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U.K. (FTSE) Specialized REITs Industry Analysis

UpdatedAug 03, 2026
DataAggregated Company Financials
Companies2
  • 7D-1.2%
  • 3M-2.1%
  • 1Y-6.5%
  • YTD-13.5%

In the last week, the Specialized REITs industry is up 2.6%, with all of the companies up. In the past year, the industry is down 5.2%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Aug 2026UK£3.1bUK£455.8mUK£190.1m17.3x16.2x6.8x
Thu, 02 Jul 2026UK£3.1bUK£455.8mUK£190.1m17.4x16.4x6.8x
Sat, 30 May 2026UK£3.0bUK£446.0mUK£236.0m12.9x12.9x6.8x
Mon, 27 Apr 2026UK£3.3bUK£443.5mUK£241.6m13.6x13.6x7.4x
Wed, 25 Mar 2026UK£3.1bUK£443.5mUK£241.6m12.8x12.8x7x
Fri, 20 Feb 2026UK£3.8bUK£443.5mUK£241.6m15.6x15.6x8.5x
Sun, 18 Jan 2026UK£3.9bUK£443.5mUK£241.6m16.3x16.3x8.9x
Tue, 16 Dec 2025UK£3.5bUK£433.6mUK£425.3m10.1x8.2x8x
Thu, 13 Nov 2025UK£3.8bUK£431.4mUK£496.7m8.1x7.6x8.7x
Sat, 11 Oct 2025UK£3.3bUK£431.4mUK£496.7m7.1x6.7x7.7x
Mon, 08 Sep 2025UK£3.2bUK£431.4mUK£496.7m6.8x6.4x7.4x
Wed, 06 Aug 2025UK£3.3bUK£431.5mUK£496.7m7.1x6.7x7.7x
Fri, 04 Jul 2025UK£3.4bUK£431.5mUK£496.7m7.2x6.8x7.8x
Sun, 01 Jun 2025UK£3.4bUK£427.9mUK£574.2m6.8x5.9x7.9x
Tue, 29 Apr 2025UK£3.3bUK£426.4mUK£638.2m5.4x5.1x7.6x
Thu, 27 Mar 2025UK£3.1bUK£426.4mUK£638.2m5.2x4.9x7.4x
Sat, 22 Feb 2025UK£3.2bUK£426.4mUK£638.2m5.2x5x7.4x
Mon, 20 Jan 2025UK£3.2bUK£426.4mUK£638.2m5.3x5x7.5x
Wed, 18 Dec 2024UK£3.3bUK£426.3mUK£530.1m6.3x6.3x7.9x
Fri, 15 Nov 2024UK£4.0bUK£422.9mUK£504.0m8.1x8x9.5x
Sun, 13 Oct 2024UK£4.3bUK£422.9mUK£504.0m8.5x8.4x10x
Tue, 10 Sep 2024UK£4.5bUK£422.9mUK£504.0m9x8.9x10.7x
Thu, 08 Aug 2024UK£4.1bUK£422.9mUK£504.0m8.2x8.1x9.6x
Sat, 06 Jul 2024UK£4.0bUK£422.9mUK£504.0m8x8x9.5x
Mon, 03 Jun 2024UK£4.4bUK£423.8mUK£440.0m10x10x10.4x
Wed, 01 May 2024UK£3.8bUK£418.8mUK£387.1m9.9x9.8x9.1x
Fri, 29 Mar 2024UK£3.7bUK£418.8mUK£387.1m9.7x9.6x8.9x
Sun, 25 Feb 2024UK£3.7bUK£418.8mUK£387.1m9.5x9.5x8.8x
Tue, 23 Jan 2024UK£3.9bUK£418.8mUK£387.1m10.1x10x9.3x
Thu, 21 Dec 2023UK£4.3bUK£416.2mUK£472.6m9.8x9.2x10.4x
Sat, 18 Nov 2023UK£3.8bUK£410.4mUK£359.0m17x10.5x9.2x
Mon, 16 Oct 2023UK£3.4bUK£410.4mUK£359.0m15.2x9.4x8.2x
Wed, 13 Sep 2023UK£3.6bUK£410.4mUK£359.0m15.5x9.9x8.7x
Fri, 11 Aug 2023UK£3.9bUK£410.4mUK£359.0m16.8x10.8x9.5x
Price to Earnings Ratio

10.8x


Total Market Cap: UK£3.9bTotal Earnings: UK£359.0mTotal Revenue: UK£410.4mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Specialized REITs Industry Price to Earnings3Y Average 9.1x202420252026
Current Industry PE
    There are only 2 companies in the British Specialized REITs industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Specialized REITs industry have declined 19% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.6% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate industry?

GB Market0.74%
Real Estate-0.28%
Specialized REITs-1.24%
Self-Storage REITs-1.24%
Industry PE
  • Investors are most optimistic about the Self-Storage REITs industry which is trading above its 3-year average PE ratio of 9.1x.
    • Analysts are expecting annual earnings growth of 16.2%, which is higher than its past year's earnings decline of 58.0% per year.
  • Investors are most pessimistic about the Self-Storage REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the Self-Storage REITs industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 58% per year.
  • In contrast, the Self-Storage REITs industry is expected to see its earnings grow by 16% 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
BYG Big Yellow GroupUK£9.011.1%
+UK£19.6m		-5.0%PB0.7x
SAFE Safestore HoldingsUK£6.230.3%
+UK£4.4m		-7.5%PB0.6x

Latest News

BYG
UK£9.01
Big Yellow Group
7D
1.1%
1Y
-5.0%
SAFE
UK£6.23
Safestore Holdings
7D
0.3%
1Y
-7.5%