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U.K. (FTSE) REITS Industry Analysis

UpdatedOct 31, 2024
DataAggregated Company Financials
Companies14
  • 7D-0.7%
  • 3M-0.7%
  • 1Y19.5%
  • YTD-1.0%

Over the last 7 days, the REITS industry has remained flat. The past year has been better, since the industry has gained 20% in that time. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 31 Oct 2024UK£14.8bUK£2.0b-UK£310,020,113.7729.3x-47.8x7.4x
Sat, 28 Sep 2024UK£15.7bUK£2.0b-UK£305,125,743.8928.5x-51.3x7.9x
Mon, 26 Aug 2024UK£15.0bUK£2.0b-UK£280,721,999.9628.5x-53.5x7.5x
Wed, 24 Jul 2024UK£14.6bUK£2.0b-UK£257,790,213.9227.4x-56.6x7.3x
Fri, 21 Jun 2024UK£14.7bUK£2.0b-UK£274,903,056.2526.8x-53.4x7.4x
Sun, 19 May 2024UK£15.0bUK£1.9b-UK£1,832,636,540.0314.4x-8.2x7.7x
Tue, 16 Apr 2024UK£14.7bUK£2.0b-UK£2,717,759,904.0014.6x-5.4x7.3x
Thu, 14 Mar 2024UK£14.5bUK£2.0b-UK£2,718,363,885.4720x-5.3x7.2x
Sat, 10 Feb 2024UK£12.3bUK£2.1b-UK£2,898,303,650.4020.2x-4.2x5.8x
Mon, 08 Jan 2024UK£16.6bUK£2.4b-UK£2,672,212,207.0011.4x-6.2x6.9x
Wed, 06 Dec 2023UK£15.7bUK£2.4b-UK£2,662,563,939.0011.3x-5.9x6.6x
Fri, 03 Nov 2023UK£15.4bUK£2.2b-UK£2,598,549,824.0011.7x-5.9x7.1x
Sun, 01 Oct 2023UK£15.1bUK£2.2b-UK£2,582,700,119.0012.2x-5.8x6.9x
Tue, 29 Aug 2023UK£15.0bUK£2.2b-UK£1,753,933,855.007.5x-8.5x6.9x
Thu, 27 Jul 2023UK£18.6bUK£2.3b-UK£1,965,726,847.007.5x-9.5x8.2x
Sat, 24 Jun 2023UK£17.1bUK£2.3b-UK£1,932,122,364.006.1x-8.9x7.5x
Mon, 22 May 2023UK£18.7bUK£2.2b-UK£1,129,985,660.006.1x-16.6x8.6x
Wed, 19 Apr 2023UK£19.3bUK£2.2bUK£1.9b6.5x10.1x8.8x
Fri, 17 Mar 2023UK£58.7bUK£6.3bUK£1.8b7.2x32.3x9.4x
Sun, 12 Feb 2023UK£59.8bUK£6.1bUK£11.1b6.7x5.4x9.8x
Tue, 10 Jan 2023UK£57.5bUK£6.1bUK£11.1b6.7x5.2x9.4x
Thu, 08 Dec 2022UK£56.2bUK£6.0bUK£11.1b6.7x5.1x9.4x
Sat, 05 Nov 2022UK£55.2bUK£5.7bUK£13.5b4.9x4.1x9.7x
Mon, 03 Oct 2022UK£53.1bUK£5.7bUK£13.4b5x4x9.3x
Wed, 31 Aug 2022UK£65.0bUK£5.7bUK£13.2b6.2x4.9x11.5x
Fri, 29 Jul 2022UK£68.6bUK£5.5bUK£12.2b7.3x5.6x12.5x
Sun, 26 Jun 2022UK£67.7bUK£5.5bUK£12.1b7.7x5.6x12.3x
Tue, 24 May 2022UK£71.6bUK£5.5bUK£10.3b9.5x7x13.1x
Thu, 21 Apr 2022UK£77.1bUK£5.3bUK£8.0b10.5x9.6x14.5x
Sat, 19 Mar 2022UK£77.1bUK£5.4bUK£7.8b11x9.9x14.3x
Mon, 14 Feb 2022UK£75.8bUK£5.2bUK£4.3b12.5x17.7x14.6x
Wed, 12 Jan 2022UK£77.5bUK£5.2bUK£4.1b13x18.7x14.9x
Fri, 10 Dec 2021UK£78.8bUK£5.2bUK£4.1b13x19.2x15.2x
Sun, 07 Nov 2021UK£75.6bUK£5.2bUK£145.8m12.9x518.6x14.6x
Price to Earnings Ratio

518.6x


Total Market Cap: UK£75.6bTotal Earnings: UK£145.8mTotal Revenue: UK£5.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. REITS Industry Price to Earnings3Y Average 2.1x202220232024
Current Industry PE
  • Investors are pessimistic on the British REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 10.1x is higher than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • Total earnings for the REITs industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 27% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate industry?

GB Market-1.06%
Real Estate-0.26%
REITS-0.66%
Healthcare REITs0.62%
Retail REITs0.32%
Specialized REITs0%
Hotel and Resort REITs0%
Industrial REITs-0.10%
Diversified REITs-0.66%
Office REITs-0.71%
Residential REITs-1.41%
Industry PE
  • Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 6.0x.
    • Analysts are expecting annual earnings growth of 31.7%, which is lower than the prior year's growth of 176.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 65% over the next 5 years.
  • In contrast, the Residential REITs industry is expected to see its earnings grow by 18% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
UKCM UK Commercial Property REITUK£0.732.5%
+UK£23.4m
35.0%PB0.9x
CREI Custodian Property Income REITUK£0.803.4%
+UK£11.5m
-2.8%PB0.9x
AEWU AEW UK REITUK£0.995.9%
+UK£8.7m
5.7%PB1x
TOWN Town Centre SecuritiesUK£1.375.4%
+UK£2.9m
11.4%PB0.5x
SREI Schroder Real Estate Investment TrustUK£0.511.2%
+UK£2.9m
25.9%PB0.9x
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Latest News

CREI

UK£0.80

Custodian Property Income REIT

7D

3.4%

1Y

-2.8%

TOWN

UK£1.37

Town Centre Securities

7D

5.4%

1Y

11.4%

AEWU

UK£0.99

AEW UK REIT

7D

5.9%

1Y

5.7%

GRIO

UK£0.24

Ground Rents Income Fund

7D

-1.7%

1Y

-29.8%

BLND

UK£4.14

British Land

7D

-1.5%

1Y

39.1%

LAND

UK£6.19

Land Securities Group

7D

-0.9%

1Y

7.8%

LMP

UK£1.98

LondonMetric Property

7D

-0.7%

1Y

19.0%

API

UK£0.61

abrdn Property Income Trust

7D

0.3%

1Y

28.6%

RLE

UK£0.34

Real Estate Investors

7D

3.0%

1Y

21.4%

SREI

UK£0.51

Schroder Real Estate Investment Trust

7D

1.2%

1Y

25.9%

UKCM

UK£0.73

UK Commercial Property REIT

7D

2.5%

1Y

35.0%

LXI

UK£1.01

LXI REIT

7D

-0.1%

1Y

-7.2%

EPIC

UK£0.69

Ediston Property Investment

7D

-0.3%

1Y

7.8%