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INSIGHTS

SESFIKILE INSIGHTS

ARTICLES

Sesfikile Capital - REIT Compass - The New Wave of AI and the Future of BPO - February 2026

Sesfikile Capital - REIT Compass - Tackling Water Scarcity in South Africa - August 2025

Sesfikile Capital - REIT Compass - Distribution Growth Inflecting Up - July 2025

Sesfikile Capital - REIT Compass - More juice in the tank - September 2024

Sesfikile Capital - REIT Compass - The Resurgence of Retail - June 2024

Sesfikile Capital - The pause we have all been waiting for – attractive prospects for property - 14 December 2023

Sesfikile Capital - Higher for longer, and possibly longer – What’s the impact on REITs? - October 2023

Sesfikile Capital - MSCI Bi-Annual Index - October 2023

Sesfikile Capital - Can REITs Avoid the Rates? - 22 June 2023

Sesfikile Capital - German Residential valuations looking shaky - 14 December 2022

Sesfikile-Capital - WFH and maybe coming back - 30 November 2022

Sesfikile Capital - What happens to REITs when inflation becomes persistent - 1 September 2021

Sesfikile Capital - Impact of SA Civil Unrest - 19 July 2021

VIDEOS

Properties I Masterclass – June 2026

Listed property still has run room

PODCASTS

Kundayi Munzara’s insights on global listed property