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U.K. (FTSE) REITS Industry Analysis
UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies13
- 7D0.4%
- 3M2.3%
- 1Y13.7%
- YTD4.1%
Over the last 7 days, the REITS industry has remained flat. The past year has been better, since the industry has gained 14% in that time. Earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sun, 08 Feb 2026 | UK£13.2b | UK£2.0b | UK£1.1b | 9.7x | 11.8x | 6.7x |
| Tue, 06 Jan 2026 | UK£12.8b | UK£2.0b | UK£1.1b | 9.2x | 11.4x | 6.5x |
| Thu, 04 Dec 2025 | UK£12.8b | UK£2.0b | UK£1.1b | 9.6x | 11.7x | 6.5x |
| Sat, 01 Nov 2025 | UK£9.9b | UK£1.6b | UK£823.1m | 10.8x | 12x | 6x |
| Mon, 29 Sep 2025 | UK£9.2b | UK£1.7b | UK£814.5m | 10.8x | 11.3x | 5.6x |
| Wed, 27 Aug 2025 | UK£9.1b | UK£1.7b | UK£810.9m | 10.1x | 11.2x | 5.5x |
| Fri, 25 Jul 2025 | UK£9.5b | UK£1.7b | UK£795.6m | 11.1x | 11.9x | 5.7x |
| Sun, 22 Jun 2025 | UK£14.2b | UK£2.1b | UK£1.1b | 11.7x | 12.4x | 6.9x |
| Tue, 20 May 2025 | UK£14.0b | UK£1.9b | UK£741.3m | 20.9x | 18.9x | 7.4x |
| Thu, 17 Apr 2025 | UK£13.2b | UK£1.9b | UK£471.8m | 22.2x | 28.1x | 7.1x |
| Sat, 15 Mar 2025 | UK£12.8b | UK£1.9b | UK£463.8m | 21.2x | 27.7x | 6.9x |
| Mon, 10 Feb 2025 | UK£13.2b | UK£1.9b | UK£461.0m | 21.7x | 28.7x | 7.1x |
| Wed, 08 Jan 2025 | UK£12.8b | UK£1.9b | UK£466.7m | 22.1x | 27.5x | 6.9x |
| Fri, 06 Dec 2024 | UK£13.6b | UK£1.8b | UK£438.0m | 23.4x | 31x | 7.3x |
| Sun, 03 Nov 2024 | UK£14.7b | UK£2.0b | -UK£310,024,029.98 | 29x | -47.5x | 7.4x |
| Tue, 01 Oct 2024 | UK£15.4b | UK£2.0b | -UK£305,120,196.41 | 28.4x | -50.6x | 7.8x |
| Thu, 29 Aug 2024 | UK£14.9b | UK£2.0b | -UK£280,709,798.61 | 28.2x | -53x | 7.5x |
| Sat, 27 Jul 2024 | UK£14.6b | UK£2.0b | -UK£280,710,850.37 | 27.7x | -51.9x | 7.3x |
| Mon, 24 Jun 2024 | UK£14.5b | UK£2.0b | -UK£274,902,824.79 | 26.6x | -52.8x | 7.3x |
| Wed, 22 May 2024 | UK£14.8b | UK£1.9b | -UK£1,832,618,986.59 | 14.4x | -8.1x | 7.6x |
| Fri, 19 Apr 2024 | UK£14.6b | UK£2.0b | -UK£2,717,780,732.52 | 14.5x | -5.4x | 7.3x |
| Sun, 17 Mar 2024 | UK£14.4b | UK£2.0b | -UK£2,718,357,435.63 | 20.1x | -5.3x | 7.2x |
| Tue, 13 Feb 2024 | UK£12.5b | UK£2.1b | -UK£2,898,295,166.12 | 20.2x | -4.3x | 5.9x |
| Thu, 11 Jan 2024 | UK£16.5b | UK£2.4b | -UK£2,672,220,851.00 | 11.4x | -6.2x | 6.9x |
| Sat, 09 Dec 2023 | UK£15.8b | UK£2.4b | -UK£2,654,421,592.00 | 11.2x | -5.9x | 6.6x |
| Mon, 06 Nov 2023 | UK£15.6b | UK£2.2b | -UK£2,598,531,447.00 | 11.7x | -6x | 7.2x |
| Wed, 04 Oct 2023 | UK£14.9b | UK£2.2b | -UK£2,587,574,286.00 | 12.1x | -5.8x | 6.9x |
| Fri, 01 Sep 2023 | UK£15.3b | UK£2.2b | -UK£1,753,921,288.00 | 7.5x | -8.7x | 7x |
| Sun, 30 Jul 2023 | UK£18.4b | UK£2.3b | -UK£1,965,729,938.00 | 7.5x | -9.3x | 8.1x |
| Tue, 27 Jun 2023 | UK£17.1b | UK£2.3b | -UK£1,932,101,006.00 | 6.1x | -8.9x | 7.5x |
| Thu, 25 May 2023 | UK£18.7b | UK£2.2b | -UK£1,174,015,989.00 | 5.9x | -15.9x | 8.6x |
| Sat, 22 Apr 2023 | UK£19.1b | UK£2.2b | UK£1.6b | 6.4x | 11.7x | 8.7x |
| Mon, 20 Mar 2023 | UK£18.8b | UK£2.2b | UK£2.1b | 4.8x | 9x | 8.6x |
| Wed, 15 Feb 2023 | UK£59.9b | UK£6.1b | UK£11.1b | 6.7x | 5.4x | 9.8x |
Price to Earnings Ratio
5.4x
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 11.8x which is higher than its 3-year average PE of -1.2x.
- The industry is trading close to its 3-year average PS ratio of 7.2x.
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 | 1.13% | |
| Real Estate | -0.44% | |
| REITS | 0.39% | |
| Residential REITs | 2.60% | |
| Diversified REITs | 0.39% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | -0.17% | |
| Retail REITs | -0.57% | |
| Industrial REITs | -0.80% | |
| Office REITs | -2.32% | |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 10.3x.
- Analysts are expecting annual earnings growth of 18.6%, 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 21% over the next 5 years.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 7.2% 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£6.60 | 1.5% +UK£70.8m | 13.8% | PB0.8x | |
| SHC Shaftesbury Capital | UK£1.45 | 1.0% +UK£25.5m | 19.9% | PB0.7x | |
| CREI Custodian Property Income REIT | UK£0.87 | 2.9% +UK£11.5m | 12.4% | PB0.9x | |
| TOWN Town Centre Securities | UK£1.29 | 5.7% +UK£2.9m | 8.4% | PB0.5x | |
| SERE Schroder European Real Estate Investment Trust | UK£0.64 | 3.0% +UK£2.5m | -3.7% | PB0.6x |