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Delivering ALPHA For real estate investors
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JSE-listed property sector

Equity Research and Advisory Services

Real estate is a foundational asset class. We provide equity research and advisory services to institutional investors, hedge funds and private investors, located domestically and abroad. Our core research focus is on the JSE-listed property sector – where we cover in excess of twenty listed property companies – and the broader EMEA region, which includes macro coverage of the UK, Western Europe, Central & Eastern Europe (CEE) and Sub-Saharan Africa (SSA) property markets.

SERVICES

Equity Research

  • Overall coverage universe of 42 Real Estate companies listed on the JSE with a collective market cap in excess of ZAR320bn
  • Active ratings on the largest and most liquid property companies, primarily constituents of the SA Listed Property Index (SAPY)
  • Coverage of the broader EMEA real estate market – across retail, office, industrial, logistics, residential, hospitality and alternative sectors – with a niche focus on emerging commercial property and REIT markets
  • Sector databook and ranking table published weekly, with financial models and company reports available

Advisory & Consulting

  • We offer specialist corporate finance and strategic advisory services focused on the Real Estate sector to clients that include commercial and investment banks, private investors and asset managers.
  • We have a niche focus on valuation and capital structure optimisation in the Real Estate sector, which covers capital management, dividend policy and risk management.
  • We act independently and strictly only engage on projects where there is zero conflict of interest with companies that are rated in our core active coverage.

Services

Independent, Innovative and Insightful

Our raison d’être is to provide our clients with independent, innovative and insightful research coverage that consistently delivers alpha. We pride ourselves on the strength of our client relationships and industry networks, and our ability to critically analyse investment opportunities in listed and unlisted real estate markets.

Unlocking alpha

for real estate investors.

Over forty listed REITs and property companies

with a collective market cap over ZAR400bn.

research and advisory coverage

focused on the EMEA emerging markets real estate sector 

Independent insight

 for decision-makers

Make Your Own Opportunities

We act independently and strictly only engage on projects and transactions where there is zero conflict of interest with companies that are rated in our core listed property coverage.