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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. This podcast offers in-depth coverage of the South African property industry. The sectors covered include the commercial (office, retail and industrial/logistics) residential, and specialist sectors such as storage and healthcare. Each episode will cover industry developments, sector performance, trends as well as new policies/ laws affecting the sector from both local government and national government level. This podcast is published weekly.

Weekly English South Africa Investing · Business Suren Naidoo

194 Episodes

1 – 20

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.

9 Feb 24 min

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.

2 Feb 19 min

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.

26 Jan 22 min

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.

19 Jan 31 min

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.

12 Jan 17 min

‘Incredible’ performance for SA property stocks, but what will 2026 hold?

Ahmed Motara, portfolio manager at Stanlib

5 Jan 17 min

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.

8 Dec 2025 22 min

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.

1 Dec 2025 29 min

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.

24 Nov 2025 18 min

‘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.

17 Nov 2025 21 min

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.

10 Nov 2025 19 min

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…

3 Nov 2025 15 min

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.

27 Oct 2025 19 min

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.

20 Oct 2025 20 min

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.

13 Oct 2025 18 min

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.

6 Oct 2025 33 min

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.

29 Sep 2025 19 min