Metope 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.
View ArticleFinancial Mail: Time to buy Reits?
After three years of going nowhere, the real estate investment trust (Reit) sector has staged a surprise comeback in recent months. Metope CEO Liliane Barnard comments.
View ArticleFinancial Mail: Listed property – going nowhere slowly
While Reit share prices remain in the doldrums, there are still some decent returns to be made for those investors who are patient. Metope analyst Ross Reid comments.
View ArticleBusiness Day: Township and rural malls are proving resilient in difficult times
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.
View ArticleFinancial Mail 2023 Property Handbook: Fairvest
Ross Reid, equity analyst, Metope Investment Managers analyses Fairvest Property Holdings in the latest edition of the FM's annual Property Handbook.
View ArticleFinancial Mail: Stor-Age dodges blackout blues
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.
View ArticleFinancial Mail: Will Equites’ U-turn on its UK foray contain the pain?
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.
View ArticleMetope Market Commentary: 1st Quarter 2023
Metope's investment team comments on the quarter ending 31 March 2023.
View ArticleBusiness Day: Balwin launches R10bn residential development
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.
View ArticleFinancial Mail: Nepi Rockcastle – A property pick for growth-starved punters
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.
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