Have your own idea? Try our Stock Screener
U.K. (FTSE) Real Estate Sector Analysis
UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies65
- 7D1.5%
- 3M10.5%
- 1Y8.8%
- YTD8.2%
In the last week, the Real Estate industry is up 1.5%, with SEGRO up 4.1%. Meanwhile, Globalworth Real Estate Investments actually underperformed within the industry, shrinking 23% in the last week. This takes the industry's 12 month performance to a gain of 8.8%. Earnings are forecast to grow by 13% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 24 Feb 2026 | UK£61.9b | UK£10.7b | UK£3.9b | 14x | 15.7x | 5.8x |
| Thu, 22 Jan 2026 | UK£59.4b | UK£10.8b | UK£4.0b | 14.7x | 14.7x | 5.5x |
| Sat, 20 Dec 2025 | UK£57.3b | UK£10.8b | UK£4.3b | 12.9x | 13.3x | 5.3x |
| Mon, 17 Nov 2025 | UK£57.8b | UK£10.8b | UK£4.2b | 12.4x | 13.6x | 5.3x |
| Wed, 15 Oct 2025 | UK£56.5b | UK£10.8b | UK£4.4b | 12x | 12.9x | 5.2x |
| Fri, 12 Sep 2025 | UK£55.6b | UK£10.9b | UK£4.6b | 11x | 12x | 5.1x |
| Sun, 10 Aug 2025 | UK£61.0b | UK£13.6b | UK£4.4b | 12.6x | 13.9x | 4.5x |
| Tue, 08 Jul 2025 | UK£62.4b | UK£13.4b | UK£4.1b | 13.3x | 15.1x | 4.7x |
| Thu, 05 Jun 2025 | UK£63.0b | UK£13.4b | UK£4.1b | 14.4x | 15.3x | 4.7x |
| Sat, 03 May 2025 | UK£62.5b | UK£13.4b | UK£3.2b | 18.7x | 19.3x | 4.7x |
| Mon, 31 Mar 2025 | UK£59.5b | UK£13.4b | UK£3.0b | 18x | 19.9x | 4.4x |
| Wed, 26 Feb 2025 | UK£60.0b | UK£13.4b | UK£1.4b | 20.8x | 41.6x | 4.5x |
| Fri, 24 Jan 2025 | UK£58.6b | UK£13.6b | UK£774.4m | 20.4x | 75.7x | 4.3x |
| Sun, 22 Dec 2024 | UK£58.7b | UK£13.5b | UK£800.6m | 20.7x | 73.3x | 4.4x |
| Tue, 19 Nov 2024 | UK£61.3b | UK£13.6b | UK£166.4m | 18.8x | 368.7x | 4.5x |
| Thu, 17 Oct 2024 | UK£68.5b | UK£13.5b | -UK£655,374,555.61 | 16.8x | -104.5x | 5.1x |
| Sat, 14 Sep 2024 | UK£70.8b | UK£13.5b | -UK£655,295,987.85 | 17.6x | -108.1x | 5.2x |
| Mon, 12 Aug 2024 | UK£67.2b | UK£13.6b | -UK£590,710,103.21 | 16.7x | -113.8x | 4.9x |
| Wed, 10 Jul 2024 | UK£66.0b | UK£13.5b | -UK£557,097,721.29 | 17.4x | -118.5x | 4.9x |
| Fri, 07 Jun 2024 | UK£67.4b | UK£13.5b | -UK£1,054,656,738.71 | 15.6x | -64x | 5x |
| Sun, 05 May 2024 | UK£64.1b | UK£13.5b | -UK£3,007,800,138.11 | 18.8x | -21.3x | 4.8x |
| Tue, 02 Apr 2024 | UK£64.2b | UK£13.6b | -UK£3,691,558,319.83 | 14.6x | -17.4x | 4.7x |
| Thu, 29 Feb 2024 | UK£60.1b | UK£13.6b | -UK£5,850,028,202.71 | 15.6x | -10.3x | 4.4x |
| Sat, 27 Jan 2024 | UK£68.2b | UK£14.9b | -UK£8,585,386,077.00 | 14.9x | -7.9x | 4.6x |
| Mon, 25 Dec 2023 | UK£71.0b | UK£14.9b | -UK£8,413,647,133.00 | 14.1x | -8.4x | 4.8x |
| Wed, 22 Nov 2023 | UK£65.4b | UK£14.8b | -UK£8,255,457,189.00 | 12.4x | -7.9x | 4.4x |
| Fri, 20 Oct 2023 | UK£59.0b | UK£14.7b | -UK£8,173,852,389.00 | 12.7x | -7.2x | 4x |
| Sun, 17 Sep 2023 | UK£62.9b | UK£14.9b | -UK£7,136,706,142.00 | 11.3x | -8.8x | 4.2x |
| Tue, 15 Aug 2023 | UK£63.7b | UK£14.9b | -UK£6,800,885,424.00 | 11.2x | -9.4x | 4.3x |
| Thu, 13 Jul 2023 | UK£65.2b | UK£14.9b | -UK£4,984,504,468.00 | 11.1x | -13.1x | 4.4x |
| Sat, 10 Jun 2023 | UK£68.8b | UK£15.0b | -UK£4,305,888,643.00 | 10.5x | -16x | 4.6x |
| Mon, 08 May 2023 | UK£71.1b | UK£14.9b | UK£1.3b | 8.4x | 54.1x | 4.8x |
| Wed, 05 Apr 2023 | UK£68.5b | UK£14.8b | UK£1.9b | 7.7x | 35.5x | 4.6x |
| Fri, 03 Mar 2023 | UK£68.3b | UK£14.4b | UK£4.8b | 7.2x | 14.2x | 4.8x |
Price to Earnings Ratio
14.2x
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 15.7x which is higher than its 3-year average PE of -4.7x.
- The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 5.8x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 6.4% per year over the last three years,
- Revenues have also declined 9.3% 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 Market | 1.89% | |
| Real Estate | 1.53% | |
| Industrial REITs | 2.61% | |
| Retail REITs | 2.48% | |
| REITS | 1.88% | |
| Real Estate | 1.21% | |
| Health Care REITs | 0.87% | |
| Specialized REITs | 0.47% | |
| Residential REITs | -0.53% | |
| Office REITs | -0.90% | |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 10.5x.
- Analysts are expecting annual earnings growth of 18.7%, which is higher than its past year's earnings decline of 16.7% 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 Retail REITs industry, expecting annual earnings growth of 22% over the next 5 years.
- However this is lower than its past earnings growth rate of 117% per year.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 7.5% 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£8.11 | 1.6% +UK£173.1m | 14.3% | PB0.9x | |
| SRE Sirius Real Estate | UK£1.09 | 3.3% +UK£55.3m | 36.5% | PE9.4x | |
| HWG Harworth Group | UK£1.74 | 5.8% +UK£30.8m | 6.4% | PE10.8x | |
| SVS Savills | UK£10.00 | 1.8% +UK£24.7m | -3.7% | PE25.2x | |
| SUPR Supermarket Income REIT | UK£0.88 | 1.7% +UK£18.7m | 22.5% | PB1x |
