031,496.8014.8x-18.6x4.5x
Sat, 23 Mar 2024UK£63.6bUK£13.6b-UK£3,757,370,134.6517.9x-16.9x4.7x
Mon, 19 Feb 2024UK£62.6bUK£13.6b-UK£5,833,077,630.1815.3x-10.7x4.6x
Wed, 17 Jan 2024UK£68.9bUK£14.9b-UK£8,441,988,867.0014.1x-8.2x4.6x
Fri, 15 Dec 2023UK£70.2bUK£14.9b-UK£8,436,885,014.0013.9x-8.3x4.7x
Sun, 12 Nov 2023UK£63.1bUK£14.7b-UK£8,190,003,738.0012.9x-7.7x4.3x
Tue, 10 Oct 2023UK£60.3bUK£14.6b-UK£8,099,923,074.0012.9x-7.4x4.1x
Thu, 07 Sep 2023UK£62.7bUK£14.9b-UK£6,911,923,466.0011.5x-9.1x4.2x
Sat, 05 Aug 2023UK£67.2bUK£14.8b-UK£7,015,790,693.0011.4x-9.6x4.5x
Mon, 03 Jul 2023UK£63.4bUK£15.0b-UK£4,760,758,297.0010.6x-13.3x4.2x
Wed, 31 May 2023UK£67.6bUK£14.8b-UK£3,456,860,040.009.6x-19.6x4.6x
Fri, 28 Apr 2023UK£70.2bUK£14.9bUK£1.3b8.2x53.2x4.7x
Sun, 26 Mar 2023UK£27.5bUK£10.7bUK£2.8b7.2x9.8x2.6x
Tue, 21 Feb 2023UK£69.8bUK£14.4bUK£6.0b7.5x11.6x4.9x
Thu, 19 Jan 2023UK£68.9bUK£14.5bUK£12.0b7.3x5.7x4.8x
Sat, 17 Dec 2022UK£63.8bUK£14.5bUK£12.1b6.8x5.3x4.4x
Mon, 14 Nov 2022UK£69.2bUK£14.4bUK£14.3b7.1x4.8x4.8x
Wed, 12 Oct 2022UK£59.0bUK£14.2bUK£14.3b5.8x4.1x4.1x
Fri, 09 Sep 2022UK£72.9bUK£14.3bUK£14.1b7.2x5.2x5.1x
Sun, 07 Aug 2022UK£81.3bUK£14.1bUK£13.8b8.4x5.9x5.8x
Tue, 05 Jul 2022UK£75.3bUK£12.4bUK£12.9b8.1x5.9x6.1x
Thu, 02 Jun 2022UK£83.6bUK£13.7bUK£12.2b9.7x6.9x6.1x
Sat, 30 Apr 2022UK£89.5bUK£13.3bUK£8.8b10.5x10.2x6.7x
Mon, 28 Mar 2022UK£91.4bUK£13.1bUK£8.5b10.9x10.8x7x
Wed, 23 Feb 2022UK£88.4bUK£12.9bUK£6.0b12.4x14.7x6.9x
Fri, 21 Jan 2022UK£93.9bUK£12.8bUK£4.5b13.1x21x7.3x
Price to Earnings Ratio

21x


Total Market Cap: UK£93.9bTotal Earnings: UK£4.5bTotal Revenue: UK£12.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Sector Price to Earnings3Y Average -9.1x202320242025
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 71.1x which is higher than its 3-year average PE of -9.2x.
  • The 3-year average PS ratio of 5.2x is higher than the industry's current PS ratio of 4.2x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 44% 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-0.95%
Real Estate-4.27%
Hotel and Resort REITs0%
Industrial REITs-2.81%
Residential REITs-3.12%
Real Estate-3.32%
Retail REITs-4.40%
Health Care REITs-4.87%
Specialized REITs-5.22%
REITS-5.28%
Office REITs-7.10%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 4.4x.
    • Analysts are expecting annual earnings growth of 35.6% 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 59% over the next 5 years.
  • In contrast, the Specialized REITs industry is expected to see its earnings decline by 3.6% 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
DAR Dar GlobalUS$8.2510.0%
+US$135.0m
128.5%PE29.9x
GRIO Ground Rents Income FundUK£0.3238.8%
+UK£8.4m
0%PB0.5x
MOY MollyroeUK£0.203,100.0%
+UK£7.8m
1,900.0%PB26.8x
MTVW Mountview EstatesUK£90.001.1%
+UK£3.9m
-11.5%PE13x
PSDL Phoenix Spree DeutschlandUK£1.681.5%
+UK£2.3m
-2.3%PS6.6x
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Latest News

GRIO

UK£0.32

Ground Rents Income Fund

7D

38.8%

1Y

0%

DAR

US$8.25

Dar Global

7D

10.0%

1Y

128.5%

BLND

UK£3.42

British Land

7D

-5.5%

1Y

-14.3%

CDFF

UK£26.00

Cardiff Property

7D

6.1%

1Y

13.0%

PSDL

UK£1.68

Phoenix Spree Deutschland

7D

1.5%

1Y

-2.3%

SVS

UK£9.54

Savills

7D

-9.0%

1Y

-5.1%

WKP

UK£4.28

Workspace Group

7D

-13.6%

1Y

-19.2%

BYG

UK£8.85

Big Yellow Group

7D

-6.6%

1Y

-23.6%

SOHO

UK£0.58

Social Housing REIT

7D

0.5%

1Y

-5.2%

LAND

UK£5.34

Land Securities Group

7D

-8.0%

1Y

-21.1%

TOWN

UK£1.27

Town Centre Securities

7D

2.0%

1Y

-3.1%

SHC

UK£1.17

Shaftesbury Capital

7D

-5.9%

1Y

-11.1%

SGRO

UK£6.71

SEGRO

7D

-2.9%

1Y

-22.6%

MOY

UK£0.20

Mollyroe

7D

3,100.0%

1Y

1,900.0%