Property is often described as a lower-risk asset class during periods of uncertainty, but why does this tend to be the case?
In this episode of Ask an Analyst, Mweishö Nene, Lead Analyst, Listed Real Estate, SBG Securities, explains why listed property has offered resilience in volatile markets and what’s driving the sector’s recent re-rating.
He breaks down:
- Why REIT income resembles fixed income returns.
- The two slow-moving drivers that underpin earnings stability.
- Why long lease structures help protect rental income.
- How solar rollouts are becoming a meaningful earnings lever for retail landlords.
With listed property up sharply year-to-date, this episode explains what’s behind the performance – and what could support it going forward.
Watch now for the full analysis.
The views and opinions shared are for informational purposes only. They are not intended to serve as investment advice and do not represent the views or opinions of Standard Bank. This information should be used as a starting point for generating investment ideas, and should not be relied upon as the basis for making investment decisions. The Standard Bank of South Africa Limited will not be responsible for the results of any investment decisions made based on the views provided.
