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U.K. (FTSE) REITS Industry Analysis
UpdatedApr 01, 2025
DataAggregated Company Financials
Companies13
- 7D0.8%
- 3M-0.4%
- 1Y-10.8%
- YTD-0.1%
The REITS industry has stayed flat over the last week. Unfortunately though, the industry is down 11% over the past 12 months. As for the next few years, earnings are expected to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Tue, 01 Apr 2025 | UK£13.0b | UK£1.9b | UK£471.7m | 21.7x | 27.5x | 7x |
| Thu, 27 Feb 2025 | UK£13.2b | UK£1.9b | UK£461.0m | 22x | 28.7x | 7.1x |
| Sat, 25 Jan 2025 | UK£12.7b | UK£1.9b | UK£461.0m | 21x | 27.5x | 6.9x |
| Mon, 23 Dec 2024 | UK£12.8b | UK£1.8b | UK£466.7m | 21.1x | 27.3x | 6.9x |
| Wed, 20 Nov 2024 | UK£13.7b | UK£1.9b | UK£176.0m | 37x | 78x | 7.2x |
| Fri, 18 Oct 2024 | UK£15.5b | UK£2.0b | -UK£310,004,964.80 | 30x | -50x | 7.8x |
| Sun, 15 Sep 2024 | UK£15.9b | UK£2.0b | -UK£302,760,887.89 | 28.4x | -52.4x | 8x |
| Tue, 13 Aug 2024 | UK£14.5b | UK£2.0b | -UK£280,747,532.48 | 27.7x | -51.5x | 7.3x |
| Thu, 11 Jul 2024 | UK£14.7b | UK£2.0b | -UK£257,796,267.80 | 27.1x | -56.9x | 7.4x |
| Sat, 08 Jun 2024 | UK£14.9b | UK£2.0b | -UK£333,316,458.31 | 27.2x | -44.7x | 7.5x |
| Mon, 06 May 2024 | UK£15.4b | UK£2.0b | -UK£2,091,949,322.37 | 20.3x | -7.3x | 7.7x |
| Wed, 03 Apr 2024 | UK£14.9b | UK£2.0b | -UK£2,717,784,598.75 | 14.6x | -5.5x | 7.4x |
| Fri, 01 Mar 2024 | UK£12.0b | UK£2.1b | -UK£2,878,471,565.93 | 19.1x | -4.2x | 5.7x |
| Sun, 28 Jan 2024 | UK£16.1b | UK£2.4b | -UK£2,672,160,542.00 | 11.4x | -6x | 6.7x |
| Tue, 26 Dec 2023 | UK£16.8b | UK£2.4b | -UK£2,633,207,684.00 | 11.3x | -6.4x | 7x |
| Thu, 23 Nov 2023 | UK£16.2b | UK£2.3b | -UK£2,608,767,538.00 | 11.3x | -6.2x | 6.9x |
| Sat, 21 Oct 2023 | UK£14.6b | UK£2.2b | -UK£2,598,560,327.00 | 11.8x | -5.6x | 6.7x |
| Mon, 18 Sep 2023 | UK£15.2b | UK£2.2b | -UK£1,856,888,007.00 | 7.5x | -8.2x | 7x |
| Wed, 16 Aug 2023 | UK£17.7b | UK£2.3b | -UK£1,155,231,253.00 | 6.1x | -15.3x | 7.7x |
| Fri, 14 Jul 2023 | UK£18.0b | UK£2.3b | -UK£1,991,168,290.00 | 6.1x | -9x | 7.9x |
| Sun, 11 Jun 2023 | UK£18.6b | UK£2.3b | -UK£1,806,324,839.00 | 6.8x | -10.3x | 8.2x |
| Tue, 09 May 2023 | UK£19.4b | UK£2.2b | UK£1.5b | 6.7x | 13.1x | 8.9x |
| Thu, 06 Apr 2023 | UK£18.7b | UK£2.2b | UK£1.9b | 6.3x | 9.8x | 8.6x |
| Sat, 04 Mar 2023 | UK£58.1b | UK£6.1b | UK£2.1b | 6.7x | 27.2x | 9.4x |
| Mon, 30 Jan 2023 | UK£60.0b | UK£6.1b | UK£11.1b | 6.9x | 5.4x | 9.8x |
| Wed, 28 Dec 2022 | UK£54.8b | UK£6.0b | UK£11.0b | 6.6x | 5x | 9.2x |
| Fri, 25 Nov 2022 | UK£58.0b | UK£5.9b | UK£11.5b | 6.8x | 5x | 9.8x |
| Sun, 23 Oct 2022 | UK£51.5b | UK£5.7b | UK£13.5b | 4.5x | 3.8x | 9x |
| Tue, 20 Sep 2022 | UK£61.6b | UK£5.7b | UK£13.2b | 6.2x | 4.7x | 10.9x |
| Thu, 18 Aug 2022 | UK£69.1b | UK£5.7b | UK£13.2b | 6.3x | 5.2x | 12.2x |
| Sat, 16 Jul 2022 | UK£67.7b | UK£5.5b | UK£12.2b | 7.3x | 5.5x | 12.3x |
| Mon, 13 Jun 2022 | UK£69.3b | UK£5.5b | UK£12.0b | 8x | 5.8x | 12.6x |
| Wed, 11 May 2022 | UK£68.4b | UK£5.3b | UK£8.1b | 9.5x | 8.5x | 12.8x |
| Fri, 08 Apr 2022 | UK£78.1b | UK£5.4b | UK£7.8b | 10.4x | 10x | 14.6x |
Price to Earnings Ratio
10x
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 27.5x which is higher than its 3-year average PE of -3.4x.
- The 3-year average PS ratio of 9.1x is higher than the industry's current PS ratio of 7.0x.
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 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 | -0.73% | |
| Real Estate | 0.40% | |
| REITS | 0.77% | |
| Residential REITs | 0.94% | |
| Diversified REITs | 0.77% | |
| Industrial REITs | 0.28% | |
| Office REITs | 0.27% | |
| Specialized REITs | 0% | 0 |
| Retail REITs | -0.019% | |
| Healthcare REITs | -1.36% | |
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 22.5%, 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 35% over the next 5 years.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 9.1% 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 | |
|---|---|---|---|---|---|
| BLND British Land | UK£3.69 | 2.6% +UK£93.9m | -6.5% | PB0.7x | |
| LMP LondonMetric Property | UK£1.83 | 2.1% +UK£75.7m | -9.7% | PB0.9x | |
| PCTN Picton Property Income | UK£0.72 | 1.4% +UK£5.3m | 10.0% | PB0.7x | |
| CREI Custodian Property Income REIT | UK£0.76 | 1.3% +UK£4.4m | -7.1% | PB0.8x | |
| RLE Real Estate Investors | UK£0.30 | 5.3% +UK£2.6m | -9.1% | PB0.6x |