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SA Listed Property Review - November 2025
Golden has highlighted this Insight as a Top Pick
SUMMARY
- The South African listed property sector had another month of strong performance in November, driven by strong results and the SARB finally coming to the rate cutting party.
- The South African listed property sector delivered a commanding performance, with the J803 All Property Index returning 7.82% for the month, pushing the year-to-date total return to a remarkable 30.58%.
- The euphoria of cheaper debt must not blind us to the operational realities on the ground, where rental reversions in key sub-sectors remain stubbornly negative in certain areas.
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