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U.K. (FTSE) Real Estate Sector Analysis

UpdatedAug 26, 2026
DataAggregated Company Financials
Companies65
  • 7D1.6%
  • 3M11.2%
  • 1Y12.1%
  • YTD9.0%

The Real Estate industry has gained 1.6% in the last week and SEGRO up 1.1%. This takes the industry's 12 month performance to a gain of 12%. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Aug 2026UK£63.0bUK£11.5bUK£2.8b14.7x22.2x5.5x
Fri, 24 Jul 2026UK£61.7bUK£11.2bUK£3.8b14.2x16.1x5.5x
Sun, 21 Jun 2026UK£56.1bUK£11.2bUK£3.9b13.2x14.5x5x
Tue, 19 May 2026UK£54.0bUK£11.2bUK£4.1b12.4x13.2x4.8x
Thu, 16 Apr 2026UK£56.0bUK£11.3bUK£4.0b13.3x14x5x
Sat, 14 Mar 2026UK£55.5bUK£11.2bUK£3.8b12.6x14.5x5x
Mon, 09 Feb 2026UK£60.2bUK£10.7bUK£4.0b14.3x15x5.6x
Wed, 07 Jan 2026UK£57.9bUK£10.8bUK£4.2b13.4x13.7x5.4x
Fri, 05 Dec 2025UK£58.1bUK£10.9bUK£4.3b12.5x13.6x5.3x
Sun, 02 Nov 2025UK£57.8bUK£10.8bUK£4.4b11.7x13.2x5.4x
Tue, 30 Sep 2025UK£56.5bUK£10.8bUK£4.4b11.5x12.7x5.2x
Thu, 28 Aug 2025UK£57.0bUK£10.9bUK£4.5b10.9x12.6x5.2x
Sat, 26 Jul 2025UK£61.3bUK£13.5bUK£4.3b13x14.3x4.6x
Mon, 23 Jun 2025UK£64.1bUK£13.5bUK£4.1b13.9x15.5x4.8x
Wed, 21 May 2025UK£62.4bUK£13.5bUK£3.6b16x17.3x4.6x
Fri, 18 Apr 2025UK£60.5bUK£13.4bUK£3.2b19x18.9x4.5x
Sun, 16 Mar 2025UK£58.8bUK£13.3bUK£3.0b17.5x19.7x4.4x
Tue, 11 Feb 2025UK£60.3bUK£13.5bUK£807.1m21.7x74.7x4.5x
Thu, 09 Jan 2025UK£57.1bUK£13.5bUK£797.0m20.2x71.6x4.2x
Sat, 07 Dec 2024UK£61.7bUK£13.5bUK£786.1m20.7x78.5x4.6x
Mon, 04 Nov 2024UK£64.3bUK£13.5b-UK£656,283,694.1916.3x-98x4.8x
Wed, 02 Oct 2024UK£69.5bUK£13.4b-UK£696,305,590.4917.1x-99.8x5.2x
Fri, 30 Aug 2024UK£66.8bUK£13.5b-UK£583,888,478.7716.7x-114.5x5x
Sun, 28 Jul 2024UK£66.9bUK£13.5b-UK£202,499,457.4815.9x-330.6x5x
Tue, 25 Jun 2024UK£66.2bUK£13.5b-UK£720,073,764.0519x-92x4.9x
Thu, 23 May 2024UK£67.1bUK£13.4b-UK£2,590,663,030.0115.8x-25.9x5x
Sat, 20 Apr 2024UK£61.3bUK£13.6b-UK£3,692,252,226.3314.4x-16.6x4.5x
Mon, 18 Mar 2024UK£61.3bUK£13.7b-UK£3,870,338,916.8319.8x-15.8x4.5x
Wed, 14 Feb 2024UK£61.2bUK£13.5b-UK£8,862,596,257.0915.2x-6.9x4.5x
Fri, 12 Jan 2024UK£68.9bUK£14.9b-UK£8,441,714,223.0014.1x-8.2x4.6x
Sun, 10 Dec 2023UK£66.4bUK£14.9b-UK£8,436,790,755.0013.5x-7.9x4.5x
Tue, 07 Nov 2023UK£62.5bUK£14.7b-UK£8,175,899,236.0012.2x-7.6x4.3x
Thu, 05 Oct 2023UK£60.6bUK£14.7b-UK£7,959,558,103.0012.4x-7.6x4.1x
Sat, 02 Sep 2023UK£62.7bUK£14.9b-UK£6,906,511,928.0011.3x-9.1x4.2x
Price to Earnings Ratio

-9.1x


Total Market Cap: UK£62.7bTotal Earnings: -UK£6,906,511,928.00Total Revenue: UK£14.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Sector Price to Earnings3Y Average -3.7x202420252026
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 22.2x which is higher than its 3-year average PE of -3.7x.
  • The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • Total earnings for the Real Estate industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 8.4% per year.
  • This means that less sales are being generated overall, but since the 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 Market1.70%
Real Estate1.63%
Residential REITs2.61%
Health Care REITs2.41%
Office REITs1.71%
Industrial REITs1.67%
REITS1.57%
Retail REITs1.42%
Real Estate1.07%
Specialized REITs0.36%
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 29.5%, which is higher than its past year's earnings decline of 5.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Residential REITs industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings growth rate of 21% per year.
  • In contrast, the REITS industry is expected to see its earnings grow by 8.7% 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£9.711.2%
+UK£151.6m		53.5%PB1.1x
LAND Land Securities GroupUK£6.972.4%
+UK£118.5m		21.9%PB0.8x
LMP LondonMetric PropertyUK£1.952.3%
+UK£100.7m		2.4%PB1x
BLND British LandUK£4.322.0%
+UK£88.1m		26.8%PB0.7x
IWG International Workplace GroupUK£1.834.9%
+UK£82.3m		-11.4%PE264.4x

Latest News

LMP
UK£1.95
LondonMetric Property
7D
2.3%
1Y
2.4%
SHC
UK£1.51
Shaftesbury Capital
7D
1.8%
1Y
2.6%
MTVW
UK£86.00
Mountview Estates
7D
-2.0%
1Y
-12.9%
IWG
UK£1.83
International Workplace Group
7D
4.9%
1Y
-11.4%
BBOX
UK£1.60
Tritax Big Box REIT
7D
1.6%
1Y
13.8%
HWG
UK£1.78
Harworth Group
7D
-1.4%
1Y
0.6%
SREI
UK£0.43
Schroder Real Estate Investment Trust
7D
-2.7%
1Y
-13.3%
SGRO
UK£9.71
SEGRO
7D
1.2%
1Y
53.5%
PHP
UK£0.97
Primary Health Properties
7D
2.0%
1Y
4.0%
LAND
UK£6.97
Land Securities Group
7D
2.4%
1Y
21.9%
CREI
UK£0.81
Custodian Property Income REIT
7D
-1.8%
1Y
5.7%
BLND
UK£4.32
British Land
7D
2.0%
1Y
26.8%
AIRE
UK£0.69
Alternative Income REIT
7D
-3.9%
1Y
8.5%
PNS
UK£2.80
Panther Securities
7D
-5.4%
1Y
-3.4%
LSL
UK£2.71
LSL Property Services
7D
-1.5%
1Y
1.1%
TOWN
UK£1.27
Town Centre Securities
7D
-3.8%
1Y
-1.9%