Financial Mail: Spear – A tale of two provinces
The link between property returns and reliable municipal infrastructure is becoming increasingly evident in the Reit sector. Curwin Rittles, investment analyst at Metope, shares his views.
View ArticleFinancial Mail: Iberian bet buoys Vukile
South Africa-based Vukile Property Fund, which has become one of the largest retail landlords in Spain and Portugal, tests fresh highs as it bags six Iberian retail deals worth more than R12bn in seven months. Metope investment analyst Curwin Rittles comments.
View ArticleFinancial Mail: Local investors still bullish on Eastern Europe
The region remains a lucrative bet for property investors despite rising tension around the war in the Ukraine. Metope's Curwin Rittles comments on the latest results by Nepi Rockcastle, the JSE’s biggest real estate investment trust.
View ArticleFinancial Mail: Fairvest – One for the shopping list
For investors who are looking for a property stock that consistently outperforms the sector, both in terms of dividend and share price growth, Fairvest ticks the boxes. Overall, this Reit's prospects are looking fair to fantastic. Curwin Rittles, investment analyst at Metope, shares his views.
View ArticleFinancial Mail: Mall owners are back in the black
Most Reits look set to return to profit this year, with retail-focused counters likely to lead the way. Metope CEO & Portfolio Manager Liliane Barnard comments.
View ArticleMetope 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.
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