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U.K. (FTSE) Diversified REITs Industry Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies14
  • 7D0.4%
  • 3M-6.2%
  • 1Y-1.3%
  • YTDn/a

Over the last 7 days, the Diversified REITs industry has remained flat, although notably Picton Property Income declined by 5.6%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 May 2026UK£13.9bUK£2.2bUK£1.3b9x10.3x6.2x
Wed, 08 Apr 2026UK£13.2bUK£2.3bUK£1.3b8.4x10x5.8x
Fri, 06 Mar 2026UK£12.7bUK£2.0bUK£1.1b9.6x11.1x6.4x
Sun, 01 Feb 2026UK£13.1bUK£2.0bUK£1.1b9.8x11.8x6.7x
Tue, 30 Dec 2025UK£12.7bUK£2.0bUK£1.1b9.1x11.4x6.4x
Thu, 27 Nov 2025UK£12.6bUK£2.0bUK£1.1b9.6x11.5x6.4x
Sat, 25 Oct 2025UK£10.2bUK£1.6bUK£823.1m11.2x12.4x6.2x
Mon, 22 Sep 2025UK£9.0bUK£1.7bUK£810.9m10.3x11.2x5.4x
Wed, 20 Aug 2025UK£9.1bUK£1.7bUK£810.9m10.2x11.2x5.5x
Fri, 18 Jul 2025UK£9.2bUK£1.7bUK£795.6m10.9x11.6x5.6x
Sun, 15 Jun 2025UK£14.1bUK£2.1bUK£1.1b11.6x12.3x6.8x
Tue, 13 May 2025UK£13.8bUK£1.8bUK£451.3m22x30.5x7.4x
Thu, 10 Apr 2025UK£11.8bUK£1.9bUK£471.8m19.3x25.1x6.4x
Sat, 08 Mar 2025UK£12.6bUK£1.9bUK£461.0m21.4x27.3x6.8x
Mon, 03 Feb 2025UK£13.3bUK£1.9bUK£461.0m22.3x28.9x7.2x
Wed, 01 Jan 2025UK£13.0bUK£1.9bUK£466.7m22.1x27.9x7x
Fri, 29 Nov 2024UK£14.0bUK£1.8bUK£428.8m23.1x32.6x7.6x
Sun, 27 Oct 2024UK£14.8bUK£2.0b-UK£310,007,241.6429.2x-47.8x7.4x
Tue, 24 Sep 2024UK£15.6bUK£2.0b-UK£302,744,120.3928x-51.5x7.8x
Thu, 22 Aug 2024UK£14.8bUK£2.0b-UK£280,735,961.7428x-52.9x7.5x
Sat, 20 Jul 2024UK£14.9bUK£2.0b-UK£257,794,835.9127.5x-57.8x7.5x
Mon, 17 Jun 2024UK£14.6bUK£2.0b-UK£280,362,430.4926.6x-52x7.3x
Wed, 15 May 2024UK£15.8bUK£2.0b-UK£2,091,964,124.3720.6x-7.5x7.9x
Fri, 12 Apr 2024UK£14.8bUK£2.0b-UK£2,717,766,624.7614.6x-5.4x7.4x
Sun, 10 Mar 2024UK£14.6bUK£2.0b-UK£2,718,322,800.0619.7x-5.4x7.3x
Tue, 06 Feb 2024UK£12.7bUK£2.1b-UK£2,898,330,205.5720.2x-4.4x6x
Thu, 04 Jan 2024UK£15.0bUK£2.3b-UK£2,791,338,793.009.3x-5.4x6.6x
Sat, 02 Dec 2023UK£14.0bUK£2.3b-UK£2,781,673,547.009.1x-5x6.2x
Mon, 30 Oct 2023UK£12.9bUK£2.1b-UK£2,717,660,431.009.7x-4.7x6.3x
Wed, 27 Sep 2023UK£13.7bUK£2.1b-UK£1,985,137,442.009.1x-6.9x6.7x
Fri, 25 Aug 2023UK£13.5bUK£2.1b-UK£1,873,028,145.006.1x-7.2x6.6x
Sun, 23 Jul 2023UK£14.5bUK£2.1b-UK£1,873,073,884.006.1x-7.7x7x
Tue, 20 Jun 2023UK£13.8bUK£2.1b-UK£1,839,362,667.005.1x-7.5x6.7x
Thu, 18 May 2023UK£14.6bUK£2.0bUK£554.8m6x26.3x7.3x
Price to Earnings Ratio

26.3x


Total Market Cap: UK£14.6bTotal Earnings: UK£554.8mTotal Revenue: UK£2.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Diversified REITs Industry Price to Earnings3Y Average -1.1x202420252026
Current Industry PE
  • Investors are pessimistic on the British Diversified 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 10.3x which is higher than its 3-year average PE of -1.1x.
  • The industry is trading close to its 3-year average PS ratio of 6.8x.
Past Earnings Growth
  • The earnings for companies in the Diversified REITs industry have grown 34% per year over the last three years.
  • Revenues for these companies have grown 3.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.K. Diversified REITs compare with similar industries?

GB Market-0.81%
Real Estate0.94%
REITS0.44%
Diversified REITs0.44%
Industrial REITs1.60%
Residential REITs1.58%
Office REITs1.48%
Specialized REITs0%0
Healthcare REITs-0.34%
Retail REITs-1.12%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BLND British LandUK£3.911.5%
+UK£59.4m		-1.8%PB0.7x
SRE Sirius Real EstateUK£1.021.9%
+UK£30.0m		11.8%PB1.1x
LAND Land Securities GroupUK£5.920.3%
+UK£14.9m		-0.8%PB0.7x
SHC Shaftesbury CapitalUK£1.330.3%
+UK£7.3m		-4.9%PB0.6x
AEWU AEW UK REITUK£1.040.6%
+UK£952.0k		0.4%PB1x

Latest News

AIRE
UK£0.72
Alternative Income REIT
7D
1.0%
1Y
-0.7%
PCTN
UK£0.74
Picton Property Income
7D
-5.6%
1Y
-1.2%
API
UK£0.019
abrdn Property Income Trust
7D
-18.6%
1Y
-66.0%
SRE
UK£1.02
Sirius Real Estate
7D
1.9%
1Y
11.8%
Narrative Update • Apr 28

SRE: Defence-Led German Acquisitions And Firmer Margins Will Support Future Income

The latest Narrative Update for Sirius Real Estate reflects a modest cut to the analyst price target to £1.26 from £1.27, with analysts citing slightly higher discount rate assumptions, offset by expectations for firmer profit margins and a lower future P/E. Analyst Commentary Recent research on Sirius Real Estate highlights a mix of optimism about execution and caution around valuation inputs, which together explain the small adjustment to the price target.
LAND
UK£5.92
Land Securities Group
7D
0.3%
1Y
-0.8%
Narrative Update • Apr 27

LAND: Future Income Will Depend On Prime London Leasing And Timber Square Execution

Analysts have trimmed their average price target for Land Securities Group by around £0.20 to £0.23 per share. This reflects a mix of cautious revisions to fair value, discount rate and future P/E assumptions, alongside fresh research that includes both target cuts and at least one recent upgrade.
RLE
UK£0.31
Real Estate Investors
7D
1.0%
1Y
-2.2%
SHC
UK£1.33
Shaftesbury Capital
7D
0.3%
1Y
-4.9%
BLND
UK£3.91
British Land
7D
1.5%
1Y
-1.8%
AEWU
UK£1.04
AEW UK REIT
7D
0.6%
1Y
0.4%
CREI
UK£0.82
Custodian Property Income REIT
7D
-4.4%
1Y
6.1%
TOWN
UK£1.18
Town Centre Securities
7D
1.3%
1Y
-18.6%
SERE
UK£0.59
Schroder European Real Estate Investment Trust
7D
-1.0%
1Y
-11.3%
SREI
UK£0.48
Schroder Real Estate Investment Trust
7D
-4.1%
1Y
-5.9%