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U.K. (FTSE) Real Estate Sector Analysis
UpdatedApr 11, 2026
DataAggregated Company Financials
Companies67
- 7D3.0%
- 3M-7.7%
- 1Y2.5%
- YTD-3.9%
In the last week, the Real Estate industry is up 3.0%, with SEGRO up 3.6%. Despite this gain, the industry's performance has been flat over the past 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Apr 2026 | UK£55.1b | UK£11.2b | UK£3.9b | 13.4x | 14.1x | 4.9x |
| Mon, 09 Mar 2026 | UK£58.0b | UK£10.9b | UK£3.7b | 13.6x | 15.5x | 5.3x |
| Wed, 04 Feb 2026 | UK£60.6b | UK£10.7b | UK£4.0b | 14.1x | 15.1x | 5.7x |
| Fri, 02 Jan 2026 | UK£58.5b | UK£10.8b | UK£4.3b | 12.8x | 13.6x | 5.4x |
| Sun, 30 Nov 2025 | UK£58.3b | UK£10.8b | UK£4.3b | 13.2x | 13.5x | 5.4x |
| Tue, 28 Oct 2025 | UK£59.0b | UK£10.8b | UK£4.4b | 12.1x | 13.5x | 5.5x |
| Thu, 25 Sep 2025 | UK£56.3b | UK£10.7b | UK£4.4b | 11.6x | 12.7x | 5.3x |
| Sat, 23 Aug 2025 | UK£57.6b | UK£10.9b | UK£4.5b | 11.2x | 12.7x | 5.3x |
| Mon, 21 Jul 2025 | UK£61.4b | UK£13.4b | UK£4.1b | 13.1x | 14.8x | 4.6x |
| Wed, 18 Jun 2025 | UK£63.8b | UK£13.5b | UK£4.1b | 14x | 15.4x | 4.7x |
| Fri, 16 May 2025 | UK£61.9b | UK£13.3b | UK£3.2b | 17.9x | 19.1x | 4.6x |
| Sun, 13 Apr 2025 | UK£56.7b | UK£13.4b | UK£3.2b | 17.5x | 17.9x | 4.2x |
| Tue, 11 Mar 2025 | UK£58.3b | UK£13.3b | UK£2.9b | 17.8x | 19.9x | 4.4x |
| Thu, 06 Feb 2025 | UK£59.1b | UK£13.5b | UK£809.3m | 21.8x | 73x | 4.4x |
| Sat, 04 Jan 2025 | UK£59.0b | UK£13.5b | UK£798.0m | 21.2x | 74x | 4.4x |
| Mon, 02 Dec 2024 | UK£62.8b | UK£13.5b | UK£768.6m | 19.7x | 81.7x | 4.6x |
| Wed, 30 Oct 2024 | UK£65.8b | UK£13.5b | -UK£654,878,928.03 | 16.7x | -100.4x | 4.9x |
| Fri, 27 Sep 2024 | UK£69.4b | UK£13.4b | -UK£695,247,565.07 | 17.1x | -99.9x | 5.2x |
| Sun, 25 Aug 2024 | UK£68.7b | UK£13.5b | -UK£583,760,927.38 | 16.9x | -117.6x | 5.1x |
| Tue, 23 Jul 2024 | UK£67.7b | UK£13.5b | -UK£556,424,313.16 | 17.6x | -121.6x | 5x |
| Thu, 20 Jun 2024 | UK£65.4b | UK£13.5b | -UK£846,584,342.70 | 15.1x | -77.2x | 4.8x |
| Sat, 18 May 2024 | UK£67.6b | UK£13.4b | -UK£3,066,976,454.14 | 15.8x | -22x | 5x |
| Mon, 15 Apr 2024 | UK£61.8b | UK£13.6b | -UK£3,692,771,148.18 | 14.4x | -16.7x | 4.5x |
| Wed, 13 Mar 2024 | UK£61.9b | UK£13.7b | -UK£4,068,416,733.87 | 15.9x | -15.2x | 4.5x |
| Fri, 09 Feb 2024 | UK£62.7b | UK£13.5b | -UK£8,862,924,081.60 | 15.4x | -7.1x | 4.6x |
| Sun, 07 Jan 2024 | UK£69.3b | UK£14.9b | -UK£8,441,794,387.00 | 14.1x | -8.2x | 4.7x |
| Tue, 05 Dec 2023 | UK£65.5b | UK£14.9b | -UK£8,444,820,874.00 | 13.1x | -7.8x | 4.4x |
| Thu, 02 Nov 2023 | UK£59.1b | UK£14.7b | -UK£8,175,867,170.00 | 12x | -7.2x | 4x |
| Sat, 30 Sep 2023 | UK£63.7b | UK£14.9b | -UK£7,850,521,893.00 | 12.8x | -8.1x | 4.3x |
| Mon, 28 Aug 2023 | UK£62.2b | UK£14.9b | -UK£6,845,812,785.00 | 11.2x | -9.1x | 4.2x |
| Wed, 26 Jul 2023 | UK£67.6b | UK£14.9b | -UK£5,176,218,932.00 | 11.8x | -13.1x | 4.6x |
| Fri, 23 Jun 2023 | UK£64.0b | UK£15.0b | -UK£4,657,097,416.00 | 10x | -13.7x | 4.3x |
| Sun, 21 May 2023 | UK£69.0b | UK£14.9b | -UK£1,372,346,329.00 | 9.5x | -50.3x | 4.6x |
| Tue, 18 Apr 2023 | UK£70.5b | UK£14.8b | UK£1.8b | 8.1x | 38.9x | 4.7x |
Price to Earnings Ratio
38.9x
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 14.1x which is higher than its 3-year average PE of -5.0x.
- The industry is trading close to its 3-year average PS ratio of 4.7x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 29% per year over the last three years.
- Meanwhile revenues for these companies have declined 9.0% per year.
- This means that less sales are being generated overall, but since 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 | 1.87% | |
| Real Estate | 3.04% | |
| Specialized REITs | 4.78% | |
| Office REITs | 4.45% | |
| REITS | 3.60% | |
| Retail REITs | 3.36% | |
| Health Care REITs | 3.26% | |
| Industrial REITs | 3.15% | |
| Residential REITs | 1.87% | |
| Real Estate | -1.04% | |
Industry PE
- Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 334x.
- Analysts are expecting annual earnings growth of 26.8%, which is higher than its past year's earnings growth of 1.5% per year.
- Investors are most pessimistic about the Retail REITs industry, which is trading below its 3-year average of 51.1x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings growth rate of 1.5% per year.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 6.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SGRO SEGRO | UK£6.95 | 3.6% +UK£330.1m | 10.2% | PB0.8x | |
| BLND British Land | UK£3.80 | 4.2% +UK£152.0m | 7.9% | PB0.7x | |
| BBOX Tritax Big Box REIT | UK£1.51 | 2.8% +UK£110.8m | 16.0% | PB0.8x | |
| LMP LondonMetric Property | UK£1.91 | 2.5% +UK£107.4m | 5.1% | PB1x | |
| LAND Land Securities Group | UK£5.81 | 2.3% +UK£96.7m | 9.0% | PB0.7x |