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U.K. (FTSE) REITS Industry Analysis
UpdatedMay 23, 2025
DataAggregated Company Financials
Companies13
- 7D-0.7%
- 3M4.9%
- 1Y-4.0%
- YTD6.7%
Over the last 7 days, the REITS industry has risen 3.6%, driven by gains from LondonMetric Property of 1.6%. However, the industry is down 3.5% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 23 May 2025 | UK£13.8b | UK£2.0b | UK£887.7m | 21.5x | 15.6x | 6.9x |
| Sun, 20 Apr 2025 | UK£13.5b | UK£1.9b | UK£471.8m | 21.9x | 28.5x | 7.3x |
| Tue, 18 Mar 2025 | UK£12.9b | UK£1.9b | UK£463.8m | 21.4x | 27.9x | 7x |
| Thu, 13 Feb 2025 | UK£13.3b | UK£1.9b | UK£461.0m | 21.8x | 28.9x | 7.2x |
| Sat, 11 Jan 2025 | UK£12.3b | UK£1.9b | UK£466.7m | 21.1x | 26.3x | 6.6x |
| Mon, 09 Dec 2024 | UK£13.6b | UK£1.9b | UK£458.5m | 23.4x | 29.6x | 7.3x |
| Wed, 06 Nov 2024 | UK£14.6b | UK£2.0b | -UK£310,023,808.77 | 28.8x | -47.2x | 7.4x |
| Fri, 04 Oct 2024 | UK£15.3b | UK£2.0b | -UK£319,687,416.71 | 29.4x | -47.9x | 7.7x |
| Sun, 01 Sep 2024 | UK£14.9b | UK£2.0b | -UK£280,705,727.30 | 28x | -53.1x | 7.5x |
| Tue, 30 Jul 2024 | UK£14.7b | UK£2.0b | -UK£280,704,864.21 | 27.4x | -52.3x | 7.4x |
| Thu, 27 Jun 2024 | UK£14.3b | UK£2.0b | -UK£274,904,436.64 | 26.7x | -52.1x | 7.2x |
| Sat, 25 May 2024 | UK£14.8b | UK£1.9b | -UK£1,832,598,252.84 | 14.3x | -8.1x | 7.6x |
| Mon, 22 Apr 2024 | UK£14.6b | UK£2.0b | -UK£2,341,675,952.74 | 19.7x | -6.2x | 7.3x |
| Wed, 20 Mar 2024 | UK£14.4b | UK£2.0b | -UK£2,718,351,279.36 | 20.2x | -5.3x | 7.2x |
| Fri, 16 Feb 2024 | UK£12.6b | UK£2.1b | -UK£2,898,313,092.22 | 20.1x | -4.3x | 5.9x |
| Sun, 14 Jan 2024 | UK£16.6b | UK£2.4b | -UK£2,672,205,632.00 | 11.4x | -6.2x | 6.9x |
| Tue, 12 Dec 2023 | UK£16.0b | UK£2.4b | -UK£2,655,574,532.00 | 11.2x | -6x | 6.6x |
| Thu, 09 Nov 2023 | UK£15.2b | UK£2.2b | -UK£2,598,555,880.00 | 11.5x | -5.9x | 7x |
| Sat, 07 Oct 2023 | UK£15.0b | UK£2.2b | -UK£2,587,559,802.00 | 12.1x | -5.8x | 6.9x |
| Mon, 04 Sep 2023 | UK£15.1b | UK£2.2b | -UK£1,753,921,503.00 | 7.5x | -8.6x | 7x |
| Wed, 02 Aug 2023 | UK£18.3b | UK£2.3b | -UK£1,965,746,046.00 | 7.5x | -9.3x | 8.1x |
| Fri, 30 Jun 2023 | UK£17.2b | UK£2.3b | -UK£1,991,808,300.00 | 6.1x | -8.6x | 7.6x |
| Sun, 28 May 2023 | UK£18.3b | UK£2.2b | -UK£1,346,228,406.00 | 6.5x | -13.6x | 8.4x |
| Tue, 25 Apr 2023 | UK£19.2b | UK£2.2b | UK£1.6b | 6.5x | 11.7x | 8.8x |
| Thu, 23 Mar 2023 | UK£18.4b | UK£2.2b | UK£1.9b | 5.5x | 9.5x | 8.4x |
| Sat, 18 Feb 2023 | UK£60.3b | UK£6.1b | UK£11.1b | 6.6x | 5.4x | 9.9x |
| Mon, 16 Jan 2023 | UK£59.5b | UK£6.1b | UK£11.1b | 6.8x | 5.4x | 9.8x |
| Wed, 14 Dec 2022 | UK£56.3b | UK£6.0b | UK£11.1b | 6.5x | 5.1x | 9.5x |
| Fri, 11 Nov 2022 | UK£59.1b | UK£5.7b | UK£13.3b | 5.9x | 4.4x | 10.3x |
| Sun, 09 Oct 2022 | UK£51.7b | UK£5.7b | UK£13.4b | 4.8x | 3.9x | 9.1x |
| Tue, 06 Sep 2022 | UK£62.5b | UK£5.7b | UK£13.2b | 6.1x | 4.7x | 11x |
| Thu, 04 Aug 2022 | UK£70.4b | UK£5.6b | UK£13.0b | 7.2x | 5.4x | 12.5x |
| Sat, 02 Jul 2022 | UK£64.0b | UK£5.5b | UK£12.1b | 7.6x | 5.3x | 11.6x |
| Mon, 30 May 2022 | UK£71.4b | UK£5.5b | UK£11.4b | 7.6x | 6.3x | 13x |
Price to Earnings Ratio
6.3x
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 industry is trading at a PE ratio of 15.9x which is higher than its 3-year average PE of -2.6x.
- The 3-year average PS ratio of 8.7x is higher than the industry's current PS ratio of 7.1x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 57% per year over the last three years,
- Revenues have also declined 28% 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 | 1.09% | |
| Real Estate | -1.23% | |
| REITS | -0.66% | |
| Specialized REITs | 0% | 0 |
| Retail REITs | -0.16% | |
| Healthcare REITs | -0.19% | |
| Residential REITs | -0.23% | |
| Diversified REITs | -0.66% | |
| Industrial REITs | -1.70% | |
| Office REITs | -3.00% | |
Industry PE
- Investors are most optimistic about the Healthcare REITs industry which is trading above its 3-year average PE ratio of 8.3x.
- Analysts are expecting annual earnings growth of 24.7%, which is lower than the prior year's growth of 37.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 25% over the next 5 years.
- However this is lower than its past earnings growth rate of 38% per year.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 7.1% 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 | |
|---|---|---|---|---|---|
| LMP LondonMetric Property | UK£1.96 | 1.6% +UK£48.4m | -2.4% | PB1x | |
| CREI Custodian Property Income REIT | UK£0.78 | 2.3% +UK£7.9m | 7.4% | PB0.8x | |
| TOWN Town Centre Securities | UK£1.43 | 3.6% +UK£2.1m | -8.0% | PB0.5x | |
| AEWU AEW UK REIT | UK£1.03 | 1.0% +UK£1.6m | 21.6% | PB1x | |
| SERE Schroder European Real Estate Investment Trust | UK£0.67 | 1.2% +UK£1.0m | 5.7% | PB0.6x |