Property stock picks and more from Stanlib’s Nesi Chetty

Ian Anderson of Merchant West Investments and Kundayi Munzara of Sesfikile Capital see improving fundamentals, attractive yields and the potential for annual returns in the teens for the SA Reit sector.

Neil Gopal, the long-time CEO of the South African Property Owners Association, shares insights on why its big court win against the City of Cape Town matters, Sapoa’s 60th-anniversary milestone and fixing the CoJ.

Jackie van Niekerk, newly appointed chair of the South African Real Estate Investment Trust Association and CEO of JSE-listed Attacq Limited, notes despite global uncertainties, inflation, and interest rate volatility, the sector has maintained access to capital markets and continues to show potential for growth.

Mkhari talks about her role as chair of the JSE-listed group behind Waterfall City, and reveals what Motseng Investment Holdings, where she is founding CEO, has been up to

The CFO at logistics-focused Equites Property Fund is one of the youngest women executives at a JSE-listed company currently. She shares her story and talks about the growth of the group.