Moneyweb Radio The Property Pod

‘We are emerging out of the dog box’ – De Klerk

Loading player...
South African Real Estate Investment Trust Association chair Estienne de Klerk shares his latest insights on the listed property sector following the industry’s 2024 conference, noting: ‘If you were an investor last year in Reits, you would've been rewarded with the best performance of all investment classes … So, albeit marginal, number one is number one’.
19 Feb 2024 English South Africa Investing · Business

Other recent episodes

Italy will be a tougher market than Spain for Vukile – Elston

Golden Section Capital’s Garreth Elston weighs in on recent deals in the listed property sector, including Vukile’s expansion into Italy, Emira buying into Octodec, and SA Corporate and Hyprop buying a mega mall in Bulgaria from MAS plc. Plus, insights on year-to-date Reit sector performance and recent results releases.
1 Jun 21 min

Balwin Properties and the JSE exit: Anthony Clark weighs in …

The founder of SmallTalk Daily Research and an independent analyst covering Balwin for years, shares his insights on the group’s move to go private with the backing of the Public Investment Corporation. Will the likes of Calgro follow? Clark also touches on other stocks he follows, like AdvTech, which has…
25 May 16 min
All episodes