Redefine Properties LTD

RDF is my main Real Estate exposure. R624.00, happy to average down.

Redefine Properties LTD on my watchlist. RDF results season will be the real test.

RDF's up 1.28% today but I'm curious if anyone's tracking their latest LTV numbers with interest rate volatility still a factor. The distribution yield's been under pressure, so wondering if the portfolio rebalancing they've been doing is actually positioning them for better NAV

Picked up more RDF at R625 this morning since the distribution yield is still attractive despite the modest gains today, and I reckon the portfolio restructuring they've been doing should help with that pesky NAV discount over time.

RDF's modest 0.32% gain today reflects the grinding consolidation we've seen in listed property, though with the current yield sitting around 8.2% on distributions, the real appeal lies in patience rather than price momentum.

RDF trading at R630 after today's dip, but the real estate recovery narrative across Africa's logistics and retail space remains compelling as e-commerce penetration accelerates across the continent. At current levels, the dividend yield becomes more attractive if management can

Trimming my RDF position on today's dip to R630 since the property sector's struggling while capital would do better rotating into renewable energy plays that benefit from load-shedding tailwinds, though I'll keep some exposure for the dividend yield when the retail recovery even

RDF's distribution yield is sitting around 7.8% at R638, but I'm concerned about the sustainability of that payout given the property sector headwinds and their loan-to-value ratios. Has anyone run the numbers on what their dividend cover actually looks like once you strip out th

RDF holding flat at R646 while the property sector gets hammered—anyone buying this dip or waiting to see if the office space problem gets worse?

RDF up 1.87% to R653 but that bounce looks like a relief rally into resistance. The yield trap keeps getting repriced higher as rates stay elevated.

RDF R641.00 — range bound for weeks. Waiting for a catalyst.

RDF crawling up 0.16% to R640 on a Tuesday, not exactly setting the JSE alight but at least it's holding ground after that property sector battering last month.

RDF at R637 while Growthpoint sitting prettier tells you everything about retail headwinds. Property stocks getting hammered differently depending on who holds the leases.

RDF at 635 down 0.16% while Growthpoint sits firmer - property yields still compressed across the board but Redefine's office exposure is the real anchor dragging sentiment.

RDF at R635 is still nursing those property sector headwinds, but five years out I reckon the yield story could work if they actually stabilize the portfolio. Real question is whether they've got the stomach to keep trimming fat or if we're just going to sideways shuffle forever.

RDF at R643 up 1.10% but I'm not adding here—waiting to see if that dividend gets cut again before committing fresh capital.

RDF up 2.39% to R642 but still dragging versus Growthpoint at R22.50 — property sector rotation happening? Healthcare REITs quietly outperforming while office exposure remains dodgy.

RDF down 2.17% to R630 again — property sector getting hammered but at these levels starting to look like a buyers' opportunity if they can sort their debt.

RDF popping 7.32% today is classic relief rally off nothing. Office exposure in JNB CBD still a structural headwind—that 645 level will fold again soon.

RDF up 6% today on what—optimism about office space recovery? The balance sheet's still underwater and retail's bleeding. This pop looks like a bear trap.