Narrative Update • Jun 16

In the last week, Diversified REITs has been flat. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 9.1% annually.
Has the U.K. Diversified REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | UK£14.3b | UK£2.3b | UK£1.5b | 8.9x | 9.8x | 6.3x |
| Sun, 17 May 2026 | UK£13.4b | UK£2.2b | UK£1.4b | 8.4x | 9.3x | 6x |
| Tue, 14 Apr 2026 | UK£13.6b | UK£2.3b | UK£1.3b | 8.7x | 10.3x | 6x |
| Thu, 12 Mar 2026 | UK£12.1b | UK£2.0b | UK£1.1b | 9.4x | 10.6x | 6.1x |
| Sat, 07 Feb 2026 | UK£13.2b | UK£2.0b | UK£1.1b | 9.7x | 11.8x | 6.7x |
| Mon, 05 Jan 2026 | UK£12.7b | UK£2.0b | UK£1.1b | 9.1x | 11.3x | 6.4x |
| Wed, 03 Dec 2025 | UK£12.7b | UK£2.0b | UK£1.1b | 9.5x | 11.7x | 6.5x |
| Fri, 31 Oct 2025 | UK£10.0b | UK£1.6b | UK£823.2m | 10.9x | 12.1x | 6.1x |
| Sun, 28 Sep 2025 | UK£9.2b | UK£1.7b | UK£814.5m | 10.8x | 11.3x | 5.6x |
| Tue, 26 Aug 2025 | UK£9.2b | UK£1.7b | UK£810.9m | 10.3x | 11.4x | 5.6x |
| Thu, 24 Jul 2025 | UK£9.5b | UK£1.7b | UK£795.6m | 11x | 11.9x | 5.7x |
| Sat, 21 Jun 2025 | UK£14.2b | UK£2.1b | UK£1.1b | 11.7x | 12.4x | 6.9x |
| Mon, 19 May 2025 | UK£14.0b | UK£1.9b | UK£741.3m | 21x | 18.9x | 7.4x |
| Wed, 16 Apr 2025 | UK£13.0b | UK£1.9b | UK£471.8m | 21.7x | 27.7x | 7x |
| Fri, 14 Mar 2025 | UK£12.7b | UK£1.9b | UK£463.8m | 21x | 27.4x | 6.9x |
| Sun, 09 Feb 2025 | UK£13.2b | UK£1.9b | UK£461.0m | 21.7x | 28.7x | 7.1x |
| Tue, 07 Jan 2025 | UK£12.9b | UK£1.9b | UK£466.7m | 22.4x | 27.7x | 7x |
| Thu, 05 Dec 2024 | UK£13.9b | UK£1.8b | UK£438.0m | 23.5x | 31.7x | 7.5x |
| Sat, 02 Nov 2024 | UK£14.5b | UK£2.0b | -UK£310,024,029.98 | 29x | -46.6x | 7.3x |
| Mon, 30 Sep 2024 | UK£15.7b | UK£2.0b | -UK£305,125,743.89 | 28.5x | -51.3x | 7.9x |
| Wed, 28 Aug 2024 | UK£15.0b | UK£2.0b | -UK£280,710,645.35 | 28.4x | -53.4x | 7.5x |
| Fri, 26 Jul 2024 | UK£14.4b | UK£2.0b | -UK£280,712,616.19 | 27.2x | -51.4x | 7.2x |
| Sun, 23 Jun 2024 | UK£14.5b | UK£2.0b | -UK£274,902,824.79 | 26.6x | -52.8x | 7.3x |
| Tue, 21 May 2024 | UK£14.9b | UK£1.9b | -UK£1,832,626,440.11 | 14.4x | -8.1x | 7.7x |
| Thu, 18 Apr 2024 | UK£14.4b | UK£2.0b | -UK£2,717,790,426.40 | 14.5x | -5.3x | 7.2x |
| Sat, 16 Mar 2024 | UK£14.4b | UK£2.0b | -UK£2,718,357,435.63 | 20.1x | -5.3x | 7.2x |
| Mon, 12 Feb 2024 | UK£12.3b | UK£2.1b | -UK£2,898,303,650.40 | 20.2x | -4.2x | 5.8x |
| Wed, 10 Jan 2024 | UK£15.0b | UK£2.3b | -UK£2,791,307,570.00 | 9.3x | -5.4x | 6.6x |
| Fri, 08 Dec 2023 | UK£14.2b | UK£2.3b | -UK£2,773,527,648.00 | 8.8x | -5.1x | 6.2x |
| Sun, 05 Nov 2023 | UK£14.0b | UK£2.1b | -UK£2,717,631,447.00 | 9.8x | -5.1x | 6.8x |
| Tue, 03 Oct 2023 | UK£13.5b | UK£2.1b | -UK£2,706,665,335.00 | 10.7x | -5x | 6.6x |
| Thu, 31 Aug 2023 | UK£13.6b | UK£2.1b | -UK£1,873,036,461.00 | 6.1x | -7.3x | 6.6x |
| Sat, 29 Jul 2023 | UK£14.2b | UK£2.1b | -UK£1,873,030,650.00 | 6.1x | -7.6x | 6.9x |
| Mon, 26 Jun 2023 | UK£12.9b | UK£2.1b | -UK£1,839,413,245.00 | 4.7x | -7x | 6.2x |
-7x
How does U.K. Diversified REITs compare with similar industries?
| GB Market | 0.86% | |
| Real Estate | 1.27% | |
| REITS | -0.52% | |
| Diversified REITs | -0.52% | |
| Office REITs | 3.22% | |
| Residential REITs | 3.01% | |
| Industrial REITs | 2.20% | |
| Retail REITs | 0.31% | |
| Specialized REITs | 0% | 0 |
| Healthcare REITs | -0.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SHC Shaftesbury Capital | UK£1.36 | 2.7% +UK£65.8m | -9.4% | PB0.6x | |
| SRE Sirius Real Estate | UK£0.99 | 1.8% +UK£26.8m | 3.1% | PB1x | |
| CREI Custodian Property Income REIT | UK£0.91 | 4.1% +UK£17.6m | 12.2% | PB0.9x | |
| AEWU AEW UK REIT | UK£1.06 | 0.2% +UK£317.3k | 2.9% | PB1x | |
| SERE Schroder European Real Estate Investment Trust | UK£0.60 | 0.3% +UK£262.8k | -11.3% | PB0.6x |