Metope Investment Managers: 2025 Listed Property Sector Outlook
Metope's investment team recaps the main factors shaping the listed property landscape last year and discusses whether there is further upside potential in earnings for the SA real estate sector in 2025. The focus is also on the potential risks that lie ahead this year and weather investor confidence is returning to the sector.
View ArticleFinancial Mail: Why Vukile is still a buy
The mall owner, which has gone on a R7billion shopping spree in Portugal and Spain, continues to offer above market dividend growth. Metope's Curwin Rittles shares his views.
View ArticleFinancial Mail: Removing the risk, focusing on growth
Investor appetite for Hyprop has seemingly been restored as the mall owner's turnaround efforts start to pay off. Curwin Rittles, investment analyst at Metope, comments on the outlook for the group.
View ArticleBusiness Day: Spear stays sharp, cuts through tough trading conditions
Despite a challenging trading environment, Spear's portfolio is performing well and continues to show that the Western Cape remains relatively insulated from SA’s broader economic challenges. Metope's Curwin Rittles shares his views on the company's most recent results.
View ArticleFinancial Mail: Equites starts to stand stronger
Equites Property Fund is finally emerging from its two-year slump after disposing of some of its UK interests and pivoting its focus back to its own backyard. Metope investment analyst Curwin Rittles comments.
View Article2024 Financial Mail Property Handbook: Equites
Curwin Rittles, investment analyst at Metope Investment Managers, takes an in-depth look at real estate investment trust Equites Property Fund in the latest edition of the Financial Mail Property Handbook.
View ArticleBusiness Report: Oversupplied office property market seeing first signs of recovery
Demand for office space is increasing, and vacancies are declining with an improvement in property fundamentals as the return to the office continues to gain momentum. Metope CEO & Portfolio Manager Liliane Barnard comments.
View ArticleFinancial Mail: Is Equites a worthy recovery play?
Signs are that Equites Property Fund, the JSE’s only pure logistics play, is back on investor radars after a two-year hiatus. Curwin Rittles, analyst at Metope Investment Managers, elaborates.
View ArticleFinancial Mail: Is Nepi still a buy?
East Europeans continue to shop up a storm but there are mixed views as to how much upside there still is in the East European mall owner's shares. Metope CEO & Portfolio Manager Liliane Barnard shares her views.
View ArticleMetope Investment Managers: 2024 Outlook
Metope CEO & Portfolio Manager Liliane Barnard recaps the key issues affecting the listed property sector in 2023, and gives insights as to what lies ahead for the listed property market in the current year.
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