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Magic Markets #224: REITs Taking a Breather

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Manage episode 482723977 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising given how much things have changed, particularly when you consider that 2024 really did create the perfect opportunity for local REITs.

In this review of the sector, we talked about concepts like whether tariffs actually affect property, how yields work in this space and what the effect of inflation is. We looked at yields across the US and South Africa, while highlighting major trends affecting demand for property in different segments.

This podcast is an excellent way to get to grips with the listed property sector and some of the key investment principles.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

  continue reading

207 episodes

Artwork
iconShare
 
Manage episode 482723977 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

After a wonderful year in 2024 for property funds (especially in South Africa), the sector has taken a breather in 2025. That's not surprising given how much things have changed, particularly when you consider that 2024 really did create the perfect opportunity for local REITs.

In this review of the sector, we talked about concepts like whether tariffs actually affect property, how yields work in this space and what the effect of inflation is. We looked at yields across the US and South Africa, while highlighting major trends affecting demand for property in different segments.

This podcast is an excellent way to get to grips with the listed property sector and some of the key investment principles.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

  continue reading

207 episodes

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