The Property Pod

Mohammed Amra of Pam Golding Properties, who is the area principal for Port Shepstone and Margate, shares his local market insights and says this part of the KwaZulu-Natal coast should not be overshadowed by the North Coast. Podcast series on Moneyweb

Following the launch of its first R300m residential property project in the Mother City, Divercity Urban Property Fund CEO Carel Kleynhans says that with the city seeing a significant influx of new people and “good-quality affordable accommodation being quite hard to come by” – he hopes to be announcing more developments in Cape Town over the next few years. Podcast series on Moneyweb

‘For me, the immediate challenge now that we've built a good base, is to make sure that trajectory actually begins in terms of how we are maintaining our properties; that speaks to facilities. How we manage the costs, speaks to our capex. Are we doing what we're supposed to do at the time that we're supposed to do it? Are we reactive or proactive in how we treat our tenants?’ she says. Podcast ser...

Andrew Dewey, managing director of Swindon Property, shares his insights on the country's retail property industry. Podcast series on Moneyweb

You will still see us and you will still experience what we do in our assets and some of the good thingsthat we bring to market’: CEO Amelia Beattie Podcast series on Moneyweb

Chris Tyson, founder and chairperson of fast-growing real estate agency group Tyson Properties, shares his insights on the market, noting that while ‘conditions will improve based on supply and demand’, with 2024 being an election year, ‘historically nothing much happens in the property market in an election year’. Podcast series on Moneyweb

‘That's what we need to bring enough new tenants into our market to create that demand, to mop up that space over time, because the quantum of space is really, really big at the moment – we are looking at a million square metres of [vacant] office space in Sandton alone’: Eileen Andrew, vice-president of MSCI South Africa. Podcast series on Moneyweb

Jonathan Kohler, CEO of Landsdowne Property Group, shares insights into the current residential property market, including the impact of higher interest rates, buy-to-let, rental trends, and the innovative new concept of lease-to-buy schemes. Podcast series on Moneyweb

Despite retail property stocks also being affected by poor sentiment in the listed property sector, and Hyprop trading at a huge discount, its CEO Morne Wilken seems optimistic, with the fund buying a R1.6bn mall in Cape Town and getting a credit rating upgrade in the same week. Podcast series on Moneyweb

The founder and CEO of Urban Lime shares his thoughts on cities, urban regeneration, and how he fell in love with the Mother City and then Durban – two of SA’s biggest coastal metros, where his property group has invested over R3bn in turning around buildings and precincts Podcast series on Moneyweb

'‘It has been a busy 12 months, and certainly transformative. There are two rather large transactions that were completed almost simultaneously – the internalisation of the management companies, and the acquisition of the majority of our joint-ventures stake in the European platform,” notes Burstone Group CEO Andrew Wooler. Podcast series on Moneyweb

‘The sector, in terms of sentiment, I would say has probably hit that low. And even looking at valuations as well, the discounts to NAV [Net asset values] are at the highest levels that we've seen at 40%-plus. So take out the Covid era or lockdown days, this sector is probably at its cheapest levels,’ says the independent property boffin. Podcast series on Moneyweb

‘When we looked at the latest figures around airport arrivals, international tourist arrivals have already surpassed the 2019 numbers – the pre-Covid numbers – and we're not even into our high season yet’ – Enver Duminy, CEO of Cape Town Tourism. Podcast series on Moneyweb

‘What happened during the pandemic – that's where we all came to realise how important [domestic tourism] is in every country,’ says the operations chief of JSE-listed City Lodge Hotels. Podcast series on Moneyweb

The big challenge in the industry ‘at the moment in the country is more the leadership issues, because in anything that is not being led, you get things going into disarray. So for me what I find very difficult to swallow is the leadership across [the board], but more so in government,’ says Ramawela, an industry stalwart who has been in the sector for over 25 years. Podcast series on Moneyweb

The founder and CEO of Durban’s largest private-owned and independently-run hotel group speaks about the chain’s growth, its latest R800m mixed-use development in Umhlanga Ridge, prospects for tourism in Surf City post the floods and riots, and why his company doesn’t plan to expand beyond KZN. Podcast series on Moneyweb

The relatively new Minister of Human Settlements is making her mark. She speaks about the housing backlog and what her department is doing to accelerate delivery, increase accountability, create better communities, and empower women. Podcast series on Moneyweb

Bissessor speaks about pushing the boundaries and making her mark in property and the male-dominated development industry in Africa. She also talks about her roles as COO of Gateway Real Estate Africa, and as head of ESG at London-listed Grit Real Estate Income Group. Podcast series on Moneyweb

Succeeding as a woman exec ‘comes with a lot of sacrifice and a lot of hard work’, but the boss of the JSE-listed Reit, says it’s rewarding being part of the group developing a new city in Gauteng. Podcast series on Moneyweb

‘I push boundaries...and want to be able to contribute in an industry that revolves around growth and sustainability,’ says the boss of one of SA’s biggest unlisted property groups. Podcast series on Moneyweb

30-year-old Shezi, an estate manager at Cushman & Wakefield | Broll, is making waves in the commercial property industry and was recently named one of the Mail and Guardian's 200 Young South Africans for 2023. Podcast series on Moneyweb

The CEO of Redefine Europe – a subsidiary of JSE-listed Redefine Properties – says the business ‘sees enough opportunity at the moment in Poland’ to keep it busy managing and growing its investments in the Central and Eastern Europe (CEE) market. Podcast series on Moneyweb

Gavin Kelsey, COO of real estate agency group Just Property, shares insights on why it's important to save for a deposit for a house. This is especially important for first-time home buyers who are likely to find it tougher to get into the property market currently, with the 14-year-high interest rates. Podcast series on Moneyweb

The sector 'underperformed a lot of the peer asset groups within the SA domestic landscape,' says Naeem Tilly of Sesfikile Capital. But he sees the sector stabilising, with 'a lot of the data coming out [showing] that vacancies are falling and rentals are starting to grow'. Podcast series on Moneyweb

Carlos Correia, CEO and founder of Fundamentum Property Group, speaks about why he is pushing ahead with development on the new mixed-used mini city in Shongweni, west of Durban, despite the riots that rocked the province in 2021. Podcast series on Moneyweb