Keillen Ndlovu | Simon Brown

This Standard Bank Power Hour was presented by Keillen Ndlovu, Independent Property Analyst, one of the best in the industry for his breadth and depth of knowledge over many decades.

The presentation offers great individual insights into nearly all of the JSE listed REITs.

After a very strong 2024 the sector remains at a discount to net asset value (NAV) and the presentation explores recent trends in the listed property index and assess various direct property sectors, including retail (and online shopping), office, industrial properties, offshore (CEE and Iberian peninsular), as well as office-to-residential conversions.

Keillen also covers debt levels, equity raised, and the allocation of listed property within balanced funds, while also highlighting net flows from retail investors.

Additionally, the presentation will incorporate feedback from recent local and international site visits, providing an outlook on earnings, opportunities, and challenges for the listed property sector that on aggregate offers value and income for investors either directly of via Exchange Traded Funds (ETFs).

How do you make sense of the financial markets? How do you interpret the latest financial news? Where do you learn how financial instruments work? How can you learn to invest?

The Power Hour started in 2011 with top industry experts presenting to private investors on financial issues closest to their heart. Power Hours are now both live in-person presentations in Johannesburg, and broadcast live online.