Metope In The News

Metope CEO & Portfolio Manager Liliane Barnard explains why REITs offer attractive tax benefits for investors

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

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

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

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

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

JSE-listed Attacq’s trophy property asset and South Africa’s sixth largest shopping centre, Mall of Africa, took a valuation hit of over R1 billion in 2020 - highlighting how mega mall owners are being impacted by the ongoing Covid-19 financial crunch globally. However, Attacq's incoming CEO, Jackie van Niekerk, anticipates that valuations will recover in time. Metope Investment Analyst Kelly Ward comments

Fairvest Property is one of a handful of SA real estate investment trusts (Reits) whose share prices are already back at pre-Covid levels. Results from the small-cap mall owner show that a number of trading metrics in its R3.425bn portfolio are moving in the opposite direction to those of most of its JSE-listed peers. Metope Investment Analyst Kelly Ward comments

The suit and tie may be dead, but the latest Louis Vuitton tote or a coveted Patek Philippe watch has lost none of its cachet among the super flash. It’s a trend underscored by results released this week by retail-focused Liberty Two Degrees (L2D), co-owner of some of Gauteng’s smartest shopping precincts. Metope Investment Analyst, Kelly Ward, comments.

Wealth creation through the compounding of South African listed property total returns is exactly what an investment in listed property provides for the patient investor. Coupled with a Tax-Free Savings Account (TFSA), an investor reaps tax savings on the income and capital gains delivered by listed property, which materially enhances the compounding effect on their wealth. Liliane Barnard, Portfolio Manager and CEO at Metope, and Aimee Glisson, Director: Operations, Performance & Risk at Metope, elaborate.