Octodec Investments

Listed property owner, Octodec, has investments in residential, commercial, industrial & retail market segments of the Tshwane & Johannesburg CBDs & surrounds.

[Octodec Investments @OctodecInvest]

Listen to the full interview here: Octodec Results - POWER Business - https://t.co/XDBY8824zC
#OCT #SAREIT #JSE

[Octodec Investments @OctodecInvest]

Riaan Erasmus, #OCT Deputy CEO & FD, joined @tehillahniselow on @Powerfm987 to unpack the key drivers behind our HY26 results and share insights on our future capital allocation strategy as we continue reshaping the portfolio.

[Octodec Investments @OctodecInvest]

Yethu City expansion opportunities actively being progressed:
• Conversion pipeline identified
• Engaging potential partners
• Feasibility work underway
“As we streamline the portfolio, we’re creating capacity to reinvest into scalable urban housing formats.”
#OCT #Inclusive

[Octodec Investments @OctodecInvest]

Encouraged by strong momentum, Octodec remains constructive on the outlook, supported by improving macro conditions, sustained demand, and a clear pipeline of strategic initiatives.

FY2026 upgraded guidance: DIPS & distribution growth of 3%–5% expected.

#OCT #SAREIT #Outlook

[Octodec Investments @OctodecInvest]

HY26 operational highlights:

· Occupancy up, collections strong
· Residential rental growth 5.7%
· Retail shopping centres rental growth 7.7% (Ex Killarney Mall)
· Industrial rental income growth 6.8%
· Street retail showing recovery and office stable
#OCT #RealEstate #SAREIT

[Octodec Investments @OctodecInvest]

Portfolio reshaping in action:
• 10 non-core assets sold with further progress
• Capital recycled into scalable, high-quality opportunities
Riaan Erasmus, Dep CEO & FD: “Reducing the long tail… focusing on assets that offer scale and stronger income profiles.”
#OCT

[Octodec Investments @OctodecInvest]

Resilient 1H results from Octodec:

DIPS +11.1%
Dividend +4.0%
LFL rental growth 3.4%
Lower core vacancies 13.1%
LTV 37.3%
10 non-core disposals

Jeffrey Wapnick, CEO: “Octodec is becoming more streamlined, more efficient, & better positioned for growth.”
#OCT #SAREIT #JSE

[Octodec Investments @OctodecInvest]

Today, we released our HY26 results. DIPS up 11.1%, supported by active portfolio and capital management. Join us at 10:00 am for key updates from Octodec’s executives regarding the period's performance.
Click here to join the webcast:
https://t.co/ciilQI4s5v
#OCT #SAREIT #JSE

[Octodec Investments @OctodecInvest]

Behind the scenes at Gezina City, upgrades are underway to improve tenant operations, including a new high roof, added warehouse space, and a new loading area. Phase 1 wraps up by April 2026, with phase 2 starting in August.
#BehindTheScenes #OctodecProperties

[Octodec Investments @OctodecInvest]

For more https://t.co/2VhRXGMD7M

[Octodec Investments @OctodecInvest]

#Octodec’s refreshed strategy sets a clear path for growth: streamlining our portfolio, rebalancing our sector exposure beyond CBDs, recycling capital into yield-enhancing, sustainable assets & maintaining financial discipline. Driving urban value & growing returns.

[Octodec Investments @OctodecInvest]

Looking back on 2025 #Octodec made solid progress, driving growth through careful management & strategic focus. Our efforts remain on creating value for all stakeholders as we build momentum. I’m excited for another year of thriving spaces & growing returns - Jeffrey Wapnick, CEO

[Octodec Investments @OctodecInvest]

Lilian Ngoyi Street is buzzing again! With essential repairs complete, foot traffic is returning, and tenants are back to trading. This recovery reflects not just resilience but Johannesburg’s spirit. Explore our portfolio: https://t.co/mmKijDtYkd

[Octodec Investments @OctodecInvest]

At #Octodec, we’re making our buildings greener. In 2025, we added smart water meters to 8 buildings, expanded solar to 14% of our space, and recycled 1 100 tonnes of waste, saving +R8.5m in energy costs and reducing our carbon footprint.
Read more here: https://t.co/Avk3FwmE8r

[Octodec Investments @OctodecInvest]

Listen to the full conversation here: https://t.co/MAGrtJcv8Z

[Octodec Investments @OctodecInvest]

Our CEO Jeffrey Wapnick joined MoneywebNOW to unpack #Octodec’s FY25 results, highlighting higher occupancies, asset recycling & Killarney Mall sale progress, our co-living pilot Yethy City, solar & lower interest rates. We are poised for sustainable growth in FY26 & beyond.

[Octodec Investments @OctodecInvest]

For more on strategy & outlook - https://t.co/kY4z3kmANQ

[Octodec Investments @OctodecInvest]

We have entered FY26 stronger, with clear strategic priorities to shape #Octodec’s portfolio & yield increased returns. We are encouraged by Octodec’s trajectory & are confident in the prospects for growth, supported by improving macros.

[Octodec Investments @OctodecInvest]

#Octodec’s financial position strengthened in FY25 with all metrics moving in the right direction owing to non-core asset sales and astute debt management - LTV at 38.2%, overall debt at R4.3bn, cost of funding 9.1%, R800m in unutilised available facilities.

[Octodec Investments @OctodecInvest]

#Octodec’s R11.2bn portfolio delivered strong FY25 results - all sectors contributed to the performance with retail shopping centres and residential being standout performers. New co-living pilot, portfolio enhancement and sustainability-linked investments to drive future growth.