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U.K. (FTSE) Real Estate Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies28
  • 7D2.4%
  • 3M-7.7%
  • 1Y1.4%
  • YTD-7.5%

Over the last 7 days, the Real Estate industry has risen 2.4%, driven by gains from Dar Global of 13%. During this same period, the Harworth Group underperformed, falling 5.9%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

Has the U.K. Real Estate Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026UK£4.9bUK£4.2bUK£163.6m14.9x29.7x1.2x
Tue, 03 Mar 2026UK£8.2bUK£4.5bUK£504.9m15.8x16.2x1.8x
Thu, 29 Jan 2026UK£8.1bUK£4.5bUK£507.6m15.2x15.9x1.8x
Sat, 27 Dec 2025UK£7.8bUK£4.5bUK£496.0m14.9x15.7x1.7x
Mon, 24 Nov 2025UK£7.8bUK£4.6bUK£503.6m15x15.4x1.7x
Wed, 22 Oct 2025UK£7.9bUK£4.7bUK£381.4m15.8x20.6x1.7x
Fri, 19 Sep 2025UK£8.1bUK£4.5bUK£333.3m15.9x24.2x1.8x
Sun, 17 Aug 2025UK£10.5bUK£7.2bUK£358.8m15.7x29.3x1.5x
Tue, 15 Jul 2025UK£10.4bUK£7.2bUK£357.0m14.9x29.2x1.5x
Thu, 12 Jun 2025UK£10.7bUK£7.2bUK£368.6m14.7x29.1x1.5x
Sat, 10 May 2025UK£10.1bUK£7.2bUK£243.0m24.8x41.7x1.4x
Mon, 07 Apr 2025UK£8.8bUK£7.3bUK£153.6m22.9x57.5x1.2x
Wed, 05 Mar 2025UK£9.3bUK£7.2bUK£2.1m23.6x4445.3x1.3x
Fri, 31 Jan 2025UK£9.3bUK£7.3b-UK£39,359,126.3524.3x-237.3x1.3x
Sun, 29 Dec 2024UK£9.7bUK£7.3b-UK£69,103,585.5023.7x-139.9x1.3x
Tue, 26 Nov 2024UK£9.4bUK£7.3b-UK£66,995,252.3118.2x-140.8x1.3x
Thu, 24 Oct 2024UK£9.7bUK£7.2b-UK£83,970,223.7816x-115x1.3x
Sat, 21 Sep 2024UK£10.0bUK£7.2b-UK£78,240,826.4916.5x-128.1x1.4x
Mon, 19 Aug 2024UK£9.9bUK£7.2b-UK£101,785,220.2316.3x-97.7x1.4x
Wed, 17 Jul 2024UK£10.4bUK£7.2b-UK£177,542,822.8717.9x-58.5x1.4x
Fri, 14 Jun 2024UK£10.1bUK£7.2b-UK£176,712,541.3217x-57x1.4x
Sun, 12 May 2024UK£10.4bUK£7.2b-UK£214,566,051.8320x-48.6x1.4x
Tue, 09 Apr 2024UK£9.9bUK£7.4b-UK£261,249,152.4518.7x-37.9x1.3x
Thu, 07 Mar 2024UK£9.5bUK£7.1b-UK£374,943,511.2215.5x-25.3x1.3x
Sat, 03 Feb 2024UK£10.0bUK£8.2b-UK£299,887,799.0015.3x-33.4x1.2x
Mon, 01 Jan 2024UK£10.1bUK£8.2b-UK£242,716,829.0015.1x-41.4x1.2x
Wed, 29 Nov 2023UK£8.9bUK£8.2b-UK£253,435,107.0013.1x-35.2x1.1x
Fri, 27 Oct 2023UK£8.2bUK£8.2b-UK£41,758,832.0011.7x-197x1x
Sun, 24 Sep 2023UK£9.2bUK£8.4bUK£217.4m11.2x42.1x1.1x
Tue, 22 Aug 2023UK£9.0bUK£8.5bUK£302.1m11.7x29.9x1.1x
Thu, 20 Jul 2023UK£9.3bUK£8.3bUK£362.8m12x25.7x1.1x
Sat, 17 Jun 2023UK£9.6bUK£8.5bUK£317.2m12.3x30.2x1.1x
Mon, 15 May 2023UK£9.7bUK£8.6bUK£567.6m11.5x17x1.1x
Wed, 12 Apr 2023UK£9.9bUK£8.5bUK£812.5m10.8x12.1x1.2x
Price to Earnings Ratio

12.1x


Total Market Cap: UK£9.9bTotal Earnings: UK£812.5mTotal Revenue: UK£8.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Industry Price to Earnings3Y Average 333.7x202420252026
Current Industry PE
  • Investors are pessimistic on the British Real Estate 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 29.7x which is lower than its 3-year average PE of 334x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 41% per year over the last three years,
  • Revenues have also declined 21% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate industry?

GB Market4.54%
Real Estate3.97%
Real Estate2.42%
Real Estate Development5.61%
Real Estate Services0.65%
Real Estate Operating Companies0.22%
Diversified Real Estate-2.40%
Industry PE
  • Investors are most optimistic about the Real Estate Development industry which is trading above its 3-year average PE ratio of 14.5x.
    • Analysts are expecting annual earnings growth of 41.8%, which is lower than the prior year's growth of 246.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 42% over the next 5 years.
  • However this is lower than its past earnings growth rate of 246% per year.
  • In contrast, the Real Estate Operating Companies industry is expected to see its earnings grow by 19% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DAR Dar GlobalUS$7.9312.8%
+US$162.0m		63.1%PE14.2x
IWG International Workplace GroupUK£1.792.8%
+UK£43.8m		6.2%PE127.6x
SVS SavillsUK£8.401.4%
+UK£17.1m		-7.5%PE16.3x
TPFG Property Franchise GroupUK£4.361.4%
+UK£3.8m		5.6%PE14.6x
DCI DCI AdvisorsUK£0.0455.8%
+UK£2.3m		-11.7%PS24.1x

Latest News

WINK
UK£1.65
M Winkworth
7D
-2.9%
1Y
-21.4%
SVS
UK£8.40
Savills
7D
1.4%
1Y
-7.5%
DCI
UK£0.045
DCI Advisors
7D
5.8%
1Y
-11.7%
TPFG
UK£4.36
Property Franchise Group
7D
1.4%
1Y
5.6%
CPAI
UK£0.0065
capAI
7D
-13.3%
1Y
-78.0%
FOXT
UK£0.43
Foxtons Group
7D
-2.3%
1Y
-23.1%

FOXT: Higher Margins And Capital Returns Will Support An Undervalued Outlook

Analysts have revised their fair value estimate for Foxtons Group from £0.55 to £0.50, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Proposed final dividend of 0.93 pence per share for the year ended 31 December 2025, taking the total dividend for the year to 1.17 pence per share, subject to shareholder approval at the AGM on 7 May 2026 (Key Developments).
DAR
US$7.93
Dar Global
7D
12.8%
1Y
63.1%
IWG
UK£1.79
International Workplace Group
7D
2.8%
1Y
6.2%

IWG: Share Repurchases Will Support Higher Fair Value In The Years Ahead

Analysts have raised their price target on International Workplace Group by £80 from the previous level, citing updated views on the company’s fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Analysts updating their price targets on International Workplace Group are refining their view of what they consider fair value, based on refreshed assumptions around discount rates, revenue growth, profit margins and forward P/E.
LSL
UK£2.24
LSL Property Services
7D
-0.9%
1Y
-14.5%
HWG
UK£1.43
Harworth Group
7D
-5.9%
1Y
-15.4%
RGG
UK£0.22
RentGuarantor Holdings
7D
2.3%
1Y
-12.9%
PSDL
UK£1.64
Phoenix Spree Deutschland
7D
1.2%
1Y
6.8%
CIC
UK£0.24
Conygar Investment
7D
-7.5%
1Y
-22.2%
WJG
UK£0.26
Watkin Jones
7D
-3.8%
1Y
-4.9%
ASLI
UK£0.27
abrdn European Logistics Income
7D
-2.0%
1Y
-50.3%