The Property Pod

‘We are looking to list in the next three years,’ says Malose Kekana, CEO of Pareto Limited – the owner of super-regional shopping centres Menlyn Park, The Pavilion and Cresta – an unlisted group which has almost doubled its net asset value to over R24bn since Kekana took the helm in 2016. Podcast series on Moneyweb

Desigan Chetty, COO at Property Point – the Growthpoint-initiated enterprise development programme – says youth-owned businesses require access to established value chains and markets if they are to grow and create jobs. Podcast series on Moneyweb

‘We need to capture the entire value chain,’ says Sipho Mbadaliga, chair of the Youth in Property Association (Yipa) in this special Youth Month interview. He stresses that young people must be more alert to the career opportunities in the industry. Podcast series on Moneyweb

‘I think Durban has a bad PR problem more than a bad reality; the minute the beach is closed, it's all over social media and they call it ‘Dirt-ban’ and other things, but the water quality is better than Cape Town's – and it's certainly warmer,’ says Marcel Von Aulock, CEO of the JSE-listed hotel giant. Podcast series on Moneyweb

Golden Section Capital’s Garreth Elston weighs in on recent deals in the listed property sector, including Vukile’s expansion into Italy, Emira buying into Octodec, and SA Corporate and Hyprop buying a mega mall in Bulgaria from MAS plc. Plus, insights on year-to-date Reit sector performance and recent results releases. Podcast series on Moneyweb

The founder of SmallTalk Daily Research and an independent analyst covering Balwin for years, shares his insights on the group’s move to go private with the backing of the Public Investment Corporation. Will the likes of Calgro follow? Clark also touches on other stocks he follows, like AdvTech, which has a big property portfolio of schools and ‘university’ campuses in SA and other countries in Af...

Group CEO Malcolm Horne shares insights behind the move, plus Broll's expansion into Dubai despite the Middle East conflict. Podcast series on Moneyweb

SA Tourism Minister, Patricia de Lille Podcast series on Moneyweb

Despite increased growth in SA house prices, the rest of the year is likely to be quite different, according to the bank’s senior economist Koketso Mano. She says demand could take a hit, as homebuyers may hold off on purchasing decisions. Podcast series on Moneyweb

That's the best we can hope for, says Gina Schoeman, senior economist of Citi Group in South Africa. Podcast series on Moneyweb

Marius Muller, the chair and co-founder of Soho Properties, talks about what he has been up to in the SA real estate sector in recent years, including his work in the residential and social housing space. Podcast series on Moneyweb

Gary Koetser of Century City Conference Centre and Hotels – which is backed by Rabie Property Group – speaks about its JV with JSE-listed Attacq to develop a new conference centre and hotel next to Mall of Africa at Waterfall City. Podcast series on Moneyweb

Rob Kane, CEO and founder of Boxwood Property Fund and long-time chair of the Cape Town City Centre Improvement District. Podcast series on Moneyweb

CEO Izak Petersen says it has been a long time coming and he’s a lot more confident about the counter staying in this time, considering its bigger size and single share structure. Podcast series on Moneyweb

‘We’re tired of being the second cousin to other parts of South Africa,’ says Murray Collins, CEO of newly formed Syncerus Holdings which owns Collins Residential – the developer behind the landmark new international beach resort and other estates on the burgeoning North Coast. Podcast series on Moneyweb

But that was in 2025… What could 2026 hold for local listed property, especially with the Middle East conflict causing market volatility? Verwer, executive chair at Futurefy and an Australian property stalwart who spoke in SA recently, weighs in. Podcast series on Moneyweb

Chief economist at the Standard Bank Group (SBG) says all bets are off now for interest rate cuts that were touted at the start of the year, but adds that the SA Reserve Bank may opt for a pause this month instead of a reflexive panic move. Podcast series on Moneyweb

John Jack, CEO of Galetti Corporate Real Estate, shares insights on the broader SA property sector and tell us why he believes Joburg is primed for growth despite the water crisis and service delivery woes. Podcast series on Moneyweb

Kobus Lamprecht, editor of the Rode Report on the South African Property Market, shares insights from the latest report and says the overall industry is on a ‘stronger footing’ this year. Podcast series on Moneyweb

Vanessa Murray from Nedbank CIB says ‘subdued activity’ for new loans in recent years from real estate investment trusts has seen them 'shoring up their balance sheets' – and with the sector having rerated, the bank is far more positive about what’s to come from SA’s listed property counters. Podcast series on Moneyweb

The CEO of Vukile Property Fund, which has just sold a string of retail parks in Spain for €279m (around R5.2bn), says the group is now trading at a premium on the JSE – and he forecasts further upside considering its acquisitions pipeline. Podcast series on Moneyweb

Hamza Farooqui, founder of the hotel, property and coffee retail investment group, shares insights on why he brought the first Skift Tourism Megatrends event to Cape Town, what’s hold the sector back and plans by the group to expand into the Middle East and other parts of Africa. Podcast series on Moneyweb

The finance chief of South Africa’s second largest JSE primary-listed real estate counter, Redefine Properties, is more optimistic about SA Inc on a number of fronts, including economic reforms, interest rates and the country’s fiscal position ahead of the 2026 budget. Podcast series on Moneyweb

The SA Reit Association chair, boss of Growthpoint Properties in SA and incoming Group CEO of Growthpoint believes SA is turning the corner, but there is a lot more work to do for the listed property sector and tourism to thrive. Podcast series on Moneyweb

Portfolium’s Corne Welman shares her expectations around the repo rate cutting cycle in 2026, the residential property market and offers advice for homeowners to use the lower interest rate environment to pay more into your home loans. Podcast series on Moneyweb