Listed property: Worst-performing asset class in 2022, but will 2023 be better?

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Rahgib Davids, an analyst at M&G Investments, shares his insights on the listed property sector’s performance in 2022 and his expectations for the year ahead.

6 Feb 2023 English South Africa Investing · Business

Most commercial property finance activity ‘in the unlisted private investor and developer space’

Vanessa Murray from Nedbank CIB says ‘subdued activity’ for new loans in recent years from real estate investment trusts has seen them 'shoring up their balance sheets' – and with the sector having rerated, the bank is far more positive about what’s to come from SA’s listed property counters.

16 Feb 20 min

Dealmaker deluxe: Vukile’s Laurence Rapp sees more deals coming in Spain and SA

The CEO of Vukile Property Fund, which has just sold a string of retail parks in Spain for €279m (around R5.2bn), says the group is now trading at a premium on the JSE – and he forecasts further upside considering its acquisitions pipeline.

9 Feb 24 min

SA ‘private sector is carrying the tourism can’ – Millat CEO

Hamza Farooqui, founder of the hotel, property and coffee retail investment group, shares insights on why he brought the first Skift Tourism Megatrends event to Cape Town, what’s hold the sector back and plans by the group to expand into the Middle East and other parts of Africa.

2 Feb 19 min

SA ‘on the right path to investment-grade re-rating’ – Redefine's Ntobeko Nyawo

The finance chief of South Africa’s second largest JSE primary-listed real estate counter, Redefine Properties, is more optimistic about SA Inc on a number of fronts, including economic reforms, interest rates and the country’s fiscal position ahead of the 2026 budget.

26 Jan 22 min

Upper echelons: Estienne de Klerk talks hot property and leadership

The SA Reit Association chair, boss of Growthpoint Properties in SA and incoming Group CEO of Growthpoint believes SA is turning the corner, but there is a lot more work to do for the listed property sector and tourism to thrive.

19 Jan 31 min

Listed property: Worst-performing asset class in 2022, but will 2023 be better?

Other recent episodes

Most commercial property finance activity ‘in the unlisted private investor and developer space’

Dealmaker deluxe: Vukile’s Laurence Rapp sees more deals coming in Spain and SA

SA ‘private sector is carrying the tourism can’ – Millat CEO

SA ‘on the right path to investment-grade re-rating’ – Redefine's Ntobeko Nyawo

Upper echelons: Estienne de Klerk talks hot property and leadership

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