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South African (JSE) Diversified REITs Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies11
  • 7D0.4%
  • 3M-6.7%
  • 1Y30.2%
  • YTDn/a

In the last week, Diversified REITs has been flat. As for the the longer term, the industry is up 31% over the past 12 months.

Industry Valuation and Performance

Has the South African Diversified REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 May 2026R154.7bR39.5bR16.4b7.6x9.4x3.9x
Mon, 20 Apr 2026R160.2bR39.3bR14.1b9.4x11.3x4.1x
Wed, 18 Mar 2026R150.5bR39.2bR14.2b9.1x10.6x3.8x
Fri, 13 Feb 2026R165.3bR39.2bR14.7b9x11.3x4.2x
Sun, 11 Jan 2026R156.4bR39.2bR14.7b8.7x10.7x4x
Tue, 09 Dec 2025R148.8bR39.5bR15.6b8.9x9.5x3.8x
Thu, 06 Nov 2025R152.3bR41.6bR15.5b9.7x9.8x3.7x
Sat, 04 Oct 2025R140.1bR41.3bR15.6b8.7x9x3.4x
Mon, 01 Sep 2025R137.0bR42.1bR13.3b8.6x10.3x3.3x
Wed, 30 Jul 2025R133.9bR42.1bR13.3b8x10.1x3.2x
Fri, 27 Jun 2025R128.1bR42.1bR13.3b7.8x9.6x3x
Sun, 25 May 2025R124.9bR42.1bR13.8b7.9x9x3x
Tue, 22 Apr 2025R119.0bR41.9bR13.1b7.1x9.1x2.8x
Thu, 20 Mar 2025R122.0bR41.6bR12.7b7.5x9.6x2.9x
Sat, 15 Feb 2025R120.5bR41.0bR10.5b7.6x11.5x2.9x
Mon, 13 Jan 2025R122.6bR41.0bR10.5b7.6x11.7x3x
Wed, 11 Dec 2024R127.5bR41.0bR10.5b7.7x12.1x3.1x
Fri, 08 Nov 2024R126.7bR40.9bR10.3b9.1x12.3x3.1x
Sun, 06 Oct 2024R129.1bR40.5bR8.0b9x16.1x3.2x
Tue, 03 Sep 2024R124.1bR39.5bR7.4b9.9x16.9x3.1x
Thu, 01 Aug 2024R114.0bR39.5bR7.4b10.1x15.5x2.9x
Sat, 29 Jun 2024R110.2bR39.5bR7.4b9.6x15x2.8x
Mon, 27 May 2024R102.9bR39.3bR7.6b6.3x13.5x2.6x
Wed, 24 Apr 2024R98.4bR38.8bR7.5b9.3x13x2.5x
Fri, 22 Mar 2024R105.3bR38.6bR7.0b9.3x15.1x2.7x
Sun, 18 Feb 2024R105.7bR38.0bR8.6b9.3x12.3x2.8x
Tue, 16 Jan 2024R130.2bR42.2bR9.4b9.4x13.9x3.1x
Thu, 14 Dec 2023R125.2bR42.2bR9.4b8.7x13.3x3x
Sat, 11 Nov 2023R120.9bR41.9bR10.7b8.8x11.3x2.9x
Mon, 09 Oct 2023R119.9bR41.0bR16.6b9.4x7.2x2.9x
Wed, 06 Sep 2023R126.1bR40.5bR20.3b8.6x6.2x3.1x
Fri, 04 Aug 2023R130.2bR40.5bR20.3b8.9x6.4x3.2x
Sun, 02 Jul 2023R123.5bR40.1bR20.3b8.8x6.1x3.1x
Tue, 30 May 2023R122.2bR40.6bR20.5b8.3x6x3x
Price to Earnings Ratio

6x


Total Market Cap: R122.2bTotal Earnings: R20.5bTotal Revenue: R40.6bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Diversified REITs Industry Price to Earnings3Y Average 11.1x202420252026
Current Industry PE
  • Investors are pessimistic on the South African Diversified 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 9.5x which is lower than its 3-year average PE of 11.1x.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified REITs industry have declined 7.2% 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 Comparison

How does South African Diversified REITs compare with similar industries?

ZA Market-0.81%
Real Estate-0.30%
REITS0.35%
Diversified REITs0.35%
Office REITs0.99%
Retail REITs0.15%
Residential REITs0%0
Specialized REITs0%0
Hotel and Resort REITs0%0
Industrial REITs-2.65%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
RDF Redefine PropertiesR6.270.8%
+R347.4m		37.2%PB0.8x
GRT Growthpoint PropertiesR16.490.2%
+R135.5m		27.1%PB0.8x
BTN Burstone GroupR9.701.0%
+R79.3m		10.9%PB0.8x
SEA Spear ReitR13.131.0%
+R51.4m		32.8%PB1x
OCT Octodec InvestmentsR17.001.1%
+R47.9m		65.9%PB0.7x

Latest News

SEA
R13.13
Spear Reit
7D
1.0%
1Y
32.8%
OCT
R17.00
Octodec Investments
7D
1.1%
1Y
65.9%
RDF
R6.27
Redefine Properties
7D
0.8%
1Y
37.2%
SAC
R3.37
SA Real Estate
7D
-0.6%
1Y
13.1%
OAS
R28.71
Oasis Crescent Property Fund
7D
0.03%
1Y
40.0%
GRT
R16.49
Growthpoint Properties
7D
0.2%
1Y
27.1%
EMI
R15.26
Emira Property Fund
7D
0.1%
1Y
48.2%
ATT
R16.86
Attacq
7D
-0.6%
1Y
22.7%
BTN
R9.70
Burstone Group
7D
1.0%
1Y
10.9%