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U.K. (FTSE) REITS Industry Analysis
UpdatedAug 12, 2025
DataAggregated Company Financials
Companies12
- 7D0.4%
- 3M-4.6%
- 1Y-7.8%
- YTD0.4%
In the last week, REITS has been flat. Unfortunately though, the industry is down 7.8% over the past 12 months. Looking forward, earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Tue, 12 Aug 2025 | UK£9.3b | UK£1.7b | UK£795.6m | 10.7x | 11.7x | 5.6x |
| Thu, 10 Jul 2025 | UK£14.1b | UK£2.1b | UK£1.1b | 11.2x | 12.3x | 6.8x |
| Sat, 07 Jun 2025 | UK£14.1b | UK£2.1b | UK£1.1b | 11.7x | 13x | 6.9x |
| Mon, 05 May 2025 | UK£13.9b | UK£1.8b | UK£451.3m | 22.8x | 30.8x | 7.5x |
| Wed, 02 Apr 2025 | UK£13.0b | UK£1.9b | UK£471.7m | 21.9x | 27.5x | 7x |
| Fri, 28 Feb 2025 | UK£13.1b | UK£1.9b | UK£461.0m | 22.4x | 28.5x | 7.1x |
| Sun, 26 Jan 2025 | UK£12.7b | UK£1.9b | UK£461.0m | 21x | 27.5x | 6.8x |
| Tue, 24 Dec 2024 | UK£12.8b | UK£1.8b | UK£466.7m | 21.4x | 27.5x | 6.9x |
| Thu, 21 Nov 2024 | UK£13.5b | UK£1.9b | UK£176.0m | 36.4x | 76.9x | 7.1x |
| Sat, 19 Oct 2024 | UK£15.3b | UK£2.0b | -UK£310,007,160.24 | 29.7x | -49.4x | 7.7x |
| Mon, 16 Sep 2024 | UK£15.9b | UK£2.0b | -UK£302,760,887.89 | 28.4x | -52.4x | 8x |
| Wed, 14 Aug 2024 | UK£14.6b | UK£2.0b | -UK£280,743,601.33 | 27.6x | -51.9x | 7.3x |
| Fri, 12 Jul 2024 | UK£14.9b | UK£2.0b | -UK£257,791,882.25 | 27.4x | -57.8x | 7.5x |
| Sun, 09 Jun 2024 | UK£14.9b | UK£2.0b | -UK£333,313,624.49 | 27.2x | -44.7x | 7.5x |
| Tue, 07 May 2024 | UK£15.4b | UK£2.0b | -UK£2,091,936,477.74 | 20.3x | -7.3x | 7.7x |
| Thu, 04 Apr 2024 | UK£14.8b | UK£2.0b | -UK£2,717,787,246.08 | 14.6x | -5.5x | 7.4x |
| Sat, 02 Mar 2024 | UK£12.2b | UK£2.1b | -UK£2,878,471,514.24 | 19.6x | -4.2x | 5.8x |
| Mon, 29 Jan 2024 | UK£16.1b | UK£2.4b | -UK£2,672,160,542.00 | 11.4x | -6x | 6.7x |
| Wed, 27 Dec 2023 | UK£16.8b | UK£2.4b | -UK£2,633,207,684.00 | 11.3x | -6.4x | 7x |
| Fri, 24 Nov 2023 | UK£15.9b | UK£2.3b | -UK£2,608,738,896.00 | 11.2x | -6.1x | 6.8x |
| Sun, 22 Oct 2023 | UK£14.6b | UK£2.2b | -UK£2,598,555,294.00 | 11.8x | -5.6x | 6.7x |
| Tue, 19 Sep 2023 | UK£14.9b | UK£2.2b | -UK£1,856,899,585.00 | 7.5x | -8x | 6.8x |
| Thu, 17 Aug 2023 | UK£15.2b | UK£2.2b | -UK£1,753,918,111.00 | 7.5x | -8.6x | 7x |
| Sat, 15 Jul 2023 | UK£17.9b | UK£2.3b | -UK£1,991,205,404.00 | 6.1x | -9x | 7.9x |
| Mon, 12 Jun 2023 | UK£18.6b | UK£2.3b | -UK£1,806,324,839.00 | 6.8x | -10.3x | 8.2x |
| Wed, 10 May 2023 | UK£19.1b | UK£2.2b | UK£1.5b | 6.5x | 12.9x | 8.7x |
| Fri, 07 Apr 2023 | UK£19.1b | UK£2.2b | UK£1.9b | 6.4x | 10x | 8.8x |
| Sun, 05 Mar 2023 | UK£58.1b | UK£6.1b | UK£2.1b | 7.1x | 27.5x | 9.4x |
| Tue, 31 Jan 2023 | UK£60.0b | UK£6.1b | UK£11.1b | 6.8x | 5.4x | 9.8x |
| Thu, 29 Dec 2022 | UK£54.9b | UK£6.0b | UK£11.0b | 6.6x | 5x | 9.2x |
| Sat, 26 Nov 2022 | UK£57.4b | UK£6.0b | UK£11.5b | 6.7x | 5x | 9.6x |
| Mon, 24 Oct 2022 | UK£51.5b | UK£5.7b | UK£13.5b | 4.5x | 3.8x | 9x |
| Wed, 21 Sep 2022 | UK£59.3b | UK£5.7b | UK£13.2b | 6.1x | 4.5x | 10.4x |
| Fri, 19 Aug 2022 | UK£69.7b | UK£5.7b | UK£13.2b | 6.4x | 5.3x | 12.3x |
Price to Earnings Ratio
5.3x
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 11.7x which is higher than its 3-year average PE of -2.0x.
- The 3-year average PS ratio of 8.3x is higher than the industry's current PS ratio of 5.6x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 61% per year over the last three years,
- Revenues have also declined 34% 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 | 2.09% | |
| Real Estate | -0.18% | |
| REITS | 0.35% | |
| Office REITs | 1.62% | |
| Diversified REITs | 0.35% | |
| Specialized REITs | 0% | 0 |
| Industrial REITs | -0.65% | |
| Healthcare REITs | -1.16% | |
| Retail REITs | -1.20% | |
| Residential REITs | -1.73% | |
Industry PE
- Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 146x.
- Analysts are expecting annual earnings growth of 19.6% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Healthcare REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.8x.
Forecasted Growth
- Analysts are most optimistic on the Office REITs industry, expecting annual earnings growth of 20% over the next 5 years.
- In contrast, the Retail REITs industry is expected to see its earnings grow by 6.2% 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 | |
|---|---|---|---|---|---|
| LAND Land Securities Group | UK£5.84 | 1.3% +UK£55.7m | -5.1% | PB0.7x | |
| SERE Schroder European Real Estate Investment Trust | UK£0.68 | 3.6% +UK£3.2m | 7.5% | PB0.7x | |
| AIRE Alternative Income REIT | UK£0.69 | 0.7% +UK£402.5k | -4.9% | PB0.8x |