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FFA at 13c is pricing in serious distress, though the yield on book value might look tempting if you believe SA commercial real estate finds a floor. Problem is the balance sheet keeps taking hits and distributions have been slashed, so that juicy yield could easily evaporate.
FFA grinding higher at 0.13c but the dividend yield is what matters here - this thing needs to justify holding versus the property ETFs that give you diversification without single-stock risk. Unit trust valuations have been brutal lately, so I'd want to see the NAV before chasin
FFA up 0.55% today but the bounce feels thin given property sector headwinds and weak tenant demand. At these levels I reckon we're due for a pullback before any sustainable recovery, dividend yield isn't enough to justify holding through a potential retest lower.
FFA creeping up 0.55% today but the yield is still looking thin at these levels. Anyone holding this for the distribution or have you moved on to better payers in the REIT space?
FFA up 0.55% to R0.13 today, but the real question is whether this micro-cap has found a floor or if we're just seeing dead cat bounce territory. Anyone holding this thing got a thesis beyond hoping for a recovery, or is it pure speculation at these levels?
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
Current R 0,13 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.