Delta Property Fund (JSE: DLT) share price, discussion & sentiment

Took the dip on DLT at 44c, figures show the dividend yield is still respectable even after today's 4.35% knock, so holding for the recovery.

DLT AT R0.44 IS CRIMINAL WHEN GOVERNMENT TENANTS LOCK IN LONG TERM RENTS!! LOOK WHAT HAPPENED TO NEPI WHEN THEY HAD STABLE ANCHOR TENANTS, THIS THING COULD EASILY HIT R2+ IN 2 YEARS!! PEOPLE SELLING ARE IDIOTS, BEST IS YET TO COME!!

Government tenants like the Springboks, never leave the field

Government lease book is the anchor here. Sitting on R0.44 and yeah the yield looks decent on paper but you're betting on SA property staying relevant and tenants actually paying. Similar setup to Redefine back in the day before the rot set in. Long-term view hasn't changed, just need the fund to actually maintain those occupancy rates.

DLT at R0.44 is basically giving away government-backed property at a discount. Yields are fat on these long-term leases, but the market keeps pricing in load-shedding doom. If they keep the tenant base solid and distributions hold, could be a sleeper for income guys.

after reading the latest MD&A the government tenant concentration is actually a feature not a bug, those lease lengths are ridiculous compared to what retail REITs are dealing with. yield's sitting pretty at where it is and the distribution cover looks solid. my reading of this is you're buying a boring income stream that won't blow up in load-shedding chaos like the others.

Government tenant base keeps the yield solid, not going anywhere.

Government property exposure is a tough slog but DLT's lease terms lock in cash flow for years, which beats chasing commercial tenants who fold when the economy stumbles. At R0.37 you're getting a yield play on assets most funds won't touch, and that's where the margin of safety sits. Comparison to Redefine or Stor-Age doesn't work because those guys are dealing with retail and logistics volatility, whereas DLT's got the state as counterparty, which is boring but reliable.

govt tenant reit's like dlt are meant to be boring and steady, not sexy. at r0.37 the yield's worth a look if you've got patience. comparable offshore names trade way higher on similar lease security. long-term view hasn't changed, government's not going anywhere.

DLT's yield is still decent if govt tenants actually pay their rent, which is the whole bet. Sub R0.50 feels like fair value for a fund that's basically betting SA doesn't completely fall apart in the next decade.

govt tenants pay rent or they don't, that's the whole play innit. at r0.35 the yield starts to look less tragic than it did. question is whether sa property actually recovers or we just bag hold for divs. ngl the debt levels worry me more than the tenant quality.

DLT AT R0.35 IS A GIFT!! GOVERNMENT TENANTS DONT LEAVE, THATS STABLE INCOME FOREVER!! LOOK WHAT HAPPENED TO NEPI AND ARCP WHEN THEY HAD SOLID ANCHORS, THIS THING RUNS TO R1.50 EASY!! LFG!!

DLT closed at R0.35 but government tenant base gives this real stability vs the volatility you see elsewhere. Yields are solid if they can keep those lease renewals rolling, dividend story is there if they don't choke on refinancing. Long game play but not a meme stock.

Volume spike today, 2.1m shares. Highest in 6 months. Something brewing or just retail hype.

LETS GOOOO run it up!!!

Up 6% today and we're still sitting at R0.35, this is absolutely criminal given what's coming with the pipeline. Look at where Nvidia was pre-revenue, look at Shopify. We're a pre-revenue company with actual tech and partnerships forming, yet the market sleeps. This isn't a trade for me, it's a five year hold minimum.

Big wall at R0.36. Classic manipulation before close.

DLT taking a knock today at R33.00, down nearly 3 percent. At these levels the yield's becoming interesting if you believe in their portfolio recovery, though the real estate sector headwinds are still a concern worth monitoring before committing fresh capital.

DLT's 3% pop today reflects renewed confidence in quality retail property exposure, though the real test lies in whether management can maintain occupancy rates above 95% while pivoting toward mixed-use developments that serve underserved communities. The fund's BBBEE credentials

DLT popping 2.94% today while the broader property sector struggles with rate pressure, but the real question is whether this breaks above the R36.50 resistance that's capped it for months. Comparing to Redefine, DLT's dividend yield is more attractive but it's trading at a disco