Narrative Update • Jun 13

The Diversified REITs industry is up 4.8% in the last week, with Land Securities Group up 6.5%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 9.6% annually.
Has the U.K. Diversified REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | UK£14.7b | UK£2.3b | UK£1.5b | 8.9x | 10.1x | 6.4x |
| Thu, 14 May 2026 | UK£13.4b | UK£2.2b | UK£1.3b | 8.6x | 10x | 6x |
| Sat, 11 Apr 2026 | UK£13.7b | UK£2.3b | UK£1.3b | 8.8x | 10.4x | 6.1x |
| Mon, 09 Mar 2026 | UK£12.4b | UK£2.0b | UK£1.1b | 9.5x | 10.9x | 6.3x |
| Wed, 04 Feb 2026 | UK£13.2b | UK£2.0b | UK£1.1b | 9.9x | 11.8x | 6.7x |
| Fri, 02 Jan 2026 | UK£12.8b | UK£2.0b | UK£1.1b | 9.1x | 11.5x | 6.5x |
| Sun, 30 Nov 2025 | UK£12.7b | UK£2.0b | UK£1.1b | 9.7x | 11.6x | 6.4x |
| Tue, 28 Oct 2025 | UK£10.2b | UK£1.6b | UK£823.1m | 11.1x | 12.4x | 6.2x |
| Thu, 25 Sep 2025 | UK£9.3b | UK£1.7b | UK£814.5m | 10.9x | 11.4x | 5.6x |
| Sat, 23 Aug 2025 | UK£9.2b | UK£1.7b | UK£810.9m | 10.3x | 11.4x | 5.5x |
| Mon, 21 Jul 2025 | UK£9.4b | UK£1.7b | UK£795.6m | 11x | 11.8x | 5.6x |
| Wed, 18 Jun 2025 | UK£14.1b | UK£2.1b | UK£1.1b | 11.6x | 12.4x | 6.8x |
| Fri, 16 May 2025 | UK£13.9b | UK£1.8b | UK£451.3m | 22.4x | 30.9x | 7.5x |
| Sun, 13 Apr 2025 | UK£12.6b | UK£1.9b | UK£471.8m | 20.3x | 26.6x | 6.8x |
| Tue, 11 Mar 2025 | UK£12.8b | UK£1.9b | UK£463.8m | 21x | 27.6x | 6.9x |
| Thu, 06 Feb 2025 | UK£13.0b | UK£1.9b | UK£461.0m | 22.1x | 28.3x | 7x |
| Sat, 04 Jan 2025 | UK£13.0b | UK£1.9b | UK£466.7m | 22.4x | 27.8x | 7x |
| Mon, 02 Dec 2024 | UK£14.0b | UK£1.8b | UK£438.0m | 23.1x | 31.9x | 7.6x |
| Wed, 30 Oct 2024 | UK£14.8b | UK£2.0b | -UK£310,002,699.92 | 29.1x | -47.7x | 7.4x |
| Fri, 27 Sep 2024 | UK£15.6b | UK£2.0b | -UK£305,121,271.86 | 28.3x | -51.3x | 7.9x |
| Sun, 25 Aug 2024 | UK£15.0b | UK£2.0b | -UK£280,721,999.96 | 28.5x | -53.5x | 7.5x |
| Tue, 23 Jul 2024 | UK£14.8b | UK£2.0b | -UK£257,793,192.43 | 27.6x | -57.4x | 7.4x |
| Thu, 20 Jun 2024 | UK£14.5b | UK£2.0b | -UK£280,376,551.53 | 26.6x | -51.7x | 7.3x |
| Sat, 18 May 2024 | UK£15.0b | UK£1.9b | -UK£2,123,636,540.03 | 14.4x | -7.1x | 7.8x |
| Mon, 15 Apr 2024 | UK£14.7b | UK£2.0b | -UK£2,717,771,525.98 | 14.6x | -5.4x | 7.3x |
| Wed, 13 Mar 2024 | UK£14.5b | UK£2.0b | -UK£2,718,350,209.94 | 20x | -5.3x | 7.2x |
| Fri, 09 Feb 2024 | UK£12.6b | UK£2.1b | -UK£2,898,303,563.58 | 20.2x | -4.3x | 5.9x |
| Sun, 07 Jan 2024 | UK£15.0b | UK£2.3b | -UK£2,791,312,207.00 | 9.3x | -5.4x | 6.6x |
| Tue, 05 Dec 2023 | UK£13.9b | UK£2.3b | -UK£2,781,663,276.00 | 9x | -5x | 6.1x |
| Thu, 02 Nov 2023 | UK£13.0b | UK£2.1b | -UK£2,717,647,325.00 | 9.8x | -4.8x | 6.3x |
| Sat, 30 Sep 2023 | UK£13.5b | UK£2.1b | -UK£2,661,351,524.00 | 10.7x | -5.1x | 6.6x |
| Mon, 28 Aug 2023 | UK£13.4b | UK£2.1b | -UK£1,873,033,855.00 | 6.1x | -7.1x | 6.5x |
| Wed, 26 Jul 2023 | UK£14.4b | UK£2.1b | -UK£1,873,034,834.00 | 6.1x | -7.7x | 7x |
| Fri, 23 Jun 2023 | UK£13.2b | UK£2.1b | -UK£1,839,335,535.00 | 4.9x | -7.2x | 6.4x |
-7.2x
How does U.K. Diversified REITs compare with similar industries?
| GB Market | 0.74% | |
| Real Estate | 4.68% | |
| REITS | 5.09% | |
| Diversified REITs | 5.09% | |
| Office REITs | 6.47% | |
| Retail REITs | 5.64% | |
| Industrial REITs | 5.24% | |
| Residential REITs | 4.13% | |
| Healthcare REITs | 2.22% | |
| Specialized REITs | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LAND Land Securities Group | UK£6.59 | 6.5% +UK£301.3m | 6.7% | PB0.8x | |
| BLND British Land | UK£4.20 | 5.9% +UK£239.7m | 8.4% | PB0.7x | |
| SHC Shaftesbury Capital | UK£1.37 | 5.0% +UK£118.8m | -7.9% | PB0.6x | |
| SRE Sirius Real Estate | UK£0.98 | 3.0% +UK£45.8m | 4.2% | PB0.9x | |
| CREI Custodian Property Income REIT | UK£0.89 | 0.3% +UK£5.6m | 11.1% | PB0.9x |