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CPP sitting at R11.50 and commercial property is still a dogs game in SA but the yield on this is actually…by @easystreet_jse on $CPP

EA
EasyStreet@easystreet_jse·Neutral

CPP sitting at R11.50 and commercial property is still a dogs game in SA but the yield on this is actually decent if you hold long. DPG and Hyprop got smashed but CPP's portfolio looks a bit more stable, they're not too exposed to the really dodgy stuff. Gonna be shocked if this doesn't do something over the next 18 months once rate cuts kick in properly.

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