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U.K. (FTSE) Real Estate Sector Analysis

UpdatedJan 17, 2025
DataAggregated Company Financials
Companies70
  • 7D3.4%
  • 3M-12.9%
  • 1Y-9.2%
  • YTD-0.4%

The Real Estate industry is up 3.4% in the last week, with SEGRO up 7.1%. In the past year, the industry is down 9.2%. As for the next few years, earnings are expected to grow by 33% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jan 2025UK£59.1bUK£13.6bUK£671.0m20.9x88.1x4.3x
Sun, 15 Dec 2024UK£59.9bUK£13.5bUK£795.7m20.1x75.3x4.4x
Tue, 12 Nov 2024UK£63.9bUK£13.5b-UK£692,404,294.5116.8x-92.3x4.7x
Thu, 10 Oct 2024UK£67.4bUK£13.5b-UK£663,955,740.3216.6x-101.5x5x
Sat, 07 Sep 2024UK£68.8bUK£13.5b-UK£624,762,972.6517x-110.1x5.1x
Mon, 05 Aug 2024UK£68.4bUK£13.5b-UK£911,015,150.1416.8x-75x5.1x
Wed, 03 Jul 2024UK£65.3bUK£13.5b-UK£574,422,813.0115.1x-113.8x4.8x
Fri, 31 May 2024UK£67.1bUK£13.4b-UK£1,443,128,120.2415.5x-46.5x5x
Sun, 28 Apr 2024UK£62.3bUK£13.5b-UK£3,085,741,549.6615.3x-20.2x4.6x
Tue, 26 Mar 2024UK£63.5bUK£13.6b-UK£3,725,394,048.5015.4x-17x4.7x
Thu, 22 Feb 2024UK£62.3bUK£13.6b-UK£5,821,284,203.6015.4x-10.7x4.6x
Sat, 20 Jan 2024UK£66.4bUK£14.9b-UK£8,527,043,339.0014.3x-7.8x4.5x
Mon, 18 Dec 2023UK£69.7bUK£14.9b-UK£8,436,856,379.0014.1x-8.3x4.7x
Wed, 15 Nov 2023UK£66.8bUK£14.8b-UK£8,218,349,153.0013.4x-8.1x4.5x
Fri, 13 Oct 2023UK£61.5bUK£14.7b-UK£8,162,407,329.0013x-7.5x4.2x
Sun, 10 Sep 2023UK£62.3bUK£14.9b-UK£6,923,726,387.0011.7x-9x4.2x
Tue, 08 Aug 2023UK£66.8bUK£14.8b-UK£7,015,997,702.0011.3x-9.5x4.5x
Thu, 06 Jul 2023UK£64.9bUK£15.0b-UK£4,760,941,281.0010.7x-13.6x4.3x
Sat, 03 Jun 2023UK£69.6bUK£14.8b-UK£3,461,611,414.009.7x-20.1x4.7x
Mon, 01 May 2023UK£71.5bUK£14.9bUK£1.3b8.3x54.3x4.8x
Wed, 29 Mar 2023UK£64.6bUK£14.9bUK£2.4b7.5x26.9x4.3x
Fri, 24 Feb 2023UK£68.4bUK£14.4bUK£5.9b7.4x11.6x4.8x
Sun, 22 Jan 2023UK£68.3bUK£14.5bUK£12.0b7.3x5.7x4.7x
Tue, 20 Dec 2022UK£64.1bUK£14.5bUK£12.1b6.7x5.3x4.4x
Thu, 17 Nov 2022UK£67.1bUK£14.5bUK£13.9b7x4.8x4.6x
Sat, 15 Oct 2022UK£104.6bUK£14.3bUK£14.4b5.7x7.3x7.3x
Mon, 12 Sep 2022UK£73.8bUK£14.4bUK£14.1b7.5x5.2x5.1x
Wed, 10 Aug 2022UK£81.3bUK£14.1bUK£13.8b8.4x5.9x5.8x
Fri, 08 Jul 2022UK£79.2bUK£12.4bUK£12.9b8.6x6.2x6.4x
Sun, 05 Jun 2022UK£85.0bUK£13.7bUK£12.3b9.8x6.9x6.2x
Tue, 03 May 2022UK£89.5bUK£13.4bUK£8.8b10.5x10.2x6.7x
Thu, 31 Mar 2022UK£92.2bUK£13.2bUK£8.5b11x10.9x7x
Sat, 26 Feb 2022UK£86.7bUK£12.8bUK£6.6b12.2x13.1x6.8x
Mon, 24 Jan 2022UK£92.9bUK£12.8bUK£4.5b12.9x20.7x7.3x
Price to Earnings Ratio

20.7x


Total Market Cap: UK£92.9bTotal 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 -9x202320242025
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 88.1x which is higher than its 3-year average PE of -9.0x.
  • The 3-year average PS ratio of 5.2x is higher than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 47% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.1% per year.
  • This means that although more sales are being generated, 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 Market0.96%
Real Estate3.39%
Residential REITs7.02%
Industrial REITs5.05%
Retail REITs4.35%
Real Estate3.18%
REITS2.85%
Office REITs2.48%
Health Care REITs1.99%
Hotel and Resort REITs0%
Specialized REITs-5.36%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 4.8x.
    • Analysts are expecting annual earnings growth of 35.4% 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 58% over the next 5 years.
  • In contrast, the Specialized REITs industry is expected to see its earnings decline by 2.9% 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
SGRO SEGROUK£7.177.1%
+UK£646.4m
-13.4%PB0.8x
BBOX Tritax Big Box REITUK£1.397.6%
+UK£245.6m
-11.2%PB0.8x
UTG Unite GroupUK£8.416.3%
+UK£242.0m
-15.1%PB1x
LAND Land Securities GroupUK£5.725.8%
+UK£234.0m
-10.7%PB0.7x
LMP LondonMetric PropertyUK£1.846.2%
+UK£218.9m
0.3%PB0.9x
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Latest News

SAFE

UK£6.24

Safestore Holdings

7D

-2.3%

1Y

-18.5%

BLND

UK£3.61

British Land

7D

5.9%

1Y

-3.8%

GRIO

UK£0.31

Ground Rents Income Fund

7D

-1.6%

1Y

-3.1%

BBOX

UK£1.39

Tritax Big Box REIT

7D

7.6%

1Y

-11.2%

LMP

UK£1.84

LondonMetric Property

7D

6.2%

1Y

0.3%

DAR

US$8.20

Dar Global

7D

-3.5%

1Y

127.1%

ASPL

US$0.07

Aseana Properties

7D

-24.3%

1Y

-17.6%

TPFG

UK£4.00

Property Franchise Group

7D

-2.0%

1Y

22.1%

LAND

UK£5.72

Land Securities Group

7D

5.8%

1Y

-10.7%

ASLI

UK£0.57

abrdn European Logistics Income

7D

-0.3%

1Y

5.8%

SHC

UK£1.26

Shaftesbury Capital

7D

6.6%

1Y

-1.6%

SGRO

UK£7.17

SEGRO

7D

7.1%

1Y

-13.4%

CLI

UK£0.75

CLS Holdings

7D

-1.8%

1Y

-21.3%