SA Listed Property Review - July 2026

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124 Views03 Aug 2026 22:48

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SUMMARY

SA listed property returned 2.24% in July and 6.93% year to date, but the strength rests on backward-looking distribution growth now diverging from forward indicators.
Guidance banks 2025 funding costs and escalations, while footfall runs negative, the Reserve Bank holds at 7.00%, and the middle-market consumer strains against 10.50% prime.
Treat guidance as contingent, not banked; read each portfolio's reversion profile against its debtors' book, since positive reversions into rising arrears are deferred impairment.

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