REITs remain cheap and unloved, so where's the opportunity

Listed property (REITs) have had another tough year both locally and offshore as they struggle to get out from under the pandemic woes. But the reality is that loan-to-value (LTVs) rates have come down, distributions are stable and rising in many cases and occupancies are improving.

Yet the all important discount to net asset value (NAV) continues to remain at almost historic levels in many cases.

In this JSE Power Hour Ahmed Motara, a listed Property Analyst at STANLIB, covers both local and offshore opportunities. Ahmed will look at trends in the REIT space digging into the different sectors such as office, retail and logistics.

He also highlights opportunities for both local and offshore listed REITs with a focus on quality and value.

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