Metope In The News

Township and rural malls continue to show strong performance despite a rising inflationary and interest rate environment resulting in reduced consumer spending. Metope Portfolio Manager Liliane Barnard gives her views.

The JSE's only self-storage play cements its track record. The company has emerged relatively unscathed to date from some of the nasty headwinds that have hit the local property sector. Metope Investment Analyst Ross Reid comments.

The share has taken a beating over the past year on the back of higher interest rates, constrained capital markets, a dip in consumer spending and recessionary fears. Metope Portfolio Manager Liliane Barnard comments.

Metope's investment team comments on the quarter ending 31 March 2023.

Balwin Properties, South Africa's specialist residential property developer, has launched a R10bn lifestyle estate development at Waterfall City precinct in Midrand to meet demand for lock-up-and-go and secure living. Metope's Liliane Barnard comments.

Nepi Rockcastle, the largest mall owner in Central and Eastern Europe and the JSE’s biggest property stock,  has declared a 47% year-on-year uplift in dividend payouts for the 12 months to December. CEO Rüdiger Dany described the result as the “best operating performance in the group’s history’’. Metope CEO Liliane Barnard explains why, in Metope's view,  the company is a preferred stock.

JSE-listed Redefine Properties is in talks with lenders to refinance R4.2bn of  its debt that matures during the 2023 financial year. Metope CEO & Portfolio Manager Liliane Barnard comments.

After a period of consolidation, right-sizing of portfolios and debt reduction, the listed property sector is now positioned to offer more stable cash flow with potential for growth recovery off a low base. Metope CEO & Portfolio Manager Liliane Barnard gives her views on what lies ahead for the sector.

Metope's investment team looks back at how the listed property sector performed in 2022, and discusses what lies ahead this year.

Metope's investment team comments on the quarter ending 31 December 2022.