Narrative Update • Jun 16

The Diversified REITs industry has stayed flat over the last week. The past year has been better, since the industry has gained 4.6% in that time. Earnings are forecast to grow by 9.0% annually.
Has the U.K. Diversified REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | UK£14.7b | UK£2.3b | UK£1.4b | 9.2x | 10.2x | 6.5x |
| Mon, 01 Jun 2026 | UK£14.3b | UK£2.3b | UK£1.4b | 8.9x | 9.9x | 6.3x |
| Wed, 29 Apr 2026 | UK£13.9b | UK£2.3b | UK£1.3b | 8.7x | 10.5x | 6.1x |
| Fri, 27 Mar 2026 | UK£11.3b | UK£2.0b | UK£1.1b | 8.5x | 10x | 5.7x |
| Sun, 22 Feb 2026 | UK£13.5b | UK£2.0b | UK£1.1b | 10.2x | 12.1x | 6.8x |
| Tue, 20 Jan 2026 | UK£13.1b | UK£2.0b | UK£1.1b | 9.8x | 11.8x | 6.7x |
| Thu, 18 Dec 2025 | UK£12.3b | UK£2.0b | UK£1.1b | 9x | 11x | 6.2x |
| Sat, 15 Nov 2025 | UK£12.5b | UK£1.9b | UK£1.1b | 9.6x | 10.9x | 6.6x |
| Mon, 13 Oct 2025 | UK£9.3b | UK£1.6b | UK£826.3m | 10.3x | 11.2x | 5.6x |
| Wed, 10 Sep 2025 | UK£8.9b | UK£1.7b | UK£810.9m | 10.1x | 11x | 5.4x |
| Fri, 08 Aug 2025 | UK£9.4b | UK£1.7b | UK£795.6m | 10.7x | 11.8x | 5.6x |
| Sun, 06 Jul 2025 | UK£14.2b | UK£2.1b | UK£1.1b | 11.2x | 12.4x | 6.9x |
| Tue, 03 Jun 2025 | UK£14.3b | UK£2.1b | UK£1.1b | 12x | 13.2x | 6.9x |
| Thu, 01 May 2025 | UK£13.8b | UK£1.9b | UK£471.8m | 23x | 29.2x | 7.4x |
| Sat, 29 Mar 2025 | UK£13.0b | UK£1.9b | UK£471.7m | 22.1x | 27.6x | 7x |
| Mon, 24 Feb 2025 | UK£13.2b | UK£1.9b | UK£461.0m | 21.9x | 28.6x | 7.1x |
| Wed, 22 Jan 2025 | UK£12.9b | UK£1.9b | UK£461.0m | 21.1x | 27.9x | 6.9x |
| Fri, 20 Dec 2024 | UK£12.6b | UK£1.9b | UK£458.5m | 23.7x | 27.5x | 6.8x |
| Sun, 17 Nov 2024 | UK£14.4b | UK£2.0b | UK£127.9m | 37.4x | 112.8x | 7.4x |
| Tue, 15 Oct 2024 | UK£15.2b | UK£2.0b | -UK£319,677,083.37 | 29.2x | -47.5x | 7.6x |
| Thu, 12 Sep 2024 | UK£15.6b | UK£2.0b | -UK£280,714,389.27 | 28.2x | -55.5x | 7.8x |
| Sat, 10 Aug 2024 | UK£14.5b | UK£2.0b | -UK£280,746,467.82 | 27.5x | -51.8x | 7.3x |
| Mon, 08 Jul 2024 | UK£14.7b | UK£2.0b | -UK£257,804,379.94 | 26.8x | -57x | 7.4x |
| Wed, 05 Jun 2024 | UK£15.3b | UK£2.0b | -UK£690,875,791.31 | 14.2x | -22.1x | 7.8x |
| Fri, 03 May 2024 | UK£15.1b | UK£2.0b | -UK£2,091,928,478.13 | 20.2x | -7.2x | 7.5x |
| Sun, 31 Mar 2024 | UK£15.3b | UK£2.0b | -UK£2,717,774,600.56 | 14.6x | -5.6x | 7.6x |
| Tue, 27 Feb 2024 | UK£12.2b | UK£2.1b | -UK£2,886,414,853.20 | 20x | -4.2x | 5.8x |
| Thu, 25 Jan 2024 | UK£14.4b | UK£2.3b | -UK£2,791,271,320.00 | 9.3x | -5.2x | 6.3x |
| Sat, 23 Dec 2023 | UK£15.3b | UK£2.3b | -UK£2,774,759,799.00 | 9x | -5.5x | 6.7x |
| Mon, 20 Nov 2023 | UK£14.6b | UK£2.2b | -UK£2,728,666,185.00 | 9.7x | -5.4x | 6.6x |
| Wed, 18 Oct 2023 | UK£13.4b | UK£2.1b | -UK£2,706,659,893.00 | 10.6x | -5x | 6.5x |
| Fri, 15 Sep 2023 | UK£13.8b | UK£2.1b | -UK£1,877,824,973.00 | 6x | -7.3x | 6.7x |
| Sun, 13 Aug 2023 | UK£16.2b | UK£2.2b | -UK£1,274,355,530.00 | 4.7x | -12.7x | 7.4x |
| Tue, 11 Jul 2023 | UK£13.0b | UK£2.1b | -UK£1,898,816,942.00 | 4.7x | -6.8x | 6.3x |
-6.8x
How does U.K. Diversified REITs compare with similar industries?
| GB Market | 1.61% | |
| Real Estate | -0.35% | |
| REITS | -0.29% | |
| Diversified REITs | -0.29% | |
| Office REITs | 1.01% | |
| Residential REITs | 0.41% | |
| Retail REITs | 0.039% | |
| Specialized REITs | 0% | 0 |
| Industrial REITs | -0.48% | |
| Healthcare REITs | -1.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CREI Custodian Property Income REIT | UK£0.88 | 1.1% +UK£4.9m | 8.8% | PB0.9x | |
| SERE Schroder European Real Estate Investment Trust | UK£0.66 | 3.4% +UK£2.9m | -4.0% | PB0.7x | |
| AEWU AEW UK REIT | UK£1.06 | 1.5% +UK£2.5m | -1.1% | PB1x | |
| PCTN Picton Property Income | UK£0.72 | 0.6% +UK£2.0m | -9.8% | PB0.7x | |
| SHC Shaftesbury Capital | UK£1.41 | 0.07% +UK£1.8m | -8.9% | PB0.7x |