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 readingMake the most of global property in an environment of rising inflation
History proves that an environment of gradually rising prices (inflation), along with measured interest rate increases, supports global property returns.
Continue readingOpportunities in South Africa’s retail property
In this article STANLIB Listed Property Senior Portfolio Manager, Nesi Chetty discusses the impact COVID-19 has had on retail property fundamentals as well as opportunities to those companies that can adapt to changed operating conditions.
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