The prospects for listed property in 2024

Old Mutual Investment Group

OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline.

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1. The prospects for listed property in 2024 (00:00:00)

2. Introduction: how do you discern when is the right time and what sort of listed property you need to look into? (00:00:08)

3. What happened towards the end of the year that led to the better setup or the better sentiment, and what do you think that will do for 2024? (00:01:20)

4. Will factors like interest rates, vacancy rates and low economic growth continue to impact the property space? And how do you navigate that as an investor? (00:02:45)

5. Evan Robins shares his thoughts and expectations around what we can see from the SARB (00:04:39)

6. Where will companies leverage off the property market going forward? Will there be growth from new areas? (00:06:18)

7. Evan Robins shares what he sees as a red flag in the property space (00:07:57)

8. Closing (00:09:59)