Listed property's rally may still have room to run
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SA listed property specialists say improving retail and industrial fundamentals could support the sector despite weak domestic growth, with potential annual total returns of 14% to 17% over the next two to three years.
In a special episode recorded live at the Money Summit on 1 September, industry experts examined whether listed property still offers value after two strong years, a recent pullback and renewed volatility in global bond markets.
Ian Anderson, head of listed property at Merchant West Investments, and Kundayi Munzara, executive director at Sesfikile Capital, explained why improving retail and industrial property fundamentals continue to support the sector despite weak domestic economic growth.
They unpacked the advantages of listed property over buy-to-let investments and discussed how attractive dividend yields and earnings growth could potentially deliver annual total returns of 14% to 17% over the next two to three years.
The discussion highlighted that while the South African economy faces challenges, the structural demand for logistics and retail space, combined with income-producing assets, keeps listed property on the radar for income-focused investors.