Listed property’s rally may still have room to run
Ian Anderson of Merchant West Investments and Kundayi Munzara of Sesfikile Capital see improving fundamentals, attractive yields and the potential for annual returns in the teens.
AI summary
This is The Property Pod, South Africa’s leading property investor podcast, right here on Moneyweb.
Featuring weekly conversations with the who’s who of the real estate sector, the show is also available to watch on our YouTube channel, MoneywebTV.
In this special episode, recorded live at the Money Summit on 1 September, we examine whether listed property still offers value after two strong years, a recent pullback and renewed volatility in global bond markets.
The big JSE property stocks trading at premiums …
Ian Anderson, head of listed property at Merchant West Investments, and Kundayi Munzara, executive director at Sesfikile Capital, explain why improving retail and industrial property fundamentals continue to support the sector despite weak domestic economic growth.
They also unpack the advantages of listed property over buy-to-let investments and discuss how attractive dividend yields and earnings growth could potentially deliver annual total returns of 14% to 17% over the next two to three years.
You can also listen to this podcast on iono.fm here.
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About this article
- Length
- 166 words · 1 min read
- Published
- September 7, 2026
- Byline
- Suren Naidoo
- Source
- Moneyweb