You can also listen to this podcast on iono.fm here.
Welcome to The Property Pod, after the Easter long weekend. On this Moneyweb weekly show – South Africa’s premier property investor podcast – we gain insider insights from leading executives, analysts, developers and entrepreneurs in the country’s dynamic property industry.
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On this latest episode is Ian Anderson, head of listed property and portfolio manager at Merchant West Investments. Anderson is also the compiler of the SA Reit Association’s Monthly Chart Book.
Globally and on the JSE, markets have been volatile so far in April owing to US President Donald Trump’s tariffs and the increasing risks of a full-blown global trade war. But how have SA Reits been doing?
Read/listen:
Vukile Property Fund flags higher growth ahead
Growthpoint delivers better-than-expected results
SA Reits expected to deliver ‘strong’ income returns in 2025
Normally on this podcast we do a quarterly review. With the first quarter of 2025 to March done and dusted, we thought it worthwhile to also review part of April.
With all the volatility we’ve seen in the past few weeks, stocks have recovered a bit since Trump’s pause on reciprocal tariffs on most countries – barring China … but the uncertainty is likely to continue.
Anderson weighs in, as we chat about the SA listed property sector’s performance for the first few months of the year and the expectations ahead, considering the Trump-induced volatility on global markets.
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