The energy transition has potential for far greater impact than switching from fossil fuels to renewable energy to cut down on carbon dioxide emissions. It presents a compelling opportunity for investors to achieve investment returns and show sustainable impact.
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South African REITs have performed poorly for investors over the last five years. Even after its recent rally, the SA REIT price index remains over 30% below its 2019 high. Including dividends, the sector’s total return over the five years ending March 2024 was essentially zero.
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Listed property has weathered a perfect storm over the last four years.
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South African townships buzz with an informal economy, unseen in official data but booming, nonetheless. “Spaza shops,” street vendors, barbers, and more cater to residents’ daily needs. Despite Covid-19, retail tenants in townships even outperformed those in wealthier areas, showcasing the informal “kasi” economy’s strength and potential.
Continue readingProperty is often viewed as a homogenous asset class, but every asset presents a unique balance of risk and reward; the decision to allocate between domestic and offshore markets is complex and demands thorough deliberation.
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In this article Nicolas Lyle outlines why Global property was one of the best performing asset classes in 2019, achieving a total return of 24% in USD.
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