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U.K. (FTSE) REITS Industry Analysis
UpdatedDec 24, 2025
DataAggregated Company Financials
Companies13
- 7D3.1%
- 3M5.5%
- 1Y8.0%
- YTD7.8%
Over the last 7 days, the REITS industry has risen 3.1%, driven by gains in Land Securities Group and Shaftesbury Capital of 3.2% and 5.1%, respectively. This means that the industry has gained 8.0% over the past year. Earnings are forecast to grow by 10% annually.
Industry Valuation and Performance
Has the U.K. REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Dec 2025 | UK£12.5b | UK£2.0b | UK£1.1b | 9x | 11.2x | 6.3x |
| Fri, 21 Nov 2025 | UK£12.1b | UK£2.0b | UK£1.1b | 8.9x | 10.9x | 6.1x |
| Sun, 19 Oct 2025 | UK£9.8b | UK£1.6b | UK£826.2m | 10.8x | 11.9x | 6x |
| Tue, 16 Sep 2025 | UK£9.0b | UK£1.7b | UK£810.9m | 10.2x | 11x | 5.4x |
| Thu, 14 Aug 2025 | UK£9.2b | UK£1.7b | UK£795.6m | 10.6x | 11.5x | 5.5x |
| Sat, 12 Jul 2025 | UK£13.9b | UK£2.1b | UK£1.1b | 11.1x | 12.1x | 6.7x |
| Mon, 09 Jun 2025 | UK£14.1b | UK£2.1b | UK£1.1b | 11.7x | 13x | 6.9x |
| Wed, 07 May 2025 | UK£14.0b | UK£1.8b | UK£451.3m | 22.7x | 31.1x | 7.6x |
| Fri, 04 Apr 2025 | UK£13.2b | UK£1.9b | UK£471.7m | 21.2x | 28x | 7.1x |
| Sun, 02 Mar 2025 | UK£13.0b | UK£1.9b | UK£461.0m | 22.4x | 28.2x | 7x |
| Tue, 28 Jan 2025 | UK£12.7b | UK£1.9b | UK£461.0m | 21.3x | 27.5x | 6.8x |
| Thu, 26 Dec 2024 | UK£12.9b | UK£1.9b | UK£466.7m | 22.2x | 27.7x | 7x |
| Sat, 23 Nov 2024 | UK£13.9b | UK£1.7b | UK£346.0m | 32.6x | 40.2x | 8x |
| Mon, 21 Oct 2024 | UK£15.3b | UK£2.0b | -UK£310,007,160.24 | 29.7x | -49.4x | 7.7x |
| Wed, 18 Sep 2024 | UK£15.9b | UK£2.0b | -UK£302,761,798.25 | 28.3x | -52.4x | 8x |
| Fri, 16 Aug 2024 | UK£14.8b | UK£2.0b | -UK£280,740,803.81 | 28.1x | -52.8x | 7.4x |
| Sun, 14 Jul 2024 | UK£14.9b | UK£2.0b | -UK£257,787,151.51 | 27.7x | -57.9x | 7.5x |
| Tue, 11 Jun 2024 | UK£14.9b | UK£2.0b | -UK£333,279,271.23 | 27.1x | -44.7x | 7.5x |
| Thu, 09 May 2024 | UK£15.7b | UK£2.0b | -UK£2,091,967,021.53 | 20.4x | -7.5x | 7.8x |
| Sat, 06 Apr 2024 | UK£14.8b | UK£2.0b | -UK£2,717,798,544.54 | 14.6x | -5.4x | 7.4x |
| Mon, 04 Mar 2024 | UK£12.2b | UK£2.1b | -UK£2,878,471,514.24 | 19.6x | -4.2x | 5.8x |
| Wed, 31 Jan 2024 | UK£16.2b | UK£2.4b | -UK£2,672,155,048.00 | 11.4x | -6.1x | 6.8x |
| Fri, 29 Dec 2023 | UK£16.7b | UK£2.4b | -UK£2,633,223,300.00 | 11.3x | -6.4x | 7x |
| Sun, 26 Nov 2023 | UK£15.8b | UK£2.3b | -UK£2,608,727,537.00 | 11.5x | -6.1x | 6.7x |
| Tue, 24 Oct 2023 | UK£14.6b | UK£2.2b | -UK£2,598,555,137.00 | 11.8x | -5.6x | 6.7x |
| Thu, 21 Sep 2023 | UK£15.3b | UK£2.2b | -UK£1,856,911,963.00 | 7.5x | -8.3x | 7x |
| Sat, 19 Aug 2023 | UK£14.9b | UK£2.2b | -UK£1,753,909,960.00 | 7.5x | -8.5x | 6.8x |
| Mon, 17 Jul 2023 | UK£17.9b | UK£2.3b | -UK£1,976,559,068.00 | 6.1x | -9.1x | 7.9x |
| Wed, 14 Jun 2023 | UK£18.3b | UK£2.3b | -UK£1,806,260,872.00 | 6.6x | -10.1x | 8x |
| Fri, 12 May 2023 | UK£19.0b | UK£2.2b | UK£1.5b | 6.4x | 12.8x | 8.7x |
| Sun, 09 Apr 2023 | UK£19.1b | UK£2.2b | UK£1.9b | 6.4x | 10x | 8.8x |
| Tue, 07 Mar 2023 | UK£60.4b | UK£6.2b | UK£2.1b | 7.2x | 28.6x | 9.8x |
| Thu, 02 Feb 2023 | UK£59.6b | UK£6.1b | UK£11.1b | 6.7x | 5.4x | 9.7x |
| Sat, 31 Dec 2022 | UK£55.1b | UK£6.0b | UK£11.0b | 6.6x | 5x | 9.2x |
Price to Earnings Ratio
5x
Current Industry PE
- Investors are pessimistic on the British REITs 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 11.2x which is higher than its 3-year average PE of -1.4x.
- The 3-year average PS ratio of 7.3x is higher than the industry's current PS ratio of 6.3x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 53% per year over the last three years,
- Revenues have also declined 31% 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 industry?
| GB Market | 2.11% | |
| Real Estate | 1.96% | |
| REITS | 3.05% | |
| Diversified REITs | 3.05% | |
| Retail REITs | 2.91% | |
| Residential REITs | 2.67% | |
| Office REITs | 1.75% | |
| Industrial REITs | 1.69% | |
| Healthcare REITs | 1.43% | |
| Specialized REITs | 0% | 0 |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 9.7x.
- Analysts are expecting annual earnings growth of 19.6%, which is higher than its past year's earnings decline of 16.7% per year.
- Investors are most pessimistic about the Diversified 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 Office REITs industry, expecting annual earnings growth of 22% over the next 5 years.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 3.2% 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 | |
|---|---|---|---|---|---|
| LAND Land Securities Group | UK£6.06 | 3.2% +UK£137.6m | 4.0% | PB0.7x | |
| SHC Shaftesbury Capital | UK£1.43 | 5.1% +UK£127.5m | 13.9% | PB0.7x | |
| BLND British Land | UK£3.91 | 2.4% +UK£90.0m | 9.6% | PB0.7x | |
| PCTN Picton Property Income | UK£0.73 | 1.4% +UK£5.1m | 15.6% | PB0.7x | |
| AEWU AEW UK REIT | UK£1.08 | 2.5% +UK£4.1m | 7.4% | PB1x |