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U.K. (FTSE) Real Estate Sector Analysis

UpdatedJul 11, 2026
DataAggregated Company Financials
Companies66
  • 7D-0.2%
  • 3M8.4%
  • 1Y3.6%
  • YTD4.1%

Over the last 7 days, the Real Estate industry has remained flat. The past year has been better, since the industry has gained 3.6% in that time. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Jul 2026UK£59.6bUK£11.2bUK£3.9b13.9x15.5x5.3x
Mon, 08 Jun 2026UK£55.0bUK£11.2bUK£4.0b12.4x13.8x4.9x
Wed, 06 May 2026UK£54.2bUK£11.2bUK£4.0b12.7x13.4x4.8x
Fri, 03 Apr 2026UK£53.5bUK£11.2bUK£3.9b13x13.7x4.8x
Sun, 01 Mar 2026UK£62.0bUK£10.9bUK£3.6b14.7x17.3x5.7x
Tue, 27 Jan 2026UK£60.3bUK£10.8bUK£4.0b14.5x14.9x5.6x
Thu, 25 Dec 2025UK£57.5bUK£10.8bUK£4.3b12.8x13.4x5.3x
Sat, 22 Nov 2025UK£56.4bUK£10.7bUK£4.3b11.6x13.1x5.3x
Mon, 20 Oct 2025UK£56.6bUK£10.8bUK£4.4b12.2x12.9x5.3x
Wed, 17 Sep 2025UK£55.3bUK£10.7bUK£4.4b11.2x12.5x5.2x
Fri, 15 Aug 2025UK£59.8bUK£13.6bUK£4.5b12x13.2x4.4x
Sun, 13 Jul 2025UK£60.9bUK£13.4bUK£4.1b13.1x14.7x4.5x
Tue, 10 Jun 2025UK£63.1bUK£13.4bUK£4.2b14.8x15.1x4.7x
Thu, 08 May 2025UK£62.4bUK£13.4bUK£3.2b18.6x19.4x4.7x
Sat, 05 Apr 2025UK£57.2bUK£13.4bUK£3.1b17.3x18.4x4.3x
Mon, 03 Mar 2025UK£59.3bUK£13.1bUK£2.8b19.6x21.5x4.5x
Wed, 29 Jan 2025UK£58.5bUK£13.5bUK£807.9m20.9x72.4x4.3x
Fri, 27 Dec 2024UK£58.9bUK£13.5bUK£799.7m20.8x73.7x4.4x
Sun, 24 Nov 2024UK£62.3bUK£13.4bUK£575.4m20x108.3x4.6x
Tue, 22 Oct 2024UK£66.7bUK£13.5b-UK£655,239,315.2616.3x-101.9x4.9x
Thu, 19 Sep 2024UK£69.4bUK£13.5b-UK£642,263,660.8617.3x-108.1x5.1x
Sat, 17 Aug 2024UK£67.5bUK£13.5b-UK£587,650,092.6616.8x-114.9x5x
Mon, 15 Jul 2024UK£68.2bUK£13.5b-UK£556,111,466.0117.7x-122.6x5.1x
Wed, 12 Jun 2024UK£65.0bUK£13.5b-UK£983,007,187.5615.5x-66.1x4.8x
Fri, 10 May 2024UK£65.3bUK£13.5b-UK£3,008,340,017.2317.9x-21.7x4.9x
Sun, 07 Apr 2024UK£62.3bUK£13.6b-UK£3,692,538,357.3614.5x-16.9x4.6x
Tue, 05 Mar 2024UK£61.1bUK£13.6b-UK£4,403,694,089.0015.8x-13.9x4.5x
Thu, 01 Feb 2024UK£69.0bUK£14.9b-UK£8,584,989,250.0014.9x-8x4.6x
Sat, 30 Dec 2023UK£70.7bUK£14.9b-UK£8,413,795,718.0014.1x-8.4x4.8x
Mon, 27 Nov 2023UK£65.3bUK£14.8b-UK£8,391,414,473.0013.2x-7.8x4.4x
Wed, 25 Oct 2023UK£58.7bUK£14.7b-UK£8,173,818,350.0012.8x-7.2x4x
Fri, 22 Sep 2023UK£63.6bUK£14.9b-UK£7,120,881,499.0011.4x-8.9x4.3x
Sun, 20 Aug 2023UK£61.5bUK£15.0b-UK£6,838,560,252.0011.2x-9x4.1x
Tue, 18 Jul 2023UK£64.3bUK£14.8b-UK£4,971,573,419.0011.1x-12.9x4.3x
Price to Earnings Ratio

-12.9x


Total Market Cap: UK£64.3bTotal Earnings: -UK£4,971,573,419.00Total Revenue: UK£14.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Sector Price to Earnings3Y Average -5x202420252026
Current Industry PE
  • Investors are pessimistic on the British Real Estate 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 15.5x which is higher than its 3-year average PE of -5.0x.
  • The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 5.3x.
Past Earnings Growth
  • Total earnings for the Real Estate industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 9.0% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate sector?

GB Market-1.66%
Real Estate-0.18%
Office REITs1.50%
Real Estate0.92%
REITS0.76%
Retail REITs0.34%
Health Care REITs-0.55%
Specialized REITs-0.90%
Residential REITs-1.19%
Industrial REITs-1.22%
Industry PE
  • Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 153x.
    • Analysts are expecting annual earnings growth of 21.2%, which is lower than the prior year's growth of 33.2% per year.
  • Investors are most pessimistic about the REITS industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings decline of 5.7% per year.
  • In contrast, the Retail REITs industry is expected to see its earnings grow by 6.1% 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
LAND Land Securities GroupUK£6.672.1%
+UK£103.7m		15.8%PB0.8x
BLND British LandUK£4.241.6%
+UK£67.6m		21.2%PB0.7x
DAR Dar GlobalUS$8.182.8%
+US$40.5m		14.3%PE14.6x
DLN Derwent LondonUK£20.182.3%
+UK£28.6m		3.9%PB0.6x
WKP Workspace GroupUK£3.422.5%
+UK£15.8m		-13.6%PB0.5x

Latest News

WKP
UK£3.42
Workspace Group
7D
2.5%
1Y
-13.6%
LAND
UK£6.67
Land Securities Group
7D
2.1%
1Y
15.8%
SUPR
UK£0.89
Supermarket Income REIT
7D
1.3%
1Y
10.0%
BLND
UK£4.24
British Land
7D
1.6%
1Y
21.2%
SRE
UK£0.94
Sirius Real Estate
7D
-4.4%
1Y
-0.8%
SAFE
UK£6.00
Safestore Holdings
7D
-1.3%
1Y
-11.0%
IWG
UK£1.90
International Workplace Group
7D
-0.6%
1Y
-11.7%
Narrative Update • Jul 01

IWG: Raised Buyback And Leadership Shift Will Support Bullish Outlook

Analysts have raised their price target for International Workplace Group to £3.50 from £3.27, citing updated assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E following recent bullish research coverage. What’s in the News for International Workplace Group International Workplace Group announced a change in its share repurchase plan on June 30, 2026, with equity buyback authorization raised by an additional $50 million to a total of $150 million (source: Key Developments).
DAR
US$8.18
Dar Global
7D
2.8%
1Y
14.3%
SGRO
UK£8.61
SEGRO
7D
-2.1%
1Y
31.1%
SHC
UK£1.40
Shaftesbury Capital
7D
-0.4%
1Y
-7.1%
PHP
UK£0.93
Primary Health Properties
7D
-0.9%
1Y
-3.1%
BYG
UK£8.71
Big Yellow Group
7D
-0.6%
1Y
-6.3%
SVS
UK£8.96
Savills
7D
1.1%
1Y
-5.4%
Narrative Update • Jun 24

SVS: Recent Buy Rating Momentum Will Support Future Rerating Potential

Analysts have nudged their price target on Savills to £12.47 from £12.47, citing recent bullish initiations and upgrades as support for a slightly higher assumed future P/E multiple and a modestly adjusted discount rate. Analyst Commentary Recent research on Savills points to a more constructive stance from bullish analysts, who are adjusting their assumptions on valuation and risk to reflect a stronger view on the company’s prospects.
UTG
UK£5.19
Unite Group
7D
-1.2%
1Y
-35.3%
LSL
UK£2.25
LSL Property Services
7D
7.1%
1Y
-26.5%
DLN
UK£20.18
Derwent London
7D
2.3%
1Y
3.9%