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EQU taking it on the chin today at minus 2.26%, down to R16.47, but the yield's still sitting around 8% which keeps it interesting for income traders. Could be profit-taking after recent strength or sector headwinds, hard to say without seeing what spooked the market this morning
equ sitting at r16.76 but where's the growth coming from. vacancy rates climbing and rents aren't moving, so ngl not sure the yield holds up if rates stay here longer than expected
looking at equ's lease expiry schedule from the last report, a fair chunk rolls off in 2025-26. the rand weakness is biting logistics operators hard so renewals aren't guaranteed. fund's sitting on like 9.2% yield at r16.76 but if occupancy slips much further that's gone. reckon the industrial property thesis is solid long term but near term feels lumpy.
equ sitting at r16.76 but the yield looks thin compared to what other logistics reits are paying out. vacancy creeping up too. decent properties but where's the growth story here.
EQU holding steady at R1814 today, but the real story is whether government's infrastructure pipeline will actually drive tenant demand in their portfolio. Property funds need that capex spend to translate into occupancy gains, otherwise we're just watching yield compression.
EQU's 0.75% pullback today warrants scrutiny against Redefine Properties, which has been pricing in significantly steeper cap rate compression as the yield curve flattens. With SA's real rates still elevated at circa 4.5% real, property trusts trading at 5-6% distribution yields
EQU down 0.80% today to R1734, testing support around the 1720 level that's held twice in the last month. Comparing the chart action to Redefine Property, EQU's showing better discipline at support zones, though both are trapped in wider consolidation ranges that need a catalyst
The market's selling pressure on EQU at R1728 feels overdone given the retail property fundamentals I'm seeing on the ground. My last store visits across the portfolio showed tenant retention holding firm and footfall patterns stabilizing in key nodes, which doesn't align with th
EQU down 0.63% to R1722 today, but property yields are still looking reasonable compared to where grain prices have climbed this season - ag landlords might find value here if they're diversifying beyond farmland.
EQU trading at R1704 today is a perfect case study in why governance matters in REITs. Compared to Redefine Properties, Equites hasn't demonstrated the same strategic pivot toward quality assets and debt reduction, instead maintaining exposure to weaker retail tenants while manag
The modest 0.59% pop masks what looks like fundamental disconnect. At R1699, EQU's yield remains compressed relative to underlying property fundamentals and peer distribution capacity, suggesting the market is pricing in more ROI growth than the logistics and light industrial por
EQU's yield compression to under 5.5% on today's dip raises a critical question: are the embedded valuations in their property portfolio still justified given rising discount rates, or has management's FFO guidance already priced in sufficient headwinds from tenant credit stress?
Equites' structural headwinds in the retail property space remain unresolved despite management's pivot toward logistics and industrial assets, and until we see meaningful improvements in their ESG governance scorecard (particularly around board diversity and executive remunerati
EQU down 0.56% to R1783 — property yields are looking stretched at these levels. Not convinced the fund's landlord exposure justifies holding above R1800.
R1783 and barely a wobble? EQU's trading like the market's forgotten it exists. Yields look decent but that property portfolio needs serious tenant diversification work.
EQU at R1780 down nearly 2% — retail property exposure is getting hammered, sitting this one out until we see actual tenant recovery numbers.
EQU's up 0.87% but the fund's still wrestling with those inflation-linked rental headwinds. At R1748 the yield's decent if you believe their tenant quality holds.
EQU down 2.4% today to R1708 — is this just profit-taking or are people finally pricing in those office vacancy rates? Industrial REITs are looking better value right now.