SA Real Estate Investment Trusts can unlock further upside by emulating their global peers
Stanlib Collective Investments
Q1 of 2024 | 5 months ago
SA REITs’ performance compares poorly with the annualised total returns generated by the JSE All Bond Index (+7.0%) and the FTSE JSE All-Share Index (+9.8%) over the same period. A more apposite comparison is with global property stocks, which delivered an annualised total return of 7.3% in rand terms over the same period. They achieved this while weathering the disruption of the Covid pandemic and despite being more sensitive to rising interest rates than SA REITs.
SA Real Estate Investment Trusts can unlock further upside by emulating their global peers
Stanlib Collective Investments
Q1 of 2024 | 5 months ago
SA REITs’ performance compares poorly with the annualised total returns generated by the JSE All Bond Index (+7.0%) and the FTSE JSE All-Share Index (+9.8%) over the same period. A more apposite comparison is with global property stocks, which delivered an annualised total return of 7.3% in rand terms over the same period. They achieved this while weathering the disruption of the Covid pandemic and despite being more sensitive to rising interest rates than SA REITs.