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U.K. (FTSE) REITS Industry Analysis
UpdatedMay 29, 2025
DataAggregated Company Financials
Companies13
- 7D-0.3%
- 3M7.4%
- 1Y-2.5%
- YTD8.9%
Over the last 7 days, the REITS industry has remained flat, although notably British Land declined by 5.0%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Fri, 30 May 2025 | UK£14.2b | UK£2.1b | UK£1.1b | 11.9x | 13x | 6.9x |
| Sun, 27 Apr 2025 | UK£13.5b | UK£1.9b | UK£471.8m | 22.7x | 28.7x | 7.3x |
| Tue, 25 Mar 2025 | UK£12.9b | UK£1.9b | UK£463.8m | 21.3x | 27.7x | 6.9x |
| Thu, 20 Feb 2025 | UK£13.4b | UK£1.9b | UK£461.0m | 21.8x | 29x | 7.2x |
| Sat, 18 Jan 2025 | UK£13.0b | UK£1.9b | UK£461.0m | 21.3x | 28.2x | 7x |
| Mon, 16 Dec 2024 | UK£13.3b | UK£1.9b | UK£458.5m | 23.7x | 29x | 7.2x |
| Wed, 13 Nov 2024 | UK£14.3b | UK£2.0b | -UK£310,007,621.10 | 28.2x | -46x | 7.2x |
| Fri, 11 Oct 2024 | UK£15.1b | UK£2.0b | -UK£319,678,138.59 | 29.1x | -47.2x | 7.6x |
| Sun, 08 Sep 2024 | UK£15.4b | UK£2.0b | -UK£280,713,387.48 | 27.8x | -54.8x | 7.7x |
| Tue, 06 Aug 2024 | UK£14.5b | UK£2.0b | -UK£280,755,502.86 | 27.5x | -51.5x | 7.3x |
| Thu, 04 Jul 2024 | UK£14.6b | UK£2.0b | -UK£253,371,495.78 | 20.3x | -57.7x | 7.3x |
| Sat, 01 Jun 2024 | UK£15.1b | UK£2.0b | -UK£690,867,536.26 | 14.2x | -21.9x | 7.7x |
| Mon, 29 Apr 2024 | UK£15.0b | UK£2.0b | -UK£2,175,165,160.59 | 20x | -6.9x | 7.5x |
| Wed, 27 Mar 2024 | UK£15.2b | UK£2.0b | -UK£2,717,801,096.55 | 14.6x | -5.6x | 7.6x |
| Fri, 23 Feb 2024 | UK£12.3b | UK£2.1b | -UK£2,886,408,370.96 | 20x | -4.3x | 5.8x |
| Sun, 21 Jan 2024 | UK£15.8b | UK£2.4b | -UK£2,672,189,368.00 | 11.4x | -5.9x | 6.6x |
| Tue, 19 Dec 2023 | UK£16.7b | UK£2.4b | -UK£2,655,650,078.00 | 11.4x | -6.3x | 7x |
| Thu, 16 Nov 2023 | UK£16.1b | UK£2.3b | -UK£2,609,552,775.00 | 11.7x | -6.2x | 6.9x |
| Sat, 14 Oct 2023 | UK£15.0b | UK£2.2b | -UK£2,587,562,006.00 | 12.1x | -5.8x | 6.9x |
| Mon, 11 Sep 2023 | UK£15.0b | UK£2.2b | -UK£1,758,724,418.00 | 7.5x | -8.5x | 6.9x |
| Wed, 09 Aug 2023 | UK£18.3b | UK£2.3b | -UK£1,965,747,152.00 | 7.5x | -9.3x | 8.1x |
| Fri, 07 Jul 2023 | UK£17.2b | UK£2.3b | -UK£1,991,645,441.00 | 6.1x | -8.7x | 7.6x |
| Sun, 04 Jun 2023 | UK£18.8b | UK£2.2b | -UK£1,346,224,768.00 | 6.8x | -14x | 8.6x |
| Tue, 02 May 2023 | UK£19.6b | UK£2.2b | UK£1.5b | 6.7x | 13.2x | 9x |
| Thu, 30 Mar 2023 | UK£18.4b | UK£2.2b | UK£1.9b | 6.2x | 9.6x | 8.4x |
| Sat, 25 Feb 2023 | UK£58.4b | UK£6.2b | UK£5.0b | 6.7x | 11.8x | 9.5x |
| Mon, 23 Jan 2023 | UK£58.6b | UK£6.1b | UK£11.1b | 6.8x | 5.3x | 9.6x |
| Wed, 21 Dec 2022 | UK£53.7b | UK£6.0b | UK£11.0b | 6.4x | 4.9x | 9x |
| Fri, 18 Nov 2022 | UK£57.3b | UK£5.8b | UK£12.4b | 6.4x | 4.6x | 9.8x |
| Sun, 16 Oct 2022 | UK£50.9b | UK£5.7b | UK£13.4b | 4.3x | 3.8x | 8.9x |
| Tue, 13 Sep 2022 | UK£64.0b | UK£5.7b | UK£13.2b | 6.2x | 4.8x | 11.3x |
| Thu, 11 Aug 2022 | UK£70.9b | UK£5.6b | UK£13.0b | 7.5x | 5.4x | 12.6x |
| Sat, 09 Jul 2022 | UK£67.4b | UK£5.5b | UK£12.1b | 7.5x | 5.6x | 12.3x |
| Mon, 06 Jun 2022 | UK£71.5b | UK£5.5b | UK£11.5b | 7.7x | 6.2x | 13x |
Price to Earnings Ratio
6.2x
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 13.0x which is higher than its 3-year average PE of -2.5x.
- The 3-year average PS ratio of 8.7x is higher than the industry's current PS ratio of 6.9x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 55% per year over the last three years,
- Revenues have also declined 28% 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 | -0.76% | |
| Real Estate | 0.48% | |
| REITS | -0.26% | |
| Retail REITs | 1.96% | |
| Office REITs | 1.47% | |
| Residential REITs | 0.97% | |
| Industrial REITs | 0.44% | |
| Specialized REITs | 0% | 0 |
| Diversified REITs | -0.26% | |
| Healthcare REITs | -0.58% | |
Industry PE
- Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 54.0x.
- Analysts are expecting annual earnings growth of 21.9% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Residential REITs industry, which is trading below its 3-year average of 17.1x.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 25% over the next 5 years.
- However this is lower than its past earnings growth rate of 38% per year.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 7.1% 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£6.30 | 4.6% +UK£204.3m | -4.5% | PB0.7x | |
| LMP LondonMetric Property | UK£2.00 | 1.7% +UK£70.3m | -2.4% | PB1x | |
| BLND British Land | UK£3.95 | 1.6% +UK£61.9m | -8.4% | PB0.7x | |
| PCTN Picton Property Income | UK£0.78 | 5.4% +UK£20.8m | 15.6% | PB0.8x | |
| CREI Custodian Property Income REIT | UK£0.82 | 4.2% +UK£14.5m | 13.8% | PB0.9x |