Delta Property Fund (JSE: DLT)

0.34 now. Eish.

0.34 now. Eish, that's rough.

Hello R0.36, that's a move today!

0.36 now, that's something.

R0.34 now, ouch. Holding tight.

0.34 now, ai tog. That's rough.

0.34 now. Eish, that's a proper hammering today.

0.34 now. Ouch.

0.34 now, eish. Holding tight.

0.35 now, let's gooo!

0.35 now, that's a lekker bounce back.

0.35 now, finally some green.

0.34 now, that's the floor innit

0.34 now. All junk is red today.

Good Morning Everyone, 0.34 now. That's down hard.

DLT at 39 cents is basically on life support. The property fund space has been under pressure for years, and with retail struggling and office spaces getting hammered by hybrid work, I don't see the catalyst that gets this back to meaningful valuations anytime soon. Unless manage

DLT at 39 cents is pricing in some serious property headwinds, but the dividend yield is worth a look if you believe the worst is priced in. The real test will be how the portfolio performs through the next cycle.

Picked up a parcel of DLT at 40 cents, reckoning the property recovery eventually comes and the dividend yield at these levels justifies the hold even if distribution stays patchy near term.

DLT down 8% today to 44c. Are we overreacting to sector headwinds or is there something in the numbers that justifies this pullback? Anyone been through the latest financials to see if the dividend's still safe.

Government tenant base keeps the distributions stable even when the economy tanks, which is why i'm holding. DLT at R0.45 is cheap compared to what Redefine was trading at before their reset. Long-term view hasn't changed.