Specialising in industrial property, this real estate investment trust is set to capitalise on tailored warehouse offerings.
Equites Property Fund is the only industrial-focused real estate investment trust (REIT) listed on the JSE. The company provides high-quality modern logistics facilities and distribution warehousing to national and international clients. It has assets in prime locations in Cape Town and Gauteng, and, more recently, in the Midlands region of the UK.
Since listing in 2014, Equites has provided a total shareholder return (including dividends) of 74%, outperforming the South African Listed Property Index, which provided 34% over the same period. Its clients – both retailers and logistics companies – include the likes of Puma SA and TFG in South Africa, and Amazon and Tesco in the UK. With a property portfolio worth just under R6bn, its growth and performance has been impressive. We believe the company is well-positioned to continue to benefit from its focused strategy along with the significant industry tailwinds presented by the changing dynamics driving demand for distribution logistics in the retail sector.
The rise of the ‘big box’ warehouse
In recent years, South African food and clothing retailers have made significant investments to improve their supply chain management by implementing centralised distribution systems. Where previously suppliers delivered directly to individual stores, they now deliver to a retailer’s central warehouse facility from where the retailer delivers optimised loads to its network of stores.
この記事は Finweek English の 8 June 2017 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です ? サインイン
この記事は Finweek English の 8 June 2017 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
THE HEALTH OF SA'S MEDICAL SCHEMES
As the Covid-19 pandemic abates, finweek takes a look at the financial performance of some of the largest players.
The effect of Gilbertson's departure
With Ntsimbintle Holdings now the major shareholder of Jupiter Mines, it could change SA’s manganese industry.
Making money from music
Why investors are increasingly drawn to the music industry.
Conviction is key
Sandy Rheeder plays a critical role in Mukuru’s mission to open up financial services to the emerging consumer market in Africa through tailor-made technology solutions and platforms.
The post-pandemic toolkit
How CFOs can use technology to support growth.
Big city living exodus
Mini cities like Waterfall City and Steyn City are redefining city-style apartment living.
Big compact, big value
Handsome, with a hefty level of standard specification, the roomy Haval Jolion compact crossover is a great value proposition.
On barriers to entry
There are various ways in which a company or sector can achieve competitive dominance. They usually make for good investments.
Fear and greed in one index
To buck the trend, when markets are hot or cold, is a tough thing to do. However, it can deliver solid returns.
Africa's largest data centre facility coming soon
Vantage Data Centers plans to invest over R15bn for its first African data centre facility in Attacq’s Waterfall City.
