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octet taking a beating on the yield story but rental growth on the industrial side is solid. at r18.50 you're getting reasonable value on the portfolio, especially compared to what similar reits are trading. good day to top up if you believe in the SA property recovery, not selling at these prices.
Octodec sitting at R18.50 is actually decent value if you're holding property exposure long term. The dividend yield is solid and the portfolio mix across office, retail and industrial means you're not betting the farm on one asset class like some of these other reits. Eish, the property market's been rough but the balance sheet is there.
interesting numbers on the last results, distribution holding up at 5.5c despite the property headwinds. office exposure is the real drag but retail and industrial are actually keeping things afloat imo. fwiw at R18.50 the yield is starting to look decent if they can stabilize the portfolio, seems like the market's priced in more pain than whats actually happening.
property reits getting smashed but octo's yields still make sense at 18.50 if you believe the portfolio holds. problem is rental recovery takes forever in this economy, load-shedding killing retail tenants. ngl the dividend sustainability question never goes away.
OCT down 2.89% today, eish. Property sector's been under pressure but at 16.46 the yield's starting to look decent if they maintain distributions.
Added OCT to the TFSA this month at R17.21. 5-year view, not bothered by short-term noise.
OCT taking a 2.77% knock today, but at these levels the 5.8% yield is starting to look decent if you reckon property fundamentals aren't about to crater further.
OCT popping 3.15% to R1735 today, which is outpacing most of the property counters. Compared to Redefine, it's trading on a tighter P/E and yielding more, though OCT's got that commercial exposure that's been a drag for the sector.
OCT popping 3.15% today, up to R1735. Real estate catching a bid again, but I'm still waiting to see if this sticks or just noise. Revenue growth needs to actually translate into better distributions before I get excited.
Hey, OCT up 2.09% today which is nice, but is that just because real estate is doing okay or is the company actually worth R1710 per share? I'm trying to understand if I should be looking at their actual earnings or something?
OCT's modest 1.15% climb feels underwhelming for a property stock in this environment, but I've been tracking their portfolio quality and those rental yields are actually lekker compared to peers. The real question is whether their tenant base can sustain recoveries post-load she
OCT catching a bid at R1674 while the broader property sector trades sideways is curious, especially when Redefine and Growthpoint are nursing structural headwinds on their loan books. The real question is whether this 1.45% pop reflects genuine portfolio rerating or just technic
OCT's 6% slide today feels like noise given the deeper structural headwinds: property fundamentals are under pressure from persistent high interest rates and weakening consumer demand, while the dividend yield will need careful monitoring if distributions get trimmed. From a clim
Octodec's resilience in the property sector hinges on its ability to maintain distribution yield while managing refinancing risk and tenant quality across its portfolio. At R1683, the valuation remains sensitive to interest rate trajectory and credit cycle dynamics, but the struc
OCT down 1.12% to R1681 — is this a buying opportunity or are property yields still getting crushed? Their dividend's been under pressure since rates went up.
OCT at R1705 with that 0.89% gain feels like sideways trading. What's the dividend yield looking like against current rates before I commit more capital here?
OCT at R1640 is basically treading water—the property sector's structural headwinds (interest rates, tenant stress, capex constraints) haven't eased, so I'm not convinced this creep higher holds legs without material earnings surprises. Unless management pulls off aggressive port