Fortress Real Est Inv B (JSE: FFB)

Took a small position in FFB at R24.56 because the dividend yield sits around 8.5% and the P/E isn't stretched, though I'm wary of the property cycle headwinds affecting most of the sector.

FFB sitting at R24.60 with yields still decent enough to make sense if you're after income, but the real estate sector remains under pressure from higher rates and rental weakness. Not convinced we're out of the woods yet.

FFB down 0.60% to R24.85, which is basically noise in real estate's volatility but worth tracking if it breaks below R24 support.

FFB up 3% today and trading around 25 rand. At these levels the dividend yield is looking decent if they can maintain distributions, though I'd want to see their latest DPU and LTV before committing real money.

logistics reits getting hammered but ffb's got actual tenants paying rent, not just vaporware, problem is the yield's not fat enough to justify sitting through another round of rate cuts or load shedding killing retail footfall, catch the express train when it bounces off r25 or stay parked elsewhere

FFB sitting at R24.35, just shy of that R25 anchor. The logistics play is solid, warehouses aren't going anywhere, but the yield's been squeezed and rates have hurt REITs across the board. If you believe in the recovery story when load-shedding eases and the economy picks up, could be worth nibbling. GLTA

eish, ffb sitting at r24.35 and cant seem to break r25. logistics reits should be doing better with all the warehouse demand but dividend yield isnt moving me. serious now, if they're struggling to push higher on a recovering economy then something isnt clicking with the portfolio mix.

read the last two quarterly results and the vacancy rate on the logistics side is what's worrying me. retail's holding up ok but when you've got prime warehouse space sitting empty in joburg and pretoria that's margin pressure they can't hide. r24.35 feels a bit rich for a reit that's struggling with utilisation right now, especially compared to what other industrial plays are trading at.

gobbling them up at R25, good dip

FFB sitting at R25.08 and honestly the yield is still decent if you can stomach the property cycle. Logistics assets are solid long term but retail exposure is what keeps me up at night with all the mall traffic dropping. Rather hold this than most other REITs, distribution is boring but it works.

ffb sitting pretty at r25.08, logistics reits havent really moved much while retail space gets hammered elsewhere so theres some insulation there. dividend yield is still decent if you can stomach property cycles, long-term view hasnt changed for me tbh

Worth a deeper dig on this one, logistics story holding up ok

FFB up nearly 1% today on what looks like decent volume. With that 7.5% yield and the property market finally catching a breather, is this one finally getting the respect it deserves or are we just seeing profit-taking into weakness.

FFB up 2.50% today but I'm struggling with the dividend cover metrics on this one. Can anyone validate whether the distribution is truly sustainable given the current property yield environment and tenant quality in their portfolio, or am I being too harsh on the coverage require

FFB jumping 2.50% to R2586 feels like it's pricing in optimism that commercial property fundamentals simply don't support at the moment. With interest rates staying elevated and tenant demand under pressure, I'd rather lock in gains here than chase further upside when bond yields

I've trimmed my FFB holding at R2525 after the modest uptick, having watched this counter languish through multiple property cycles since the mid-1990s when industrial real estate actually paid dividends, and I'm not convinced the current yield environment justifies staying fully

Exiting my FFB position at R2476 following the latest results which showed the dividend cover slipping to 1.8x against my minimum threshold of 2x, and with industrial real estate facing headwinds from rising vacancy rates in key nodes.

FFB's structural headwinds in the South African retail and office segments remain unresolved despite the modest pullback today, with the portfolio's embedded value increasingly sensitive to cap rate normalization and potential further rental compression as vacancies persist acros

FFB's sustainability hinges on maintaining that dividend cover above 2x amidst rising interest rates and potential tenant stress in the commercial property space. The REIT's distribution yield needs to justify the leverage employed, but I'm concerned the spread between borrowing

Took a small position in FFB at R2476 this morning even though property yields aren't competing with agri land returns right now, but the 0.24% move suggests some decent accumulation happening and I reckon commercial real estate will eventually benefit from improved logistics inf