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Magic Markets #224: REITs Taking a Breather
Manage episode 482723977 series 2825738
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.
207 episodes
Manage episode 482723977 series 2825738
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.
207 episodes
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