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South African (JSE) Retail REITs Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies8
  • 7D-0.5%
  • 3M-6.6%
  • 1Y22.4%
  • YTD1.1%

Last week, the Retail REITs industry hasn't moved much but Accelerate Property Fund is up 13% in that time. As for the the longer term, the industry is up 23% 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
Sat, 30 May 2026R117.3bR24.0bR16.9b6.5x7x4.9x
Mon, 27 Apr 2026R117.4bR23.9bR16.6b6.4x7.1x4.9x
Wed, 25 Mar 2026R112.8bR23.9bR16.6b6.3x6.8x4.7x
Fri, 20 Feb 2026R123.4bR23.1bR12.8b7.4x9.6x5.3x
Sun, 18 Jan 2026R115.7bR23.1bR12.8b7.2x9x5x
Tue, 16 Dec 2025R115.3bR23.7bR13.4b6.6x8.6x4.9x
Thu, 13 Nov 2025R109.5bR22.5bR11.2b8.2x9.8x4.9x
Sat, 11 Oct 2025R92.4bR20.3bR10.1b6.8x9.1x4.5x
Mon, 08 Sep 2025R86.8bR20.1bR11.0b6.2x7.9x4.3x
Wed, 06 Aug 2025R86.1bR19.9bR12.6b6.2x6.9x4.3x
Fri, 04 Jul 2025R81.3bR19.9bR12.6b5.9x6.5x4.1x
Sun, 01 Jun 2025R81.6bR19.3bR10.9b6.1x7.5x4.2x
Tue, 29 Apr 2025R77.6bR19.2bR10.5b6.1x7.4x4x
Thu, 27 Mar 2025R75.3bR19.2bR10.5b6x7.2x3.9x
Sat, 22 Feb 2025R76.8bR21.3bR10.4b6.1x7.4x3.6x
Mon, 20 Jan 2025R77.2bR21.3bR10.4b6.1x7.4x3.6x
Wed, 18 Dec 2024R78.8bR21.3bR10.6b6.1x7.4x3.7x
Fri, 15 Nov 2024R72.3bR21.1bR9.1b6.4x8x3.4x
Sun, 13 Oct 2024R74.4bR21.1bR9.1b6.7x8.2x3.5x
Tue, 10 Sep 2024R72.3bR21.0bR7.6b7.9x9.5x3.4x
Thu, 08 Aug 2024R65.8bR20.9bR7.1b6.9x9.2x3.1x
Sat, 06 Jul 2024R65.0bR21.0bR6.9b6.9x9.4x3.1x
Mon, 03 Jun 2024R50.2bR18.3bR7.3b6x6.9x2.7x
Wed, 01 May 2024R59.3bR19.7bR9.4b4.7x6.3x3x
Fri, 29 Mar 2024R60.4bR19.7bR9.4b4.7x6.4x3.1x
Sun, 25 Feb 2024R61.3bR17.3bR9.2b5.7x6.7x3.5x
Tue, 23 Jan 2024R63.7bR18.4bR9.5b5.8x6.7x3.5x
Thu, 21 Dec 2023R63.0bR18.4bR9.5b5.6x6.6x3.4x
Sat, 18 Nov 2023R58.5bR18.2bR9.7b5.4x6x3.2x
Mon, 16 Oct 2023R59.4bR18.1bR10.1b4.7x5.9x3.3x
Wed, 13 Sep 2023R62.2bR18.3bR10.8b4.6x5.8x3.4x
Fri, 11 Aug 2023R63.2bR18.3bR10.8b4.5x5.9x3.5x
Sun, 09 Jul 2023R57.9bR18.2bR11.5b4.1x5x3.2x
Tue, 06 Jun 2023R58.3bR16.6bR10.0b4.9x5.9x3.5x
Price to Earnings Ratio

5.9x


Total Market Cap: R58.3bTotal Earnings: R10.0bTotal Revenue: R16.6bTotal 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 19% 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 Market1.19%
Real Estate-0.51%
Retail REITs-0.52%
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
APF Accelerate Property FundR0.5412.5%
+R122.7m		20.0%PB0.3x
RES Resilient REITR82.030.1%
+R36.7m		33.3%PB1.1x
DIB Dipula PropertiesR7.130.3%
+R18.2m		30.8%PB1x

Latest News

DIB
R7.13
Dipula Properties
7D
0.3%
1Y
30.8%
VKE
R23.28
Vukile Property Fund
7D
-1.3%
1Y
16.3%
FTA
R18.10
Fairvest
7D
-2.4%
1Y
5.8%
RES
R82.03
Resilient REIT
7D
0.1%
1Y
33.3%
HYP
R57.00
Hyprop Investments
7D
-0.2%
1Y
29.5%
APF
R0.54
Accelerate Property Fund
7D
12.5%
1Y
20.0%