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South African (JSE) Retail REITs Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies8
  • 7D0.2%
  • 3M-5.2%
  • 1Y26.9%
  • YTDn/a

In the last week, Retail REITs has been flat. As for the the longer term, the industry is up 27% over the past 12 months. Looking forward, earnings are forecast to decline by 3.3% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026R116.9bR23.9bR16.6b6.5x7x4.9x
Tue, 21 Apr 2026R119.2bR23.9bR16.6b6.4x7.2x5x
Thu, 19 Mar 2026R113.3bR23.9bR16.6b6.4x6.8x4.7x
Sat, 14 Feb 2026R120.6bR23.1bR12.8b7.3x9.4x5.2x
Mon, 12 Jan 2026R118.0bR23.1bR12.8b7.4x9.2x5.1x
Wed, 10 Dec 2025R111.9bR23.7bR13.4b6.4x8.4x4.7x
Fri, 07 Nov 2025R107.8bR22.5bR11.2b8x9.7x4.8x
Sun, 05 Oct 2025R89.5bR20.3bR10.1b6.8x8.8x4.4x
Tue, 02 Sep 2025R88.4bR20.1bR11.0b6.3x8x4.4x
Thu, 31 Jul 2025R86.4bR19.9bR12.6b6.3x6.9x4.3x
Sat, 28 Jun 2025R80.7bR19.9bR12.5b6x6.5x4.1x
Mon, 26 May 2025R78.8bR19.2bR10.5b6x7.5x4.1x
Wed, 23 Apr 2025R77.6bR19.2bR10.5b6.1x7.4x4x
Fri, 21 Mar 2025R76.7bR19.0bR10.5b6x7.3x4x
Sun, 16 Feb 2025R76.8bR21.3bR10.4b6.1x7.4x3.6x
Tue, 14 Jan 2025R76.1bR21.3bR10.4b6x7.3x3.6x
Thu, 12 Dec 2024R79.4bR21.3bR10.6b6.2x7.5x3.7x
Sat, 09 Nov 2024R72.9bR21.1bR9.1b6.3x8x3.5x
Mon, 07 Oct 2024R74.7bR21.1bR9.1b6.8x8.2x3.5x
Wed, 04 Sep 2024R71.2bR21.0bR7.6b7.6x9.4x3.4x
Fri, 02 Aug 2024R65.6bR20.9bR7.1b7.2x9.2x3.1x
Sun, 30 Jun 2024R62.6bR20.1bR8.6b5.4x7.3x3.1x
Tue, 28 May 2024R51.2bR18.2bR7.6b5.6x6.8x2.8x
Thu, 25 Apr 2024R57.2bR19.7bR9.4b4.7x6.1x2.9x
Sat, 23 Mar 2024R59.7bR19.7bR9.4b4.7x6.4x3x
Mon, 19 Feb 2024R61.0bR17.3bR9.2b5.6x6.6x3.5x
Wed, 17 Jan 2024R66.6bR19.7bR10.0b6.2x6.7x3.4x
Fri, 15 Dec 2023R66.7bR19.7bR10.2b5.9x6.5x3.4x
Sun, 12 Nov 2023R62.5bR19.5bR10.6b4.8x5.9x3.2x
Tue, 10 Oct 2023R63.6bR19.4bR10.5b4.7x6x3.3x
Thu, 07 Sep 2023R65.9bR19.6bR11.2b4.7x5.9x3.4x
Sat, 05 Aug 2023R65.9bR19.6bR11.2b4.7x5.9x3.4x
Mon, 03 Jul 2023R62.0bR19.6bR11.9b4.6x5.2x3.2x
Wed, 31 May 2023R59.9bR17.9bR10.5b5.4x5.7x3.4x
Price to Earnings Ratio

5.7x


Total Market Cap: R59.9bTotal Earnings: R10.5bTotal Revenue: R17.9bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Retail REITs Industry Price to Earnings3Y Average 7.4x202420252026
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 7.4x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.9x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 10% 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-0.81%
Real Estate-0.30%
REITS0.35%
Retail REITs0.15%
Office REITs0.99%
Diversified REITs0.35%
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
FTA FairvestR18.542.4%
+R867.3m		7.8%PB3.3x
HYP Hyprop InvestmentsR57.131.5%
+R353.8m		33.2%PB0.9x
VKE Vukile Property FundR23.590.4%
+R124.5m		22.9%PB1x

Latest News

VKE
R23.59
Vukile Property Fund
7D
0.4%
1Y
22.9%
FTA
R18.54
Fairvest
7D
2.4%
1Y
7.8%
RES
R81.92
Resilient REIT
7D
-2.1%
1Y
41.1%
HYP
R57.13
Hyprop Investments
7D
1.5%
1Y
33.2%
APF
R0.48
Accelerate Property Fund
7D
-4.0%
1Y
-2.0%