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South African (JSE) Retail REITs Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies8
  • 7D-2.5%
  • 3M-4.2%
  • 1Y32.9%
  • YTDn/a

Over the last 7 days, the Retail REITs industry has dropped 2.5%, driven by a pullback from Fairvest of 16%. Over the past 12 months, the industry was up 33%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026R113.5bR23.9bR16.6b6.2x6.8x4.8x
Fri, 06 Mar 2026R119.5bR23.1bR12.8b6.9x9.3x5.2x
Sun, 01 Feb 2026R116.2bR23.1bR12.8b7.1x9.1x5x
Tue, 30 Dec 2025R115.1bR23.1bR12.8b7.1x9x5x
Thu, 27 Nov 2025R114.6bR22.6bR11.3b8.2x10.1x5.1x
Sat, 25 Oct 2025R92.8bR20.3bR10.1b6.8x9.2x4.6x
Mon, 22 Sep 2025R89.4bR20.3bR9.9b6.8x9x4.4x
Wed, 20 Aug 2025R87.3bR20.1bR11.0b6.4x7.9x4.3x
Fri, 18 Jul 2025R82.6bR19.9bR12.6b5.9x6.6x4.1x
Sun, 15 Jun 2025R79.6bR19.3bR10.9b6.1x7.3x4.1x
Tue, 13 May 2025R80.5bR19.2bR10.5b6.2x7.7x4.2x
Thu, 10 Apr 2025R71.6bR19.2bR10.5b5.6x6.8x3.7x
Sat, 08 Mar 2025R76.1bR21.3bR10.4b6x7.3x3.6x
Mon, 03 Feb 2025R77.1bR21.3bR10.4b6.2x7.4x3.6x
Wed, 01 Jan 2025R78.6bR21.3bR10.6b6.2x7.4x3.7x
Fri, 29 Nov 2024R76.9bR21.2bR9.4b6.2x8.2x3.6x
Sun, 27 Oct 2024R73.1bR21.1bR9.1b6.4x8.1x3.5x
Tue, 24 Sep 2024R74.8bR21.0bR9.1b6.9x8.2x3.6x
Thu, 22 Aug 2024R64.2bR19.8bR6.9b9.5x9.3x3.2x
Sat, 20 Jul 2024R63.6bR21.0bR6.9b6.7x9.2x3x
Mon, 17 Jun 2024R60.2bR20.0bR8.6b5.4x7x3x
Wed, 15 May 2024R59.6bR19.7bR9.4b4.7x6.3x3x
Fri, 12 Apr 2024R58.2bR19.7bR9.4b4.7x6.2x3x
Sun, 10 Mar 2024R61.5bR17.3bR9.2b5.6x6.7x3.6x
Tue, 06 Feb 2024R61.4bR17.3bR9.2b5.5x6.7x3.5x
Thu, 04 Jan 2024R67.1bR19.7bR10.0b6.1x6.7x3.4x
Sat, 02 Dec 2023R63.1bR19.7bR10.2b6.1x6.2x3.2x
Mon, 30 Oct 2023R60.7bR19.4bR10.5b4.7x5.8x3.1x
Wed, 27 Sep 2023R66.1bR20.1bR11.5b4.7x5.7x3.3x
Fri, 25 Aug 2023R66.1bR19.6bR11.2b4.7x5.9x3.4x
Sun, 23 Jul 2023R63.5bR19.5bR11.1b5.1x5.7x3.3x
Tue, 20 Jun 2023R63.8bR19.4bR12.0b4.9x5.3x3.3x
Thu, 18 May 2023R63.4bR17.8bR10.5b5.5x6x3.6x
Sat, 15 Apr 2023R65.7bR17.8bR10.5b5.7x6.2x3.7x
Price to Earnings Ratio

6.2x


Total Market Cap: R65.7bTotal Earnings: R10.5bTotal Revenue: R17.8bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Retail REITs Industry Price to Earnings3Y Average 7.3x202420252026
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 7.3x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 16% 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-1.37%
Real Estate-1.04%
REITS0.18%
Retail REITs-2.51%
Diversified REITs0.18%
Industrial REITs0.06%
Office REITs0%0
Residential REITs0%0
Specialized REITs0%0
Hotel and Resort REITs0%0
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
DIB Dipula PropertiesR6.950.7%
+R45.5m		46.3%PB0.9x

Latest News

DIB
R6.95
Dipula Properties
7D
0.7%
1Y
46.3%
HYP
R53.70
Hyprop Investments
7D
-0.6%
1Y
40.2%
RES
R81.11
Resilient REIT
7D
-0.1%
1Y
58.1%
FTA
R18.09
Fairvest
7D
-15.7%
1Y
0.6%
VKE
R22.47
Vukile Property Fund
7D
-0.9%
1Y
31.8%
APF
R0.64
Accelerate Property Fund
7D
-3.0%
1Y
28.0%