Core Property has reviewed the listed A-REITs latest yields and price to value ratios as at 31 March 2026.
The listed sector was weaker in the March 2026 quarter, impacted by higher inflation and the impacts of the war in Iran.
Overall the S&P/ASX 200 AREIT sector delivered a total return of -16.6% in the March 2026 quarter, with all major stocks showing negative returns. This has resulted in the sector trading on higher forecast yields, based on current guidance from the A-REIT managers.
The chart shows the distribution yields and Price to NTA ratios of the key A-REITs in the sector at 31 March 2026.