Narrative Update • Jun 16

Over the last 7 days, the Diversified REITs industry has dropped 3.6%, driven by Land Securities Group declining 5.6%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Sun, 21 Jun 2026 | UK£14.1b | UK£2.3b | UK£1.4b | 9x | 9.8x | 6.2x |
| Tue, 19 May 2026 | UK£13.6b | UK£2.2b | UK£1.4b | 8.6x | 9.4x | 6x |
| Thu, 16 Apr 2026 | UK£14.0b | UK£2.3b | UK£1.3b | 8.8x | 10.6x | 6.2x |
| Sat, 14 Mar 2026 | UK£11.9b | UK£2.0b | UK£1.1b | 9.3x | 10.5x | 6x |
| Mon, 09 Feb 2026 | UK£13.2b | UK£2.0b | UK£1.1b | 9.7x | 11.8x | 6.7x |
| Wed, 07 Jan 2026 | UK£12.7b | UK£2.0b | UK£1.1b | 9.2x | 11.4x | 6.5x |
| Fri, 05 Dec 2025 | UK£12.8b | UK£2.0b | UK£1.1b | 9.8x | 11.7x | 6.5x |
| Sun, 02 Nov 2025 | UK£9.9b | UK£1.6b | UK£823.1m | 10.8x | 12x | 6x |
| Tue, 30 Sep 2025 | UK£9.3b | UK£1.7b | UK£814.5m | 10.8x | 11.4x | 5.6x |
| Thu, 28 Aug 2025 | UK£9.1b | UK£1.7b | UK£810.9m | 10x | 11.2x | 5.5x |
| Sat, 26 Jul 2025 | UK£9.4b | UK£1.7b | UK£795.7m | 11x | 11.9x | 5.7x |
| Mon, 23 Jun 2025 | UK£14.2b | UK£2.1b | UK£1.1b | 11.7x | 12.4x | 6.9x |
| Wed, 21 May 2025 | UK£14.1b | UK£2.0b | UK£887.7m | 21.5x | 15.9x | 7.1x |
| Fri, 18 Apr 2025 | UK£13.5b | UK£1.9b | UK£471.8m | 21.9x | 28.5x | 7.3x |
| Sun, 16 Mar 2025 | UK£12.8b | UK£1.9b | UK£463.8m | 21.2x | 27.7x | 6.9x |
| Tue, 11 Feb 2025 | UK£13.3b | UK£1.9b | UK£461.0m | 21.8x | 28.9x | 7.2x |
| Thu, 09 Jan 2025 | UK£12.5b | UK£1.9b | UK£466.7m | 21.3x | 26.7x | 6.7x |
| Sat, 07 Dec 2024 | UK£13.6b | UK£1.9b | UK£455.6m | 22.6x | 29.8x | 7.3x |
| Mon, 04 Nov 2024 | UK£14.7b | UK£2.0b | -UK£310,024,029.98 | 29x | -47.5x | 7.4x |
| Wed, 02 Oct 2024 | UK£15.6b | UK£2.0b | -UK£319,312,966.60 | 28.7x | -48.7x | 7.8x |
| Fri, 30 Aug 2024 | UK£14.5b | UK£2.0b | -UK£280,704,567.21 | 27.5x | -51.8x | 7.3x |
| Sun, 28 Jul 2024 | UK£14.6b | UK£2.0b | -UK£280,710,850.37 | 27.7x | -51.9x | 7.3x |
| Tue, 25 Jun 2024 | UK£14.6b | UK£2.0b | -UK£274,904,182.83 | 27x | -53x | 7.3x |
| Thu, 23 May 2024 | UK£14.9b | UK£1.9b | -UK£1,832,591,918.98 | 14.3x | -8.1x | 7.6x |
| Sat, 20 Apr 2024 | UK£14.6b | UK£2.0b | -UK£2,717,780,732.52 | 14.5x | -5.4x | 7.3x |
| Mon, 18 Mar 2024 | UK£14.4b | UK£2.0b | -UK£2,718,357,435.63 | 20.1x | -5.3x | 7.2x |
| Wed, 14 Feb 2024 | UK£12.3b | UK£2.1b | -UK£2,898,272,889.10 | 20.2x | -4.2x | 5.8x |
| Fri, 12 Jan 2024 | UK£14.8b | UK£2.3b | -UK£2,791,310,316.00 | 9.3x | -5.3x | 6.5x |
| Sun, 10 Dec 2023 | UK£14.1b | UK£2.3b | -UK£2,774,686,284.00 | 8.8x | -5.1x | 6.2x |
| Tue, 07 Nov 2023 | UK£13.6b | UK£2.1b | -UK£2,717,634,833.00 | 9.8x | -5x | 6.6x |
| Thu, 05 Oct 2023 | UK£13.3b | UK£2.1b | -UK£2,706,674,286.00 | 10.6x | -4.9x | 6.5x |
| Sat, 02 Sep 2023 | UK£13.5b | UK£2.1b | -UK£1,873,026,988.00 | 6.1x | -7.2x | 6.6x |
| Mon, 31 Jul 2023 | UK£14.2b | UK£2.1b | -UK£1,873,029,938.00 | 6.1x | -7.6x | 6.9x |
| Wed, 28 Jun 2023 | UK£13.0b | UK£2.1b | -UK£1,839,373,823.00 | 4.8x | -7x | 6.3x |
-7x
How does U.K. Diversified REITs compare with similar industries?
| GB Market | -1.30% | |
| Real Estate | -1.95% | |
| REITS | -3.60% | |
| Diversified REITs | -3.60% | |
| Specialized REITs | 0% | 0 |
| Office REITs | -0.035% | |
| Retail REITs | -1.16% | |
| Healthcare REITs | -1.26% | |
| Industrial REITs | -1.73% | |
| Residential REITs | -1.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| API abrdn Property Income Trust | UK£0.018 | 2.8% +UK£190.6k | -63.2% | PB0.6x | |
| AIRE Alternative Income REIT | UK£0.68 | 0.3% +UK£161.0k | -8.5% | PB0.8x |