Real Estate Investor Magazine South Africa Real Estate Investor Magazine - October 2017 | Page 17
EXTENDED DEADLINE
According to findings presented at the 21st annual Shopping
Council Convention 2017, Walmart’s online sales grew by 29%,
compared to Amazon’s 22% growth in total sales. This clearly
does not tell the whole story, but it does hint at the fact that
brick-and-mortar may not be dead just yet.
In fact, many have speculated that retail won’t necessarily
move solely to a computer screen, but will change in such a way
as to make the exercise more enjoyable. Experiential shopping is
a bit of a buzzword at the moment, with many big names (most
recently, Apple) emphasising their role in creating communities
through their stores. In addition to this, the SACSC Q2 - 2017
Retail Trading Density Index found that Super Regional malls
showed a -8.2% year-on-year negative growth, while Commu-
nity Malls indicates a 2.8% growth in the same period.
Interestingly, the study finds that although foot count in Su-
per Regional centres is down, the amount spent per visit has
increased. This indicates that consumers are less likely to visit
large malls for everyday shopping, preferring a more convenient
and local option. This trend is likely to grow, as urbanisation
incre ases and shoppers end up living in close proximity to con-
venience shops.
The below chart indicates that, contrary to what many in
South Africa may believe, we have seen exceptional growth over
the past 10 years. Second only to Hong Kong, South Africa’s
retail properties have yielded a compound growth rate of 14.5%
over the past decade.
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AWARD
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Do you think you have what it takes to be the
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entry.
Total return, retail property; compound annual growth rate; 10 years
to December 2016
Source: MSCI Real Estate
In conclusion
Global and local changes are constantly affecting how we live
our daily lives. It’s inevitable that technology’s disruptive force
will change real estate - for the better. In order to remain rele-
vant, investors and developers need to stay up-to-date on trends
both here and abroad. As we’ve seen with the recent demise of
Toys ‘R’ Us, being complacent in the face of disruption is dan-
gerous.
SOURCES
Bloomberg, Gordon Institute of Business Science, Javelin Group,
The McKinsey Global Institute, MSCI Real Estate, South African
Council of Shopping Centres, UN-HABITAT, Wired
Submit your application to [email protected]
by 30 October and stand a chance to win*
• R50, 000 in cash
• An all expenses paid trip for two to Mauritius
• Plus other prizes and gifts
• PR exposure across REIM/SAPIN social media platforms
• A feature article in Real Estate Investor Magazine
*T&Cs Apply
SA Real Estate Investor Magazine OCTOBER 2017
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