SA REITs surged 6.9% in April, outperforming equities & bonds as rate cut hopes lift sentiment. R12.2bn traded, the highest in 2025. Top gainers: SA Corp, Attacq Limited, Resilient & Redefine. April Chart Book: sareit.co.za/sareit-researc… Merchant West Investments #SAREITs #Interestrates

REITs are leaning on joint ventures to access capital amid market volatility. JVs help REITs scale, share risk, retain control and fund big developments like data centres & industrial assets. Smart move in tight markets, says Nareit #REITs #JointVenture #CapitalMarkets

Equites, in JV with Shoprite is expanding SA’s retail logistics network. FY24 saw major investment in Canelands, Wells Estate & Riverfields. A R185m extension at Shoprite Canelands (lease to 2043) highlights the long-term focus. Equites #Logistics #REITs #Shoprite

CBRE says prime retail assets are showing resilience as vacancies fall. Strong demand, high footfall, and stable cash flows are drawing in occupiers and investors. Yields remain attractive, with less repricing than lower-tier stock. CBRE #Primeretail #REITs #Retailinvestment

Vukile reports strong growth in SA & Spain. Highlights: €82m profit from Lar España exit, swift redeployment into Bonaire Centre (8% return), entry into Portugal & Mall of Mthatha turnaround -vacancies down from 18% to 1.8%. Vukile Property Fund #REITs #Retailproperty #Iberiaretail

South African real estate posted its best performance in Dec 2024. MSCI reports an 11.5% ungeared total return for direct property investments in 2024, with 1,733 assets valued at R387.7bn tracked. Signs of strong momentum ahead. #SAproperty #MSCI #Realestate #Propertyreturns

SA's commercial real estate sector is now worth R1.9 trillion from R1.3 trillion in 2015. With the residential market at R6.9 trillion, total property value tops R8.8 trillion as of end-2024, says Standard Bank ZA #Realestate #Propertymarket #SouthAfrica #CRE #Investment

SA REITs posted a 4.1% gain in May, outperforming equities (3.1%) and bonds (2.7%). This brings the sector’s YTD return to 6.7% - a significant recovery from the slow start in January. Visit sareit.co.za/sareit-researc… download the latest Chart Book. #SAREIT #JSE

Strong 2024 SA Reit performance suggests positive 2025 #MoneywebNews - By Simon Brown moneyweb.co.za/moneyweb-podca… via Moneyweb News

Redefine Properties grew its portfolio from R101.9bn in FY24 to R102.4bn at the end of Feb. As part of optimising its SA & Poland portfolio, the group sold Power Park Olsztyn, upped their Pan Africa Mall stake to 68% & completed phase 2 expansion #RedefineProperties #SouthAfrica

Community and smaller retail centres led Q1 2025 growth, according to the Clur Shopping Centre Index, reflecting a shift in consumer values. With 5.0% y/y rental growth, they outperformed CPI by 2.3%. #Retailtrends #Communitycentres #Retailgrowth #Consumershift #Rentalgrowth

GCR Ratings affirmed Equites' national scale long & short-term issuer ratings at AA-(ZA) & A1+(ZA) respectively, retaining a Stable Outlook. The ratings consider Equites' portfolio of high-quality logistics assets in SA that supports strong rental growth prospects.

SA_REIT SA_REIT Attacq Limited expects 24–27% growth in FY25 DIPS, backed by 93.2% occupancy & 100% collections. Over 32,000m² in new leases signed. With strong fundamentals & pipeline, it's full steam ahead. See pre-close presentation here: attacq.co.za/investor-hub/#… #REITs

RSVP now - join Attacq Limited CEO, Jackie v Niekerk & CFO Raj Nana tomorrow, 26 June from 12pm - 1pm as they unpack the #REIT's investment case, past performance & prospects with The Finance Ghost & Mark Tobin 🇮🇪🇿🇦. RSVP here: unlockthestock.co.za/#events

#Growthpoint has raised its FY25 DIPS growth guidance to 2–3%, citing improved SA property fundamentals, strong V&A Waterfront performance, & lower interest rates. This follows 3.9% DIPS growth at HY25 - well ahead of its initial forecast. iol.co.za/business-repor…

We’ve lowered our loan-to-value ratio to 31.8%, strengthening our balance sheet. Giving us headroom to consider opportunities. #FairvestLimited #GrowthThatMovesYou

SA’s 2025 inflation forecast drops to 3.9% - the lowest in 4 years. The prospect of lower #interestrates is good news for listed #REITs with analyst Keillen Ndlovu confirming #DIPS is turning positive across the board

Despite a modest 1% dip in June following profit taking, SA REITs' fundamentals continue to strengthen, signalling possible higher DIPS in 2025/26. Download the June Chart Book here: lnkd.in/d3Jhvsym #SAREITs #PropertyInvestment #DividendGrowth #ListedProperty #JSE

SA #Reits continued their dividend growth momentum despite a June pullback. Ian Anderson, Head of Listed Property & Portfolio Manager at Merchant West Investments & compiler of the SA REIT Chart Book unpacks the details with CNBC Africa. cnbcafrica.com/media/77518851… #SAREIT #dividends

Will listed property outperform the rest of the JSE again in 2025?