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U.K. (FTSE) REITS Industry Analysis
UpdatedMay 25, 2025
DataAggregated Company Financials
Companies13
- 7D-1.1%
- 3M4.9%
- 1Y-4.8%
- YTD6.8%
Over the last 7 days, the REITS industry has dropped 1.1%, driven by British Land declining 6.7%. Overall the industry is down 4.8% in 12 months. Earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Mon, 26 May 2025 | UK£13.9b | UK£2.1b | UK£1.1b | 11.7x | 12.8x | 6.8x |
| Wed, 23 Apr 2025 | UK£13.5b | UK£1.9b | UK£471.8m | 22.2x | 28.7x | 7.3x |
| Fri, 21 Mar 2025 | UK£13.0b | UK£1.9b | UK£463.8m | 21.7x | 28x | 7x |
| Sun, 16 Feb 2025 | UK£13.5b | UK£1.9b | UK£461.0m | 22.1x | 29.2x | 7.3x |
| Tue, 14 Jan 2025 | UK£12.3b | UK£1.9b | UK£466.7m | 21x | 26.3x | 6.6x |
| Thu, 12 Dec 2024 | UK£13.3b | UK£1.9b | UK£458.4m | 23.5x | 28.9x | 7.2x |
| Sat, 09 Nov 2024 | UK£14.5b | UK£2.0b | -UK£309,997,421.43 | 28.3x | -46.7x | 7.3x |
| Mon, 07 Oct 2024 | UK£15.2b | UK£2.0b | -UK£319,674,617.34 | 29.4x | -47.6x | 7.7x |
| Wed, 04 Sep 2024 | UK£14.9b | UK£2.0b | -UK£280,707,690.00 | 27.7x | -53.2x | 7.5x |
| Fri, 02 Aug 2024 | UK£14.9b | UK£2.0b | -UK£280,720,942.55 | 28.1x | -53.1x | 7.5x |
| Sun, 30 Jun 2024 | UK£14.4b | UK£2.0b | -UK£274,908,660.50 | 26.4x | -52.6x | 7.2x |
| Tue, 28 May 2024 | UK£14.8b | UK£2.0b | -UK£766,598,016.12 | 14.3x | -19.3x | 7.6x |
| Thu, 25 Apr 2024 | UK£14.7b | UK£2.0b | -UK£2,341,653,185.78 | 19.8x | -6.3x | 7.4x |
| Sat, 23 Mar 2024 | UK£15.1b | UK£2.0b | -UK£2,706,565,281.56 | 20.2x | -5.6x | 7.5x |
| Mon, 19 Feb 2024 | UK£12.6b | UK£2.1b | -UK£2,898,314,022.20 | 20.1x | -4.3x | 5.9x |
| Wed, 17 Jan 2024 | UK£16.4b | UK£2.4b | -UK£2,672,217,361.00 | 11.4x | -6.1x | 6.8x |
| Fri, 15 Dec 2023 | UK£16.7b | UK£2.4b | -UK£2,655,620,607.00 | 11.4x | -6.3x | 7x |
| Sun, 12 Nov 2023 | UK£15.2b | UK£2.2b | -UK£2,598,572,105.00 | 11.5x | -5.8x | 7x |
| Tue, 10 Oct 2023 | UK£14.9b | UK£2.2b | -UK£2,587,551,952.00 | 12.1x | -5.8x | 6.8x |
| Thu, 07 Sep 2023 | UK£15.1b | UK£2.2b | -UK£1,758,715,765.00 | 7.5x | -8.6x | 6.9x |
| Sat, 05 Aug 2023 | UK£18.3b | UK£2.3b | -UK£1,965,765,922.00 | 7.5x | -9.3x | 8.1x |
| Mon, 03 Jul 2023 | UK£17.3b | UK£2.3b | -UK£1,991,692,923.00 | 6.1x | -8.7x | 7.6x |
| Wed, 31 May 2023 | UK£18.4b | UK£2.2b | -UK£1,346,222,503.00 | 6.4x | -13.6x | 8.4x |
| Fri, 28 Apr 2023 | UK£19.3b | UK£2.2b | UK£1.5b | 6.5x | 13x | 8.8x |
| Sun, 26 Mar 2023 | UK£18.2b | UK£2.2b | UK£1.9b | 5.4x | 9.4x | 8.3x |
| Tue, 21 Feb 2023 | UK£59.9b | UK£6.1b | UK£5.1b | 6.8x | 11.8x | 9.7x |
| Thu, 19 Jan 2023 | UK£59.2b | UK£6.1b | UK£11.1b | 6.9x | 5.3x | 9.7x |
| Sat, 17 Dec 2022 | UK£54.4b | UK£6.0b | UK£11.0b | 6.5x | 5x | 9.1x |
| Mon, 14 Nov 2022 | UK£59.0b | UK£5.7b | UK£13.3b | 5.9x | 4.4x | 10.3x |
| Wed, 12 Oct 2022 | UK£50.1b | UK£5.7b | UK£13.4b | 4.7x | 3.7x | 8.8x |
| Fri, 09 Sep 2022 | UK£62.2b | UK£5.7b | UK£13.2b | 6.1x | 4.7x | 11x |
| Sun, 07 Aug 2022 | UK£69.2b | UK£5.6b | UK£13.0b | 7.5x | 5.3x | 12.3x |
| Tue, 05 Jul 2022 | UK£63.8b | UK£5.5b | UK£12.1b | 7.6x | 5.3x | 11.6x |
| Thu, 02 Jun 2022 | UK£70.2b | UK£5.5b | UK£11.4b | 7.7x | 6.1x | 12.8x |
Price to Earnings Ratio
6.1x
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 12.8x which is higher than its 3-year average PE of -2.5x.
- The 3-year average PS ratio of 8.7x is higher than the industry's current PS ratio of 6.8x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 54% per year over the last three years,
- Revenues have also declined 28% 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 | 0.24% | |
| Real Estate | -1.96% | |
| REITS | -1.13% | |
| Specialized REITs | 0% | 0 |
| Residential REITs | -0.72% | |
| Retail REITs | -0.90% | |
| Diversified REITs | -1.13% | |
| Healthcare REITs | -1.25% | |
| Industrial REITs | -2.24% | |
| Office REITs | -3.17% | |
Industry PE
- Investors are most optimistic about the Office REITs industry which is trading above its 3-year average PE ratio of 16.6x.
- Analysts are expecting annual earnings growth of 22.0% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Residential REITs industry, which is trading below its 3-year average of 17.1x.
Forecasted Growth
- Analysts are most optimistic on the Healthcare REITs industry, expecting annual earnings growth of 25% over the next 5 years.
- However this is lower than its past earnings growth rate of 38% per year.
- In contrast, the Residential REITs industry is expected to see its earnings grow by 7.1% 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 | |
|---|---|---|---|---|---|
| LMP LondonMetric Property | UK£1.97 | 1.5% +UK£92.0m | -2.0% | PB1x | |
| LAND Land Securities Group | UK£6.11 | 1.2% +UK£55.7m | -6.0% | PB0.7x | |
| CREI Custodian Property Income REIT | UK£0.79 | 2.6% +UK£8.8m | 8.0% | PB0.8x | |
| SERE Schroder European Real Estate Investment Trust | UK£0.66 | 3.1% +UK£2.6m | 4.4% | PB0.6x | |
| TOWN Town Centre Securities | UK£1.39 | 1.8% +UK£1.1m | -10.9% | PB0.5x |