Analysis & Profiles 10.6.2016 08:01 am

International property craze is tears waiting to happen

Are local real estate companies buying internationally for the right reasons?

STELLENBOSCH – Over the last couple of years, there has been a big move by South African real estate investment trusts (Reits) to buy overseas assets. A number of locally listed companies have found properties in Europe, the UK and Australia to add to their portfolios.

International property craze is tears waiting to happen
International property craze is tears waiting to happen

International property craze is tears waiting to happen

Are local real estate companies buying internationally for the right reasons?

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Banks are ‘exceedingly cheap’ right now

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Don’t rob the youth, train them

An economy that’s growing and inclusive raises the living standard of its people.
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Performance anxiety: do your fees reflect your desires?

‘No matter how bad performance is, they are guaranteed their base fee. They therefore earn extra fees when performance is good, but share none of the downside.’
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Mall of Africa a movable shopping feast

‘The new generation Checkers Hyper would be giving me sleepless nights if I ran Pick n Pay’s Hypermarket business. Even its PnP on Nicol pales in comparison.’
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Is the rand failing or just fragile?

‘Whilst emotion and popular sentiment suggest the rand is a fractured currency, is this the case, or is the rand simply fragile, and in need of time – or some other catalyst – to allow the currency to recover?’
It’s ETF season across Africa
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It’s ETF season across Africa

To the extent that emerging markets remain a play for global investors, SA is going to remain a very interesting market.
Marching against themselves
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Marching against themselves

Who is it that supports a leadership who have led us to this diabolical state of affairs?
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BRICS offers much, but China must be managed

SA needs to know when to compete with its BRICS peers and when to collaborate with them.
We need economic cohesion
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We need economic cohesion

One of the things that still works quite well in South Africa is the pursuit of individual enterprise.
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DMR found wanting in Mpumalanga

Report says SA’s environmental resources neglected.
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And three things it needs to do to compete properly….
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Juggling Blue Label’s many balls

Blue Label is trying out new things to diversify from its old model and the results are showing.
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Millennial investment: Culture of borrowing vs investing

Part two of three: life expectancy has generally increased for millennials. Retirement savings must stretch much further.
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Oil price jumps on supply disruptions

Drawdown in inventory and rebalancing to boost prices in second half.
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Tseke Nkadimeng insists on smashing the corporate walls between traditional company silos (Quick Insight “3‘57).
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Labour, government and business must work together to ensure a vibrant economic future for all South Africans.
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The matter now shifts to compensation negotiations which won’t likely be staid.
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The industry is in a full blown recession.
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Nhlanhla Nene’s dismissal changed history

But will it ultimately lead to Jacob Zuma’s ousting?

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