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.
Continue readingSA Real Estate Investment Trusts can unlock further upside by emulating their global peers
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.
Continue readingNew year, new interest rate cycle: can the rally in global property persist?
Listed property has weathered a perfect storm over the last four years.
Continue readingTownship Retail – the New Growth Engine for South African Property
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 readingUS Housing market stasis’ threat to GDP growth is under-appreciated
US residential real estate has been on a tear for the last five years, beating global equities and significantly outperforming the total return from global bonds. However, in every boom are sown the seeds of the next bust: after years of rising faster than wages, US property is now more expensive relative to incomes and rents than at any time in its history.
Continue readingNavigating real estate investments – stay put or go abroad?
Property 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.
Continue readingThe rise of the virtual office: what does this mean for SA property?
Demand for office space has fallen as people embrace the cost-efficient and time-saving benefits of a flexible work model.
Continue readingSA Listed Property – Apocalypse or Opportunity?
In this webinar, STANLIB’s Head of Listed Property, Keillen Ndlovu & Senior Portfolio Manager, Nesi Chetty, discuss the shifting sector dynamics and how property companies could be reshaping to grow.
Continue readingListed property update: Navigating extraordinary times
In this live-recorded webinar STANLIB’s Head of Listed Property, Keillen Ndlovu and Senior Portfolio Manager Nesi Chetty share information about the impact of the COVID-19 pandemic on the local property market.
Continue readingInvestment views in the midst of market turmoil
To help navigate these volatile and uncertain times, we have prepared insights from our economics team and perspectives of our various teams entrusted with managing your investments.
Continue reading