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South Korean (KOSPI) Real Estate Sector Analysis
UpdatedAug 13, 2026
DataAggregated Company Financials
Companies31
- 7D3.5%
- 3M-5.3%
- 1Y-2.1%
- YTD-6.1%
In the last week, the Real Estate industry is up 3.5%, with Hanwha REIT leading the way with a 6.4% gain. Meanwhile, SK D&D actually underperformed within the industry, shrinking 18% in the last week. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 12% annually.
Sector Valuation and Performance
Has the South Korean Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | ₩10.7t | ₩4.8t | ₩67.0b | 8.3x | 160.3x | 2.3x |
| Sat, 11 Jul 2026 | ₩10.5t | ₩4.8t | ₩67.0b | 9x | 157.3x | 2.2x |
| Mon, 08 Jun 2026 | ₩10.2t | ₩4.8t | ₩48.5b | 8x | 209.9x | 2.1x |
| Wed, 06 May 2026 | ₩12.4t | ₩4.8t | ₩99.7b | 13.2x | 124.2x | 2.6x |
| Fri, 03 Apr 2026 | ₩12.4t | ₩4.9t | ₩113.6b | 9.8x | 108.7x | 2.5x |
| Sun, 01 Mar 2026 | ₩12.6t | ₩5.5t | ₩150.2b | 7.4x | 84x | 2.3x |
| Tue, 27 Jan 2026 | ₩12.0t | ₩5.5t | ₩159.9b | 5.1x | 75.1x | 2.2x |
| Thu, 25 Dec 2025 | ₩11.8t | ₩5.5t | ₩159.9b | 5.2x | 73.9x | 2.2x |
| Sat, 22 Nov 2025 | ₩11.6t | ₩5.5t | ₩101.1b | 21.2x | 115.1x | 2.1x |
| Mon, 20 Oct 2025 | ₩11.4t | ₩5.4t | ₩96.5b | 20.5x | 118.2x | 2.1x |
| Wed, 17 Sep 2025 | ₩11.5t | ₩5.4t | ₩96.5b | 21.3x | 119.4x | 2.1x |
| Fri, 15 Aug 2025 | ₩11.1t | ₩5.5t | ₩70.0b | 25.4x | 158.4x | 2x |
| Sun, 13 Jul 2025 | ₩10.7t | ₩5.5t | ₩70.0b | 32.3x | 153.2x | 2x |
| Tue, 10 Jun 2025 | ₩10.5t | ₩5.5t | ₩70.0b | 33.3x | 150x | 1.9x |
| Thu, 08 May 2025 | ₩10.5t | ₩5.7t | ₩90.1b | 9.7x | 116.2x | 1.8x |
| Sat, 05 Apr 2025 | ₩10.2t | ₩5.7t | ₩99.6b | 9.5x | 101.9x | 1.8x |
| Mon, 03 Mar 2025 | ₩10.3t | ₩5.3t | ₩11.7b | 16.4x | 881x | 1.9x |
| Wed, 29 Jan 2025 | ₩9.7t | ₩5.3t | ₩27.9b | 15.9x | 348.5x | 1.8x |
| Fri, 27 Dec 2024 | ₩9.8t | ₩5.3t | ₩27.9b | 16.3x | 350.9x | 1.8x |
| Sun, 24 Nov 2024 | ₩9.8t | ₩5.4t | -₩7,355,175,042.00 | 14.3x | -1327x | 1.8x |
| Tue, 22 Oct 2024 | ₩10.0t | ₩5.6t | ₩16.6b | 8.2x | 601x | 1.8x |
| Thu, 19 Sep 2024 | ₩10.2t | ₩2.6t | ₩21.2b | 4.8x | 484.3x | 3.9x |
| Sat, 17 Aug 2024 | ₩10.3t | ₩6.0t | ₩192.5b | 5.8x | 53.5x | 1.7x |
| Mon, 15 Jul 2024 | ₩10.0t | ₩6.0t | ₩192.1b | 5.7x | 52.1x | 1.7x |
| Wed, 12 Jun 2024 | ₩10.2t | ₩6.0t | ₩191.6b | 5.6x | 53.1x | 1.7x |
| Fri, 10 May 2024 | ₩10.0t | ₩6.5t | ₩275.6b | 3.5x | 36.2x | 1.5x |
| Sun, 07 Apr 2024 | ₩9.7t | ₩6.5t | ₩274.3b | 3.5x | 35.2x | 1.5x |
| Tue, 05 Mar 2024 | ₩9.9t | ₩7.0t | ₩321.7b | 3.2x | 30.8x | 1.4x |
| Thu, 01 Feb 2024 | ₩9.6t | ₩7.0t | ₩320.5b | 3.2x | 30x | 1.4x |
| Sat, 30 Dec 2023 | ₩9.8t | ₩7.0t | ₩320.5b | 3.5x | 30.5x | 1.4x |
| Mon, 27 Nov 2023 | ₩9.9t | ₩7.0t | ₩335.0b | 3.6x | 29.5x | 1.4x |
| Wed, 25 Oct 2023 | ₩9.2t | ₩7.2t | ₩403.8b | 3.3x | 22.9x | 1.3x |
| Fri, 22 Sep 2023 | ₩9.8t | ₩7.3t | ₩418.4b | 3.4x | 23.4x | 1.3x |
| Sun, 20 Aug 2023 | ₩9.5t | ₩7.2t | ₩385.0b | 9.8x | 24.6x | 1.3x |
Price to Earnings Ratio
24.6x
Current Industry PE
- Investors are relatively neutral on the South Korean Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 160x.
- The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 44% per year over the last three years,
- Revenues have also declined 13% 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 South Korean Real Estate sector?
| KR Market | 0.37% | |
| Real Estate | 3.47% | |
| Real Estate | 6.46% | |
| Retail REITs | 5.74% | |
| Residential REITs | 4.86% | |
| REITS | 2.87% | |
| Office REITs | 2.76% | |
| Specialized REITs | 2.12% | |
| Industrial REITs | 1.89% | |
| Hotel and Resort REITs | 0% | 0 |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 10.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the REITS industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 55.4x.
Forecasted Growth
- Analysts are most optimistic on the Industrial REITs industry, expecting annual earnings growth of 19% over the next 5 years.
- In contrast, the REITS industry is expected to see its earnings grow by 6.0% per year 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 | |
|---|---|---|---|---|---|
| A094800 Mirae Asset Asia Pacific Real Estate 1 Investment | ₩6.95k | 11.2% +₩65.0b | 48.2% | n/a | |
| A395400 SK Reits | ₩5.72k | 3.6% +₩60.2b | 18.4% | PB0.9x | |
| A330590 LOTTE REIT | ₩3.87k | 4.9% +₩52.0b | -0.3% | PB1x | |
| A317400 Xi S&D | ₩9.49k | 16.6% +₩51.4b | 168.8% | PE8.9x | |
| A451800 Hanwha REIT | ₩5.42k | 5.4% +₩50.3b | 37.7% | n/a |