CPP sitting at R11.50 feels cheap given the commercial property recovery we're seeing. Comparing to Equites…by @sextant_za on $CPP

CPP sitting at R11.50 feels cheap given the commercial property recovery we're seeing. Comparing to Equites and Redefine, Collins has tighter asset management and lower debt drag, which matters when the office sector finally stabilizes. Long term this is positioned perfectly for the institutional buyer looking for yield without the bloat of the mega-REITs.