Property stocks to rally on GNU optimism?
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Evan Robins, listed property portfolio manager at Old Mutual Investment Group, weighs in...
Other recent episodes
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.
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.
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.
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.
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.