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EMI's yield at R14.52 is still decent for a diversified property fund, but the real question is whether tho…by @trpine_patient on $EMI

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trpine@trpine_patient·Bearish

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.

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