Equity Research
We provide equity research coverage of the EMEA Real Estate sector and maintain active ratings on the largest and most liquid property companies listed on the JSE.
Advisory & Consulting
We offer specialist financial and strategic advisory services to real estate-focused corporate financiers and private market investors across the capital structure.
About Us
Based in South Africa, we provide equity research and advisory coverage focused on the EMEA Real Estate sector to institutional investors, hedge funds, corporate investors and private investors, located domestically and abroad. Our raison d’être is to provide our clients with independent, perceptive and actionable research coverage that consistently unlocks alpha.
We measure ourselves on the strength of our client relationships and industry networks, and our ability to critically analyse and advise on investment opportunities in listed and unlisted real estate markets.
Talk to a consultant
NEWS
Five emerging trends for real estate
Will building skyports for flying cars become the latest "must have" feature for luxury residential buildings? Will there be human settlements on Mars? Despite decades-old predictions, it doesn't appear that they will revolutionize real estate anytime...
4 Things to Know About Country Tracker Funds
A fund tracking a specific country's index can be a simple way to tap into regional trends but in a globalised world, this strategy doesn't work for every market Dan Lefkovitz15 January, 2020 | 12:29PM map National equity-market indices are often cited as barometers...
Barings buys into Spain’s “resilient” food retail market
Asset management firm Barings has bought a portfolio of ten supermarkets in Spain, all fully let to French multinational Carrefour, as it moves to access the country’s “resilient” grocery retail market. The assets were acquired for €73.4 million from real estate firm...
The rise of long income property as an asset class
A combination of low European government and corporate bond yields and an uncertain macroeconomic environment have led institutional and other real money investors to seek alternative sources of long-dated secure income to meet their liabilities.
Asian investors look to Poland
South Korea’s Eugene Investment and Securities has acquired the Feniks office building in Warsaw from German real estate company Patrizia AG, the latest major purchase by an investor from the Asian country, which is increasingly looking to Poland as an attractive...
Esma reports AIF assets and highlights liquidity risks
Nearly 40% of assets under management in the EU funds industry is made up of alternative investment funds (AIFs), latest figures show. The European Securities and Markets Authority (Esma) said there were €5.8 trillion of net assets in AIFs based on data from over...
Equity Research
We provide equity research coverage of the EMEA Real Estate sector and maintain active ratings on the largest and most liquid property companies listed on the JSE.
Advisory & Consulting
We offer specialist financial and strategic advisory services to real estate-focused corporate financiers and private market investors across the capital structure.