In South Africa, listed property has shifted from being a leading wealth creator in the early 2000s to one of the weakest performers over the past decade due to various factors, including the impact of COVID-19 on retail and office space demand. As the sector shows signs of recovery, does it still hold long-term value for investors?
In our latest podcast, portfolio manager Siphesihle Zwane hosts investment analysts Ghiete van Zyl and Umar-Farooq Kagee to explore how we apply our long-term investment approach when considering opportunities in listed property. They unpack the distinctive features of this asset class and explain the fundamental drivers of the sector's longer-term prospects.