
Over the last 7 days, the Real Estate industry has dropped 6.2%, driven by declines in NEPI Rockcastle and Growthpoint Properties of 5.3% and 8.8%, respectively. In contrast, Exemplar REITail has gained 8.8%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 4.7% annually.
Has the South African Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 13 Mar 2026 | R436.8b | R100.7b | R49.2b | 7.7x | 8.9x | 4.3x |
| Sun, 08 Feb 2026 | R483.8b | R101.0b | R49.5b | 8.4x | 9.8x | 4.8x |
| Tue, 06 Jan 2026 | R465.6b | R101.3b | R49.7b | 7.9x | 9.4x | 4.6x |
| Thu, 04 Dec 2025 | R462.6b | R102.8b | R51.8b | 7.9x | 8.9x | 4.5x |
| Sat, 01 Nov 2025 | R435.3b | R101.9b | R49.1b | 8.3x | 8.9x | 4.3x |
| Mon, 29 Sep 2025 | R409.1b | R102.3b | R48.7b | 7.7x | 8.4x | 4x |
| Wed, 27 Aug 2025 | R419.2b | R103.3b | R47.6b | 7.3x | 8.8x | 4.1x |
| Fri, 25 Jul 2025 | R402.3b | R102.0b | R49.4b | 6.8x | 8.1x | 3.9x |
| Sun, 22 Jun 2025 | R389.6b | R101.7b | R48.6b | 6.3x | 8x | 3.8x |
| Tue, 20 May 2025 | R387.5b | R100.7b | R46.5b | 6.6x | 8.3x | 3.8x |
| Thu, 17 Apr 2025 | R370.0b | R100.9b | R47.4b | 6.1x | 7.8x | 3.7x |
| Sat, 15 Mar 2025 | R368.8b | R100.8b | R46.6b | 6.2x | 7.9x | 3.7x |
| Mon, 10 Feb 2025 | R366.6b | R98.7b | R49.4b | 6x | 7.4x | 3.7x |
| Wed, 08 Jan 2025 | R380.6b | R99.1b | R49.8b | 6.1x | 7.6x | 3.8x |
| Fri, 06 Dec 2024 | R378.7b | R98.8b | R49.7b | 6.1x | 7.6x | 3.8x |
| Sun, 03 Nov 2024 | R369.5b | R98.0b | R45.5b | 7.2x | 8.1x | 3.8x |
| Tue, 01 Oct 2024 | R381.0b | R97.1b | R46.1b | 7x | 8.3x | 3.9x |
| Thu, 29 Aug 2024 | R382.9b | R95.6b | R44.8b | 7.7x | 8.5x | 4x |
| Sat, 27 Jul 2024 | R353.9b | R95.7b | R44.4b | 7.1x | 8x | 3.7x |
| Mon, 24 Jun 2024 | R348.1b | R94.1b | R45.4b | 6.2x | 7.7x | 3.7x |
| Wed, 22 May 2024 | R330.5b | R93.9b | R45.5b | 6.3x | 7.3x | 3.5x |
| Fri, 19 Apr 2024 | R320.5b | R95.3b | R43.9b | 6.5x | 7.3x | 3.4x |
| Sun, 17 Mar 2024 | R334.5b | R92.8b | R43.4b | 7.1x | 7.7x | 3.6x |
| Tue, 13 Feb 2024 | R321.5b | R90.1b | R37.9b | 7.6x | 8.5x | 3.6x |
| Thu, 11 Jan 2024 | R342.4b | R97.7b | R39.6b | 8.7x | 8.6x | 3.5x |
| Sat, 09 Dec 2023 | R333.3b | R97.6b | R39.8b | 8.3x | 8.4x | 3.4x |
| Mon, 06 Nov 2023 | R311.9b | R95.6b | R46.2b | 7.7x | 6.7x | 3.3x |
| Wed, 04 Oct 2023 | R313.7b | R95.4b | R46.9b | 7.8x | 6.7x | 3.3x |
| Fri, 01 Sep 2023 | R332.6b | R94.4b | R49.0b | 8.2x | 6.8x | 3.5x |
| Sun, 30 Jul 2023 | R330.0b | R91.8b | R46.2b | 7.9x | 7.1x | 3.6x |
| Tue, 27 Jun 2023 | R317.9b | R92.5b | R47.7b | 7.8x | 6.7x | 3.4x |
| Thu, 25 May 2023 | R323.3b | R90.4b | R50.2b | 6.5x | 6.4x | 3.6x |
| Sat, 22 Apr 2023 | R334.2b | R88.1b | R52.4b | 6.2x | 6.4x | 3.8x |
| Mon, 20 Mar 2023 | R259.7b | R67.9b | R41.5b | 7.2x | 6.3x | 3.8x |
6.3x
Which industries have driven the changes within the South African Real Estate sector?
| ZA Market | -3.14% | |
| Real Estate | -6.22% | |
| Residential REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Office REITs | -2.93% | |
| Real Estate | -5.19% | |
| Retail REITs | -5.41% | |
| Specialized REITs | -6.65% | |
| REITS | -7.50% | |
| Industrial REITs | -10.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EXP Exemplar REITail | R15.50 | 8.8% +R419.3m | 18.3% | PB0.9x | |
| MSP MAS | R19.95 | 1.3% +R169.6m | 9.3% | PE5.6x | |
| ACS Acsion | R11.97 | 2.0% +R92.3m | 76.0% | PE3x |