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South Korean (KOSPI) Real Estate Sector Analysis

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies34
  • 7D-1.4%
  • 3M3.0%
  • 1Y-5.1%
  • YTD8.6%

Over the last 7 days, the Real Estate industry has dropped 1.0%, driven by LOTTE REIT declining 3.5%. The industry has fallen 5.4% in the last year. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

Has the South Korean Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Sep 2025₩11.4t₩5.4t₩96.5b21x117.7x2.1x
Mon, 25 Aug 2025₩11.1t₩5.4t₩84.2b22.8x131.9x2.1x
Wed, 23 Jul 2025₩10.6t₩5.5t₩70.0b30.1x151.1x1.9x
Fri, 20 Jun 2025₩10.3t₩5.5t₩70.0b32.2x146.9x1.9x
Sun, 18 May 2025₩10.5t₩5.7t₩90.1b9.8x116x1.8x
Tue, 15 Apr 2025₩10.1t₩5.7t₩90.1b9x111.7x1.8x
Thu, 13 Mar 2025₩10.2t₩5.3t₩11.7b16.8x870.6x1.9x
Sat, 08 Feb 2025₩9.8t₩5.3t₩27.9b15.4x350x1.8x
Mon, 06 Jan 2025₩9.8t₩5.3t₩27.9b16.2x349.7x1.8x
Wed, 04 Dec 2024₩9.5t₩5.3t₩23.2b16.3x409.1x1.8x
Fri, 01 Nov 2024₩9.7t₩5.6t₩16.6b8x580.2x1.7x
Sun, 29 Sep 2024₩10.1t₩5.6t₩16.0b8.5x633x1.8x
Tue, 27 Aug 2024₩10.3t₩5.6t₩11.8b13.2x876.1x1.8x
Thu, 25 Jul 2024₩10.3t₩6.0t₩192.1b5.8x53.5x1.7x
Sat, 22 Jun 2024₩10.1t₩6.0t₩192.1b5.7x52.3x1.7x
Mon, 20 May 2024₩10.2t₩6.5t₩265.2b3.6x38.4x1.6x
Wed, 17 Apr 2024₩9.7t₩6.5t₩274.3b3.4x35.5x1.5x
Fri, 15 Mar 2024₩10.1t₩7.0t₩321.7b3.3x31.5x1.5x
Sun, 11 Feb 2024₩9.8t₩7.0t₩320.5b3.3x30.5x1.4x
Tue, 09 Jan 2024₩9.8t₩7.0t₩320.5b3.4x30.5x1.4x
Thu, 07 Dec 2023₩10.0t₩7.0t₩333.2b3.5x30x1.4x
Sat, 04 Nov 2023₩9.4t₩7.2t₩403.8b3.3x23.3x1.3x
Mon, 02 Oct 2023₩9.7t₩7.2t₩402.2b3.4x24.1x1.3x
Wed, 30 Aug 2023₩9.7t₩7.3t₩458.9b5.6x21.2x1.3x
Fri, 28 Jul 2023₩9.7t₩7.2t₩390.3b9.8x24.9x1.4x
Sun, 25 Jun 2023₩10.4t₩7.2t₩389.6b10.6x26.6x1.4x
Tue, 23 May 2023₩10.5t₩7.1t₩391.6b8.4x26.9x1.5x
Thu, 20 Apr 2023₩10.1t₩6.7t₩424.0b6.9x23.8x1.5x
Sat, 18 Mar 2023₩9.2t₩5.8t₩437.0b4.4x21.2x1.6x
Mon, 13 Feb 2023₩9.9t₩6.0t₩482.3b4.3x20.4x1.6x
Wed, 11 Jan 2023₩9.7t₩6.0t₩482.3b4.4x20.1x1.6x
Fri, 09 Dec 2022₩9.6t₩6.0t₩491.0b4.6x19.5x1.6x
Sun, 06 Nov 2022₩8.4t₩5.2t₩504.4b4x16.7x1.6x
Tue, 04 Oct 2022₩9.7t₩5.2t₩504.4b4.3x19.3x1.9x
Price to Earnings Ratio

19.3x


Total Market Cap: ₩9.7tTotal Earnings: ₩504.4bTotal Revenue: ₩5.2tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Real Estate Sector Price to Earnings3Y Average 131.3x202320242025
Current Industry PE
  • Investors are pessimistic on the South Korean 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 119x which is lower than its 3-year average PE of 131x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 42% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 South Korean Real Estate sector?

KR Market-1.80%
Real Estate-1.44%
Hotel and Resort REITs0%0
Office REITs-0.70%
REITS-0.71%
Specialized REITs-0.80%
Industrial REITs-1.99%
Residential REITs-2.15%
Real Estate-3.12%
Retail REITs-3.36%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 49.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 3.5x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 78% per year.
  • In contrast, the Real Estate industry is expected to see its earnings grow by 22% 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
A417310 Koramco The One Reit₩6.53k4.5%
+₩11.3b
30.6%n/a
A210980 SK D&D₩10.39k4.6%
+₩8.6b
17.1%PE3.3x
A432320 KB STAR REIT₩3.99k1.7%
+₩6.6b
-8.8%n/a
A094800 Mirae Asset Asia Pacific Real Estate 1 Investment₩5.00k1.3%
+₩6.0b
9.2%n/a
A334890 IGIS Value Plus REIT₩4.17k2.7%
+₩5.7b
-21.0%n/a

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