Header cover image

South African (JSE) Retail REITs Industry Analysis

UpdatedJun 23, 2025
DataAggregated Company Financials
Companies8
  • 7D0.3%
  • 3M5.0%
  • 1Y23.0%
  • YTDn/a

Over the last 7 days, the Retail REITs industry has remained flat, although notably Dipula Properties declined by 3.6%. As for the the longer term, the industry is up 23% over the past 12 months.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Jun 2025R79.8bR19.7bR12.5b5.9x6.4x4.1x
Wed, 21 May 2025R79.3bR19.2bR10.5b6.1x7.5x4.1x
Fri, 18 Apr 2025R77.2bR19.2bR10.5b6x7.4x4x
Sun, 16 Mar 2025R75.3bR21.4bR11.3b6x6.7x3.5x
Tue, 11 Feb 2025R76.6bR21.3bR10.4b6.1x7.4x3.6x
Thu, 09 Jan 2025R78.1bR21.3bR10.4b6.1x7.5x3.7x
Sat, 07 Dec 2024R79.0bR21.3bR10.6b6.1x7.5x3.7x
Mon, 04 Nov 2024R72.9bR21.1bR9.1b6.3x8x3.5x
Wed, 02 Oct 2024R75.3bR21.1bR9.1b7x8.3x3.6x
Fri, 30 Aug 2024R67.5bR19.8bR6.9b9.8x9.8x3.4x
Sun, 28 Jul 2024R64.3bR20.9bR7.1b7.1x9x3.1x
Tue, 25 Jun 2024R62.8bR20.1bR8.6b5.4x7.3x3.1x
Thu, 23 May 2024R59.2bR19.8bR9.3b4.7x6.3x3x
Sat, 20 Apr 2024R57.8bR19.7bR9.4b4.7x6.2x2.9x
Mon, 18 Mar 2024R60.7bR17.4bR9.4b4.7x6.5x3.5x
Wed, 14 Feb 2024R62.1bR17.3bR9.2b5.7x6.8x3.6x
Fri, 12 Jan 2024R66.7bR19.7bR10.0b6.1x6.7x3.4x
Sun, 10 Dec 2023R64.4bR19.7bR10.2b5.7x6.3x3.3x
Tue, 07 Nov 2023R62.2bR19.4bR10.5b4.8x5.9x3.2x
Thu, 05 Oct 2023R64.2bR19.4bR10.5b4.7x6.1x3.3x
Sat, 02 Sep 2023R66.4bR19.6bR11.2b4.7x5.9x3.4x
Mon, 31 Jul 2023R65.8bR19.5bR11.1b4.7x5.9x3.4x
Wed, 28 Jun 2023R62.3bR19.5bR11.9b4.9x5.2x3.2x
Fri, 26 May 2023R60.9bR17.9bR10.5b5.4x5.8x3.4x
Sun, 23 Apr 2023R65.3bR17.8bR10.5b5.6x6.2x3.7x
Tue, 21 Mar 2023R21.5bR4.9bR4.2b8.2x5.1x4.4x
Thu, 16 Feb 2023R61.3bR16.3bR10.6b4.8x5.8x3.8x
Sat, 14 Jan 2023R61.3bR16.3bR10.6b5x5.8x3.8x
Mon, 12 Dec 2022R59.7bR16.3bR10.4b5.6x5.7x3.7x
Wed, 09 Nov 2022R60.0bR16.0bR9.3b7.8x6.4x3.7x
Fri, 07 Oct 2022R60.1bR16.7bR9.1b8x6.6x3.6x
Sun, 04 Sep 2022R61.7bR16.4bR7.9b8.9x7.8x3.8x
Tue, 02 Aug 2022R63.0bR15.1bR7.4b9.2x8.5x4.2x
Thu, 30 Jun 2022R60.1bR14.1bR7.5b8.8x8x4.3x
Price to Earnings Ratio

8x


Total Market Cap: R60.1bTotal Earnings: R7.5bTotal Revenue: R14.1bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Retail REITs Industry Price to Earnings3Y Average 6.9x202320242025
Current Industry PE
  • Investors are relatively neutral on the South African Retail REITs industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 6.9x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 9.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does South African Retail REITs compare with similar industries?

ZA Market-0.66%
Real Estate0.36%
REITS-0.11%
Retail REITs0.30%
Office REITs0.51%
Industrial REITs0%0
Residential REITs0%0
Specialized REITs0%0
Hotel and Resort REITs0%0
Diversified REITs-0.11%
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
VKE Vukile Property FundR19.501.1%
+R258.3m
23.7%PB0.9x
RES Resilient REITR59.241.0%
+R203.7m
24.8%PB0.9x
HYP Hyprop InvestmentsR42.950.2%
+R38.0m
41.2%PB0.7x

Latest News