Header cover image

U.K. (FTSE) REITS Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies13
  • 7D-8.7%
  • 3M-3.2%
  • 1Y6.4%
  • YTD-5.7%

The REITS industry is down 8.7% over the last week with Land Securities Group the worst performer, down 8.2%. This takes the industry's 12 month performance to a gain of 6.4%. Earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

Has the U.K. REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026UK£12.0bUK£2.0bUK£1.1b9.3x10.5x6.1x
Thu, 05 Feb 2026UK£13.5bUK£2.0bUK£1.1b10x12.1x6.9x
Sat, 03 Jan 2026UK£12.7bUK£2.0bUK£1.1b9.1x11.3x6.4x
Mon, 01 Dec 2025UK£12.7bUK£2.0bUK£1.1b9.7x11.6x6.4x
Wed, 29 Oct 2025UK£10.1bUK£1.6bUK£823.1m11x12.3x6.1x
Fri, 26 Sep 2025UK£9.2bUK£1.7bUK£814.5m10.8x11.3x5.5x
Sun, 24 Aug 2025UK£9.2bUK£1.7bUK£810.9m10.3x11.4x5.6x
Tue, 22 Jul 2025UK£9.4bUK£1.7bUK£795.6m11.1x11.8x5.6x
Thu, 19 Jun 2025UK£14.3bUK£2.1bUK£1.1b11.7x12.5x6.9x
Sat, 17 May 2025UK£14.0bUK£1.9bUK£741.3m21x18.9x7.4x
Mon, 14 Apr 2025UK£12.6bUK£1.9bUK£471.8m20.3x26.6x6.8x
Wed, 12 Mar 2025UK£12.8bUK£1.9bUK£463.8m20.9x27.5x6.9x
Fri, 07 Feb 2025UK£13.4bUK£1.9bUK£461.0m22.1x29.1x7.2x
Sun, 05 Jan 2025UK£13.0bUK£1.9bUK£466.7m22.4x27.8x7x
Tue, 03 Dec 2024UK£13.8bUK£1.8bUK£438.0m23x31.4x7.4x
Thu, 31 Oct 2024UK£14.8bUK£2.0b-UK£310,020,113.7729.3x-47.8x7.4x
Sat, 28 Sep 2024UK£15.7bUK£2.0b-UK£305,125,743.8928.5x-51.3x7.9x
Mon, 26 Aug 2024UK£15.0bUK£2.0b-UK£280,721,999.9628.5x-53.5x7.5x
Wed, 24 Jul 2024UK£14.6bUK£2.0b-UK£257,790,213.9227.4x-56.6x7.3x
Fri, 21 Jun 2024UK£14.7bUK£2.0b-UK£274,903,056.2526.8x-53.4x7.4x
Sun, 19 May 2024UK£15.0bUK£1.9b-UK£1,832,636,540.0314.4x-8.2x7.7x
Tue, 16 Apr 2024UK£14.7bUK£2.0b-UK£2,717,759,904.0014.6x-5.4x7.3x
Thu, 14 Mar 2024UK£14.5bUK£2.0b-UK£2,718,363,885.4720x-5.3x7.2x
Sat, 10 Feb 2024UK£12.3bUK£2.1b-UK£2,898,303,650.4020.2x-4.2x5.8x
Mon, 08 Jan 2024UK£16.6bUK£2.4b-UK£2,672,212,207.0011.4x-6.2x6.9x
Wed, 06 Dec 2023UK£15.7bUK£2.4b-UK£2,662,563,939.0011.3x-5.9x6.6x
Fri, 03 Nov 2023UK£15.4bUK£2.2b-UK£2,598,549,824.0011.7x-5.9x7.1x
Sun, 01 Oct 2023UK£15.1bUK£2.2b-UK£2,582,700,119.0012.2x-5.8x6.9x
Tue, 29 Aug 2023UK£15.0bUK£2.2b-UK£1,753,933,855.007.5x-8.5x6.9x
Thu, 27 Jul 2023UK£18.6bUK£2.3b-UK£1,965,726,847.007.5x-9.5x8.2x
Sat, 24 Jun 2023UK£17.1bUK£2.3b-UK£1,932,122,364.006.1x-8.9x7.5x
Mon, 22 May 2023UK£18.7bUK£2.2b-UK£1,129,985,660.006.1x-16.6x8.6x
Wed, 19 Apr 2023UK£19.3bUK£2.2bUK£1.9b6.5x10.1x8.8x
Fri, 17 Mar 2023UK£58.7bUK£6.3bUK£1.8b7.2x32.3x9.4x
Price to Earnings Ratio

32.3x


Total Market Cap: UK£58.7bTotal Earnings: UK£1.8bTotal Revenue: UK£6.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. REITS Industry Price to Earnings3Y Average -1.2x202420252026
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 10.5x which is higher than its 3-year average PE of -1.2x.
  • The 3-year average PS ratio of 7.1x is higher than the industry's current PS ratio of 6.1x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have declined 14% per year over the last three years,
  • Revenues have also declined 32% 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-5.15%
Real Estate-8.30%
REITS-8.75%
Specialized REITs0%0
Residential REITs-4.53%
Office REITs-5.23%
Healthcare REITs-5.92%
Retail REITs-8.21%
Diversified REITs-8.75%
Industrial REITs-10.66%
Industry PE
  • Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 147x.
    • Analysts are expecting annual earnings growth of 25.0%, 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 68.8x.
Forecasted Growth
  • Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 25% 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 5.6% 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
API abrdn Property Income TrustUK£0.023.9%
+UK£285.9k
-67.5%PB0.3x

Latest News