Real Estate Investor Magazine South Africa October/ November 2019 | Page 7
EDITORIAL
VIEW
JOHANN RUPERT
Where to invest in a
tumultuous world of
uncertainty, fake news
and sunshine journalism
Local property company CEOs claim they are experiencing one of
the toughest economic times ever, even more challenging than
the 2008 global financial crisis. The current market challenges to
produce consistent investor returns is changing. This is despite PR
companies churning out very well crafted press releases – which
seldom give a different view.
It was Warren Buffett who said the smarter the journalists are the
better off society is. The better the teacher, the better the student
body. Is our financial reporting written by smart journalists giving
viewpoints on both sides or are journalists serving us their versions
of yellow or ‘sunshine journalism’?
‘Yellow journalism’ is a term used when associated newspapers
or journalists present little or no legitimate well-researched news.
Instead, focus is on exaggerating facts, spreading rumours or
cynical reporting serving advertiser needs.
My feeling is that SA mainstream financial journalism is generally
doing a credible job (where we humbly include ourselves). While
advertisers needs to be served, investors need to do a lot of
research and be educated before they invest.
To start investing in real estate purely based on the contents of
a website, newspaper or magazine article, advertisement or a
journalists analysis without doing your homework properly is
foolhardy. The first step is doing your research thoroughly. This
includes deciding on your niche, determining your strategy,
working the plan and carrying out your own due diligence based
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Crowdfunding or collective investing is a new growing investment
sector. You pool funds with other like-minded investors without
the hassles of being a landlord. The fact that many of these
companies are also offshore gives investors added Rand hedging
returns in another country. With collective investment you can
invest at varying levels with a passive income return without the
costs of paying deposits, attorneys fees and stamp duties.
Buying and owning your own rental properties directly still gives
the best returns for investors. Today investing in small industrial
logistics, storage and/or residential multilet properties, student
accommodation and affordable housing are in big demand right
now. Matchmaking investors with real estate investments who
have appetite and experience has become big business and will
grow faster in the future.
There is a minefield of real estate investments out there that
we report on in residential, commercial and offshore sectors.
We don’t issue you advice but give you the advisory means for
you to make the best decision to invest for yourself. No amount
of PR manipulation or journalistic pandering can turnaround
the scenario of bad to good for investments. Only an educated
investor’s thorough due diligence process and selection of the
right partners can avoid bad decisions.
Successful investing
NEALE PETERSEN
EDITOR-IN-CHIEF
JOHNNY ISAKSON
“
Commercial real estate always trails
residential, and as residential growth
flourishes, shopping centres flourish and
service the communities and jobs come out.
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“
O
ver the last two months I have attended a number
of local JSE listed property company’s annual results
announcements. Real Estate Investment Trusts (RE-
ITs) whose track record of producing consistent above mar-
ket average returns have become tougher. Given that local
market conditions have deteriorated to a large extent the
case for sound REIT returns has become more difficult. REITs
invest, finance and develop properties and are ideal for in-
vestors who don’t want to deal with the hassles of buying,
managing tenants, dealing with maintenance and rent col-
lection. There are still a handful of niche REITs outperform-
ing the averages such as Fairvest, Equitos and Growthpoint,
in the commercial sectors of office and retail.
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SA Real Estate Investor Magazine OCTOBER/NOVEMBER 2019
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