The Property Pod
Hosted by Moneyweb's deputy editor Suren Naidoo, The Property Pod is South Africa's premier property investor podcast, with insights from industry executives. It offers in-depth coverage of the South African property industry, covering commercial, residential, and specialist sectors such as storage and healthcare. Each episode covers industry developments, sector performance, trends, and new policies affecting the sector. The podcast is published weekly.
Episodes
Durban is being fixed and is delivering for Southern Sun again
‘I think Durban has a bad PR problem more than a bad reality; the minute the beach is closed, it's all over social media and they call it ‘Dirt-ban’ and other things, but the water quality is better than Cape Town's – and it's certainly warmer,’ says Marcel Von Aulock, CEO of the JSE-listed hotel giant. Podcast series on Moneyweb
Italy will be a tougher market than Spain for Vukile – Elston
Golden Section Capital’s Garreth Elston weighs in on recent deals in the listed property sector, including Vukile’s expansion into Italy, Emira buying into Octodec, and SA Corporate and Hyprop buying a mega mall in Bulgaria from MAS plc. Plus, insights on year-to-date Reit sector performance and recent results releases. Podcast series on Moneyweb
Balwin Properties and the JSE exit: Anthony Clark weighs in …
The founder of SmallTalk Daily Research and an independent analyst covering Balwin for years, shares his insights on the group’s move to go private with the backing of the Public Investment Corporation. Will the likes of Calgro follow? Clark also touches on other stocks he follows, like AdvTech, which has a big property portfolio of schools and ‘university’ campuses in SA and other countries in Af
Broll scoops two JLL execs for new hospitality division
Group CEO Malcolm Horne shares insights behind the move, plus Broll's expansion into Dubai despite the Middle East conflict. Podcast series on Moneyweb
De Lille talks tourism: The boom, African market and tackling xenophobia
SA Tourism Minister, Patricia de Lille Podcast series on Moneyweb
Residential market resilience could turn to rate hike caution, says FNB
Despite increased growth in SA house prices, the rest of the year is likely to be quite different, according to the bank’s senior economist Koketso Mano. She says demand could take a hit, as homebuyers may hold off on purchasing decisions. Podcast series on Moneyweb
Year of two halves, and rate cuts next year ...
That's the best we can hope for, says Gina Schoeman, senior economist of Citi Group in South Africa. Podcast series on Moneyweb
Advancing the social housing debate
Marius Muller, the chair and co-founder of Soho Properties, talks about what he has been up to in the SA real estate sector in recent years, including his work in the residential and social housing space. Podcast series on Moneyweb
Century City developers expand to Joburg in Waterfall City JV
Gary Koetser of Century City Conference Centre and Hotels – which is backed by Rabie Property Group – speaks about its JV with JSE-listed Attacq to develop a new conference centre and hotel next to Mall of Africa at Waterfall City. Podcast series on Moneyweb
Boxwood Property boss talks expansion and why Cape Town CCID rocks
Rob Kane, CEO and founder of Boxwood Property Fund and long-time chair of the Cape Town City Centre Improvement District. Podcast series on Moneyweb
Dipula back in the JSE property index
CEO Izak Petersen says it has been a long time coming and he’s a lot more confident about the counter staying in this time, considering its bigger size and single share structure. Podcast series on Moneyweb
Syncerus boss speaks on KZN’s big Club Med and Seaton developments
‘We’re tired of being the second cousin to other parts of South Africa,’ says Murray Collins, CEO of newly formed Syncerus Holdings which owns Collins Residential – the developer behind the landmark new international beach resort and other estates on the burgeoning North Coast. Podcast series on Moneyweb
SA Reits a ‘world-beater’ – Australia’s Peter Verwer
But that was in 2025… What could 2026 hold for local listed property, especially with the Middle East conflict causing market volatility? Verwer, executive chair at Futurefy and an Australian property stalwart who spoke in SA recently, weighs in. Podcast series on Moneyweb
Middle East war has ‘sapped’ confidence – SBG’s Goolam Ballim
Chief economist at the Standard Bank Group (SBG) says all bets are off now for interest rate cuts that were touted at the start of the year, but adds that the SA Reserve Bank may opt for a pause this month instead of a reflexive panic move. Podcast series on Moneyweb
The petrol firing up the property market
John Jack, CEO of Galetti Corporate Real Estate, shares insights on the broader SA property sector and tell us why he believes Joburg is primed for growth despite the water crisis and service delivery woes. Podcast series on Moneyweb
Office property recovery continues, multi-family residential on the up
Kobus Lamprecht, editor of the Rode Report on the South African Property Market, shares insights from the latest report and says the overall industry is on a ‘stronger footing’ this year. Podcast series on Moneyweb
Most commercial property finance activity ‘in the unlisted private investor and developer space’
Vanessa Murray from Nedbank CIB says ‘subdued activity’ for new loans in recent years from real estate investment trusts has seen them 'shoring up their balance sheets' – and with the sector having rerated, the bank is far more positive about what’s to come from SA’s listed property counters. Podcast series on Moneyweb
Dealmaker deluxe: Vukile’s Laurence Rapp sees more deals coming in Spain and SA
The CEO of Vukile Property Fund, which has just sold a string of retail parks in Spain for €279m (around R5.2bn), says the group is now trading at a premium on the JSE – and he forecasts further upside considering its acquisitions pipeline. Podcast series on Moneyweb
SA ‘private sector is carrying the tourism can’ – Millat CEO
Hamza Farooqui, founder of the hotel, property and coffee retail investment group, shares insights on why he brought the first Skift Tourism Megatrends event to Cape Town, what’s hold the sector back and plans by the group to expand into the Middle East and other parts of Africa. Podcast series on Moneyweb
SA ‘on the right path to investment-grade re-rating’ – Redefine's Ntobeko Nyawo
The finance chief of South Africa’s second largest JSE primary-listed real estate counter, Redefine Properties, is more optimistic about SA Inc on a number of fronts, including economic reforms, interest rates and the country’s fiscal position ahead of the 2026 budget. Podcast series on Moneyweb
Upper echelons: Estienne de Klerk talks hot property and leadership
The SA Reit Association chair, boss of Growthpoint Properties in SA and incoming Group CEO of Growthpoint believes SA is turning the corner, but there is a lot more work to do for the listed property sector and tourism to thrive. Podcast series on Moneyweb
Time to take advantage of lower interest rates
Portfolium’s Corne Welman shares her expectations around the repo rate cutting cycle in 2026, the residential property market and offers advice for homeowners to use the lower interest rate environment to pay more into your home loans. Podcast series on Moneyweb
‘Incredible’ performance for SA property stocks, but what will 2026 hold?
Ahmed Motara, portfolio manager at Stanlib Podcast series on Moneyweb
Tricolt’s high-rise apartment ambitions, from Johannesburg to Cape Town
Tim Kloeck, founder of the Houghton-headquartered luxury residential developer, says while his group is expanding to the Cape, ‘Joburg has always been the commercial heartbeat of the country’. With increased positivity in the market, Tricolt is betting big on Gauteng. Podcast series on Moneyweb
Chair’s conversation: Nigel Payne talks corporate governance, exec pay and municipal service
Payne chairs the boards of two JSE-listed companies that are top performers in their sectors – Vukile Property Fund and Mr Price Group. In a frank 30-minute interview, he shares his views on hot-button issues, what makes corporates successful, and what’s holding SA back. Podcast series on Moneyweb
The man with Cape Town’s dream job
He has big shoes to fill with the imminent departure of David Green, long-time CEO of the V&A Waterfront. But Graham Wood, CEO designate of the Mother City’s and one of Africa’s most iconic properties and tourist attractions, believes he is up for the challenge and its next phases of growth. Podcast series on Moneyweb
‘We're bullish on Gauteng’ – Dipula Properties’ boss Izak Petersen
CEO of the JSE-listed majority black-owned and managed real estate counter is more positive about SA’s economic hub – home to SA’s biggest population, biggest retail property market, and most of the group’s assets. Podcast series on Moneyweb
Sanlam sees opportunities in affordable housing, student accommodation and rural retail
The insurer’s ‘Property Impact Fund has been launched to address a dire need in South Africa, serving the underserved missing middle,’ says Kamogelo Leeuw, portfolio manager, Sanlam Investments. Podcast series on Moneyweb
Phumzile Langeni set to exit Delta board, hails SA’s removal from grey list
The one-time investment advisor to President Cyril Ramaphosa and outgoing chair of JSE-listed Delta Property Fund talks about her time leading Delta’s board in a challenging period to turn around the group, and weighs in on SA’s grey list exit, saying: ‘now is not the time to be complacent… corruption needs to be dealt with’. Podcast series on Moneyweb
Renishaw Precinct draws attention to KZN’s upper South Coast
Barto van der Merwe, managing director of Renishaw Property Developments, shares insights on the residential-centred, mixed-use property node backed by JSE-listed Crookes Brothers and rising from the ground on sugarcane land straddling the Umdoni and eThekwini municipalities. Podcast series on Moneyweb
Exemplar REITail to acquire Free State and Mpumalanga properties
Jason McCormick, CEO of the JSE-listed retail property fund, shares more about the deals. He also provides an update of the group's growth and performance as well as other projects on the go. Podcast series on Moneyweb
Growthpoint’s George Muchanya talks healthcare and student accommodation fund listing plans
Following last week’s announcement of the Growthpoint Healthcare Property Holdings deal to acquire Auria Senior Living for R2.4bn, the head of Growthpoint Investment Partners shares latest insights on the expansion into these specialist real estate asset classes. Podcast series on Moneyweb
Future Cape Town, urbanism and the Olympic dream
Urban strategist Rashiq Fataar, founder and CEO of Our Future Cities, discusses the Mother City’s urban future and shares insights on the Cape Town 2040 Think Tank, which has conducted research into the city potentially hosting the Olympic Games one day. Podcast series on Moneyweb
Focus on Mpumalanga’s ‘neglected’ tourism sites, not name changes
Oupa Pilane, chair of Satsa and Graskop Gorge Lift Co director, weighs in on the factors holding back tourism in Mpumalanga and SA. He says tourism infrastructure and access are more important right now, instead of moves to rename the Kruger National Park. Podcast series on Moneyweb
‘It’s a disgrace’ what’s happening at SA Tourism – Southern Sun chief
Marcel von Aulock, CEO of the JSE-listed hotels giant, does not mince his words about the woes at South Africa’s national tourism agency, but also talks about the group’s ambitious expansion plans and shares other industry insights. Podcast series on Moneyweb
Now Singapore-based Banyan Group looks to enter SA hotels market
Geri Flanagan, recently appointed director of business development at Bayan Group, based in Cape Town, tells us more about the group and its expansion plans locally, and regionally in Africa. Podcast series on Moneyweb
Club Med SA beach resort will ‘change the North Coast forever’
Chris du Toit, development manager at Collins Residential and project lead on the Club Med Resort, gives us an update and latest insights on the most significant resort project in SA since Sun City was built in the late 1970’s. Podcast series on Moneyweb
‘Overtourism not an issue for Cape Town’
Nick Taylor, managing director of Nox Cape Town, shares insights on the booming luxury short-term rentals market along the Mother City’s iconic Atlantic Seaboard. He talks trends, challenges and expectations for the upcoming summer season. Podcast series on Moneyweb
The woman driving Redefine’s net-zero leadership
‘We've been certified net-zero for measured emissions and not ‘modelled’, which means these buildings have been measured on actual carbon reduction in operational emissions over a 12-month period,’ says Ursula Mpakanyane, head of ESG at Redefine Properties, which has achieved a record nine net-zero ratings for its buildings. Podcast series on Moneyweb
How QSR giant KFC secures SA sites
The US fried chicken Quick Service Restaurant (QSR) giant occupies space in properties across SA, with over 1050 outlets in malls and CBD streets. Akhona Qengqe, GM of KFC Africa, shares real estate and franchising insights from the group. Podcast series on Moneyweb
Marna van der Walt’s inspiring leadership journey in property
‘Once they let you loose, as a female, you have the added benefit of your sixth sense and intuition,’ says industry stalwart and Group CEO of Joburg-based Excellerate Property Services, which employs over 25 000 staff in Africa, the Middle East, and the UK. Podcast series on Moneyweb
Meet Palesa Mkhize – SA’s new multifamily residential sector evangelist
The newly appointed CEO of the South African Multifamily Residential Rental Association (Samrra) shares insights on a burgeoning subsector of the property market, which currently boasts assets locally of around R60bn. Podcast series on Moneyweb
What’s ‘Spear-heading’ this Western Cape property counter’s growth
Quintin Rossi, CEO of Cape Town-headquartered Spear Reit, shares latest insights on the JSE-listed group’s expansion. It is a relatively small real estate fund, but has been one of the most active on the acquisitions and capital raising front. Podcast series on Moneyweb
Ilembe Chamber boss on the North Coast property boom
Cobus Oelofse, CEO of the chamber that represents industry and the tourism sector in Ballito and the broader region, says it is not just about high-profile developments like Zimbali Lakes and the Club Med SA resort, as the area boasts amongst the highest number of building plans approved of a “secondary city” in the country. Podcast series on Moneyweb
Positive first-half performance for Reits
Seasoned independent listed-property analyst Keillen Ndlovu shares insights on the sector in the first six months of 2025, noting that despite market volatility, it is up from a total return perspective and ‘on average earnings have improved, as well as guidance’. Podcast series on Moneyweb
The emotional pull of owning a property
Sinenhlanhla Sithomo from Investec Life weighs in on buying versus renting in the current economic climate, saying ‘you pay either way’ – and highlighting what to be aware of. Podcast series on Moneyweb
David Green gearing up V&A Waterfront for 36m visitors
Rating the precinct as one of SA’s most successful public-private partnership models, the CEO of the Cape Town trophy asset adds: ‘For both the PIC and Growthpoint, this is arguably their most successful investment in property.’ Podcast series on Moneyweb
Sibaya Precinct: Game-changer for Durban’s property market?
Charles Thompson, the founder and MD of Devmco Group, says the broader mega mixed-use development zone north of Umhlanga, including across the M4 roadway, is still anticipated to realise around R50 billion in new development over a 20- to 25-year period, making it one of the fastest-developing property nodes in SA. Podcast series on Moneyweb
Marriott International sees ‘increasing appetite’ for new hotels, resorts in Africa’
Karim Cheltout, senior vice president of development for the Middle East & Africa at the world's largest hotel group, shares insights on Marriott’s expansion plans on the continent, including into the safari or game lodges space. Podcast series on Moneyweb
Stronger SA office property market expected – FNB
John Loos, senior economist at FNB Commercial Property Finance, shares insights on what’s behind the better expectations for the office property sector over the next few years. Podcast series on Moneyweb
‘Watch this space’: Surge in Cape Town mixed-use developments
Grant Elliot, deputy chair of the Cape Town City Improvement District and chief operating officer of Thibault Investments, shares latest insights on the development scene in the Mother City, including the surge in mixed-use developments. Podcast series on Moneyweb
Standard Bank Group’s L2D expects big G20 Summit boost for Sandton
José Snyders, CEO of Liberty Two Degrees, says its hotels will be fully booked for the event, with the landmark Sandton Convention Centre hosting either the main leaders' summit or the parallel 'B20' conference for major corporates. Podcast series on Moneyweb
Adrian Gardiner’s story: Shamwari and taking Mantis Collection global with AccorHotels
From retail to game reserves to luxury eco hotels, the Eastern Cape trailblazer and octogenarian shares insights on his life in South African conservation and tourism, which is also featured in a new book. Gardiner also shares his vision for tourism in one of SA’s poorest provinces. Podcast series on Moneyweb
Bold hotels plan for Balwin’s mega estates
Steve Brookes, CEO and founder of JSE-listed Balwin Properties, says plans are being finalised for a new 220-key Radisson Red hotel at Munyaka Waterfall. Plus, a hotel, hospital and community shopping centre are planned for its Mooikloof Mega City development in Tshwane. Podcast series on Moneyweb
JLL ‘still very bullish’ about hotel development in Africa
Wayne Godwin, CEO of JLL Africa, shares insights on the hospitality property market, saying that while 'Covid-19 was a watershed period' for the industry, large 'global hotel players are very committed' to expanding on a continent they see as the 'last frontier'. Podcast series on Moneyweb
Absa backs KZN's Westown and Club Med mega developments
Vumiso Nyamazana, Regional Head for KZN of Commercial Property Finance at Absa CIB, talks about the group's financial backing of the two major catalytic property projects in the province - one west of Durban and the other on the booming North Coast. Podcast series on Moneyweb
SA’s property fundamentals ‘much better than five years ago’
Despite Donald Trump-induced volatility in global markets, Ian Anderson, head of listed property and portfolio manager at Merchant West Investments, is confident SA Reits will weather the storm, saying the sector is ‘better placed’ than during the Covid-19 pandemic fallout. Podcast series on Moneyweb
SA home buyers now paying lower transfer duty fees
Chantal Marx from FNB Wealth and Investments sheds light on recent adjustments to property transfer duty brackets in the country, which came into effect on 1 April following 'Budget 2.0' delivered by Finance Minister Enoch Godongwana in March. Podcast series on Moneyweb
Suren’s favourite episodes of The Property Pod
South Africa’s premier property investor podcast, right here on Moneyweb, marked its milestone 150th episode recently. On this special edition, host Suren Naidoo shares his top 10 favourite episodes. Podcast series on Moneyweb
SA Corporate’s Indluplace takeover pays off handsomely
Group CEO Rory Mackey says residential property now makes up over 40% of its South African portfolio, with the fund set to expand in the multi-family residential market with a private capital raise this year. Podcast series on Moneyweb
Sun International CEO talks capex, Peermont push and sustainability
Anthony Leeming, boss of the biggest JSE listed gaming and resorts group. Podcast series on Moneyweb
Lower interest rates: Simon Brown on renting vs buying a home
This Is the 150th episode of The Property Pod on Moneyweb, and we are joined by Brown, the founder of Just One Lap and host of the MonewebNOW show. With three Sarb repo rate cuts, has he changed his mind about buying? Podcast series on Moneyweb
Joburg cleaning up its act ahead of G20?
Stephen Du Preez, founder of LocalAbode, an alliance partner of the Jozi My Jozi initiative, says the cleanup of Joburg’s CBD needs to look beyond the summit and have long-term sustainability. Podcast series on Moneyweb
Business-rescue-hit Urban Lime’s properties up for sale
Nexus Property Group co-founder Elias Tzouvanni – whose company has been appointed to handle the sale of the properties through private tender – shares insights on the portfolio of largely regenerated properties in Cape Town and Durban being sold. Podcast series on Moneyweb
Menlyn Park, Pavillion owner upbeat on mega mall growth
Malose Kekana, CEO of Pareto Limited, says the group saw double-digital foot count growth over the recent festive season, with trading density growth of 6% at its malls across the country. He also talks expansion plans, with a refocus on SA. Podcast series on Moneyweb
Expropriation hullabaloo: Seeff boss confident about SA property rights
Samuel Seeff, chair of Cape Town-headquartered Seeff Property Group, weighs in on why he is not too worried about the Expropriation Act impacting the residential property sector, labelling Trump’s tirade as a ‘classical storm-in-a-teacup’. Podcast series on Moneyweb
Sandton on the rise again?
Neil Schloss, head of asset management at Growthpoint Properties in SA, shares the latest insights on the group’s Sandton Summit mixed-used precinct, where it is set to build the new R2bn Olympus Sandton twin-tower luxury apartment development and has grander plans. Podcast series on Moneyweb
Expropriation Act will cause uncertainty in property market – Sapoa
Neil Gopal, CEO of the SA Property Owners Association, says: “It’s clear that the matter is headed to the courts” even though Sapoa itself is not planning legal action. While expropriation is not new, the organisation is not happy with two aspects of the new act. Podcast series on Moneyweb
How Gidon Novick is ‘rocking the retired life’
No, Novick who’s best known for his ventures in the SA airline industry, is not retiring just yet. But he has ventured into the retirement real estate market, with an innovative enterprise called Circle Senior Living. Podcast series on Moneyweb
What's keeping Ben Kodisang busy
The founder and CEO of ALT Capital Partners shares the latest insights on the growing group, which largely targets the rural and township convenience retail property market. A one-time Sapoa president and former MD of Old Mutual Property, he also talks about his more than two decades in the industry. Podcast series on Moneyweb
Property stock picks and more from Stanlib’s Nesi Chetty
The SA Reit sector remained the top-performing asset class in 2024. We take another look at the performance of JSE-listed property stocks, and expectations for 2025 … This time with the fund manager and head of property at Stanlib. Podcast series on Moneyweb
2024 vs 2025: A ‘supernatural’ look at listed property
The Finance Ghost shares his insights on JSE-listed property, with local Reits rebounding strongly in 2024. What does 2025 hold? The stocks to watch, and more … Podcast series on Moneyweb
Redefine sees further upside in retail
Nashil Chotoki, retail national asset manager at Redefine Properties, shares insights on the improving performance of malls heading into the peak festive season. Podcast series on Moneyweb
SA’s Neighbourgood story: From Covid-19 startup to US expansion
Murray Clark, co-founder and CEO of Cape Town-based Neighbourgood, talks about the group’s growth from being ‘born out of the pandemic’ in July 2020, to becoming one of SA’s most innovative and fast-growing property businesses in the ‘nomad space’ of co-living and co-working. Podcast series on Moneyweb
Why invest in Nelson Mandela Bay?
It’s the ‘Bay of Opportunity’ says Denise van Huyssteen, CEO of Nelson Mandela Bay Business Chamber. She shares insights into major investments in the Eastern Cape's biggest metro city, what’s happening on the property front, as well as the challenges and future prospects. Podcast series on Moneyweb
Afrirent on big real estate expansion with R1.3bn Cape Town ICC hotel
Senzo Tsabedze shares his inspiring journey from humble beginnings in Mpumalanga to leading Afrirent Holdings, a rising property group that has just secured the prime lease from City of Cape Town to develop a six-star hotel and mixed-use tower next to one of SA’s busiest convention centres. Podcast series on Moneyweb
Affordable housing: Addressing the large demand/supply gap
‘Private and public sector collaboration is important, and we are looking to hopefully see more of that in the coming years,’ says Vanessa Murray, divisional executive for property finance at Nedbank CIB, following the recent 16th annual IHS Affordable Housing Conference in Johannesburg. Podcast series on Moneyweb
Residential property investor interest wanes
Hayley Ivins Downes, managing executive for real estate at Lightstone, shares insights from a recent report on buy-to-let investor activity in the SA market, and expectations into 2025. Podcast series on Moneyweb
There’s still room for growth’ in township and rural retail property
Smital Rambhai, portfolio manager of unlisted property fund, Comprop, talks about double-digit growth over the past 10 years, the challenges, and opportunities ahead. Podcast series on Moneyweb
What’s happening at the multi-billion-rand Steyn City?
A new Saxon hotel, senior living component, and more apartments are part of the mix, according to Steven Louw CEO of Steyn City Properties. Podcast series on Moneyweb
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In-Market Insights
