Global Listed Property Up 12% Year-to-Date: What SA Investors Should Know

Ons siening

For South African investors — particularly those with offshore allowances or retirement fund exposure to global assets — a 12% year-to-date return in US dollar terms from listed property is worth paying attention to. When converted back to rands, currency depreciation can amplify these returns further, though it cuts both ways. Sesfikile Capital is a well-regarded local asset manager with a dedicated focus on listed real estate, so Munzara's views carry weight in the SA institutional and retail investment community. The markets highlighted — US, UK, Europe, Singapore, and Australia — each offer different risk profiles: the US is driven by data centres and logistics; the UK and Europe are recovering from rate pressure; Singapore benefits from its role as an Asian financial hub; and Australia has long offered SA investors familiar governance structures and rand-hedge appeal. SA-based landlords and buy-to-let investors comparing local yields against global alternatives should note that listed property funds offer liquidity that direct offshore property ownership does not. Speak to a licensed financial adviser before reallocating.