Have your own idea? Try our Stock Screener
South Korean (KOSPI) REITS Industry Analysis
UpdatedDec 24, 2025
DataAggregated Company Financials
Companies11
- 7D-0.1%
- 3M7.1%
- 1Y11.5%
- YTD14.6%
Last week, the REITS industry hasn't moved much but Mirae Asset Asia Pacific Real Estate 1 Investment is up 4.8% in that time. As for the the longer term, the industry is up 13% over the past 12 months. Looking forward, earnings are forecast to decline by 9.4% per year.
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 |
|---|---|---|---|---|---|---|
| Wed, 24 Dec 2025 | ₩3.7t | ₩221.2b | ₩69.2b | 13x | 53.9x | 16.9x |
| Fri, 21 Nov 2025 | ₩3.6t | ₩215.1b | ₩39.8b | 15.3x | 91.2x | 16.9x |
| Sun, 19 Oct 2025 | ₩3.5t | ₩215.1b | ₩39.8b | 14.4x | 87.4x | 16.2x |
| Tue, 16 Sep 2025 | ₩3.5t | ₩215.1b | ₩39.8b | 14.8x | 87.4x | 16.2x |
| Thu, 14 Aug 2025 | ₩3.4t | ₩173.5b | ₩29.3b | 10.3x | 114.3x | 19.3x |
| Sat, 12 Jul 2025 | ₩3.3t | ₩173.5b | ₩29.3b | 11.2x | 112.1x | 18.9x |
| Mon, 09 Jun 2025 | ₩3.3t | ₩173.5b | ₩29.3b | 10.7x | 111.5x | 18.8x |
| Wed, 07 May 2025 | ₩3.3t | ₩193.2b | ₩37.4b | 7.6x | 87.7x | 17x |
| Fri, 04 Apr 2025 | ₩3.2t | ₩197.9b | ₩37.4b | 7.7x | 85x | 16.1x |
| Sun, 02 Mar 2025 | ₩3.3t | ₩197.9b | ₩37.4b | 8.3x | 87.4x | 16.5x |
| Tue, 28 Jan 2025 | ₩3.1t | ₩214.1b | ₩53.6b | 6.4x | 57.9x | 14.5x |
| Thu, 26 Dec 2024 | ₩3.1t | ₩214.1b | ₩53.6b | 6.6x | 58.1x | 14.6x |
| Sat, 23 Nov 2024 | ₩3.2t | ₩215.9b | ₩53.6b | 6.7x | 59.7x | 14.8x |
| Mon, 21 Oct 2024 | ₩3.3t | ₩222.1b | ₩75.6b | 4.8x | 44.1x | 15x |
| Wed, 18 Sep 2024 | ₩3.4t | ₩222.1b | ₩75.6b | 4.8x | 44.7x | 15.2x |
| Fri, 16 Aug 2024 | ₩3.3t | ₩232.6b | ₩88.5b | 4.2x | 37.7x | 14.3x |
| Sun, 14 Jul 2024 | ₩3.2t | ₩232.6b | ₩88.5b | 4.2x | 36.5x | 13.9x |
| Tue, 11 Jun 2024 | ₩3.3t | ₩232.6b | ₩88.5b | 4.2x | 36.8x | 14x |
| Thu, 09 May 2024 | ₩3.1t | ₩237.8b | ₩129.6b | 2.9x | 23.7x | 12.9x |
| Sat, 06 Apr 2024 | ₩2.8t | ₩237.8b | ₩129.6b | 2.9x | 21.6x | 11.8x |
| Mon, 04 Mar 2024 | ₩2.7t | ₩229.8b | ₩130.8b | 3.1x | 20.6x | 11.8x |
| Wed, 31 Jan 2024 | ₩2.6t | ₩229.8b | ₩130.8b | 3x | 20.1x | 11.4x |
| Fri, 29 Dec 2023 | ₩2.6t | ₩229.8b | ₩130.8b | 3x | 20.2x | 11.5x |
| Sun, 26 Nov 2023 | ₩2.7t | ₩230.3b | ₩130.8b | 3.2x | 20.3x | 11.5x |
| Tue, 24 Oct 2023 | ₩2.5t | ₩230.9b | ₩136.4b | 2.9x | 18.7x | 11x |
| Thu, 21 Sep 2023 | ₩2.7t | ₩230.9b | ₩136.4b | 2.8x | 19.7x | 11.6x |
| Sat, 19 Aug 2023 | ₩2.6t | ₩219.3b | ₩141.6b | 2.7x | 18.6x | 12x |
| Mon, 17 Jul 2023 | ₩2.9t | ₩219.3b | ₩141.6b | 2.6x | 20.3x | 13.1x |
| Wed, 14 Jun 2023 | ₩3.0t | ₩219.3b | ₩141.6b | 2.7x | 21.3x | 13.7x |
| Fri, 12 May 2023 | ₩2.9t | ₩217.6b | ₩108.2b | 3.4x | 26.8x | 13.3x |
| Sun, 09 Apr 2023 | ₩2.8t | ₩217.6b | ₩108.2b | 3.2x | 26.1x | 13x |
| Tue, 07 Mar 2023 | ₩7.7t | ₩218.8b | ₩114.9b | 3.2x | 67.2x | 35.3x |
| Thu, 02 Feb 2023 | ₩7.9t | ₩218.8b | ₩114.9b | 3.3x | 68.8x | 36.1x |
| Sat, 31 Dec 2022 | ₩7.7t | ₩218.8b | ₩114.9b | 3.2x | 66.8x | 35.1x |
Price to Earnings Ratio
66.8x
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 53.7x which is higher than its 3-year average PE of 50.6x.
- The industry is trading close to its 3-year average PS ratio of 15.9x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 16% 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 industry?
| KR Market | 2.68% | |
| Real Estate | -0.044% | |
| REITS | -0.10% | |
| Specialized REITs | 2.44% | |
| Office REITs | 0.40% | |
| Hotel and Resort REITs | 0% | 0 |
| Diversified REITs | -0.10% | |
| Residential REITs | -0.13% | |
| Retail REITs | -0.16% | |
| Industrial REITs | -3.04% | |
Industry PE
- Investors are most optimistic about the Diversified REITs industry which is trading above its 3-year average PE ratio of 47.4x.
- Analysts are expecting annual earnings decline of 9.4%, which is lower than the prior year's growth of 10.3% per year.
- Investors are most pessimistic about the Diversified REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 47.4x.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Diversified REITs industry since they expect its earnings to decline by only 9.4% per year over the next 5 years, which isn't as bad as the other industries.
- This is a reversal from its past annual earnings growth rate of 10% per year.
- In contrast, the Diversified REITs industry is expected to see its earnings decline by 9.4% 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 | ₩5.25k | 4.8% +₩22.3b | 20.7% | n/a | |
| A404990 Shinhan Seobu T&D REIT | ₩3.65k | 3.7% +₩7.5b | 3.6% | PE20.8x | |
| A088260 E Kocref Cr-Reit | ₩4.73k | 1.7% +₩5.1b | 8.0% | n/a | |
| A357430 MASTERN PREMIER REIT 1 | ₩1.64k | 1.5% +₩762.6m | 7.2% | n/a | |
| A145270 K-TOP ReitsLtd | ₩971.00 | 0.4% +₩186.6m | -5.5% | n/a |