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U.K. (FTSE) Diversified REITs Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies13
  • 7D0.3%
  • 3M7.1%
  • 1Y11.8%
  • YTDn/a

In the last week, Diversified REITs has been flat. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 10.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026UK£13.1bUK£2.0bUK£1.1b10.2x11.8x6.7x
Wed, 14 Jan 2026UK£12.8bUK£2.0bUK£1.1b9.8x11.4x6.5x
Fri, 12 Dec 2025UK£12.1bUK£2.0bUK£1.1b9x11x6.2x
Sun, 09 Nov 2025UK£12.9bUK£1.9bUK£1.1b10.1x11.3x6.8x
Tue, 07 Oct 2025UK£9.5bUK£1.6bUK£826.3m10.5x11.5x5.8x
Thu, 04 Sep 2025UK£8.6bUK£1.7bUK£810.9m9.8x10.6x5.2x
Sat, 02 Aug 2025UK£9.2bUK£1.7bUK£795.7m10.7x11.6x5.5x
Mon, 30 Jun 2025UK£14.8bUK£2.1bUK£1.1b11.7x12.9x7.2x
Wed, 28 May 2025UK£14.1bUK£2.1bUK£1.1b11.8x13x6.9x
Fri, 25 Apr 2025UK£13.5bUK£1.9bUK£471.8m22.6x28.6x7.3x
Sun, 23 Mar 2025UK£13.0bUK£1.9bUK£463.8m21.9x28.1x7x
Tue, 18 Feb 2025UK£13.4bUK£1.9bUK£461.0m21.9x29x7.2x
Thu, 16 Jan 2025UK£12.7bUK£1.9bUK£466.7m21.1x27.3x6.9x
Sat, 14 Dec 2024UK£13.3bUK£1.9bUK£458.5m23.7x29x7.2x
Mon, 11 Nov 2024UK£14.5bUK£2.0b-UK£309,997,421.4328.3x-46.7x7.3x
Wed, 09 Oct 2024UK£15.0bUK£2.0b-UK£319,679,853.1029.2x-47x7.6x
Fri, 06 Sep 2024UK£15.3bUK£2.0b-UK£280,710,138.8827.8x-54.5x7.7x
Sun, 04 Aug 2024UK£14.9bUK£2.0b-UK£280,735,882.6028.4x-53.1x7.5x
Tue, 02 Jul 2024UK£14.5bUK£2.0b-UK£274,913,971.3326.6x-52.7x7.3x
Thu, 30 May 2024UK£14.7bUK£2.0b-UK£766,588,056.7414.3x-19.2x7.5x
Sat, 27 Apr 2024UK£15.0bUK£2.0b-UK£2,341,628,160.5920x-6.4x7.5x
Mon, 25 Mar 2024UK£15.1bUK£2.0b-UK£2,706,565,281.5620.2x-5.6x7.5x
Wed, 21 Feb 2024UK£12.5bUK£2.1b-UK£2,898,325,694.2420x-4.3x5.9x
Fri, 19 Jan 2024UK£14.2bUK£2.3b-UK£2,791,271,601.009.1x-5.1x6.3x
Sun, 17 Dec 2023UK£15.1bUK£2.3b-UK£2,774,707,224.009.1x-5.4x6.6x
Tue, 14 Nov 2023UK£13.7bUK£2.1b-UK£2,717,663,153.009.6x-5x6.6x
Thu, 12 Oct 2023UK£13.8bUK£2.1b-UK£2,706,649,587.0010.6x-5.1x6.7x
Sat, 09 Sep 2023UK£13.4bUK£2.1b-UK£1,877,821,363.006x-7.1x6.5x
Mon, 07 Aug 2023UK£14.1bUK£2.1b-UK£1,873,064,454.006.1x-7.5x6.9x
Wed, 05 Jul 2023UK£13.5bUK£2.1b-UK£1,898,956,704.004.8x-7.1x6.5x
Fri, 02 Jun 2023UK£14.2bUK£2.0b-UK£1,253,450,872.005.8x-11.4x7.2x
Sun, 30 Apr 2023UK£15.4bUK£2.0bUK£1.6b6.6x9.8x7.8x
Tue, 28 Mar 2023UK£14.0bUK£2.0bUK£2.0b4.7x6.9x7.1x
Thu, 23 Feb 2023UK£16.0bUK£2.0bUK£2.2b5.1x7.2x8.2x
Price to Earnings Ratio

7.2x


Total Market Cap: UK£16.0bTotal Earnings: UK£2.2bTotal Revenue: UK£2.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Diversified REITs Industry Price to Earnings3Y Average -1.3x202420252026
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 11.8x which is higher than its 3-year average PE of -1.3x.
  • The industry is trading close to its 3-year average PS ratio of 6.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified REITs industry have declined 20% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

GB Market0.59%
Real Estate2.21%
REITS0.28%
Diversified REITs0.28%
Industrial REITs6.18%
Healthcare REITs4.19%
Residential REITs1.32%
Retail REITs1.03%
Specialized REITs0%0
Office REITs-2.07%
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
SHC Shaftesbury CapitalUK£1.482.3%
+UK£60.1m		18.8%PB0.7x
PCTN Picton Property IncomeUK£0.876.0%
+UK£25.0m		32.8%PB0.8x
CREI Custodian Property Income REITUK£0.892.9%
+UK£11.5m		16.3%PB0.9x
AEWU AEW UK REITUK£1.081.5%
+UK£2.5m		7.6%PB1x
AIRE Alternative Income REITUK£0.780.9%
+UK£563.5k		13.6%PB0.9x

Latest News

CREI
UK£0.89
Custodian Property Income REIT
7D
2.9%
1Y
16.3%
LAND
UK£6.51
Land Securities Group
7D
-0.6%
1Y
10.7%

LAND: Fair Outlook Balances Softer Price Assumptions And Mixed Rating Shifts

Analysts have trimmed their average price targets on Land Securities Group by around £0.20 per share, citing reduced targets from several firms, as well as slightly higher required returns reflected in a modestly higher discount rate and future P/E assumptions. Analyst Commentary Recent research on Land Securities Group has focused on recalibrating price targets and valuation assumptions, rather than making sweeping calls on the business.
AIRE
UK£0.78
Alternative Income REIT
7D
0.9%
1Y
13.6%
SERE
UK£0.64
Schroder European Real Estate Investment Trust
7D
0.3%
1Y
-4.2%
PCTN
UK£0.87
Picton Property Income
7D
6.0%
1Y
32.8%
BLND
UK£4.05
British Land
7D
-0.1%
1Y
9.1%
AEWU
UK£1.08
AEW UK REIT
7D
1.5%
1Y
7.6%
SHC
UK£1.48
Shaftesbury Capital
7D
2.3%
1Y
18.8%
TOWN
UK£1.25
Town Centre Securities
7D
-1.2%
1Y
-5.7%
SREI
UK£0.56
Schroder Real Estate Investment Trust
7D
-0.9%
1Y
11.4%