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U.K. (FTSE) REITS Industry Analysis
UpdatedAug 16, 2025
DataAggregated Company Financials
Companies12
- 7D-2.0%
- 3M-8.6%
- 1Y-10.9%
- YTD-1.3%
Over the last 7 days, the REITS industry has dropped 1.8%, driven by British Land declining 3.0%. However, the industry is down 11% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sat, 16 Aug 2025 | UK£9.2b | UK£1.7b | UK£795.6m | 10.5x | 11.5x | 5.5x |
| Mon, 14 Jul 2025 | UK£13.8b | UK£2.1b | UK£1.1b | 11.1x | 12.1x | 6.7x |
| Wed, 11 Jun 2025 | UK£14.4b | UK£2.1b | UK£1.1b | 12x | 13.2x | 7x |
| Fri, 09 May 2025 | UK£13.8b | UK£1.8b | UK£451.3m | 22.2x | 30.5x | 7.4x |
| Sun, 06 Apr 2025 | UK£12.6b | UK£1.9b | UK£471.8m | 19.8x | 26.8x | 6.8x |
| Tue, 04 Mar 2025 | UK£12.9b | UK£1.9b | UK£461.0m | 21.8x | 27.9x | 6.9x |
| Thu, 30 Jan 2025 | UK£12.9b | UK£1.9b | UK£461.0m | 21.7x | 28.1x | 7x |
| Sat, 28 Dec 2024 | UK£12.9b | UK£1.9b | UK£466.7m | 22.4x | 27.7x | 7x |
| Mon, 25 Nov 2024 | UK£13.9b | UK£1.7b | UK£346.0m | 32.6x | 40.2x | 8x |
| Wed, 23 Oct 2024 | UK£15.0b | UK£2.0b | -UK£310,003,116.53 | 29.4x | -48.3x | 7.5x |
| Fri, 20 Sep 2024 | UK£15.8b | UK£2.0b | -UK£302,750,165.29 | 28.2x | -52.2x | 8x |
| Sun, 18 Aug 2024 | UK£14.8b | UK£2.0b | -UK£280,734,453.43 | 28.1x | -52.7x | 7.4x |
| Tue, 16 Jul 2024 | UK£15.0b | UK£2.0b | -UK£257,788,189.02 | 27.8x | -58.1x | 7.5x |
| Thu, 13 Jun 2024 | UK£14.6b | UK£2.0b | -UK£333,268,764.52 | 27.2x | -43.9x | 7.4x |
| Sat, 11 May 2024 | UK£15.4b | UK£2.0b | -UK£2,091,968,936.78 | 20.5x | -7.4x | 7.7x |
| Mon, 08 Apr 2024 | UK£14.8b | UK£2.0b | -UK£2,717,798,544.54 | 14.6x | -5.4x | 7.4x |
| Wed, 06 Mar 2024 | UK£12.1b | UK£2.1b | -UK£2,878,456,042.36 | 19.3x | -4.2x | 5.7x |
| Fri, 02 Feb 2024 | UK£16.1b | UK£2.4b | -UK£2,672,142,447.00 | 11.5x | -6x | 6.7x |
| Sun, 31 Dec 2023 | UK£16.7b | UK£2.4b | -UK£2,672,267,445.00 | 11.3x | -6.3x | 7x |
| Tue, 28 Nov 2023 | UK£15.9b | UK£2.3b | -UK£2,608,721,872.00 | 11.5x | -6.1x | 6.8x |
| Thu, 26 Oct 2023 | UK£14.4b | UK£2.2b | -UK£2,598,563,002.00 | 11.8x | -5.5x | 6.6x |
| Sat, 23 Sep 2023 | UK£15.4b | UK£2.2b | -UK£1,856,939,450.00 | 7.5x | -8.3x | 7.1x |
| Mon, 21 Aug 2023 | UK£14.9b | UK£2.2b | -UK£1,753,909,960.00 | 7.5x | -8.5x | 6.8x |
| Wed, 19 Jul 2023 | UK£17.9b | UK£2.3b | -UK£1,976,572,472.00 | 6.1x | -9x | 7.9x |
| Fri, 16 Jun 2023 | UK£18.1b | UK£2.3b | -UK£1,806,071,204.00 | 6.6x | -10x | 7.9x |
| Sun, 14 May 2023 | UK£18.7b | UK£2.2b | UK£1.5b | 6.2x | 12.6x | 8.6x |
| Tue, 11 Apr 2023 | UK£19.1b | UK£2.2b | UK£1.9b | 6.4x | 10x | 8.8x |
| Thu, 09 Mar 2023 | UK£61.1b | UK£6.3b | UK£2.2b | 7.4x | 27.6x | 9.7x |
| Sat, 04 Feb 2023 | UK£61.9b | UK£6.1b | UK£11.1b | 6.8x | 5.6x | 10.1x |
| Mon, 02 Jan 2023 | UK£55.1b | UK£6.0b | UK£11.0b | 6.6x | 5x | 9.2x |
| Wed, 30 Nov 2022 | UK£56.4b | UK£6.0b | UK£11.3b | 6.8x | 5x | 9.5x |
| Fri, 28 Oct 2022 | UK£55.6b | UK£5.7b | UK£13.5b | 4.9x | 4.1x | 9.7x |
| Sun, 25 Sep 2022 | UK£55.0b | UK£5.7b | UK£13.3b | 6x | 4.1x | 9.7x |
| Tue, 23 Aug 2022 | UK£67.3b | UK£5.7b | UK£13.2b | 6.4x | 5.1x | 11.9x |
Price to Earnings Ratio
5.1x
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 11.6x 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 5.5x.
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 | 1.21% | |
| Real Estate | -2.36% | |
| REITS | -2.04% | |
| Specialized REITs | 0% | 0 |
| Industrial REITs | -1.19% | |
| Diversified REITs | -2.04% | |
| Residential REITs | -2.38% | |
| Retail REITs | -2.59% | |
| Healthcare REITs | -3.51% | |
| Office REITs | -5.63% | |
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 16.0% 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 Healthcare REITs industry, expecting annual earnings growth of 16% over the next 5 years.
- However this is lower than its past earnings growth rate of 24% per year.
- 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 | |
|---|---|---|---|---|---|
| SERE Schroder European Real Estate Investment Trust | UK£0.69 | 1.5% +UK£1.3m | 6.5% | PB0.7x | |
| API abrdn Property Income Trust | UK£0.056 | 3.7% +UK£762.4k | -89.8% | PB0.7x |