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SAC's modest 0.91% gain today sits in contrast to the broader listed property sector's volatility. Trading at R333, the stock underperforms relative peers like Growthpoint and Redefine on rental yield metrics, with embedded value per share suggesting limited upside without materi
SAC up 1.52% today but I'm curious if the real estate play here benefits from any infrastructure concessions or government property projects. With the housing backlog in metros, are we seeing actual catalysts or just general market recovery?
SAC at R333 shows resilience in a challenging property cycle, though the real estate sector's structural headwinds mean I'm cautious about long-term capital appreciation without seeing meaningful improvement in rental yield and occupancy rates that would justify holding this thro
SAC holding steady at R332 with that modest 0.91% gain, but real estate appetite stays muted until we see actual government infrastructure backing these developments.
With SAC down 0.84% today, I'm curious whether the market is pricing in deteriorating embedded value from their property portfolio or if this is just noise. Has anyone run the numbers on their loan-to-value ratios and whether rental yield compression is actually affecting their a
SAC down 2.13% to R367 — picked up another parcel, dividend yield looks decent if they can stabilize those rental collections.
Down 2.89% to R369 on what looks like panic selling over sector weakness. Their property portfolio has real income-generating assets that justify a higher valuation if you strip out the market noise.
SAC's up 1.37% to R371 but that retail portfolio is still overleveraged relative to the foot traffic reality on SA high streets. Market's being too forgiving here.