CityWire 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
View ArticleFinancial Mail: The 5 property shares to buy
Following the huge challenges of 2020, analyst say some property stocks are now poised for a recovery and many have resolved to pay a cash dividend. Metope Head of Research Kelly Ward comments
View ArticleCityWire SA: Some local property stocks could double – Metope CEO
While volatility will remain in the listed property sector, there is potential for a strong recovery in a number of local counters. Metope CEO and Portfolio Manager Liliane Barnard in conversation with CityWire's Patrick Cairns
View ArticleFinancial Mail: Transcend Residential Property Fund poised for a breakout
Analysts are largely upbeat about the investment case for specialist residential player Transcend, especially if it starts to bulk up in size and improve its liquidity. Metope Head of Research Kelly Ward comments
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