South Korean (KOSPI) REITS Industry Analysis

Industry Valuation and Performance

Has the South Korean REITS Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 07 Aug 2026	₩3.5t	₩202.9b	₩57.5b	15.4x	60.4x	17.1x
Sun, 05 Jul 2026	₩3.4t	₩202.9b	₩57.5b	14.3x	59.7x	16.9x
Tue, 02 Jun 2026	₩3.5t	₩207.2b	₩59.5b	13.5x	58x	16.7x
Thu, 30 Apr 2026	₩4.3t	₩207.2b	₩59.5b	17.1x	71.7x	20.6x
Sat, 28 Mar 2026	₩4.2t	₩209.4b	₩59.5b	16.5x	70.9x	20.1x
Mon, 23 Feb 2026	₩3.9t	₩209.4b	₩59.5b	16.1x	65.7x	18.7x
Wed, 21 Jan 2026	₩3.8t	₩221.2b	₩69.2b	13.5x	54.3x	17x
Fri, 19 Dec 2025	₩3.7t	₩221.2b	₩69.2b	12.7x	53.8x	16.8x
Sun, 16 Nov 2025	₩3.6t	₩215.1b	₩39.8b	14.9x	89.9x	16.6x
Tue, 14 Oct 2025	₩3.4t	₩215.1b	₩39.8b	14.3x	86.2x	16x
Thu, 11 Sep 2025	₩3.4t	₩215.1b	₩39.8b	14.7x	86.6x	16x
Sat, 09 Aug 2025	₩3.4t	₩173.5b	₩29.3b	10.5x	114.7x	19.4x
Mon, 07 Jul 2025	₩3.2t	₩173.5b	₩29.3b	10.8x	110.3x	18.6x
Wed, 04 Jun 2025	₩3.2t	₩181.0b	₩29.3b	10.3x	110.7x	17.9x
Fri, 02 May 2025	₩3.3t	₩193.2b	₩37.4b	7.6x	86.9x	16.8x
Sun, 30 Mar 2025	₩3.2t	₩197.9b	₩37.4b	7.9x	85.5x	16.2x
Tue, 25 Feb 2025	₩3.3t	₩197.9b	₩37.4b	8.4x	87.2x	16.5x
Thu, 23 Jan 2025	₩3.1t	₩214.1b	₩53.6b	6.4x	58.1x	14.5x
Sat, 21 Dec 2024	₩3.0t	₩214.1b	₩53.6b	6.6x	56.1x	14.1x
Mon, 18 Nov 2024	₩3.0t	₩222.1b	₩75.6b	4.5x	39.8x	13.6x
Wed, 16 Oct 2024	₩3.3t	₩222.1b	₩75.6b	4.8x	43.2x	14.7x
Fri, 13 Sep 2024	₩3.4t	₩222.1b	₩75.6b	4.7x	45x	15.3x
Sun, 11 Aug 2024	₩3.3t	₩232.6b	₩88.5b	4.2x	37.2x	14.2x
Tue, 09 Jul 2024	₩3.2t	₩232.6b	₩88.5b	4.1x	36.2x	13.8x
Thu, 06 Jun 2024	₩3.2t	₩227.8b	₩88.5b	4.2x	36.3x	14.1x
Sat, 04 May 2024	₩3.0t	₩237.8b	₩129.6b	2.9x	23.5x	12.8x
Mon, 01 Apr 2024	₩2.8t	₩237.8b	₩129.6b	2.9x	21.6x	11.8x
Wed, 28 Feb 2024	₩2.7t	₩229.8b	₩130.8b	3.1x	20.6x	11.7x
Fri, 26 Jan 2024	₩2.6t	₩229.8b	₩130.8b	2.9x	19.8x	11.3x
Sun, 24 Dec 2023	₩2.7t	₩229.8b	₩130.8b	3x	20.4x	11.6x
Tue, 21 Nov 2023	₩2.7t	₩230.3b	₩130.8b	3.2x	20.5x	11.7x
Thu, 19 Oct 2023	₩2.7t	₩230.9b	₩136.4b	3x	19.4x	11.5x
Sat, 16 Sep 2023	₩2.7t	₩230.9b	₩136.4b	2.8x	19.7x	11.6x
Mon, 14 Aug 2023	₩2.7t	₩219.3b	₩141.6b	2.7x	18.8x	12.1x

Current Industry PE

Investors are optimistic on the South Korean REITs industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 60.4x which is higher than its 3-year average PE of 55.2x.

The 3-year average PS ratio of 15.2x is lower than the industry's current PS ratio of 17.1x.

Past Earnings Growth

The earnings for companies in the REITs industry have declined 26% per year over the last three years,
Revenues have also declined 2.6% 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 industry?


KR Market	13.42%
Real Estate	2.38%
REITS	0.67%
Specialized REITs	3.03%
Office REITs	2.08%
Residential REITs	1.39%
Diversified REITs	0.67%
Retail REITs	0.46%
Hotel and Resort REITs	0%	0
Industrial REITs	-6.50%

Industry PE

Investors are most optimistic about the Diversified REITs industry, which is trading close to its 3-year average PE ratio of 55.2x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Investors are most pessimistic about the Diversified REITs industry, which is trading close to its 3-year average of 55.2x.

Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
A395400 SK Reits	₩5.62k	2.6% +₩42.1b	14.0%	n/a
A094800 Mirae Asset Asia Pacific Real Estate 1 Investment	₩6.36k	3.6% +₩20.4b	37.7%	n/a
A377190 D&D platform REIT	₩2.16k	9.3% +₩16.2b	-34.2%	n/a
A404990 Shinhan Seobu T&D REIT	₩4.10k	4.7% +₩11.4b	11.0%	PE24.9x
A357430 MASTERN PREMIER REIT 1	₩880.00	30.0% +₩6.2b	-43.5%	n/a

Company

Last Price

Valuation

A395400 SK Reits

₩5.62k

2.6%
+₩42.1b

14.0%

n/a

A094800 Mirae Asset Asia Pacific Real Estate 1 Investment

₩6.36k

3.6%
+₩20.4b

37.7%

n/a

A377190 D&D platform REIT

₩2.16k

9.3%
+₩16.2b

-34.2%

n/a

A404990 Shinhan Seobu T&D REIT

₩4.10k

4.7%
+₩11.4b

11.0%

PE24.9x

A357430 MASTERN PREMIER REIT 1

₩880.00

30.0%
+₩6.2b

-43.5%

n/a

New major risk - Revenue and earnings growth

Earnings have declined by 21% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.

South Korean (KOSPI) REITS Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

New major risk - Financial data availability

New minor risk - Share price stability

New major risk - Revenue and earnings growth

Dividend of ₩127 announced

Now 21% undervalued after recent price drop

Mirae Asset Global REIT Co., Ltd., Annual General Meeting, Jun 24, 2026

D&D platform REIT Co., Ltd., Annual General Meeting, Jun 10, 2026

Dividend of ₩174 announced

NH All-One REIT Co., Ltd., Annual General Meeting, Mar 24, 2026

Upcoming dividend of ₩68.00 per share

Mirae Asset Asia Pacific Real Estate 1 Investment Company announces Annual dividend, payable on March 03, 2026