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U.K. (FTSE) Real Estate Sector Analysis

UpdatedAug 16, 2026
DataAggregated Company Financials
Companies65
  • 7D0.08%
  • 3M16.4%
  • 1Y12.1%
  • YTD9.5%

Over the last 7 days, the Real Estate industry has remained flat, although notably Savills gained 12%. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Aug 2026UK£63.3bUK£11.5bUK£2.8b14.7x22.3x5.5x
Tue, 14 Jul 2026UK£59.7bUK£11.2bUK£3.8b14.2x15.6x5.3x
Thu, 11 Jun 2026UK£56.3bUK£11.2bUK£3.9b13x14.3x5x
Sat, 09 May 2026UK£55.6bUK£11.2bUK£4.0b13x13.7x5x
Mon, 06 Apr 2026UK£53.5bUK£11.2bUK£3.9b13x13.7x4.8x
Wed, 04 Mar 2026UK£59.1bUK£10.9bUK£3.8b13.5x15.8x5.4x
Fri, 30 Jan 2026UK£61.2bUK£10.8bUK£4.0b14.7x15.1x5.7x
Sun, 28 Dec 2025UK£57.5bUK£10.8bUK£4.3b12.8x13.4x5.3x
Tue, 25 Nov 2025UK£56.2bUK£10.8bUK£4.3b12.7x13x5.2x
Thu, 23 Oct 2025UK£59.1bUK£10.8bUK£4.4b12.5x13.5x5.5x
Sat, 20 Sep 2025UK£55.8bUK£10.7bUK£4.4b11.4x12.6x5.2x
Mon, 18 Aug 2025UK£59.6bUK£13.6bUK£4.5b12.1x13.2x4.4x
Wed, 16 Jul 2025UK£61.1bUK£13.4bUK£4.1b13.1x14.8x4.5x
Fri, 13 Jun 2025UK£64.0bUK£13.4bUK£4.1b14.7x15.7x4.8x
Sun, 11 May 2025UK£62.1bUK£13.4bUK£3.2b18.7x19.4x4.6x
Tue, 08 Apr 2025UK£54.5bUK£13.5bUK£3.1b16.8x17.5x4x
Thu, 06 Mar 2025UK£57.5bUK£13.3bUK£2.9b19.2x19.7x4.3x
Sat, 01 Feb 2025UK£60.3bUK£13.5bUK£808.2m21.4x74.6x4.5x
Mon, 30 Dec 2024UK£58.9bUK£13.5bUK£800.7m20.9x73.6x4.4x
Wed, 27 Nov 2024UK£62.4bUK£13.4bUK£575.6m20x108.4x4.6x
Fri, 25 Oct 2024UK£66.1bUK£13.5b-UK£655,417,781.8716.7x-100.9x4.9x
Sun, 22 Sep 2024UK£69.5bUK£13.5b-UK£661,465,101.8817.1x-105x5.1x
Tue, 20 Aug 2024UK£68.1bUK£13.5b-UK£587,139,310.3416.9x-116x5x
Thu, 18 Jul 2024UK£67.9bUK£13.5b-UK£556,105,767.9017.7x-122.2x5x
Sat, 15 Jun 2024UK£65.9bUK£13.5b-UK£863,922,469.8115.5x-76.3x4.9x
Mon, 13 May 2024UK£64.8bUK£13.5b-UK£3,008,172,407.6117.9x-21.6x4.8x
Wed, 10 Apr 2024UK£62.6bUK£13.6b-UK£3,692,281,880.5814.6x-17x4.6x
Fri, 08 Mar 2024UK£61.7bUK£13.4b-UK£4,139,548,288.7115.9x-14.9x4.6x
Sun, 04 Feb 2024UK£67.9bUK£14.9b-UK£8,584,986,174.0014.7x-7.9x4.6x
Tue, 02 Jan 2024UK£70.8bUK£14.9b-UK£8,442,741,783.0014.1x-8.4x4.8x
Thu, 30 Nov 2023UK£65.8bUK£14.8b-UK£8,390,911,983.0013.2x-7.8x4.4x
Sat, 28 Oct 2023UK£58.2bUK£14.7b-UK£8,173,829,014.0012.7x-7.1x4x
Mon, 25 Sep 2023UK£63.2bUK£14.9b-UK£7,119,519,807.0011.2x-8.9x4.2x
Wed, 23 Aug 2023UK£61.2bUK£15.0b-UK£6,838,853,555.0011.3x-8.9x4.1x
Price to Earnings Ratio

-8.9x


Total Market Cap: UK£61.2bTotal Earnings: -UK£6,838,853,555.00Total Revenue: UK£15.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Sector Price to Earnings3Y Average -4x202420252026
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 22.3x which is higher than its 3-year average PE of -4.0x.
  • The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • Total earnings for the Real Estate industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 8.5% per year.
  • This means that less sales are being generated overall, but since the 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 Market-1.35%
Real Estate0.078%
Real Estate3.71%
Retail REITs0.76%
Specialized REITs0.65%
Office REITs0.21%
REITS0.043%
Health Care REITs-0.44%
Residential REITs-0.47%
Industrial REITs-0.72%
Industry PE
  • Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 334x.
    • Analysts are expecting annual earnings growth of 35.1%, which is higher than its past year's earnings decline of 5.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Residential REITs industry, expecting annual earnings growth of 45% 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 8.2% 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
SVS SavillsUK£10.9011.7%
+UK£157.9m		18.7%PE22.8x
SHC Shaftesbury CapitalUK£1.514.0%
+UK£106.2m		-0.7%PB0.7x
HMSO HammersonUK£3.811.8%
+UK£39.7m		30.0%PB1.1x
RGG RentGuarantor HoldingsUK£0.6325.0%
+UK£26.3m		78.6%PS20.9x
SGRO SEGROUK£9.610.1%
+UK£16.2m		50.3%PB1.1x

Latest News

SVS
UK£10.90
Savills
7D
11.7%
1Y
18.7%
RGG
UK£0.63
RentGuarantor Holdings
7D
25.0%
1Y
78.6%
IWG
UK£1.78
International Workplace Group
7D
-6.0%
1Y
-22.4%
SUPR
UK£0.86
Supermarket Income REIT
7D
-1.3%
1Y
8.5%
BBOX
UK£1.61
Tritax Big Box REIT
7D
-3.2%
1Y
16.7%
SHC
UK£1.51
Shaftesbury Capital
7D
4.0%
1Y
-0.7%
SRE
UK£0.97
Sirius Real Estate
7D
-2.6%
1Y
-3.7%
HMSO
UK£3.81
Hammerson
7D
1.8%
1Y
30.0%
Narrative Update • Aug 06

HMSO: Higher Price View And Capital Actions Will Shape Balanced Repricing

Analysts have lifted their price target for Hammerson to £4.54 from £3.85, reflecting updated views on fair value, profit margins, and P/E assumptions for the stock. What’s in the News for Hammerson Hammerson has filed a follow on equity offering of £3.55 million in ordinary shares, with 1,000,000 shares offered at £3.55 per share.
SGRO
UK£9.61
SEGRO
7D
0.1%
1Y
50.3%
LAND
UK£7.13
Land Securities Group
7D
-0.3%
1Y
24.1%
UTG
UK£5.30
Unite Group
7D
-0.6%
1Y
-27.4%
BLND
UK£4.38
British Land
7D
-1.3%
1Y
26.8%
BYG
UK£9.06
Big Yellow Group
7D
0.7%
1Y
-0.2%
LMP
UK£1.94
LondonMetric Property
7D
-0.5%
1Y
2.4%
GPE
UK£3.60
Great Portland Estates
7D
0.7%
1Y
11.4%
GWI
€1.86
Globalworth Real Estate Investments
7D
3.3%
1Y
-21.5%