U.K. (FTSE) Diversified REITs Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 27 May 2026	UK£14.2b	UK£2.3b	UK£1.4b	8.8x	9.8x	6.3x
Fri, 24 Apr 2026	UK£14.0b	UK£2.3b	UK£1.3b	8.9x	10.7x	6.2x
Sun, 22 Mar 2026	UK£11.5b	UK£2.0b	UK£1.1b	9.2x	10.1x	5.8x
Tue, 17 Feb 2026	UK£13.2b	UK£2.0b	UK£1.1b	10x	11.8x	6.7x
Thu, 15 Jan 2026	UK£12.8b	UK£2.0b	UK£1.1b	9.8x	11.5x	6.5x
Sat, 13 Dec 2025	UK£12.1b	UK£2.0b	UK£1.1b	9x	10.8x	6.1x
Mon, 10 Nov 2025	UK£12.9b	UK£1.9b	UK£1.1b	10.1x	11.3x	6.8x
Wed, 08 Oct 2025	UK£9.4b	UK£1.6b	UK£826.2m	10.4x	11.4x	5.7x
Fri, 05 Sep 2025	UK£8.7b	UK£1.7b	UK£810.9m	9.9x	10.7x	5.2x
Sun, 03 Aug 2025	UK£9.2b	UK£1.7b	UK£795.7m	10.7x	11.6x	5.5x
Tue, 01 Jul 2025	UK£14.7b	UK£2.1b	UK£1.1b	11.7x	12.9x	7.1x
Thu, 29 May 2025	UK£14.2b	UK£2.1b	UK£1.1b	11.9x	13x	6.9x
Sat, 26 Apr 2025	UK£13.5b	UK£1.9b	UK£471.8m	22.7x	28.7x	7.3x
Mon, 24 Mar 2025	UK£13.0b	UK£1.9b	UK£463.8m	21.9x	28.1x	7x
Wed, 19 Feb 2025	UK£13.4b	UK£1.9b	UK£461.0m	21.8x	29x	7.2x
Fri, 17 Jan 2025	UK£12.8b	UK£1.9b	UK£461.0m	21.2x	27.8x	6.9x
Sun, 15 Dec 2024	UK£13.3b	UK£1.9b	UK£458.5m	23.7x	29x	7.2x
Tue, 12 Nov 2024	UK£14.5b	UK£2.0b	-UK£309,993,014.44	28.4x	-46.8x	7.3x
Thu, 10 Oct 2024	UK£15.2b	UK£2.0b	-UK£319,677,880.45	29.4x	-47.5x	7.6x
Sat, 07 Sep 2024	UK£15.4b	UK£2.0b	-UK£280,713,387.48	27.8x	-54.8x	7.7x
Mon, 05 Aug 2024	UK£14.9b	UK£2.0b	-UK£280,735,882.60	28.4x	-53.1x	7.5x
Wed, 03 Jul 2024	UK£14.5b	UK£2.0b	-UK£274,907,280.69	26.7x	-52.7x	7.3x
Fri, 31 May 2024	UK£15.1b	UK£2.0b	-UK£690,864,525.59	14.4x	-21.9x	7.7x
Sun, 28 Apr 2024	UK£15.0b	UK£2.0b	-UK£2,175,165,160.59	20x	-6.9x	7.5x
Tue, 26 Mar 2024	UK£15.0b	UK£2.0b	-UK£2,706,562,051.76	20.2x	-5.5x	7.5x
Thu, 22 Feb 2024	UK£12.5b	UK£2.1b	-UK£2,886,424,963.86	20x	-4.3x	5.9x
Sat, 20 Jan 2024	UK£14.2b	UK£2.3b	-UK£2,791,289,368.00	9.3x	-5.1x	6.2x
Mon, 18 Dec 2023	UK£15.1b	UK£2.3b	-UK£2,774,707,224.00	9.1x	-5.4x	6.6x
Wed, 15 Nov 2023	UK£14.5b	UK£2.2b	-UK£2,746,651,987.00	9.6x	-5.3x	6.5x
Fri, 13 Oct 2023	UK£13.6b	UK£2.1b	-UK£2,706,660,613.00	10.6x	-5x	6.6x
Sun, 10 Sep 2023	UK£13.4b	UK£2.1b	-UK£1,877,824,418.00	6x	-7.1x	6.5x
Tue, 08 Aug 2023	UK£14.1b	UK£2.1b	-UK£1,873,052,512.00	6.1x	-7.5x	6.9x
Thu, 06 Jul 2023	UK£13.5b	UK£2.1b	-UK£1,898,965,744.00	4.8x	-7.1x	6.5x
Sat, 03 Jun 2023	UK£14.6b	UK£2.0b	-UK£1,253,504,998.00	6x	-11.7x	7.4x

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 -0.97x.

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 Market	1.42%
Real Estate	2.74%
REITS	4.44%
Diversified REITs	4.44%
Retail REITs	4.89%
Industrial REITs	2.87%
Healthcare REITs	2.07%
Office REITs	1.97%
Residential REITs	1.57%
Specialized REITs	0%	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?

Company	Last Price	7D	1Y	Valuation
LAND Land Securities Group	UK£6.39	8.0% +UK£353.4m	2.5%	PB0.7x
BLND British Land	UK£4.04	6.7% +UK£260.2m	4.2%	PB0.7x
SHC Shaftesbury Capital	UK£1.34	3.6% +UK£85.9m	-7.1%	PB0.6x
SREI Schroder Real Estate Investment Trust	UK£0.49	3.4% +UK£7.8m	-5.8%	PB0.8x
PCTN Picton Property Income	UK£0.73	2.1% +UK£7.7m	-2.0%	PB0.7x

Company

Last Price

Valuation

LAND Land Securities Group

UK£6.39

8.0%
+UK£353.4m

2.5%

PB0.7x

BLND British Land

UK£4.04

6.7%
+UK£260.2m

4.2%

PB0.7x

SHC Shaftesbury Capital

UK£1.34

3.6%
+UK£85.9m

-7.1%

PB0.6x

SREI Schroder Real Estate Investment Trust

UK£0.49

3.4%
+UK£7.8m

-5.8%

PB0.8x

PCTN Picton Property Income

UK£0.73

2.1%
+UK£7.7m

-2.0%

PB0.7x

AEW UK REIT plc Confirms No Intention to Make Offer for Alternative Income REIT Plc

Further to the announcement on March 24, 2026 by AEW UK REIT plc (LSE:AEWU) ("AEWU") regarding a possible offer for Alternative Income REIT Plc (LSE:AIRE) ("AIRE"), AEWU notes that, although indicative heads of terms were reached at an early stage of the process, it was established during the course of due diligence that agreement on certain key matters could not be concluded. Accordingly, AEWU confirms that it does not intend to make a firm offer for AIRE. The Board considers this to be regrettable as, subject to valuation of an offer based on agreed net asset values and other terms, a combination of the companies could have served both sets of shareholders' interests. This is a statement to which Rule 2.8 of the Code applies. Accordingly, AEWU and any person(s) acting in concert with it will, except with the consent of the Panel on Takeovers and Mergers (the "Takeover Panel"), be bound by the restrictions set out in Rule 2.8 of the Code. Under Note 2 of Rule 2.8 of the Code, AEWU, and any person(s) acting in concert with it, reserves the right to set the restrictions in Rule 2.8 of the Code aside in the following circumstances: a) with the agreement of the Board of Directors of AIRE; b) following the announcement of a firm intention to make an offer for AIRE by, or on behalf of, a third party; c) following the announcement by AIRE of a Rule 9 waiver proposal (as described in Note 1 of the Notes on Dispensations from Rule 9 of the Code), or a reverse takeover (as defined by the Code); or d) where the Takeover Panel has determined that there has been a material change in circumstances.

U.K. (FTSE) Diversified REITs Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

Sirius Real Estate Limited, Annual General Meeting, Jul 06, 2026

Final dividend increased to UK£0.11

New minor risk - Insider selling

Shaftesbury Capital PLC Declares Final Cash Dividend for the Year Ended 31 December 2025

Upcoming dividend of UK£0.025 per share

Alternative Income Reit plc Declares Third Interim Dividend for the Quarter Ended 31 March 2026, Payable on 29 May 2026

Dividend of UK£0.0095 announced

abrdn Property Income Trust Limited, Annual General Meeting, Aug 10, 2026

Real Estate Investors Plc, Annual General Meeting, May 20, 2026

AEW UK REIT plc Confirms No Intention to Make Offer for Alternative Income REIT Plc

Dividend of UK£0.015 announced

Upcoming dividend of €0.015 per share

LondonMetric Property Plc (LSE:LMP) and Schroder Real Estate Investment Trust Limited (LSE:SREI) proposed to acquire Picton Property Income Limited (LSE:PCTN).