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South Korean (KOSPI) REITS Industry Analysis
UpdatedSep 21, 2026
DataAggregated Company Financials
Companies11
- 7D-0.3%
- 3M-0.2%
- 1Y-0.9%
- YTD-7.1%
Over the last 7 days, the REITS industry has remained flat, although notably Mirae Asset Asia Pacific Real Estate 1 Investment gained 5.8%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 9.2% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 22 Sep 2026 | ₩3.5t | ₩791.3b | ₩206.1b | 15.6x | 17.1x | 4.5x |
| Thu, 20 Aug 2026 | ₩3.6t | ₩587.2b | ₩158.0b | 18.8x | 22.8x | 6.1x |
| Sat, 18 Jul 2026 | ₩3.5t | ₩202.9b | ₩57.5b | 13.8x | 60.8x | 17.2x |
| Mon, 15 Jun 2026 | ₩3.4t | ₩202.9b | ₩57.5b | 15.6x | 59.8x | 17x |
| Wed, 13 May 2026 | ₩3.8t | ₩207.2b | ₩59.5b | 15.1x | 63.4x | 18.2x |
| Fri, 10 Apr 2026 | ₩4.1t | ₩209.4b | ₩59.5b | 15.4x | 69.1x | 19.6x |
| Sun, 08 Mar 2026 | ₩3.9t | ₩209.4b | ₩59.5b | 16x | 65.9x | 18.7x |
| Tue, 03 Feb 2026 | ₩3.8t | ₩221.2b | ₩69.2b | 13.7x | 54.2x | 17x |
| Thu, 01 Jan 2026 | ₩3.7t | ₩221.2b | ₩69.2b | 13x | 53.8x | 16.9x |
| Sat, 29 Nov 2025 | ₩3.6t | ₩221.2b | ₩69.2b | 12.9x | 52.5x | 16.4x |
| Mon, 27 Oct 2025 | ₩3.6t | ₩215.1b | ₩39.8b | 14.5x | 89.5x | 16.6x |
| Wed, 24 Sep 2025 | ₩3.4t | ₩215.1b | ₩39.8b | 14.4x | 86x | 15.9x |
| Fri, 22 Aug 2025 | ₩3.3t | ₩173.5b | ₩29.3b | 10.1x | 114.1x | 19.3x |
| Sun, 20 Jul 2025 | ₩3.2t | ₩173.5b | ₩29.3b | 10.9x | 110.8x | 18.7x |
| Tue, 17 Jun 2025 | ₩3.2t | ₩173.5b | ₩29.3b | 10.5x | 109.3x | 18.5x |
| Thu, 15 May 2025 | ₩3.3t | ₩193.2b | ₩37.4b | 7.9x | 87.4x | 16.9x |
| Sat, 12 Apr 2025 | ₩3.1t | ₩193.2b | ₩37.4b | 7.1x | 83x | 16.1x |
| Mon, 10 Mar 2025 | ₩3.3t | ₩197.9b | ₩37.4b | 8.3x | 88.1x | 16.7x |
| Wed, 05 Feb 2025 | ₩3.1t | ₩214.1b | ₩53.6b | 6.3x | 58x | 14.5x |
| Fri, 03 Jan 2025 | ₩3.0t | ₩214.1b | ₩53.6b | 6.4x | 56.4x | 14.1x |
| Sun, 01 Dec 2024 | ₩3.1t | ₩215.9b | ₩53.6b | 6.7x | 58.5x | 14.5x |
| Tue, 29 Oct 2024 | ₩3.2t | ₩222.1b | ₩75.6b | 4.7x | 42.1x | 14.3x |
| Thu, 26 Sep 2024 | ₩3.4t | ₩222.1b | ₩75.6b | 4.9x | 44.6x | 15.2x |
| Sat, 24 Aug 2024 | ₩3.4t | ₩234.1b | ₩75.6b | 4.9x | 44.3x | 14.3x |
| Mon, 22 Jul 2024 | ₩3.3t | ₩232.6b | ₩88.5b | 4.2x | 37.3x | 14.2x |
| Wed, 19 Jun 2024 | ₩3.2t | ₩232.6b | ₩88.5b | 4.2x | 36.4x | 13.8x |
| Fri, 17 May 2024 | ₩3.1t | ₩237.8b | ₩129.6b | 2.9x | 24.1x | 13.2x |
| Sun, 14 Apr 2024 | ₩3.0t | ₩237.8b | ₩129.6b | 2.8x | 23.3x | 12.7x |
| Tue, 12 Mar 2024 | ₩2.8t | ₩229.8b | ₩130.8b | 3.3x | 21.7x | 12.4x |
| Thu, 08 Feb 2024 | ₩2.7t | ₩229.8b | ₩130.8b | 3.1x | 20.4x | 11.6x |
| Sat, 06 Jan 2024 | ₩2.6t | ₩229.8b | ₩130.8b | 2.9x | 20.2x | 11.5x |
| Mon, 04 Dec 2023 | ₩2.6t | ₩229.8b | ₩130.8b | 3.1x | 20.3x | 11.5x |
| Wed, 01 Nov 2023 | ₩2.5t | ₩230.9b | ₩136.4b | 2.9x | 18.5x | 10.9x |
| Fri, 29 Sep 2023 | ₩2.6t | ₩230.9b | ₩136.4b | 2.8x | 19.4x | 11.5x |
Price to Earnings Ratio
19.4x
Current Industry PE
- Investors are pessimistic on the South Korean REITs 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 17.1x which is lower than its 3-year average PE of 55.5x.
- The 3-year average PS ratio of 15.0x is higher than the industry's current PS ratio of 4.5x.
Past Earnings Growth
- The earnings for companies in the REITs industry have grown 15% per year over the last three years.
- Revenues for these companies have grown 51% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Real Estate industry?
| KR Market | -0.11% | |
| Real Estate | -1.13% | |
| REITS | -0.32% | |
| Retail REITs | 1.56% | |
| Residential REITs | 1.05% | |
| Office REITs | 0.45% | |
| Specialized REITs | 0.37% | |
| Hotel and Resort REITs | 0% | 0 |
| Diversified REITs | -0.32% | |
| Industrial REITs | -4.47% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 36.7%, which is higher than its past year's earnings decline of 34.7% per year.
- Investors are most pessimistic about the Residential REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.011x.
Forecasted Growth
- Analysts are most optimistic on the Industrial REITs industry, expecting annual earnings growth of 37% over the next 5 years.
- This is better than its past earnings decline of 35% per year.
- In contrast, the Office REITs industry is expected to see its earnings grow by 4.2% 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 | ₩7.85k | 5.8% +₩39.9b | 58.7% | n/a | |
| A404990 Shinhan Seobu T&D REIT | ₩3.82k | 1.9% +₩4.3b | 11.0% | PB0.8x | |
| A088260 E Kocref Cr-Reit | ₩3.29k | 1.7% +₩3.5b | -30.1% | PB1x | |
| A377190 D&D platform REIT | ₩2.25k | 1.6% +₩3.1b | -34.7% | PB0.5x | |
| A396690 Mirae Asset Global REIT | ₩1.45k | 1.6% +₩910.9m | -48.5% | PB0.4x |