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U.K. (FTSE) Real Estate Sector Analysis
UpdatedJan 08, 2026
DataAggregated Company Financials
Companies64
- 7D2.9%
- 3M8.0%
- 1Y9.2%
- YTD3.9%
The Real Estate industry is up 2.9% in the last week, with SEGRO up 3.2%. This takes the industry's 12 month performance to a gain of 9.2%. As for the next few years, earnings are expected to grow by 12% 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 |
|---|---|---|---|---|---|---|
| Fri, 09 Jan 2026 | UK£59.6b | UK£10.8b | UK£4.2b | 13.4x | 14.1x | 5.5x |
| Sun, 07 Dec 2025 | UK£57.7b | UK£10.9b | UK£4.3b | 12.4x | 13.5x | 5.3x |
| Tue, 04 Nov 2025 | UK£57.6b | UK£10.8b | UK£4.4b | 11.7x | 13.1x | 5.3x |
| Thu, 02 Oct 2025 | UK£57.2b | UK£10.8b | UK£4.5b | 11.5x | 12.8x | 5.3x |
| Sat, 30 Aug 2025 | UK£56.1b | UK£10.9b | UK£4.6b | 10.8x | 12.2x | 5.2x |
| Mon, 28 Jul 2025 | UK£61.3b | UK£13.5b | UK£4.3b | 13x | 14.3x | 4.6x |
| Wed, 25 Jun 2025 | UK£63.9b | UK£13.4b | UK£4.1b | 13.7x | 15.5x | 4.8x |
| Fri, 23 May 2025 | UK£61.1b | UK£13.4b | UK£3.9b | 14.9x | 15.8x | 4.5x |
| Sun, 20 Apr 2025 | UK£60.5b | UK£13.4b | UK£3.2b | 19x | 18.9x | 4.5x |
| Tue, 18 Mar 2025 | UK£59.3b | UK£13.3b | UK£3.0b | 18x | 19.9x | 4.5x |
| Thu, 13 Feb 2025 | UK£60.2b | UK£13.5b | UK£808.2m | 21.5x | 74.5x | 4.5x |
| Sat, 11 Jan 2025 | UK£56.5b | UK£13.6b | UK£794.3m | 20x | 71.1x | 4.2x |
| Mon, 09 Dec 2024 | UK£61.7b | UK£13.5b | UK£789.0m | 21.6x | 78.2x | 4.6x |
| Wed, 06 Nov 2024 | UK£63.9b | UK£13.5b | -UK£654,833,491.59 | 16.4x | -97.6x | 4.7x |
| Fri, 04 Oct 2024 | UK£68.1b | UK£13.5b | -UK£698,969,553.24 | 16.8x | -97.4x | 5.1x |
| Sun, 01 Sep 2024 | UK£68.0b | UK£13.5b | -UK£621,516,619.32 | 16.7x | -109.3x | 5x |
| Tue, 30 Jul 2024 | UK£67.5b | UK£13.5b | -UK£193,170,052.40 | 15.9x | -349.5x | 5x |
| Thu, 27 Jun 2024 | UK£65.0b | UK£13.5b | -UK£571,401,869.59 | 17x | -113.8x | 4.8x |
| Sat, 25 May 2024 | UK£66.4b | UK£13.4b | -UK£2,592,877,324.65 | 15.8x | -25.6x | 5x |
| Mon, 22 Apr 2024 | UK£61.4b | UK£13.6b | -UK£3,316,895,213.00 | 14.8x | -18.5x | 4.5x |
| Wed, 20 Mar 2024 | UK£61.2b | UK£13.7b | -UK£3,870,311,964.76 | 19.8x | -15.8x | 4.5x |
| Fri, 16 Feb 2024 | UK£62.3b | UK£13.5b | -UK£8,863,072,237.82 | 15.3x | -7x | 4.6x |
| Sun, 14 Jan 2024 | UK£69.5b | UK£14.9b | -UK£8,441,679,044.00 | 14.1x | -8.2x | 4.7x |
| Tue, 12 Dec 2023 | UK£67.0b | UK£14.9b | -UK£8,436,646,781.00 | 13.5x | -7.9x | 4.5x |
| Thu, 09 Nov 2023 | UK£62.8b | UK£14.7b | -UK£8,204,158,191.00 | 12.9x | -7.7x | 4.3x |
| Sat, 07 Oct 2023 | UK£60.7b | UK£14.6b | -UK£8,099,970,904.00 | 12.9x | -7.5x | 4.1x |
| Mon, 04 Sep 2023 | UK£62.7b | UK£14.9b | -UK£6,906,718,194.00 | 11.3x | -9.1x | 4.2x |
| Wed, 02 Aug 2023 | UK£67.1b | UK£14.8b | -UK£6,652,476,267.00 | 11.4x | -10.1x | 4.5x |
| Fri, 30 Jun 2023 | UK£63.0b | UK£15.0b | -UK£4,760,750,048.00 | 10.6x | -13.2x | 4.2x |
| Sun, 28 May 2023 | UK£67.2b | UK£14.8b | -UK£3,456,359,106.00 | 9.4x | -19.5x | 4.5x |
| Tue, 25 Apr 2023 | UK£69.8b | UK£14.9b | UK£1.5b | 8.1x | 47.3x | 4.7x |
| Thu, 23 Mar 2023 | UK£27.9b | UK£10.7b | UK£2.8b | 7.1x | 10x | 2.6x |
| Sat, 18 Feb 2023 | UK£70.1b | UK£14.3b | UK£12.0b | 7.5x | 5.8x | 4.9x |
| Mon, 16 Jan 2023 | UK£69.3b | UK£14.5b | UK£12.0b | 7.5x | 5.8x | 4.8x |
Price to Earnings Ratio
5.8x
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 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 29% 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 | 1.39% | |
| Real Estate | 2.92% | |
| Health Care REITs | 4.01% | |
| Industrial REITs | 3.42% | |
| Office REITs | 3.40% | |
| Retail REITs | 3.15% | |
| Specialized REITs | 3.06% | |
| Real Estate | 2.61% | |
| REITS | 2.25% | |
| Residential REITs | 1.40% | |
Industry PE
- Investors are most optimistic about the Health Care REITs industry which is trading above its 3-year average PE ratio of 9.7x.
- Analysts are expecting annual earnings growth of 18.3%, which is higher than its past year's earnings decline of 16.7% per year.
- Investors are most pessimistic about the Specialized REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.9x.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 22% over the next 5 years.
- In contrast, the Specialized REITs industry is expected to see its earnings grow by 2.8% 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£7.39 | 2.6% +UK£248.9m | 10.0% | PB0.8x | |
| LMP LondonMetric Property | UK£1.98 | 4.1% +UK£182.0m | 13.1% | PB1x | |
| BBOX Tritax Big Box REIT | UK£1.59 | 4.3% +UK£175.6m | 20.7% | PB0.9x | |
| LAND Land Securities Group | UK£6.45 | 3.7% +UK£171.1m | 17.2% | PB0.7x | |
| DLN Derwent London | UK£18.86 | 8.5% +UK£165.1m | 1.1% | PB0.6x |