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U.K. (FTSE) REITS Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies14
  • 7D-2.4%
  • 3M14.0%
  • 1Y12.1%
  • YTD7.0%

Over the last 7 days, the REITS industry has dropped 2.4%, driven by pullbacks in Land Securities Group and British Land of 2.6% and 2.8%, respectively. Over the past 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 8.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026UK£15.3bUK£2.3bUK£1.5b12.1x10.5x6.7x
Fri, 10 Jul 2026UK£14.7bUK£2.3bUK£1.4b9.3x10.3x6.4x
Sun, 07 Jun 2026UK£14.1bUK£2.3bUK£1.5b8.6x9.6x6.2x
Tue, 05 May 2026UK£13.8bUK£2.2bUK£1.3b8.8x10.3x6.2x
Thu, 02 Apr 2026UK£11.7bUK£2.0bUK£1.1b8.4x10.3x5.9x
Sat, 28 Feb 2026UK£13.3bUK£2.0bUK£1.1b10.1x11.7x6.7x
Mon, 26 Jan 2026UK£13.0bUK£2.0bUK£1.1b9.8x11.6x6.6x
Wed, 24 Dec 2025UK£12.5bUK£2.0bUK£1.1b9x11.2x6.3x
Fri, 21 Nov 2025UK£12.1bUK£2.0bUK£1.1b8.9x10.9x6.1x
Sun, 19 Oct 2025UK£9.8bUK£1.6bUK£826.2m10.8x11.9x6x
Tue, 16 Sep 2025UK£9.0bUK£1.7bUK£810.9m10.2x11x5.4x
Thu, 14 Aug 2025UK£9.2bUK£1.7bUK£795.6m10.6x11.5x5.5x
Sat, 12 Jul 2025UK£13.9bUK£2.1bUK£1.1b11.1x12.1x6.7x
Mon, 09 Jun 2025UK£14.1bUK£2.1bUK£1.1b11.7x13x6.9x
Wed, 07 May 2025UK£14.0bUK£1.8bUK£451.3m22.7x31.1x7.6x
Fri, 04 Apr 2025UK£13.2bUK£1.9bUK£471.7m21.2x28x7.1x
Sun, 02 Mar 2025UK£13.0bUK£1.9bUK£461.0m22.4x28.2x7x
Tue, 28 Jan 2025UK£12.7bUK£1.9bUK£461.0m21.3x27.5x6.8x
Thu, 26 Dec 2024UK£12.9bUK£1.9bUK£466.7m22.2x27.7x7x
Sat, 23 Nov 2024UK£13.9bUK£1.7bUK£346.0m32.6x40.2x8x
Mon, 21 Oct 2024UK£15.3bUK£2.0b-UK£310,007,160.2429.7x-49.4x7.7x
Wed, 18 Sep 2024UK£15.9bUK£2.0b-UK£302,761,798.2528.3x-52.4x8x
Fri, 16 Aug 2024UK£14.8bUK£2.0b-UK£280,740,803.8128.1x-52.8x7.4x
Sun, 14 Jul 2024UK£14.9bUK£2.0b-UK£257,787,151.5127.7x-57.9x7.5x
Tue, 11 Jun 2024UK£14.9bUK£2.0b-UK£333,279,271.2327.1x-44.7x7.5x
Thu, 09 May 2024UK£15.7bUK£2.0b-UK£2,091,967,021.5320.4x-7.5x7.8x
Sat, 06 Apr 2024UK£14.8bUK£2.0b-UK£2,717,798,544.5414.6x-5.4x7.4x
Mon, 04 Mar 2024UK£12.2bUK£2.1b-UK£2,878,471,514.2419.6x-4.2x5.8x
Wed, 31 Jan 2024UK£16.2bUK£2.4b-UK£2,672,155,048.0011.4x-6.1x6.8x
Fri, 29 Dec 2023UK£16.7bUK£2.4b-UK£2,633,223,300.0011.3x-6.4x7x
Sun, 26 Nov 2023UK£15.8bUK£2.3b-UK£2,608,727,537.0011.5x-6.1x6.7x
Tue, 24 Oct 2023UK£14.6bUK£2.2b-UK£2,598,555,137.0011.8x-5.6x6.7x
Thu, 21 Sep 2023UK£15.3bUK£2.2b-UK£1,856,911,963.007.5x-8.3x7x
Sat, 19 Aug 2023UK£14.9bUK£2.2b-UK£1,753,909,960.007.5x-8.5x6.8x
Price to Earnings Ratio

-8.5x


Total Market Cap: UK£14.9bTotal Earnings: -UK£1,753,909,960.00Total Revenue: UK£2.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. REITS Industry Price to Earnings3Y Average 0.2x202420252026
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 10.5x which is higher than its 3-year average PE of 0.18x.
  • The industry is trading close to its 3-year average PS ratio of 6.8x.
Past Earnings Growth
  • Total earnings for the REITs industry have gone up over the last three years, and the industry is now profitable.
  • Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.

Industry Trends

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

GB Market0.01%
Real Estate-1.77%
REITS-2.41%
Specialized REITs0%0
Retail REITs-0.58%
Healthcare REITs-0.88%
Residential REITs-1.65%
Office REITs-1.72%
Diversified REITs-2.41%
Industrial REITs-3.05%
Industry PE
  • Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 154x.
    • Analysts are expecting annual earnings growth of 30.5%, which is higher than its past year's earnings decline of 79.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Residential REITs industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings growth rate of 21% per year.
  • In contrast, the Retail REITs industry is expected to see its earnings grow by 8.6% 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
SHC Shaftesbury CapitalUK£1.492.3%
+UK£62.2m		-2.9%PB0.7x
SREI Schroder Real Estate Investment TrustUK£0.461.4%
+UK£3.2m		-12.0%PB0.7x
RLE Real Estate InvestorsUK£0.310.7%
+UK£349.7k		-3.4%PB0.6x
API abrdn Property Income TrustUK£0.024.2%
+UK£305.0k		-64.0%PB0.6x

Latest News

SHC
UK£1.49
Shaftesbury Capital
7D
2.3%
1Y
-2.9%
SRE
UK£0.97
Sirius Real Estate
7D
-4.4%
1Y
-5.6%
AEWU
UK£1.08
AEW UK REIT
7D
-2.4%
1Y
2.1%
SREI
UK£0.46
Schroder Real Estate Investment Trust
7D
1.4%
1Y
-12.0%
PCTN
UK£0.72
Picton Property Income
7D
-2.7%
1Y
-3.7%
LAND
UK£7.08
Land Securities Group
7D
-1.9%
1Y
22.7%
CREI
UK£0.83
Custodian Property Income REIT
7D
-0.7%
1Y
8.7%
BLND
UK£4.36
British Land
7D
-2.7%
1Y
26.8%
SERE
UK£0.63
Schroder European Real Estate Investment Trust
7D
-1.9%
1Y
-6.5%
RLE
UK£0.31
Real Estate Investors
7D
0.7%
1Y
-3.4%
TOWN
UK£1.31
Town Centre Securities
7D
-1.9%
1Y
-6.8%
API
UK£0.02
abrdn Property Income Trust
7D
4.2%
1Y
-64.0%