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FFA grinding higher at 0.13c after that tiny pop today, but ag, compare it to Redefine or Hyprop and you're looking at a unit that's been properly battered. Dividend yield's nowhere near compensating for the capital destruction these past couple years, so until I see some actual
FFA at 0.13 rand is trading in the basement after years of property headwinds, but the dividend yield is starting to look interesting again if management can stabilise the portfolio and get rental escalations tracking inflation properly. The real question is whether SA property r
FFA inching up 0.55% to R0.13 is hardly moving the needle given the sector's headwinds, but at least it's not bleeding out. The property trust space needs conviction buying, not these penny moves, so I'm waiting for actual news on their portfolio or distributions before reconside
Picked up some FFA at R13.80 on this modest bounce, dividend yield sitting around 8% makes it worth the hold despite the property sector headwinds.
FFA crept up 0.55% today but the dividend yield's still looking thin relative to the rate environment. Are people actually getting excited about the portfolio recovery or just buying on inertia?
FFA catching a bid at R13.80 after sitting in the doldrums, though +0.55% isn't exactly a breakout. Property sector still grappling with tenant stress and high rates, so I'm keeping this on the watchlist rather than committing fresh capital.
FFA's up a fraction today but the real estate sector is still wrestling with interest rate headwinds and tenant demand uncertainty. At current levels, you need to check what the dividend yield and NAV are looking like because that's where the value story lives in property stocks.
FFA trading at 13.80 after modest uptick. Need to see the latest FFO yield relative to 10-year gilt spreads to assess whether this compensates for interest rate headwinds - if distribution yield hasn't expanded materially despite rate cycle, the valuation remains pinched.
FFA's modest 0.55% uptick contrasts sharply with the sector's broader volatility, particularly when stacked against Redefine Properties' more aggressive rerating this quarter. The dividend yield spread versus Investec Property Fund remains compelling from a volatility-adjusted re
FFA up 0.55% today to R13.80, not huge but nice to see some green in the real estate space hey.
FFA's modest uptick to R13.80 reminds me of 2008 when property stocks ground sideways for months before the real capitulation hit. Against peers like Redefine (RDF) and Hyprop (HYP), Fortress trades at a discount that either signals deep structural issues in their portfolio or pr
Added to my FFA position at R13.80 on today's modest uptick, not because of the 0.55% move but because the dividend yield remains attractive for a zero-volatility mandate and the fund's exposure to quality industrial assets still offers that boring consistency I'm after.
FFA's modest uptick to R13.80 masks the structural headwinds facing listed property across the JSE. Against Redefine Properties and Growthpoint, FFA's rental yield and distribution coverage remain under pressure given the shallow demand for retail and office assets, though its po
Picked up more FFA at R13.80 this morning, eish the yield on these property counters is starting to look respectable again compared to some of the equity alternatives I'm holding, especially with that modest uptick today suggesting some institutional interest returning to the sec
FFA holding at R13.80 after a modest 0.55% pop, but the real estate sector is still underwater compared to where it was before load-shedding kicked into overdrive. Compared to Redefine Properties, which has at least got some diversification into offshore assets and stronger tenan
FFA holding above R13.80 after that modest uptick, but the dividend yield is looking thin at current valuations which makes this more of a capital appreciation play than income. Property sector still fragile so you'd want to see this break through R14.50 resistance with volume be
FFA's yield looks reasonable at current levels, but I need to see more clarity on their tenant quality and lease renewal rates before committing fresh capital. The modest uptick today doesn't change my view that property stocks carry execution risk that bonds simply don't, so I'm
Picked up more FFA at R13.80 this morning, ja nee. the distribution yield sits pretty comfortable around 7.5% and property fundamentals in the industrial and office space are stabilizing despite the noise, so I reckon this reprieve is worth adding to positions while sentiment rem
FFA sitting at R13.80 today, up a bit. Real estate can be a good way to get your money working for you if you're patient, hey.
With FFA holding steady at R13.80 and the recent uptick, has anyone modeled out the impact of their portfolio revaluation cycles on embedded value per share, or are we still pricing in the full drag from the residential headwinds?