COVER STORY
COVER STORY
“ This is a game of selection and discipline,” says Horne.“ Pick the right node, the right anchor, the right operator and then do the hard yards.”
What Broll is doubling down on 2025 into 2026
• Facility Management: the annuity engine. Technical and softservices acquisitions deepen capability, margin, and stickiness.
• Residential: rolling out multi-family playbooks in select markets; in South Africa, a targeted move into the sub R10k rental band.
• PPPs: from border posts to student housing, Broll has built a specialist PPP team to steer process, compliance, and delivery.
• Data: a majority stake in a demographics-and-AI platform fuses market and property data, unlocking city-level insights on pricing, escalation and capex timing.
“ Own the pipes, understand the city, and scale the beds,” Horne quips.“ FM, data, and residential are where we can compound. PPPs unlock the canvas.”
PropTech with Purpose
Broll’ s tech posture is pragmatic: use data to do what clients actually value, cut opex, reduce downtime, set rents intelligently, and time capex.“ Everyone‘ has’ data,” Horne says.
“ The question is: can you turn it into comparative benchmarks that drive decisions?” With one data spine across 13 countries, Broll can see trendlines, not snapshots, what rentals were 20 years ago, what escalations hold now, and how energy and maintenance intersect across portfolios.
That insight shows up in monthly client conversations about service levels, tenant sales, footfall, energy intensity, and maintenance backlogs. Less theatre, more instrument panel.
20 REI MAGAZINE SEPTEMBER 2025