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EMI's dividend yield sits around 7.5% at R13.20, which looks decent relative to SA property peers, but the fund's exposure to retail property is a structural headwind given changing consumer habits. Revenue growth has been modest and you need to factor in how much of that yield d
EMI up 1.64% today but still trading way below pre-pandemic levels. Anyone actually convinced the office recovery narrative, or are we just seeing dead cat bounces on retail interest?
EMI up 1.64% today on what looks like a relief bounce, but the fund's still trading below book value and yields are modest around 5-6%. Is anyone holding this for the long game or waiting for a clearer recovery signal from the retail sector?
EMI up 1.41% today at R13.64, but still getting smashed compared to Nepi Rockcastle which is trading closer to pre-pandemic valuations. The yield on EMI is decent enough at around 8-9%, yet the fund's exposure to struggling retail keeps it stuck in the dogbox versus industrial RE
EMI at 13.45 is still trading well below pre-pandemic highs, and with retail property headwinds persisting, the yield remains the main attraction rather than capital growth. That said, the fund's been grinding through office conversions and selective disposals to strengthen the b
EMI grinding higher at R13.75 today, but that yield is looking thin at current valuations. Anyone else concerned about the structural headwinds in retail, or do you reckon the residential portfolio can carry the weight going forward?
EMI at R13.75 is still nursing those property sector headwinds, but if they can stabilize the portfolio and get rental income flowing properly again, there's upside potential. The yield is decent relative to the overall market struggle, so patient money might find value here long
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
Current R 13,05 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.