Financial 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.
View ArticleBusiness Day: Property stocks set for another good year as economy improves
Though rental income is likely to remain under pressure in the listed property sector, distributions are expected to improve as the economy picks up. Metope's Head of Research, Kelly Ward, comments
View ArticleFinancial Mail: Redefine – a phoenix on the rise
Redefine Properties has stormed back with a lush dividend, but not everyone is enamoured of its tilt at Polish group EPP. Metope's Kelly Ward comments.
View ArticleCityWire SA – Listed property: ‘I still think there’s a good 20% upside’
Metope CEO Liliane Barnard and Head of Research Kelly Ward explain why there could still be a meaningful improvement in share prices despite the current weak fundamentals in the listed property sector.
View ArticleGlacier Research/Funds on Friday: SA REITs – Repositioning for the future
Kelly Ward, Portfolio Manager & Head of Research at Metope Investment Managers, takes an in-depth look at what lies ahead for the local listed property sector.
View ArticleFinancial Mail: Property shares – dividend payers to buy
While results for the June reporting period underscore yet again how the pandemic has left listed property’s reputation as a lucrative dividend payer in tatters, the good news is that analysts say the property sector is seemingly over the worst. Metope's Head of Research, Kelly Ward, comments
View ArticleFinancial Mail: Battle of the malls
Following on-off lockdown trading restrictions for the past 18 months and the July riots in KwaZulu-Natal and Gauteng, JSE-listed mall owners are navigating what is turning out to be a bumpy road to recovery. Metope Head of Research Kelly Ward comments.
View ArticleSA REIT Association: SA REITs – Tax benefits for investors
Metope CEO & Portfolio Manager Liliane Barnard explains why REITs offer attractive tax benefits for investors
View ArticleCityWire SA: The recovery in listed property still has momentum, Metope says
More than a year on since Covid-19 hit South African shores, local Reits have proven to be more resilient than the market was expecting, and there is more upside to share prices despite the difficult environment. Metope CEO & Portfolio Manager Liliane Barnard and Aimee Glisson, Metope Director of Operations, Performance and Risk, in discussion with CityWire SA's Patrick Cairns
View ArticleAsset Magazine: Data centres – investment opportunity or risk?
The African data centre market size is expected to exceed US$3 billion by 2025, growing at a compound annual growth rate of +12%. South Africa remains the largest market in the continent for data centres, according to research. Metope CEO and Portfolio Manager Liliane Barnard comments on investment opportunities in the market
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