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U.K. (FTSE) Real Estate Sector Analysis
UpdatedAug 29, 2025
DataAggregated Company Financials
Companies67
- 7D-1.1%
- 3M-7.4%
- 1Y-12.9%
- YTD-1.2%
Over the last 7 days, the Real Estate industry has dropped 1.1%, driven by a pullback from Land Securities Group of 2.7%. However, the industry is down 14% over the past year. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the U.K. Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 29 Aug 2025 | UK£56.6b | UK£10.9b | UK£4.6b | 10.7x | 12.3x | 5.2x |
| Sun, 27 Jul 2025 | UK£61.3b | UK£13.5b | UK£4.3b | 13x | 14.3x | 4.6x |
| Tue, 24 Jun 2025 | UK£63.1b | UK£13.4b | UK£4.1b | 13.6x | 15.3x | 4.7x |
| Thu, 22 May 2025 | UK£62.2b | UK£13.5b | UK£3.6b | 16x | 17.2x | 4.6x |
| Sat, 19 Apr 2025 | UK£60.5b | UK£13.4b | UK£3.2b | 19x | 18.9x | 4.5x |
| Mon, 17 Mar 2025 | UK£58.7b | UK£13.3b | UK£3.0b | 17.5x | 19.7x | 4.4x |
| Wed, 12 Feb 2025 | UK£60.1b | UK£13.5b | UK£807.8m | 21.4x | 74.4x | 4.4x |
| Fri, 10 Jan 2025 | UK£57.1b | UK£13.6b | UK£795.9m | 20.2x | 71.8x | 4.2x |
| Sun, 08 Dec 2024 | UK£61.7b | UK£13.5b | UK£789.0m | 21.6x | 78.2x | 4.6x |
| Tue, 05 Nov 2024 | UK£64.1b | UK£13.5b | -UK£655,874,374.57 | 16.3x | -97.8x | 4.7x |
| Thu, 03 Oct 2024 | UK£69.5b | UK£13.4b | -UK£696,305,590.49 | 17.1x | -99.8x | 5.2x |
| Sat, 31 Aug 2024 | UK£67.9b | UK£13.5b | -UK£584,364,619.32 | 16.7x | -116.1x | 5x |
| Mon, 29 Jul 2024 | UK£66.9b | UK£13.5b | -UK£193,299,457.48 | 15.9x | -346.3x | 5x |
| Wed, 26 Jun 2024 | UK£65.7b | UK£13.5b | -UK£719,948,907.56 | 19x | -91.2x | 4.9x |
| Fri, 24 May 2024 | UK£65.9b | UK£13.4b | -UK£2,593,015,309.56 | 15.8x | -25.4x | 4.9x |
| Sun, 21 Apr 2024 | UK£61.4b | UK£13.6b | -UK£3,316,895,213.00 | 14.8x | -18.5x | 4.5x |
| Tue, 19 Mar 2024 | UK£61.6b | UK£13.7b | -UK£3,870,289,049.45 | 19.7x | -15.9x | 4.5x |
| Thu, 15 Feb 2024 | UK£61.3b | UK£13.5b | -UK£8,863,003,712.06 | 15x | -6.9x | 4.5x |
| Sat, 13 Jan 2024 | UK£69.5b | UK£14.9b | -UK£8,441,679,044.00 | 14.1x | -8.2x | 4.7x |
| Mon, 11 Dec 2023 | UK£66.4b | UK£14.9b | -UK£8,436,790,755.00 | 13.5x | -7.9x | 4.5x |
| Wed, 08 Nov 2023 | UK£62.7b | UK£14.7b | -UK£8,204,079,165.00 | 12.7x | -7.6x | 4.3x |
| Fri, 06 Oct 2023 | UK£59.8b | UK£14.6b | -UK£8,100,061,694.00 | 12.6x | -7.4x | 4.1x |
| Sun, 03 Sep 2023 | UK£62.7b | UK£14.9b | -UK£6,906,718,194.00 | 11.3x | -9.1x | 4.2x |
| Tue, 01 Aug 2023 | UK£67.3b | UK£14.9b | -UK£6,651,653,196.00 | 11.4x | -10.1x | 4.5x |
| Thu, 29 Jun 2023 | UK£62.9b | UK£15.0b | -UK£4,716,607,342.00 | 10.5x | -13.3x | 4.2x |
| Sat, 27 May 2023 | UK£67.2b | UK£14.8b | -UK£3,456,435,882.00 | 9.4x | -19.5x | 4.5x |
| Mon, 24 Apr 2023 | UK£70.0b | UK£14.9b | UK£1.5b | 8.1x | 47.5x | 4.7x |
| Wed, 22 Mar 2023 | UK£28.5b | UK£10.7b | UK£2.9b | 7.1x | 9.7x | 2.7x |
| Fri, 17 Feb 2023 | UK£69.9b | UK£14.3b | UK£12.0b | 7.5x | 5.8x | 4.9x |
| Sun, 15 Jan 2023 | UK£69.3b | UK£14.5b | UK£12.0b | 7.5x | 5.8x | 4.8x |
| Tue, 13 Dec 2022 | UK£64.7b | UK£14.6b | UK£12.1b | 7.1x | 5.3x | 4.4x |
| Thu, 10 Nov 2022 | UK£69.1b | UK£14.3b | UK£14.4b | 7x | 4.8x | 4.8x |
| Sat, 08 Oct 2022 | UK£60.8b | UK£14.3b | UK£14.4b | 5.8x | 4.2x | 4.3x |
| Mon, 05 Sep 2022 | UK£74.4b | UK£14.4b | UK£14.1b | 7.6x | 5.3x | 5.2x |
Price to Earnings Ratio
5.3x
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 12.6x which is higher than its 3-year average PE of -5.8x.
- 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 declined 32% per year over the last three years,
- Revenues have also declined 8.8% 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 sector?
| GB Market | 2.82% | |
| Real Estate | -1.05% | |
| Specialized REITs | 0.42% | |
| Industrial REITs | -0.44% | |
| Real Estate | -0.86% | |
| Retail REITs | -0.87% | |
| Health Care REITs | -1.09% | |
| Office REITs | -1.65% | |
| Residential REITs | -1.92% | |
| REITS | -2.12% | |
Industry PE
- Investors are most optimistic about the Office REITs industry even though it's trading below its 3-year average PE ratio of 178x.
- Analysts are expecting annual earnings growth of 16.1% and investors are willing to pay a premium for that growth.
- Investors are most pessimistic about the Specialized REITs industry, which is trading below its 3-year average of 7.9x.
Forecasted Growth
- Analysts are most optimistic on the Health Care REITs industry, expecting annual earnings growth of 20% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Specialized REITs industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| IWG International Workplace Group | UK£2.03 | 3.7% +UK£68.1m | 14.7% | PE125.9x | |
| BBOX Tritax Big Box REIT | UK£1.40 | 0.9% +UK£29.8m | -12.3% | PB0.8x | |
| SAFE Safestore Holdings | UK£6.44 | 0.5% +UK£7.6m | -25.0% | PB0.6x | |
| BYG Big Yellow Group | UK£9.24 | 0.3% +UK£5.9m | -25.8% | PB0.7x | |
| SOHO Social Housing REIT | UK£0.68 | 2.1% +UK£5.5m | 7.4% | PB0.7x |