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Tag: REIT

Safer than Houses: Stor-Age Property

Posted on 19/04/202112/04/2021 by Keith McLachlan

About five years ago I pointed out that the local commercial property sector (i.e. REITs) in South Africa was heading for trouble (see Part I and Part II). I would have preferred to be wrong but—and in no small part helped by the pandemic—this has played out as expected and almost every single REIT on…

Redefine Properties: Is this REIT-listic?

Posted on 23/01/2021 by Keith McLachlan

Late on Friday, Redefine Properties (RDF) published its long-awaited dividend announcement for the year-ended August 2020. You can find the full announcement here: LINK. A Real Estate Investment Trust (i.e. “REIT”) has some special privileges and they come with some onerous requirements. If you don’t satisfy the requirements of being a REIT, you lose the…

Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 1 of 2)

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on November 22, 2016 Following an exchange with Byron Lotter on Twitter (see here) after what I believe (and the market believes) was a very poor trading update from Woolies (WHL). But Woolies is not alone in this regard. Here are the key listed retailers, their like-for-like same-store growth, inflation…

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RSS Research Reports

  • Stor-Age Property REIT Limited – 1H 26 Results – Still Steady with Growth Ahead
  • Astoria Investments Ltd – Q3:25 Results Note – Probable Delisting
  • Sabvest Capital – H1:25 Results – Apex Drives NAV Growth
  • Astoria Investments Ltd – H1:25 Results Note – Lots of Dry Powder on Hand
  • Stor-Age Property REIT Limited – FY 25 Results – Steady Performance

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