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U.K. (FTSE) Diversified REITs Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies14
  • 7D6.0%
  • 3M-7.1%
  • 1Y1.3%
  • YTDn/a

Over the last 7 days, the Diversified REITs industry has risen 6.0%, driven by gains from Land Securities Group of 8.7%. Meanwhile, Alternative Income REIT actually underperformed within the industry, shrinking 5.4% in the last week. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 8.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026UK£14.2bUK£2.3bUK£1.4b8.8x9.8x6.3x
Tue, 21 Apr 2026UK£14.2bUK£2.3bUK£1.3b9x10.8x6.3x
Thu, 19 Mar 2026UK£12.1bUK£2.0bUK£1.1b9.4x10.6x6.1x
Sat, 14 Feb 2026UK£13.1bUK£2.0bUK£1.1b10.2x11.8x6.7x
Mon, 12 Jan 2026UK£13.1bUK£2.0bUK£1.1b9.5x11.7x6.6x
Wed, 10 Dec 2025UK£12.3bUK£2.0bUK£1.1b9.1x11.2x6.3x
Fri, 07 Nov 2025UK£12.8bUK£1.9bUK£1.1b10x11.2x6.8x
Sun, 05 Oct 2025UK£9.5bUK£1.6bUK£824.1m10.9x11.5x5.8x
Tue, 02 Sep 2025UK£8.9bUK£1.7bUK£810.9m9.9x10.9x5.3x
Thu, 31 Jul 2025UK£9.3bUK£1.7bUK£795.6m10.7x11.7x5.6x
Sat, 28 Jun 2025UK£14.8bUK£2.1bUK£1.1b11.7x12.9x7.2x
Mon, 26 May 2025UK£13.9bUK£2.1bUK£1.1b11.7x12.8x6.8x
Wed, 23 Apr 2025UK£13.5bUK£1.9bUK£471.8m22.2x28.7x7.3x
Fri, 21 Mar 2025UK£13.0bUK£1.9bUK£463.8m21.7x28x7x
Sun, 16 Feb 2025UK£13.5bUK£1.9bUK£461.0m22.1x29.2x7.3x
Tue, 14 Jan 2025UK£12.3bUK£1.9bUK£466.7m21x26.3x6.6x
Thu, 12 Dec 2024UK£13.3bUK£1.9bUK£458.4m23.5x28.9x7.2x
Sat, 09 Nov 2024UK£14.5bUK£2.0b-UK£309,997,421.4328.3x-46.7x7.3x
Mon, 07 Oct 2024UK£15.2bUK£2.0b-UK£319,674,617.3429.4x-47.6x7.7x
Wed, 04 Sep 2024UK£14.9bUK£2.0b-UK£280,707,690.0027.7x-53.2x7.5x
Fri, 02 Aug 2024UK£14.9bUK£2.0b-UK£280,720,942.5528.1x-53.1x7.5x
Sun, 30 Jun 2024UK£14.4bUK£2.0b-UK£274,908,660.5026.4x-52.6x7.2x
Tue, 28 May 2024UK£14.8bUK£2.0b-UK£766,598,016.1214.3x-19.3x7.6x
Thu, 25 Apr 2024UK£14.7bUK£2.0b-UK£2,341,653,185.7819.8x-6.3x7.4x
Sat, 23 Mar 2024UK£15.1bUK£2.0b-UK£2,706,565,281.5620.2x-5.6x7.5x
Mon, 19 Feb 2024UK£12.6bUK£2.1b-UK£2,898,314,022.2020.1x-4.3x5.9x
Wed, 17 Jan 2024UK£14.8bUK£2.3b-UK£2,791,317,361.009.1x-5.3x6.5x
Fri, 15 Dec 2023UK£15.1bUK£2.3b-UK£2,774,720,607.009.1x-5.4x6.6x
Sun, 12 Nov 2023UK£13.6bUK£2.1b-UK£2,717,672,105.009.4x-5x6.6x
Tue, 10 Oct 2023UK£13.3bUK£2.1b-UK£2,706,651,952.0010.6x-4.9x6.5x
Thu, 07 Sep 2023UK£13.5bUK£2.1b-UK£1,877,815,765.006.1x-7.2x6.6x
Sat, 05 Aug 2023UK£14.1bUK£2.1b-UK£1,873,065,922.006.1x-7.5x6.9x
Mon, 03 Jul 2023UK£13.1bUK£2.1b-UK£1,898,992,923.004.8x-6.9x6.3x
Wed, 31 May 2023UK£14.2bUK£2.0b-UK£1,253,522,503.005.7x-11.3x7.2x
Price to Earnings Ratio

-11.3x


Total Market Cap: UK£14.2bTotal Earnings: -UK£1,253,522,503.00Total Revenue: UK£2.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Diversified REITs Industry Price to Earnings3Y Average -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 9.8x which is higher than its 3-year average PE of -1.0x.
  • The industry is trading close to its 3-year average PS ratio of 6.7x.
Past Earnings Growth
  • Total earnings for the Diversified REITs industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 4.7% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

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

GB Market2.49%
Real Estate3.64%
REITS5.98%
Diversified REITs5.98%
Retail REITs4.80%
Industrial REITs3.95%
Office REITs3.26%
Healthcare REITs2.80%
Residential REITs2.29%
Specialized REITs0%0
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
LAND Land Securities GroupUK£6.308.7%
+UK£375.7m		3.2%PB0.7x
BLND British LandUK£3.967.4%
+UK£278.6m		3.6%PB0.7x
SHC Shaftesbury CapitalUK£1.324.1%
+UK£95.1m		-7.4%PB0.6x
SRE Sirius Real EstateUK£0.991.5%
+UK£23.7m		8.4%PB1.1x
PCTN Picton Property IncomeUK£0.733.4%
+UK£12.3m		-0.3%PB0.7x

Latest News

BLND
UK£3.96
British Land
7D
7.4%
1Y
3.6%
LAND
UK£6.30
Land Securities Group
7D
8.7%
1Y
3.2%
SHC
UK£1.32
Shaftesbury Capital
7D
4.1%
1Y
-7.4%
TOWN
UK£1.12
Town Centre Securities
7D
-4.3%
1Y
-19.1%
SRE
UK£0.99
Sirius Real Estate
7D
1.5%
1Y
8.4%
Narrative Update • May 12

SRE: Defence-Focused German Acquisitions Will Support Long Term Income

The analyst price target for Sirius Real Estate has been trimmed by around £0.01 per share, as analysts adjust their models slightly to reflect a higher discount rate while keeping revenue, margins and forward P/E expectations broadly unchanged. Analyst Commentary Recent research updates present a mixed but generally constructive view on Sirius Real Estate, with one set of analysts trimming price targets slightly and another initiating coverage with a supportive stance on the stock.
AIRE
UK£0.68
Alternative Income REIT
7D
-5.4%
1Y
-5.6%
PCTN
UK£0.73
Picton Property Income
7D
3.4%
1Y
-0.3%
RLE
UK£0.31
Real Estate Investors
7D
-0.6%
1Y
-5.8%
AEWU
UK£1.04
AEW UK REIT
7D
-0.4%
1Y
1.0%
CREI
UK£0.85
Custodian Property Income REIT
7D
2.9%
1Y
8.0%
SERE
UK£0.62
Schroder European Real Estate Investment Trust
7D
2.8%
1Y
-6.8%
SREI
UK£0.48
Schroder Real Estate Investment Trust
7D
2.7%
1Y
-4.7%