The Property Pod

Episode

• Italy will be a tougher market than Spain for Vukile – Elston 01.06.2026 21mnt

  Golden Section Capital’s Garreth Elston weighs in on recent deals in the listed property sector, including Vukile’s expansion into Italy, Emira buying into Octodec, and SA Corporate and Hyprop buying a mega mall in Bulgaria from MAS plc. Plus, insights on year-to-date Reit sector performance and recent results releases.
• Balwin Properties and the JSE exit: Anthony Clark weighs in … 25.05.2026 16mnt

  The founder of SmallTalk Daily Research and an independent analyst covering Balwin for years, shares his insights on the group’s move to go private with the backing of the Public Investment Corporation. Will the likes of Calgro follow? Clark also touches on other stocks he follows, like AdvTech, which has a big property portfolio of schools and ‘university’ campuses in SA and other countries in Africa.
• Broll scoops two JLL execs for new hospitality division 18.05.2026 16mnt

  Group CEO Malcolm Horne shares insights behind the move, plus Broll's expansion into Dubai despite the Middle East conflict.
• De Lille talks tourism: The boom, African market and tackling xenophobia 11.05.2026 35mnt

  SA Tourism Minister, Patricia de Lille
• Residential market resilience could turn to rate hike caution, says FNB 04.05.2026 24mnt

  Despite increased growth in SA house prices, the rest of the year is likely to be quite different, according to the bank’s senior economist Koketso Mano. She says demand could take a hit, as homebuyers may hold off on purchasing decisions.
• Year of two halves, and rate cuts next year ... 27.04.2026 24mnt

  That's the best we can hope for, says Gina Schoeman, senior economist of Citi Group in South Africa.
• Advancing the social housing debate 20.04.2026 21mnt

  Marius Muller, the chair and co-founder of Soho Properties, talks about what he has been up to in the SA real estate sector in recent years, including his work in the residential and social housing space.
• Century City developers expand to Joburg in Waterfall City JV 13.04.2026 17mnt

  Gary Koetser of Century City Conference Centre and Hotels – which is backed by Rabie Property Group – speaks about its JV with JSE-listed Attacq to develop a new conference centre and hotel next to Mall of Africa at Waterfall City.
• Boxwood Property boss talks expansion and why Cape Town CCID rocks 06.04.2026 25mnt

  Rob Kane, CEO and founder of Boxwood Property Fund and long-time chair of the Cape Town City Centre Improvement District.
• Dipula back in the JSE property index 30.03.2026 11mnt

  CEO Izak Petersen says it has been a long time coming and he’s a lot more confident about the counter staying in this time, considering its bigger size and single share structure.
• Syncerus boss speaks on KZN’s big Club Med and Seaton developments 23.03.2026 25mnt

  ‘We’re tired of being the second cousin to other parts of South Africa,’ says Murray Collins, CEO of newly formed Syncerus Holdings which owns Collins Residential – the developer behind the landmark new international beach resort and other estates on the burgeoning North Coast.
• SA Reits a ‘world-beater’ – Australia’s Peter Verwer 17.03.2026 23mnt

  But that was in 2025… What could 2026 hold for local listed property, especially with the Middle East conflict causing market volatility? Verwer, executive chair at Futurefy and an Australian property stalwart who spoke in SA recently, weighs in.
• Middle East war has ‘sapped’ confidence – SBG’s Goolam Ballim 09.03.2026 17mnt

  Chief economist at the Standard Bank Group (SBG) says all bets are off now for interest rate cuts that were touted at the start of the year, but adds that the SA Reserve Bank may opt for a pause this month instead of a reflexive panic move.
• The petrol firing up the property market 02.03.2026 31mnt

  John Jack, CEO of Galetti Corporate Real Estate, shares insights on the broader SA property sector and tell us why he believes Joburg is primed for growth despite the water crisis and service delivery woes.
• Office property recovery continues, multi-family residential on the up 23.02.2026 29mnt

  Kobus Lamprecht, editor of the Rode Report on the South African Property Market, shares insights from the latest report and says the overall industry is on a ‘stronger footing’ this year.
• Most commercial property finance activity ‘in the unlisted private investor and developer space’ 16.02.2026 20mnt

  Vanessa Murray from Nedbank CIB says ‘subdued activity’ for new loans in recent years from real estate investment trusts has seen them 'shoring up their balance sheets' – and with the sector having rerated, the bank is far more positive about what’s to come from SA’s listed property counters.
• Dealmaker deluxe: Vukile’s Laurence Rapp sees more deals coming in Spain and SA 09.02.2026 24mnt

  The CEO of Vukile Property Fund, which has just sold a string of retail parks in Spain for €279m (around R5.2bn), says the group is now trading at a premium on the JSE – and he forecasts further upside considering its acquisitions pipeline.
• SA ‘private sector is carrying the tourism can’ – Millat CEO 02.02.2026 19mnt

  Hamza Farooqui, founder of the hotel, property and coffee retail investment group, shares insights on why he brought the first Skift Tourism Megatrends event to Cape Town, what’s hold the sector back and plans by the group to expand into the Middle East and other parts of Africa.
• SA ‘on the right path to investment-grade re-rating’ – Redefine's Ntobeko Nyawo 26.01.2026 22mnt

  The finance chief of South Africa’s second largest JSE primary-listed real estate counter, Redefine Properties, is more optimistic about SA Inc on a number of fronts, including economic reforms, interest rates and the country’s fiscal position ahead of the 2026 budget.
• Upper echelons: Estienne de Klerk talks hot property and leadership 20.01.2026 31mnt

  The SA Reit Association chair, boss of Growthpoint Properties in SA and incoming Group CEO of Growthpoint believes SA is turning the corner, but there is a lot more work to do for the listed property sector and tourism to thrive.