Hosted by Moneyweb's Deputy Editor Suren Naidoo, the Property Pod is South Africa's premier property investor podcast, with insights from industry executives in the property sector. This podcast offers in depth coverage of the South African property. The sectors include commercial (office, retail and industrial/logistics) and residential, and specialist sectors such as storage and healthcare. Each episode will cover industry developments, sector performance, trends as well as new policies/ laws affecting the sector from both local government and national government level. This podcast publishes two episodes per month.
English South AfricaBusinessAuthored by Suren Naidoo
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…
Kobus Lamprecht, head of research at Rode & Associates, says besides the return of workers back to the office, the Mother City is benefiting from companies expanding or opening offices due to the city’s better power-supply situation, in addition to growth in tourism and semigration on the back of good…
Myles Kritzinger, CEO of the newly established South African Multifamily Residential Rental Association (Samrra) shares his insights on why this specialist sub-sector of real estate is booming in the US and Australia, and Samrra’s aim to “further institutionalise” multifamily as a property investment class locally.
Mikayla Benkenstein talks about the group’s growth locally and elsewhere in Africa, and shares insights on property construction activity in SA, considering the country’s lingering poor economic conditions.
André Gouws, managing director of Intaprop, which is leading the Oxford Parks mega mixed-used development in the trendy Johannesburg precinct, says there’s still big interest in the area, even for new office space.
Mohammed Amra of Pam Golding Properties, who is the area principal for Port Shepstone and Margate, shares his local market insights and says this part of the KwaZulu-Natal coast should not be overshadowed by the North Coast.
Following the launch of its first R300m residential property project in the Mother City, Divercity Urban Property Fund CEO Carel Kleynhans says that with the city seeing a significant influx of new people and “good-quality affordable accommodation being quite hard to come by” – he hopes to be announcing more…
‘For me, the immediate challenge now that we've built a good base, is to make sure that trajectory actually begins in terms of how we are maintaining our properties; that speaks to facilities. How we manage the costs, speaks to our capex. Are we doing what we're supposed to do…
Chris Tyson, founder and chairperson of fast-growing real estate agency group Tyson Properties, shares his insights on the market, noting that while ‘conditions will improve based on supply and demand’, with 2024 being an election year, ‘historically nothing much happens in the property market in an election year’.
‘That's what we need to bring enough new tenants into our market to create that demand, to mop up that space over time, because the quantum of space is really, really big at the moment – we are looking at a million square metres of [vacant] office space in Sandton…
Jonathan Kohler, CEO of Landsdowne Property Group, shares insights into the current residential property market, including the impact of higher interest rates, buy-to-let, rental trends, and the innovative new concept of lease-to-buy schemes.
Despite retail property stocks also being affected by poor sentiment in the listed property sector, and Hyprop trading at a huge discount, its CEO Morne Wilken seems optimistic, with the fund buying a R1.6bn mall in Cape Town and getting a credit rating upgrade in the same week.
The founder and CEO of Urban Lime shares his thoughts on cities, urban regeneration, and how he fell in love with the Mother City and then Durban – two of SA’s biggest coastal metros, where his property group has invested over R3bn in turning around buildings and precincts
'‘It has been a busy 12 months, and certainly transformative. There are two rather large transactions that were completed almost simultaneously – the internalisation of the management companies, and the acquisition of the majority of our joint-ventures stake in the European platform,” notes Burstone Group CEO Andrew Wooler.
‘The sector, in terms of sentiment, I would say has probably hit that low. And even looking at valuations as well, the discounts to NAV [Net asset values] are at the highest levels that we've seen at 40%-plus. So take out the Covid era or lockdown days, this sector is…
‘When we looked at the latest figures around airport arrivals, international tourist arrivals have already surpassed the 2019 numbers – the pre-Covid numbers – and we're not even into our high season yet’ – Enver Duminy, CEO of Cape Town Tourism.
26 Sep 2023
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