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South African (JSE) Retail REITs Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies8
  • 7D0.7%
  • 3M4.5%
  • 1Y27.5%
  • YTD6.3%

Over the last 7 days, the Retail REITs industry has remained flat. The past year has been better, since the industry has gained 27% in that time. 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
Tue, 14 Jul 2026R126.6bR24.9bR18.5b6.3x6.9x5.1x
Thu, 11 Jun 2026R118.3bR24.2bR17.0b6.5x6.9x4.9x
Sat, 09 May 2026R117.2bR23.9bR16.6b6.4x7.1x4.9x
Mon, 06 Apr 2026R113.8bR23.9bR16.6b6.2x6.9x4.8x
Wed, 04 Mar 2026R120.0bR23.1bR12.8b6.9x9.4x5.2x
Fri, 30 Jan 2026R116.5bR23.1bR12.8b7.2x9.1x5x
Sun, 28 Dec 2025R114.8bR23.1bR12.8b7.1x9x5x
Tue, 25 Nov 2025R112.3bR22.6bR11.3b8x9.9x5x
Thu, 23 Oct 2025R92.2bR20.3bR10.1b6.8x9.1x4.5x
Sat, 20 Sep 2025R89.4bR20.3bR9.9b6.8x9x4.4x
Mon, 18 Aug 2025R86.5bR20.0bR11.0b6.5x7.8x4.3x
Wed, 16 Jul 2025R82.3bR19.9bR12.6b5.9x6.5x4.1x
Fri, 13 Jun 2025R81.2bR19.3bR10.9b6.2x7.4x4.2x
Sun, 11 May 2025R79.9bR19.2bR10.5b6.2x7.6x4.2x
Tue, 08 Apr 2025R71.5bR19.2bR10.5b5.6x6.8x3.7x
Thu, 06 Mar 2025R76.3bR21.3bR10.4b6.2x7.3x3.6x
Sat, 01 Feb 2025R77.1bR21.3bR10.4b6.2x7.4x3.6x
Mon, 30 Dec 2024R77.8bR21.3bR10.6b6.2x7.4x3.7x
Wed, 27 Nov 2024R73.5bR21.1bR9.3b6.1x7.9x3.5x
Fri, 25 Oct 2024R73.6bR21.1bR9.1b6.5x8.1x3.5x
Sun, 22 Sep 2024R74.8bR21.0bR9.1b6.9x8.2x3.6x
Tue, 20 Aug 2024R67.7bR20.9bR7.1b7.3x9.5x3.2x
Thu, 18 Jul 2024R64.6bR21.0bR6.9b6.9x9.4x3.1x
Sat, 15 Jun 2024R60.2bR20.0bR8.6b5.4x7x3x
Mon, 13 May 2024R59.8bR19.7bR9.4b4.7x6.4x3x
Wed, 10 Apr 2024R59.2bR19.7bR9.4b4.7x6.3x3x
Fri, 08 Mar 2024R61.5bR17.3bR9.2b5.7x6.7x3.6x
Sun, 04 Feb 2024R66.0bR18.4bR9.5b6.2x6.9x3.6x
Tue, 02 Jan 2024R63.6bR18.4bR9.5b5.7x6.7x3.5x
Thu, 30 Nov 2023R59.4bR18.2bR9.7b5.5x6.1x3.3x
Sat, 28 Oct 2023R57.2bR18.1bR10.1b4.6x5.7x3.2x
Mon, 25 Sep 2023R62.8bR18.8bR11.1b4.6x5.7x3.3x
Wed, 23 Aug 2023R62.2bR18.3bR10.8b4.5x5.8x3.4x
Fri, 21 Jul 2023R59.9bR18.2bR10.7b4.9x5.6x3.3x
Price to Earnings Ratio

5.6x


Total Market Cap: R59.9bTotal Earnings: R10.7bTotal Revenue: R18.2bTotal 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 3.9x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
  • The earnings for companies in the Retail REITs industry have grown 20% 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 Market-0.13%
Real Estate0.77%
Retail REITs0.66%
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 REITR82.532.3%
+R610.6m		31.0%PB1.1x
APF Accelerate Property FundR0.504.2%
+R40.9m		4.2%PB0.3x

Latest News

APF
R0.50
Accelerate Property Fund
7D
4.2%
1Y
4.2%
VKE
R24.87
Vukile Property Fund
7D
-0.7%
1Y
26.5%
RES
R82.53
Resilient REIT
7D
2.3%
1Y
31.0%
FTA
R19.60
Fairvest
7D
-4.8%
1Y
6.5%
HYP
R60.86
Hyprop Investments
7D
-0.1%
1Y
38.0%
DIB
R7.08
Dipula Properties
7D
-0.3%
1Y
31.1%