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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.