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U.K. (FTSE) REITS Industry Analysis
UpdatedMay 10, 2025
DataAggregated Company Financials
Companies13
- 7D-0.3%
- 3M4.8%
- 1Y-6.0%
- YTD6.7%
Over the last 7 days, the REITS industry has dropped 1.2%, driven by LondonMetric Property declining 0.5%. Meanwhile, Town Centre Securities actually outperformed within the industry, gaining 9.0% in the last week. However, the industry is down 7.9% over the past year. Earnings are forecast to grow by 22% annually.
Industry Valuation and Performance
Has the U.K. REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 10 May 2025 | UK£13.8b | UK£1.8b | UK£451.3m | 22x | 30.7x | 7.5x |
| Mon, 07 Apr 2025 | UK£12.6b | UK£1.9b | UK£471.8m | 19.8x | 26.8x | 6.8x |
| Wed, 05 Mar 2025 | UK£12.8b | UK£1.9b | UK£461.0m | 21x | 27.7x | 6.9x |
| Fri, 31 Jan 2025 | UK£12.9b | UK£1.9b | UK£461.0m | 22.1x | 28.1x | 7x |
| Sun, 29 Dec 2024 | UK£12.9b | UK£1.9b | UK£466.7m | 22.4x | 27.7x | 7x |
| Tue, 26 Nov 2024 | UK£14.0b | UK£1.7b | UK£346.0m | 32.8x | 40.5x | 8.1x |
| Thu, 24 Oct 2024 | UK£14.9b | UK£2.0b | -UK£310,010,487.52 | 29.4x | -48.1x | 7.5x |
| Sat, 21 Sep 2024 | UK£15.6b | UK£2.0b | -UK£302,744,120.39 | 28x | -51.5x | 7.8x |
| Mon, 19 Aug 2024 | UK£14.8b | UK£2.0b | -UK£280,734,453.43 | 28.1x | -52.7x | 7.4x |
| Wed, 17 Jul 2024 | UK£15.0b | UK£2.0b | -UK£257,788,113.40 | 28.2x | -58x | 7.5x |
| Fri, 14 Jun 2024 | UK£15.0b | UK£2.0b | -UK£333,241,518.31 | 26.6x | -45.1x | 7.5x |
| Sun, 12 May 2024 | UK£15.4b | UK£2.0b | -UK£2,091,968,936.78 | 20.5x | -7.4x | 7.7x |
| Tue, 09 Apr 2024 | UK£14.9b | UK£2.0b | -UK£2,717,799,951.16 | 14.6x | -5.5x | 7.5x |
| Thu, 07 Mar 2024 | UK£10.5b | UK£1.9b | -UK£2,536,464,017.10 | 19.6x | -4.1x | 5.7x |
| Sat, 03 Feb 2024 | UK£16.1b | UK£2.4b | -UK£2,672,157,721.00 | 11.5x | -6x | 6.7x |
| Mon, 01 Jan 2024 | UK£16.7b | UK£2.4b | -UK£2,672,267,445.00 | 11.3x | -6.3x | 7x |
| Wed, 29 Nov 2023 | UK£15.8b | UK£2.3b | -UK£2,608,713,929.00 | 11.5x | -6x | 6.7x |
| Fri, 27 Oct 2023 | UK£14.4b | UK£2.2b | -UK£2,598,549,073.00 | 11.7x | -5.6x | 6.6x |
| Sun, 24 Sep 2023 | UK£15.4b | UK£2.2b | -UK£1,856,938,057.00 | 7.5x | -8.3x | 7.1x |
| Tue, 22 Aug 2023 | UK£14.9b | UK£2.2b | -UK£1,753,917,822.00 | 7.5x | -8.5x | 6.8x |
| Thu, 20 Jul 2023 | UK£18.8b | UK£2.3b | -UK£1,976,618,716.00 | 6.1x | -9.5x | 8.3x |
| Sat, 17 Jun 2023 | UK£18.2b | UK£2.3b | -UK£1,806,066,036.00 | 6.6x | -10.1x | 8x |
| Mon, 15 May 2023 | UK£18.7b | UK£2.2b | UK£1.5b | 6.2x | 12.6x | 8.6x |
| Wed, 12 Apr 2023 | UK£19.1b | UK£2.2b | UK£1.9b | 6.5x | 10x | 8.8x |
| Fri, 10 Mar 2023 | UK£59.6b | UK£6.3b | UK£2.0b | 7.4x | 29.6x | 9.5x |
| Sun, 05 Feb 2023 | UK£61.9b | UK£6.1b | UK£11.1b | 6.8x | 5.6x | 10.1x |
| Tue, 03 Jan 2023 | UK£55.7b | UK£6.1b | UK£11.1b | 6.6x | 5x | 9.1x |
| Thu, 01 Dec 2022 | UK£55.4b | UK£6.0b | UK£11.0b | 6.6x | 5x | 9.3x |
| Sat, 29 Oct 2022 | UK£55.1b | UK£5.7b | UK£13.5b | 4.9x | 4.1x | 9.6x |
| Mon, 26 Sep 2022 | UK£55.0b | UK£5.7b | UK£13.3b | 6x | 4.1x | 9.7x |
| Wed, 24 Aug 2022 | UK£66.1b | UK£5.7b | UK£13.2b | 6.3x | 5x | 11.7x |
| Fri, 22 Jul 2022 | UK£69.4b | UK£5.5b | UK£12.2b | 7.3x | 5.7x | 12.6x |
| Sun, 19 Jun 2022 | UK£67.7b | UK£5.5b | UK£12.0b | 7.8x | 5.6x | 12.4x |
| Tue, 17 May 2022 | UK£71.1b | UK£5.3b | UK£8.1b | 9.7x | 8.8x | 13.3x |
Price to Earnings Ratio
8.8x
Current Industry PE
- Investors are optimistic on the British REITs industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 30.5x which is higher than its 3-year average PE of -2.8x.
- The 3-year average PS ratio of 8.8x is higher than the industry's current PS ratio of 7.4x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 62% per year over the last three years,
- Revenues have also declined 30% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.K. Real Estate industry?
| GB Market | -0.29% | |
| Real Estate | -0.62% | |
| REITS | -0.34% | |
| Retail REITs | 0.60% | |
| Office REITs | 0.41% | |
| Healthcare REITs | 0.14% | |
| Specialized REITs | 0% | 0 |
| Diversified REITs | -0.34% | |
| Industrial REITs | -2.27% | |
| Residential REITs | -2.97% | |
Industry PE
- Investors are most optimistic about the Diversified REITs industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 22.1%, which is lower than the prior year's growth of 88.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 36% over the next 5 years.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 7.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TOWN Town Centre Securities | UK£1.46 | 9.0% +UK£5.0m | -3.3% | PB0.5x | |
| CREI Custodian Property Income REIT | UK£0.78 | 1.2% +UK£4.0m | 3.9% | PB0.8x | |
| RLE Real Estate Investors | UK£0.32 | 5.0% +UK£2.6m | -7.4% | PB0.6x | |
| API abrdn Property Income Trust | UK£0.057 | 6.3% +UK£1.3m | -88.9% | PB0.7x | |
| SERE Schroder European Real Estate Investment Trust | UK£0.67 | 0.9% +UK£789.7k | 2.8% | PB0.6x |