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South African (JSE) Retail REITs Industry Analysis

UpdatedAug 29, 2026
DataAggregated Company Financials
Companies8
  • 7D0.3%
  • 3M1.3%
  • 1Y15.6%
  • YTD2.9%

The Retail REITs industry has been flat over the last week, but Dipula Properties has lost 4.1%. As for the the longer term, the industry is up 15% over the past 12 months. Looking forward, earnings are forecast to decline by 3.9% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Aug 2026R122.2bR24.9bR19.7b6.7x6.2x4.9x
Mon, 27 Jul 2026R122.1bR24.9bR18.5b6.3x6.6x4.9x
Wed, 24 Jun 2026R125.9bR24.7bR18.5b6.2x6.8x5.1x
Fri, 22 May 2026R117.2bR23.9bR16.6b6.5x7.1x4.9x
Sun, 19 Apr 2026R119.7bR23.9bR16.6b6.6x7.2x5x
Tue, 17 Mar 2026R101.8bR20.8bR12.7b6.4x8x4.9x
Thu, 12 Feb 2026R120.4bR23.1bR12.8b7.2x9.4x5.2x
Sat, 10 Jan 2026R118.0bR23.1bR12.8b7.4x9.2x5.1x
Mon, 08 Dec 2025R114.5bR23.7bR13.4b6.5x8.6x4.8x
Wed, 05 Nov 2025R95.4bR20.3bR10.1b7.1x9.4x4.7x
Fri, 03 Oct 2025R87.8bR20.3bR10.1b6.8x8.7x4.3x
Sun, 31 Aug 2025R88.5bR20.1bR11.0b6.3x8x4.4x
Tue, 29 Jul 2025R83.2bR19.9bR12.6b5.9x6.6x4.2x
Thu, 26 Jun 2025R80.4bR19.9bR12.5b5.9x6.4x4x
Sat, 24 May 2025R78.8bR19.2bR10.5b6x7.5x4.1x
Mon, 21 Apr 2025R77.2bR19.2bR10.5b6x7.4x4x
Wed, 19 Mar 2025R76.4bR21.4bR11.3b6x6.8x3.6x
Fri, 14 Feb 2025R76.6bR21.3bR10.4b6.1x7.4x3.6x
Sun, 12 Jan 2025R77.4bR21.3bR10.4b6x7.4x3.6x
Tue, 10 Dec 2024R79.7bR21.3bR10.6b6.2x7.5x3.7x
Thu, 07 Nov 2024R72.2bR21.1bR9.1b6.2x7.9x3.4x
Sat, 05 Oct 2024R74.7bR21.1bR9.1b6.8x8.2x3.5x
Mon, 02 Sep 2024R67.5bR19.8bR6.9b9.9x9.8x3.4x
Wed, 31 Jul 2024R65.0bR20.9bR7.1b7x9.1x3.1x
Fri, 28 Jun 2024R62.3bR20.1bR8.6b5.4x7.2x3.1x
Sun, 26 May 2024R59.9bR19.8bR9.3b4.7x6.4x3x
Tue, 23 Apr 2024R57.7bR19.7bR9.4b4.7x6.1x2.9x
Thu, 21 Mar 2024R60.0bR19.7bR9.4b4.7x6.4x3x
Sat, 17 Feb 2024R61.0bR17.3bR9.2b5.6x6.6x3.5x
Mon, 15 Jan 2024R63.3bR18.4bR9.5b5.7x6.6x3.4x
Wed, 13 Dec 2023R61.8bR18.4bR9.8b5.5x6.3x3.4x
Fri, 10 Nov 2023R58.6bR18.1bR10.1b4.7x5.8x3.2x
Sun, 08 Oct 2023R60.3bR18.1bR10.1b4.7x6x3.3x
Tue, 05 Sep 2023R62.6bR18.3bR10.8b4.6x5.8x3.4x
Price to Earnings Ratio

5.8x


Total Market Cap: R62.6bTotal Earnings: R10.8bTotal Revenue: R18.3bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Retail REITs Industry Price to Earnings3Y Average 7.5x202420252026
Current Industry PE
  • Investors are pessimistic on the South African Retail REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 6.1x which is lower than its 3-year average PE of 7.5x.
  • The 3-year average PS ratio of 4.0x 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 22% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.36%
Real Estate1.27%
Retail REITs0.33%
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
RES Resilient REITR79.583.4%
+R868.6m		18.7%PB1x
HYP Hyprop InvestmentsR58.591.5%
+R361.9m		25.2%PB0.9x
APF Accelerate Property FundR0.444.8%
+R40.9m		2.3%PB0.2x

Latest News

RES
R79.58
Resilient REIT
7D
3.4%
1Y
18.7%
APF
R0.44
Accelerate Property Fund
7D
4.8%
1Y
2.3%
VKE
R23.90
Vukile Property Fund
7D
-0.8%
1Y
11.7%
FTA
R19.40
Fairvest
7D
-3.0%
1Y
3.5%
HYP
R58.59
Hyprop Investments
7D
1.5%
1Y
25.2%
DIB
R6.90
Dipula Properties
7D
-2.1%
1Y
22.1%