Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) REITS Industry Analysis

UpdatedSep 21, 2026
DataAggregated Company Financials
Companies13
  • 7D1.4%
  • 3M-0.7%
  • 1Y6.7%
  • YTD-1.5%

The REITS industry is up 1.4% in the last week, with British Land up 2.0%. This takes the industry's 12 month performance to a gain of 6.7%. Earnings are forecast to grow by 8.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 21 Sep 2026UK£13.7bUK£2.2bUK£1.4b9x9.6x6.1x
Wed, 19 Aug 2026UK£15.1bUK£2.3bUK£1.5b11.9x10.4x6.6x
Fri, 17 Jul 2026UK£15.2bUK£2.3bUK£1.4b12.1x10.8x6.7x
Sun, 14 Jun 2026UK£14.7bUK£2.3bUK£1.5b8.9x10x6.4x
Tue, 12 May 2026UK£13.7bUK£2.2bUK£1.3b8.8x10.2x6.1x
Thu, 09 Apr 2026UK£13.8bUK£2.3bUK£1.3b8.7x10.5x6.1x
Sat, 07 Mar 2026UK£12.4bUK£2.0bUK£1.1b9.5x10.9x6.3x
Mon, 02 Feb 2026UK£13.1bUK£2.0bUK£1.1b9.8x11.8x6.7x
Wed, 31 Dec 2025UK£12.8bUK£2.0bUK£1.1b9.1x11.4x6.5x
Fri, 28 Nov 2025UK£12.7bUK£2.0bUK£1.1b9.7x11.6x6.4x
Sun, 26 Oct 2025UK£10.2bUK£1.6bUK£823.1m11.2x12.4x6.2x
Tue, 23 Sep 2025UK£9.0bUK£1.7bUK£811.0m10.3x11.2x5.4x
Thu, 21 Aug 2025UK£9.2bUK£1.7bUK£810.9m10.4x11.3x5.5x
Sat, 19 Jul 2025UK£9.4bUK£1.7bUK£795.6m11x11.8x5.6x
Mon, 16 Jun 2025UK£14.1bUK£2.1bUK£1.1b11.6x12.3x6.8x
Wed, 14 May 2025UK£13.6bUK£1.8bUK£451.3m21.9x30.2x7.4x
Fri, 11 Apr 2025UK£12.4bUK£1.9bUK£471.8m19.9x26.2x6.7x
Sun, 09 Mar 2025UK£12.6bUK£1.9bUK£461.0m21.4x27.3x6.8x
Tue, 04 Feb 2025UK£13.3bUK£1.9bUK£461.0m21.9x28.9x7.2x
Thu, 02 Jan 2025UK£13.0bUK£1.9bUK£466.7m22.1x27.9x7x
Sat, 30 Nov 2024UK£14.0bUK£1.8bUK£438.0m23.1x31.9x7.6x
Mon, 28 Oct 2024UK£14.8bUK£2.0b-UK£310,007,241.6429.2x-47.8x7.4x
Wed, 25 Sep 2024UK£15.5bUK£2.0b-UK£305,121,001.6428.2x-50.9x7.8x
Fri, 23 Aug 2024UK£14.9bUK£2.0b-UK£280,726,525.6928.3x-53x7.5x
Sun, 21 Jul 2024UK£14.8bUK£2.0b-UK£257,794,835.9127.5x-57.2x7.4x
Tue, 18 Jun 2024UK£14.5bUK£2.0b-UK£280,375,404.5726.4x-51.8x7.3x
Thu, 16 May 2024UK£16.2bUK£2.0b-UK£2,091,950,070.4920.6x-7.7x8.1x
Sat, 13 Apr 2024UK£14.7bUK£2.0b-UK£2,717,771,525.9814.6x-5.4x7.3x
Mon, 11 Mar 2024UK£14.6bUK£2.0b-UK£2,718,322,800.0619.7x-5.4x7.3x
Wed, 07 Feb 2024UK£12.8bUK£2.1b-UK£2,898,300,161.5520.2x-4.4x6x
Fri, 05 Jan 2024UK£16.6bUK£2.4b-UK£2,672,242,344.0011.4x-6.2x6.9x
Sun, 03 Dec 2023UK£15.6bUK£2.4b-UK£2,662,559,022.0011.3x-5.9x6.5x
Tue, 31 Oct 2023UK£14.5bUK£2.2b-UK£2,598,562,163.0011.7x-5.6x6.6x
Thu, 28 Sep 2023UK£15.0bUK£2.2b-UK£1,866,024,588.0010.7x-8x6.9x
Price to Earnings Ratio

-8x


Total Market Cap: UK£15.0bTotal Earnings: -UK£1,866,024,588.00Total Revenue: UK£2.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. REITS Industry Price to Earnings3Y Average 0.9x202420252026
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 9.6x which is higher than its 3-year average PE of 0.88x.
  • 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 Market-0.26%
Real Estate0.93%
REITS1.36%
Retail REITs1.96%
Diversified REITs1.36%
Healthcare REITs0.94%
Industrial REITs0.83%
Specialized REITs0%0
Office REITs-0.33%
Residential REITs-0.34%
Industry PE
  • Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 311x.
    • Analysts are expecting annual earnings growth of 32.7%, 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 44% 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 8.3% 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
BLND British LandUK£4.064.1%
+UK£164.0m		19.1%PB0.7x
LAND Land Securities GroupUK£6.383.2%
+UK£148.1m		13.2%PB0.7x
SHC Shaftesbury CapitalUK£1.402.5%
+UK£62.2m		0.1%PB0.6x
SRE Sirius Real EstateUK£0.920.9%
+UK£13.4m		-5.1%PB0.9x
CREI Custodian Property Income REITUK£0.812.4%
+UK£9.3m		1.9%PB0.8x

Latest News

SERE
UK£0.59
Schroder European Real Estate Investment Trust
7D
-1.0%
1Y
-4.8%
AIRE
UK£0.68
Alternative Income REIT
7D
-0.1%
1Y
-3.7%
BLND
UK£4.06
British Land
7D
4.1%
1Y
19.1%
New Narrative • Sep 16

AI And Life Science Tenant Risks Will Likely Pressure Future Rental Income

Catalysts About British Land British Land is a UK real estate company focused on London office campuses and out-of-town retail parks. What are the underlying business or industry changes driving this perspective?
SREI
UK£0.41
Schroder Real Estate Investment Trust
7D
2.1%
1Y
-15.8%
SHC
UK£1.40
Shaftesbury Capital
7D
2.5%
1Y
0.1%
SRE
UK£0.92
Sirius Real Estate
7D
0.9%
1Y
-5.1%
AEWU
UK£1.03
AEW UK REIT
7D
1.2%
1Y
-1.3%
LAND
UK£6.38
Land Securities Group
7D
3.2%
1Y
13.2%
CREI
UK£0.81
Custodian Property Income REIT
7D
2.4%
1Y
1.9%
TOWN
UK£1.25
Town Centre Securities
7D
-4.2%
1Y
-0.4%
API
UK£0.017
abrdn Property Income Trust
7D
-8.1%
1Y
-70.2%