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U.K. (FTSE) Real Estate Sector Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies67
  • 7D3.0%
  • 3M-6.5%
  • 1Y0.8%
  • YTD-4.0%

In the last week, the Real Estate industry is up 3.0%, with SEGRO up 3.6%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

Has the U.K. Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026UK£55.1bUK£11.3bUK£4.0b13.4x13.8x4.9x
Wed, 11 Mar 2026UK£57.5bUK£10.9bUK£3.7b13.6x15.3x5.3x
Fri, 06 Feb 2026UK£60.4bUK£10.7bUK£4.0b14x15x5.6x
Sun, 04 Jan 2026UK£58.0bUK£10.8bUK£4.3b12.9x13.5x5.4x
Tue, 02 Dec 2025UK£57.7bUK£10.8bUK£4.3b13.1x13.4x5.3x
Thu, 30 Oct 2025UK£58.6bUK£10.8bUK£4.4b12x13.3x5.4x
Sat, 27 Sep 2025UK£56.1bUK£10.8bUK£4.4b11.5x12.6x5.2x
Mon, 25 Aug 2025UK£57.8bUK£10.9bUK£4.5b11.2x12.8x5.3x
Wed, 23 Jul 2025UK£62.1bUK£13.4bUK£4.2b13.1x14.7x4.6x
Fri, 20 Jun 2025UK£63.7bUK£13.5bUK£4.1b13.8x15.4x4.7x
Sun, 18 May 2025UK£62.2bUK£13.4bUK£3.5b17.9x17.6x4.6x
Tue, 15 Apr 2025UK£57.8bUK£13.4bUK£3.2b17.8x18.2x4.3x
Thu, 13 Mar 2025UK£58.5bUK£13.3bUK£3.0b17x19.3x4.4x
Sat, 08 Feb 2025UK£59.8bUK£13.5bUK£807.3m21.7x74.1x4.4x
Mon, 06 Jan 2025UK£59.0bUK£13.5bUK£798.1m21.2x73.9x4.4x
Wed, 04 Dec 2024UK£62.1bUK£13.5bUK£767.5m19.5x80.9x4.6x
Fri, 01 Nov 2024UK£65.9bUK£13.5b-UK£656,834,475.2816.7x-100.4x4.9x
Sun, 29 Sep 2024UK£69.9bUK£13.4b-UK£681,875,032.5117.2x-102.5x5.2x
Tue, 27 Aug 2024UK£68.7bUK£13.5b-UK£583,852,871.1016.9x-117.6x5.1x
Thu, 25 Jul 2024UK£66.3bUK£13.5b-UK£386,346,239.7715.8x-171.6x4.9x
Sat, 22 Jun 2024UK£65.6bUK£13.5b-UK£746,637,178.9617x-87.9x4.9x
Mon, 20 May 2024UK£67.6bUK£13.4b-UK£2,785,629,454.1415.8x-24.3x5x
Wed, 17 Apr 2024UK£61.8bUK£13.6b-UK£3,692,770,177.4514.4x-16.7x4.5x
Fri, 15 Mar 2024UK£61.3bUK£13.7b-UK£3,870,154,205.0719.5x-15.9x4.5x
Sun, 11 Feb 2024UK£62.0bUK£13.5b-UK£8,862,907,176.9115.2x-7x4.6x
Tue, 09 Jan 2024UK£70.1bUK£14.9b-UK£8,441,680,021.0014.1x-8.3x4.7x
Thu, 07 Dec 2023UK£67.2bUK£14.9b-UK£8,444,972,902.0013.4x-8x4.5x
Sat, 04 Nov 2023UK£64.3bUK£14.7b-UK£8,203,821,582.0013x-7.8x4.4x
Mon, 02 Oct 2023UK£61.3bUK£14.7b-UK£7,952,075,629.0013.4x-7.7x4.2x
Wed, 30 Aug 2023UK£63.2bUK£14.9b-UK£6,847,471,285.0011.2x-9.2x4.2x
Fri, 28 Jul 2023UK£68.1bUK£14.9b-UK£5,243,161,524.0011.8x-13x4.6x
Sun, 25 Jun 2023UK£62.4bUK£15.0b-UK£4,657,299,418.009.8x-13.4x4.2x
Tue, 23 May 2023UK£69.2bUK£14.9b-UK£1,791,964,872.009.6x-38.6x4.7x
Thu, 20 Apr 2023UK£69.2bUK£14.8bUK£1.8b8x38.1x4.7x
Price to Earnings Ratio

38.1x


Total Market Cap: UK£69.2bTotal Earnings: UK£1.8bTotal Revenue: UK£14.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Sector Price to Earnings3Y Average -5.1x202420252026
Current Industry PE
  • Investors are pessimistic on the British Real Estate 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 13.8x which is higher than its 3-year average PE of -5.1x.
  • The industry is trading close to its 3-year average PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 30% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.7% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

GB Market1.87%
Real Estate3.04%
Specialized REITs4.78%
Office REITs4.45%
REITS3.60%
Retail REITs3.36%
Health Care REITs3.26%
Industrial REITs3.15%
Residential REITs1.87%
Real Estate-1.04%
Industry PE
  • Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 149x.
    • Analysts are expecting annual earnings growth of 23.4%, which is lower than the prior year's growth of 39.0% per year.
  • Investors are most pessimistic about the Retail REITs industry, which is trading below its 3-year average of 51.2x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 1.5% per year.
  • In contrast, the Retail REITs industry is expected to see its earnings grow by 6.5% 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
SGRO SEGROUK£6.953.6%
+UK£330.1m		7.7%PB0.8x
BLND British LandUK£3.804.2%
+UK£152.0m		6.5%PB0.7x
BBOX Tritax Big Box REITUK£1.512.8%
+UK£110.8m		13.2%PB0.8x
LMP LondonMetric PropertyUK£1.912.5%
+UK£107.4m		3.6%PB1x
LAND Land Securities GroupUK£5.812.3%
+UK£96.7m		7.1%PB0.7x

Latest News

SHC
UK£1.37
Shaftesbury Capital
7D
3.9%
1Y
11.0%
SVS
UK£8.19
Savills
7D
-2.5%
1Y
-10.2%

SVS: Upgrades And Dividend Policy Will Drive Confidence In Future Upside

The analyst price target for Savills has edged down slightly to about £12.48 from £12.56, as analysts factor in higher expected revenue growth and a modestly stronger profit margin, along with recent upgrades that reflect a more constructive stance on the shares. Analyst Commentary Recent research on Savills has shifted toward a more constructive stance, with several analysts revisiting their views on both the upside potential and the key execution risks.
LAND
UK£5.81
Land Securities Group
7D
2.3%
1Y
7.1%
BBOX
UK£1.51
Tritax Big Box REIT
7D
2.8%
1Y
13.2%
LSL
UK£2.23
LSL Property Services
7D
-0.4%
1Y
-15.8%
MTVW
UK£88.50
Mountview Estates
7D
-0.6%
1Y
-3.8%
TOWN
UK£1.17
Town Centre Securities
7D
-2.5%
1Y
-5.3%
GWI
€1.74
Globalworth Real Estate Investments
7D
-0.6%
1Y
-29.0%
FOXT
UK£0.42
Foxtons Group
7D
-1.2%
1Y
-25.4%

FOXT: Higher Margins And Capital Returns Will Support An Undervalued Outlook

Analysts have revised their fair value estimate for Foxtons Group from £0.55 to £0.50, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Proposed final dividend of 0.93 pence per share for the year ended 31 December 2025, taking the total dividend for the year to 1.17 pence per share, subject to shareholder approval at the AGM on 7 May 2026 (Key Developments).
DAR
US$7.60
Dar Global
7D
-4.1%
1Y
45.9%
GPE
UK£3.08
Great Portland Estates
7D
7.1%
1Y
6.1%
LMP
UK£1.91
LondonMetric Property
7D
2.5%
1Y
3.6%
PCA
UK£1.77
Palace Capital
7D
-4.6%
1Y
-18.3%
SGRO
UK£6.95
SEGRO
7D
3.6%
1Y
7.7%
SAFE
UK£6.90
Safestore Holdings
7D
6.5%
1Y
20.5%
BLND
UK£3.80
British Land
7D
4.2%
1Y
6.5%