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Rode’s property news

Listed property sector steams forth

Listed property is going from strength to strength. The property trust sector has shown a growth of 42% over the past year compared with the all-share index showing of -27%.

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Strong rand benefits listed property

While the rand’s consistent rise spells bad news for SA rand-hedge stocks, investors in listed property have reason to be happy because this sector closely tracks the long-bond yield, which is drifting lower as US and European investors pour money into SA long bonds.

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Listed property finally wipes out discount

Listed property has finally wiped out its undervalued status relative to directly-held property. This property class is now on average trading at a small premium relative to non-listed property, which should lead to more listings of directly-held property in the listed property sector.

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Listed property wipes out discount to directly-held property

Listed property has finally wiped out its undervalued status relative to directly-held property. This property class is now on average trading at a small premium relative to non-listed property, which should lead to more listings of directly-held property in the listed property sector.

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Listed property managers barking up wrong tree?

Listed property fund managers are putting far too much effort into finding unavailable shopping centres in which to invest, while there are so many fair-priced office and industrial properties available, says Rode CEO Erwin Rode.

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Listed property offers fair value

Despite a poor prognosis for rental (income) growth in the medium term, listed property still represents good value for property investors wanting a relatively secure income stream. Thus this investment class is still a credible alternative to long bonds, say property economists Rode & Associates in their latest review of the property market.

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Will the real office vacancy figure please stand up?

Own source Recently, strong criticism from Old Mutual Properties to Rode’s view on the state of the office market hit the headlines. Old Mutual Properties’ Ian Watt wrote in a letter to Rode’s Report that Rode’s figures are far too optimistic. Rode again contends that Old Mutual is relying on seriously flawed data for their own calculations. In any event, contends Rode, the crucial indicator to track is not so much vacancies as take-up.

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List property portfolios – at your peril

The recent sharp rise in long-bond rates have pushed down property unit trust (PUT) prices, which makes it difficult for owners of directly-held property to list their portfolios on the JSE Securities Exchange SA (JSE) right now.

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Contact Lynette Smit on 021 946 2480 / 082 323 5799 or send an e-mail to lynette@rode.co.za.

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Rode & Associates (Pty) Ltd. complies with section 51 of the Promotion of Access to Information Act, no. 2 of 2000. Rode & Genote (Edms.) Bpk. voldoen aan artikel 51 van die Wet op die Bevordering van Toegang tot Inligting, nr. 2 van 2000. BEE certificate (PDF) |