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EMI sitting at R14.38 and the yield's still decent if you can stomach the property cycle. Dividend got cut but they're actually reducing debt instead of pretending everything's fine like some other REITs. Long game depends on whether retail stabilises.
EMI getting beaten up but the yield is still there at R14.38, you're getting paid while you wait. Property cycle will turn, it always does, and when it does these REITs rerate hard. Yeah balance sheet needs work but this isn't some startup, it's actual cash flowing assets.
emira sitting at R14.38 but the dividend yield ain't there anymore. office space under pressure, retail getting hammered. how long before they cut the payout, that's the real question innit.
EMI sitting at R14.38 is starting to look interesting if you believe SA retail landlords aren't going full ghost towns. dividend yield decent, but the real question is whether load-shedding and Edcon keeping people home actually kills footfall long-term. could catch the express train if someone actually fixes logistics in this country ngl.
EMI catching a bid at R14.85 after sitting under pressure, but that yield needs scrutiny when property valuations are under the microscope. Trade is nervous about tenant quality and rental growth, so this pop feels more relief than conviction.
EMI's yield at R14.52 is still decent for a diversified property fund, but the real question is whether those rental collections hold up through another year of load-shedding and tenant stress. Compared to Hyprop or Afrimat's property exposure, Emira's got decent spread across retail and industrial but the office book is still a worry. Long-term view hasn't changed, just watching the next dividend closely to see if they can maintain it.
Do you think the tenant mix at EMI actually supports those distribution yields long term, or are we seeing rental reversions hit harder than the fund's willing to admit. Not sure about this one at R14.52.
The rental yields on EMI's portfolio are getting squeezed hard by vacancies in the commercial space. Last close at R14.52 is pricing in some serious headwinds, but the fund's still paying out decent distributions if you're patient. Question is whether SA's load-shedding and the office-to-residential conversion trend actually kills the thesis or just delays it a few years.
Picked up some EMI at R15.45 this morning, the yield's sitting around 7.8% and property fundies are getting beaten down enough that the risk reward looks decent for a patient hold.
EMI taking a knock today but the yield is still sitting pretty around 8.5% at these levels, which isn't something you ignore in this rate environment. Revenue growth has been patchy though, so depends whether you're chasing income or waiting for the property cycle to turn.
EMI up 2.36% on a day when retail property funds are catching some bids, but the real question is whether that dividend yield justifies the valuation when net property income growth has been sluggish. At R1560 the distribution coverage still needs watching before I'm convinced th
EMI's 4% pop today feels overcooked given the persistent headwinds in retail property and medical scheme funding constraints hitting tenant viability across their healthcare-focused portfolio. The fund's ability to grow distributions remains questionable when you factor in sector
EMI closing above R1495 today is lekker timing given the recent yield compression, and with property fundamentals still under pressure from load-shedding and tenant mix challenges, I'm watching the R1500 resistance closely for confirmation of a longer-term trend shift rather than
EMI at R1449 is looking anemic compared to the listed property fund universe, particularly when you stack it against Redefine's operational gearing on industrial assets or Growthpoint's logistics portfolio traction. The modest 0.21% pop today masks the structural headwinds proper
EMI testing support around R1429 after yesterday's dip, but the real estate sector is getting hammered across the board. Compared to Redefine Properties and Stor-Age, EMI's dividend yield is more attractive at current levels, though the overall property fund rotation suggests we'
Topped up my EMI position this morning after that 3.57% pop took it back through the R1450 technical level, because the fund's portfolio rerating isn't fully baked in yet once the rental reversions flow through on the office leases they've been negotiating.
Emira's structural challenge remains the drag from sub-optimal property exposure and elevated leverage, though the fund's recent portfolio rationalization and disposal proceeds do present a pathway to improved distribution coverage and net asset value accretion if management exec
I'm trimming my EMI position on this dip because their latest governance report flagged concerning related-party transactions with the controlling shareholder, and until they strengthen board independence and improve disclosure transparency around tenant concentration in lower-ra
Real Estate sector running. EMI moving -2.8% to R1381.00. More to go.