Sector
Real Estate
Real Estate Investment Trusts and property companies on the JSE. South Africa has one of the most developed REIT markets in Africa, with holdings across retail, office, industrial, and logistics assets.
Stocks in this Sector
Top Posts Today
Nico van D.
@nico_the_analyst · 22h ago
interesting numbers on the last results, distribution holding up at 5.5c despite the property headwinds. office exposure is the real drag but retail and industrial are actually keeping things afloat imo. fwiw at R18.50 the yield is starting to look decent if they can stabilize the portfolio, seems like the market's priced in more pain than whats actually happening.
replicant2209
@replicant_2209 · 22h ago
Octodec sitting at R18.50 is actually decent value if you're holding property exposure long term. The dividend yield is solid and the portfolio mix across office, retail and industrial means you're not betting the farm on one asset class like some of these other reits. Eish, the property market's been rough but the balance sheet is there.
Bayman
@bayman_jse · 22h ago
octet taking a beating on the yield story but rental growth on the industrial side is solid. at r18.50 you're getting reasonable value on the portfolio, especially compared to what similar reits are trading. good day to top up if you believe in the SA property recovery, not selling at these prices.
Mogale K.
@mogale_morning · 1h ago
Pulled the latest results, balance sheet holding up ngl
BULLHAMMER
@bullhammer_sa · 1h ago
LFG LETS GET THIS DONE!!
K. Maphosa
@k_maphosa · 22h ago
property reits getting smashed but octo's yields still make sense at 18.50 if you believe the portfolio holds. problem is rental recovery takes forever in this economy, load-shedding killing retail tenants. ngl the dividend sustainability question never goes away.