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U.K. (FTSE) REITS Industry Analysis
UpdatedMar 26, 2026
DataAggregated Company Financials
Companies13
- 7D-5.7%
- 3M-8.9%
- 1Y-0.1%
- YTD-9.9%
Over the last 7 days, the REITS industry has dropped 5.7%, driven by a pullback from Land Securities Group of 6.4%. As for the longer term, the industry's performance has been flat for 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 |
|---|---|---|---|---|---|---|
| Thu, 26 Mar 2026 | UK£11.4b | UK£2.0b | UK£1.1b | 8.6x | 10.1x | 5.8x |
| Sat, 21 Feb 2026 | UK£13.5b | UK£2.0b | UK£1.1b | 10.2x | 12.1x | 6.8x |
| Mon, 19 Jan 2026 | UK£13.1b | UK£2.0b | UK£1.1b | 9.8x | 11.7x | 6.7x |
| Wed, 17 Dec 2025 | UK£12.1b | UK£2.0b | UK£1.1b | 8.9x | 10.8x | 6.2x |
| Fri, 14 Nov 2025 | UK£12.9b | UK£1.9b | UK£1.1b | 9.7x | 11.3x | 6.9x |
| Sun, 12 Oct 2025 | UK£9.3b | UK£1.6b | UK£826.3m | 10.3x | 11.2x | 5.6x |
| Tue, 09 Sep 2025 | UK£8.8b | UK£1.7b | UK£810.9m | 10.1x | 10.9x | 5.3x |
| Thu, 07 Aug 2025 | UK£9.4b | UK£1.7b | UK£795.7m | 10.8x | 11.8x | 5.7x |
| Sat, 05 Jul 2025 | UK£14.2b | UK£2.1b | UK£1.1b | 11.2x | 12.4x | 6.9x |
| Mon, 02 Jun 2025 | UK£14.3b | UK£2.1b | UK£1.1b | 12x | 13.1x | 6.9x |
| Wed, 30 Apr 2025 | UK£13.7b | UK£1.9b | UK£471.8m | 23x | 28.9x | 7.4x |
| Fri, 28 Mar 2025 | UK£12.7b | UK£1.9b | UK£471.7m | 21.4x | 27x | 6.9x |
| Sun, 23 Feb 2025 | UK£13.2b | UK£1.9b | UK£461.0m | 21.9x | 28.6x | 7.1x |
| Tue, 21 Jan 2025 | UK£12.9b | UK£1.9b | UK£461.0m | 21.2x | 27.9x | 6.9x |
| Thu, 19 Dec 2024 | UK£13.0b | UK£1.9b | UK£458.5m | 23.7x | 28.4x | 7x |
| Sat, 16 Nov 2024 | UK£14.4b | UK£2.0b | -UK£297,094,494.00 | 32.4x | -48.6x | 7.3x |
| Mon, 14 Oct 2024 | UK£15.2b | UK£2.0b | -UK£319,677,083.37 | 29.2x | -47.5x | 7.6x |
| Wed, 11 Sep 2024 | UK£15.6b | UK£2.0b | -UK£280,708,473.98 | 28.3x | -55.4x | 7.8x |
| Fri, 09 Aug 2024 | UK£14.4b | UK£2.0b | -UK£280,748,632.14 | 27.4x | -51.5x | 7.3x |
| Sun, 07 Jul 2024 | UK£14.7b | UK£2.0b | -UK£257,804,379.94 | 26.8x | -57x | 7.4x |
| Tue, 04 Jun 2024 | UK£15.4b | UK£2.0b | -UK£690,869,788.19 | 14.2x | -22.3x | 7.9x |
| Thu, 02 May 2024 | UK£14.9b | UK£2.0b | -UK£2,091,929,354.59 | 20.3x | -7.1x | 7.4x |
| Sat, 30 Mar 2024 | UK£15.3b | UK£2.0b | -UK£2,717,774,129.48 | 14.6x | -5.6x | 7.6x |
| Mon, 26 Feb 2024 | UK£12.2b | UK£2.1b | -UK£2,886,402,685.52 | 20x | -4.2x | 5.8x |
| Wed, 24 Jan 2024 | UK£15.8b | UK£2.4b | -UK£2,672,164,835.00 | 11.4x | -5.9x | 6.6x |
| Fri, 22 Dec 2023 | UK£16.9b | UK£2.4b | -UK£2,655,677,974.00 | 11.3x | -6.4x | 7x |
| Sun, 19 Nov 2023 | UK£16.3b | UK£2.3b | -UK£2,609,566,185.00 | 11.7x | -6.2x | 6.9x |
| Tue, 17 Oct 2023 | UK£15.0b | UK£2.2b | -UK£2,587,559,893.00 | 12.1x | -5.8x | 6.9x |
| Thu, 14 Sep 2023 | UK£15.1b | UK£2.2b | -UK£1,758,726,693.00 | 7.5x | -8.6x | 6.9x |
| Sat, 12 Aug 2023 | UK£17.8b | UK£2.3b | -UK£1,155,261,280.00 | 6.1x | -15.4x | 7.7x |
| Mon, 10 Jul 2023 | UK£17.2b | UK£2.3b | -UK£1,991,512,519.00 | 6.1x | -8.6x | 7.6x |
| Wed, 07 Jun 2023 | UK£18.9b | UK£2.2b | -UK£1,346,252,770.00 | 6.8x | -14x | 8.7x |
| Fri, 05 May 2023 | UK£19.3b | UK£2.2b | UK£1.5b | 6.6x | 13x | 8.8x |
| Sun, 02 Apr 2023 | UK£18.8b | UK£2.2b | UK£1.9b | 6x | 9.8x | 8.6x |
Price to Earnings Ratio
9.8x
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 10.1x which is higher than its 3-year average PE of -1.4x.
- The 3-year average PS ratio of 7.0x is higher than the industry's current PS ratio of 5.8x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 16% per year over the last three years,
- Revenues have also declined 3.3% 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 industry?
| GB Market | -1.97% | |
| Real Estate | -6.41% | |
| REITS | -5.71% | |
| Specialized REITs | 0% | 0 |
| Diversified REITs | -5.71% | |
| Residential REITs | -5.99% | |
| Retail REITs | -6.17% | |
| Healthcare REITs | -6.23% | |
| Industrial REITs | -7.86% | |
| Office REITs | -8.20% | |
Industry PE
- Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 148x.
- Analysts are expecting annual earnings growth of 22.6%, which is lower than the prior year's growth of 39.0% per year.
- Investors are most pessimistic about the Retail REITs industry, which is trading below its 3-year average of 55.7x.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 23% over the next 5 years.
- However this is lower than its past earnings growth rate of 39% per year.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| API abrdn Property Income Trust | UK£0.019 | 1.7% +UK£120.1k | -66.1% | PB0.3x |