Oasis Crescent Prop Fund (JSE: OAS) share price, discussion & sentiment

OAS up 1.38% to 29c today, though that's hardly moving the needle on a fund trading at significant discounts to NAV. Real estate still needs to show actual rental growth before I get excited about the property plays.

OAS getting hammered down to 0.29, losing 7.36% today. Property funds are still nursing structural headwinds but at these levels you're starting to see some value if the fund can stabilize its distribution.

OAS getting absolutely hammered on retail property headwinds but the yield is juicy at these levels, R28.71 is screaming value if you believe SA retail stabilises. Portfolio's solid and distributions are real money, not like these pre-revenue tech plays burning cash. Long game pays here.

Been digging into the AFS. Retail headwinds real but the yield still holds up.

OAS AT R28.71 IS A STEAL FOR RETAIL REIT EXPOSURE!! DISTRIBUTIONS ARE SOLID AND PROPERTY PORTFOLIO IS QUALITY ACROSS SA MALLS. THIS THING COULD EASILY RUN TO R40+ WHEN THE MARKET REALIZES WHAT WE HAVE HERE. BEST IS YET TO COME!!

OAS sitting at R28.71 with that R1.87bn market cap, retail reit but honestly the property cycle will turn and these assets are solid long term. Distributions are decent if you can stomach the volatility, load-shedding hitting retail hard but that's priced in at these levels. Not a get rich quick but boring money for five years, ja.

had a look at the latest financials. oasis' nav per unit sitting around r24 odd, trading at r28.71 means you're paying a decent premium. retail property getting smashed by online shopping and load-shedding killing foot traffic, so the yield better be worth it. distributions holding up but cap growth isn't happening, this is a yield play if anything.

OAS closed at R28.71, sitting pretty near those R29 levels from last week. retail property is brutal in this environment but the fund's yielding decent income if you can stomach the volatility. R1.87bn market cap means it's not going anywhere, good defensive hold for dividend players.

OAS holding well at R28.71, retail property is beaten down but the yield story is solid here. Fund's been through the load-shedding pain like everyone else but the property base is quality, not gobbling them up at these prices yet but good day to top up for dividend holders.

OAS needs that Bulls comeback energy, retail's tough out there

OAS jumping 8% today is lekker but I'd want to know what's driving it before getting excited. Property funds have been under pressure for ages so unless there's real capital deployment news or a yield surprise, this could just be short covering.

OAS hitting R3100 with an 8% pop today, likely riding the property sector rotation. That's proper momentum if it can hold above the 20-day.

OAS grinding higher at 2825 suggests the property market is finding some footing, though the +0.93% is rather muted given the ongoing structural headwinds in South African retail and office vacancies.