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U.K. (FTSE) Real Estate Sector Analysis

UpdatedAug 12, 2025
DataAggregated Company Financials
Companies68
  • 7D-0.2%
  • 3M-0.3%
  • 1Y-9.1%
  • YTD2.9%

In the last week, Real Estate has been flat. As for the longer term, the industry has declined 9.1% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 Aug 2025UK£60.6bUK£13.6bUK£4.4b12.5x13.8x4.5x
Thu, 10 Jul 2025UK£62.0bUK£13.4bUK£4.1b13.4x15x4.6x
Sat, 07 Jun 2025UK£62.8bUK£13.4bUK£4.1b14.5x15.2x4.7x
Mon, 05 May 2025UK£62.5bUK£13.4bUK£3.2b18.7x19.5x4.7x
Wed, 02 Apr 2025UK£59.2bUK£13.4bUK£3.1b17.9x19x4.4x
Fri, 28 Feb 2025UK£59.4bUK£13.1bUK£2.3b20.2x25.8x4.5x
Sun, 26 Jan 2025UK£58.3bUK£13.5bUK£809.1m20.2x72x4.3x
Tue, 24 Dec 2024UK£58.7bUK£13.5bUK£799.8m20.7x73.4x4.3x
Thu, 21 Nov 2024UK£60.8bUK£13.6bUK£213.0m18.8x285.6x4.5x
Sat, 19 Oct 2024UK£67.8bUK£13.5b-UK£654,437,290.3716.6x-103.5x5x
Mon, 16 Sep 2024UK£70.8bUK£13.5b-UK£657,901,277.8517.6x-107.7x5.2x
Wed, 14 Aug 2024UK£67.3bUK£13.6b-UK£589,165,522.2316.7x-114.2x5x
Fri, 12 Jul 2024UK£68.2bUK£13.5b-UK£556,442,051.0517.6x-122.5x5.1x
Sun, 09 Jun 2024UK£66.1bUK£13.5b-UK£983,554,359.9415.6x-67.2x4.9x
Tue, 07 May 2024UK£64.1bUK£13.5b-UK£3,007,517,768.5118.8x-21.3x4.8x
Thu, 04 Apr 2024UK£62.5bUK£13.6b-UK£3,691,653,971.4614.7x-16.9x4.6x
Sat, 02 Mar 2024UK£61.4bUK£13.6b-UK£5,513,415,540.9015.5x-11.1x4.5x
Mon, 29 Jan 2024UK£68.2bUK£14.9b-UK£8,585,386,077.0014.9x-7.9x4.6x
Wed, 27 Dec 2023UK£71.0bUK£14.9b-UK£8,413,699,497.0014.1x-8.4x4.8x
Fri, 24 Nov 2023UK£65.5bUK£14.8b-UK£8,706,427,337.0013.1x-7.5x4.4x
Sun, 22 Oct 2023UK£58.9bUK£14.7b-UK£8,173,793,057.0012.8x-7.2x4x
Tue, 19 Sep 2023UK£61.6bUK£14.9b-UK£7,136,621,033.0011.6x-8.6x4.1x
Thu, 17 Aug 2023UK£63.1bUK£14.9b-UK£6,798,396,220.0011.1x-9.3x4.2x
Sat, 15 Jul 2023UK£65.4bUK£14.9b-UK£4,985,484,615.0011.3x-13.1x4.4x
Mon, 12 Jun 2023UK£68.8bUK£15.0b-UK£4,305,911,586.0010.5x-16x4.6x
Wed, 10 May 2023UK£69.5bUK£14.9bUK£1.3b8.5x52.9x4.7x
Fri, 07 Apr 2023UK£69.4bUK£14.8bUK£1.9b7.9x36.1x4.7x
Sun, 05 Mar 2023UK£68.4bUK£14.4bUK£3.0b7.6x22.6x4.8x
Tue, 31 Jan 2023UK£69.8bUK£14.4bUK£12.0b7.4x5.8x4.8x
Thu, 29 Dec 2022UK£64.6bUK£14.4bUK£12.0b7x5.4x4.5x
Sat, 26 Nov 2022UK£67.4bUK£14.4bUK£12.5b7.4x5.4x4.7x
Mon, 24 Oct 2022UK£60.5bUK£14.3bUK£14.5b5.9x4.2x4.2x
Wed, 21 Sep 2022UK£69.7bUK£14.3bUK£14.3b7.1x4.9x4.9x
Fri, 19 Aug 2022UK£81.5bUK£14.4bUK£14.1b7.8x5.8x5.7x
Price to Earnings Ratio

5.8x


Total Market Cap: UK£81.5bTotal Earnings: UK£14.1bTotal Revenue: UK£14.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Sector Price to Earnings3Y Average -5.9x202320242025
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 13.8x which is higher than its 3-year average PE of -5.9x.
  • The industry is trading close to its 3-year average PS ratio of 4.9x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 32% per year over the last three years,
  • Revenues have also declined 2.0% 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 U.K. Real Estate sector?

GB Market2.09%
Real Estate-0.18%
Office REITs1.62%
Real Estate1.26%
REITS0.35%
Industrial REITs-0.65%
Health Care REITs-1.16%
Retail REITs-1.20%
Specialized REITs-1.50%
Residential REITs-1.66%
Industry PE
  • Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 181x.
    • Analysts are expecting annual earnings growth of 19.6% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Specialized REITs industry, which is trading below its 3-year average of 7.9x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialized REITs industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IWG International Workplace GroupUK£2.272.7%
+UK£60.2m		34.5%PE154.3x
LAND Land Securities GroupUK£5.841.3%
+UK£55.7m		-5.1%PB0.7x
WKP Workspace GroupUK£4.215.9%
+UK£45.2m		-31.5%PB0.5x
DAR Dar GlobalUS$7.504.2%
+US$54.0m		85.2%PE90.5x
DLN Derwent LondonUK£19.191.5%
+UK£31.4m		-16.2%PB0.6x

Latest News

ESP
UK£0.95
Empiric Student Property
7D
-2.8%
1Y
-1.2%
IWG
UK£2.27
International Workplace Group
7D
2.7%
1Y
34.5%
SGRO
UK£6.32
SEGRO
7D
-1.7%
1Y
-28.5%
LMP
UK£1.91
LondonMetric Property
7D
0.5%
1Y
-3.0%
GPE
UK£3.38
Great Portland Estates
7D
1.5%
1Y
-0.6%
WKP
UK£4.21
Workspace Group
7D
5.9%
1Y
-31.5%
UTG
UK£7.39
Unite Group
7D
-1.7%
1Y
-20.9%
SHC
UK£1.57
Shaftesbury Capital
7D
-2.0%
1Y
8.6%
PHP
UK£0.94
Primary Health Properties
7D
-2.2%
1Y
-1.1%
MTVW
UK£102.00
Mountview Estates
7D
4.9%
1Y
8.2%
DAR
US$7.50
Dar Global
7D
4.2%
1Y
85.2%
AGR
UK£0.49
Assura
7D
-1.3%
1Y
18.0%
SAFE
UK£6.58
Safestore Holdings
7D
-2.3%
1Y
-19.3%
LAND
UK£5.84
Land Securities Group
7D
1.3%
1Y
-5.1%
HWG
UK£1.81
Harworth Group
7D
-3.2%
1Y
6.5%
DLN
UK£19.19
Derwent London
7D
1.5%
1Y
-16.2%