Business Day: Fortress proposes share exchange plan to retain Reit status
Fortress Reit has proposed a share exchange that will result in its A shareholders receiving 80% of the company's distributions going forward, with the remaining 20% going to its B shareholders. Metope CEO & Portfolio Manager Liliane Barnard comments
View ArticleBusiness Day: Octodec says prime CBD retail assets are in demand
Octodec Investments, which owns 254 residential, retail, office, industrial and specialised properties mostly in the inner cities of Johannesburg and Tshwane, says there is renewed confidence from national retailers looking for space across its portfolio. Metope Head of Research, Kelly Ward, comments.
View ArticleAsset Magazine: ‘Unwrapped’ – Liliane Barnard, Metope CEO
Asset Magazine interviews Liliane Barnard, CEO & Portfolio Manager at Metope Investment Managers, about the specialist listed property manager's history and recent important developments in the property sector.
View ArticleFinancial Mail: Is Equites running out of steam?
The logistics Reit continues to deliver the goods but its shares, back to pre-pandemic levels, are looking a little overheated. Kelly Ward, Head of Research at Metope, gives her views.
View ArticleFinancial Mail: Time to break Fortress’s A-B impasse
If Fortress Reit manages to successfully unwind a complex dual capital structure this year, it may be on track to resume dividends. Metope's Head of Research, Kelly Ward, comments
View ArticleCityWire SA: How ESG is becoming a differentiator within local property
Some local property companies have spent money over the last 10 years building up resilience to climate shocks, turning risks into opportunities. In addition to installing solar panels, water storage tanks, greywater reticulation systems and the use of natural lighting in new shopping centres, select companies have issued sustainability-linked "green" bonds. Metope CEO Liliane Barnard elaborates.
View ArticleFinancial Mail: Be bold and buy Nepi Rockcastle
The East European mall owner has been sold off following Russia’s invasion of the Ukraine, but its Covid rebound means property investors should take a closer look. Metope's Head of Research, Kelly Ward, shares her views
View ArticleMoneyMarketing: Tax-free savings account – a crucial investment vehicle
A Tax-Free Savings Account (TFSA) is an apt choice for investors with a long-term investment horizon and wanting to maximise tax efficient strategies. It is most advantageous for equity and listed property investments as these asset classes deliver higher real (after inflation) returns than cash and bonds. Metope CEO & Portfolio Manager, Liliane Barnard, and Aimee Glisson, Performance and Risk Director at Metope, elaborate.
View ArticleMetope: 2022 Listed Property Outlook
While much of the “easy” money was made in 2021, rebounding off the low base set by Covid-19 in 2020, there are still opportunities to be had in listed property. It is therefore crucial to remain invested in the sector in order to take advantage of any sharp gains to be had, and to position oneself for an improved dividend flow that is set to come from an upturn in the sector, along with a recovery of capital values - many of which are still below pre-pandemic levels.
View ArticleFinancial Mail: Reit roulette – what to buy
The JSE's listed property groups are likely to continue clawing back multiyear losses in 2022, but it's not a blanket bet. Kelly Ward, Head of Research at Metope, gives her views.
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