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South African (JSE) Retail REITs Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies8
  • 7D1.6%
  • 3M-0.6%
  • 1Y27.8%
  • YTD0.4%

Over the last 7 days, the Retail REITs industry has risen 1.6%, driven by gains from Vukile Property Fund of 3.0%. In the last 12 months, the industry was up 28%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026R116.0bR23.9bR16.6b6.3x7x4.9x
Thu, 12 Mar 2026R104.1bR20.8bR12.7b6.5x8.2x5x
Sat, 07 Feb 2026R119.3bR23.1bR12.8b7.2x9.3x5.2x
Mon, 05 Jan 2026R115.8bR23.1bR12.8b7.1x9x5x
Wed, 03 Dec 2025R112.9bR23.2bR12.6b6.7x8.9x4.9x
Fri, 31 Oct 2025R95.1bR20.3bR10.1b6.9x9.4x4.7x
Sun, 28 Sep 2025R87.4bR20.3bR10.1b6.8x8.6x4.3x
Tue, 26 Aug 2025R88.8bR20.1bR11.0b6.4x8x4.4x
Thu, 24 Jul 2025R83.7bR19.9bR12.6b5.9x6.7x4.2x
Sat, 21 Jun 2025R79.8bR19.7bR12.5b5.9x6.4x4.1x
Mon, 19 May 2025R80.8bR19.2bR10.5b6.1x7.7x4.2x
Wed, 16 Apr 2025R76.2bR19.2bR10.5b5.9x7.3x4x
Fri, 14 Mar 2025R75.3bR21.4bR11.3b6x6.7x3.5x
Sun, 09 Feb 2025R75.8bR21.3bR10.4b6.1x7.3x3.6x
Tue, 07 Jan 2025R77.8bR21.3bR10.4b6.1x7.5x3.7x
Thu, 05 Dec 2024R78.4bR21.3bR10.6b5.9x7.4x3.7x
Sat, 02 Nov 2024R72.9bR21.1bR9.1b6.3x8x3.5x
Mon, 30 Sep 2024R75.9bR21.1bR9.1b7.1x8.4x3.6x
Wed, 28 Aug 2024R67.5bR19.8bR6.9b9.8x9.8x3.4x
Fri, 26 Jul 2024R64.5bR20.9bR7.1b7x9x3.1x
Sun, 23 Jun 2024R63.3bR20.1bR8.6b5.4x7.3x3.1x
Tue, 21 May 2024R59.1bR19.8bR9.3b4.7x6.3x3x
Thu, 18 Apr 2024R57.8bR19.7bR9.4b4.7x6.2x2.9x
Sat, 16 Mar 2024R60.7bR17.4bR9.4b4.7x6.5x3.5x
Mon, 12 Feb 2024R61.6bR17.3bR9.2b5.6x6.7x3.6x
Wed, 10 Jan 2024R62.9bR18.4bR9.5b5.7x6.6x3.4x
Fri, 08 Dec 2023R61.3bR18.4bR9.8b5.6x6.3x3.3x
Sun, 05 Nov 2023R58.7bR18.1bR10.1b4.7x5.8x3.3x
Tue, 03 Oct 2023R60.7bR18.1bR10.1b4.7x6x3.4x
Thu, 31 Aug 2023R63.1bR18.3bR10.8b4.7x5.9x3.5x
Sat, 29 Jul 2023R62.3bR18.2bR10.7b4.4x5.8x3.4x
Mon, 26 Jun 2023R58.9bR18.2bR11.5b4.7x5.1x3.2x
Wed, 24 May 2023R57.2bR16.5bR10.0b4.9x5.7x3.5x
Fri, 21 Apr 2023R62.2bR16.5bR10.1b5.1x6.2x3.8x
Price to Earnings Ratio

6.2x


Total Market Cap: R62.2bTotal Earnings: R10.1bTotal Revenue: R16.5bTotal 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 4.9x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South African Real Estate industry?

ZA Market2.61%
Real Estate3.55%
Retail REITs1.59%
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 FundR23.333.8%
+R1.1b		24.2%PB1x
HYP Hyprop InvestmentsR55.663.6%
+R797.1m		38.3%PB0.9x
DIB Dipula PropertiesR7.031.2%
+R72.8m		44.9%PB0.9x

Latest News

DIB
R7.03
Dipula Properties
7D
1.2%
1Y
44.9%
HYP
R55.66
Hyprop Investments
7D
3.6%
1Y
38.3%
RES
R80.87
Resilient REIT
7D
-0.3%
1Y
43.0%
VKE
R23.33
Vukile Property Fund
7D
3.8%
1Y
24.2%
APF
R0.62
Accelerate Property Fund
7D
-3.1%
1Y
26.5%