The Growthpoint View

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Space to Thrive. The Growthpoint View is an industry podcast dedicated to the trends and social impact defining modern REIT performance. We look beyond the physical buildings to explore the investment strategies and market shifts that drive real value across every asset class. We bring together the voices shaping the South African built environment so we can listen, learn, and lead with genuine insight.

Episodes

  1. Aug 31

    Logistics Real Estate in South Africa: Building Smarter for E-Commerce and the Future

    GrowthPoint's logistics strategy, spec developments, and future-proofing. Neil Schloss reveals how GrowthPoint has deliberately reduced its logistics portfolio from roughly 225 buildings in 2018 to approximately 130 properties today while holding portfolio value steady, a concrete example of a quality-over-quantity capital allocation strategy. Jason Reeves unpacks the structural forces behind demand: falling vacancies, rising rentals, the e-commerce boom, and the location factors that determine whether a node will work for the next thirty years, including proximity to major highways, ports, and aerotropolis nodes. The conversation digs into what a fit-for-purpose logistics facility looks like in 2025 and beyond: thirteen to fifteen meters to the eaves, fifty-meter yards, PV on the roof, battery backup, EV charging points, humidity-controlled HVAC, and buildings generic enough to be re-let quickly. Trevy Craig illustrates how pharmaceutical compliance has driven Adcorp Ingram's facilities far beyond what was standard a decade ago, and Jason frames it sharply: what were bells and whistles five years ago are now baseline requirements on every spec development. GrowthPoint's three current spec developments are discussed in detail: a large e-commerce hub at Pomona developed with Vianstra, a nine-unit secure industrial park at Indlovu in Cape Town, and Tacoma Park in Knubia, Durban. The panel also covers brownfield redevelopment versus disposal decisions, robotics and smart-building readiness, electric vehicle infrastructure, and the three pillars of future logistics success: efficiency, technology adaptability, and compliance.

  2. Aug 31

    Beyond the Shopping Mall: The Real Estate Case for Mixed-Use Precincts in South Africa

    Graham Wood, Timothy Ivan, and Varna Antwerpen on precinct-led investing. The conversation covers the V&A Waterfront in detail: its 123-hectare footprint, 25 million annual visits, 28,000 to 30,000 daily employees, 12 hotels, 259 apartments, and the master plan to effectively double its size with 440,000 additional square metres of rights already secured. Graham explains how the precinct self-manages its own utilities - including a desalination plant and fibre infrastructure - and why the proposed Cape Winelands Airport and the ACSA 10-billion-rand expansion of Cape Town International are critical infrastructure enablers for future tourism growth. Timothy Ivan makes the occupier-experience argument: why flexible and hybrid work is accelerating demand for desirable, curated precinct environments over conventional office buildings, and how Growth Point replicates that logic across its portfolio at Longcliff, Woodlands and other nodes. He introduces the concept of neighbourhood-scale precincts, drawing parallels with London's King's Cross and Spitalfields regenerations, and explains why the spaces between buildings matter as much as the buildings themselves. Varna Antwerpen walks through the investment rationale: how a precinct-led strategy protects asset valuations against deteriorating urban infrastructure, why risk diversification across retail, office, residential and industrial within a single precinct produces superior long-term returns, and what stickiness means in financial terms - reduced churn, stronger lease renewals and compounding capital value. The group also discusses the Super Yacht Marina, the Addition Hotel, destination retail versus convenience retail, the reclamation of Granger Bay, and the challenge of preserving heritage character as a precinct scales. Growth Point's co-investment in the Boston Hydro renewable energy plant and its solar rooftop and electricity-wheeling programmes are cited as examples of infrastructure-first precinct thinking.

  3. Mar 16

    Global REIT Trends and Capital Flows in 2026

    Global real estate investment trusts (REITs) are expanding rapidly into new asset classes and regions. In this episode, industry leaders discuss the major trends shaping the sector — from infrastructure investment and capital flows to new markets entering the REIT ecosystem. The discussion also examines South Africa’s position in the global REIT landscape, the role of the Global REIT Alliance, and how technology and policy will influence real estate investment in the coming years.

  4. Mar 16

    Purpose-Built Student Accommodation: Investment, Impact, and Execution

    Purpose-built student accommodation in South Africa is evolving from a niche real estate category into a scalable investment platform with strong fundamentals. In this episode, the panel explores why demand for student housing continues to grow, how investors evaluate the sector, and why operational execution is just as important as capital deployment. The conversation covers the investment case, regulatory environment, operational risks, and the social impact of student accommodation, highlighting how quality housing can improve student outcomes while delivering resilient returns.

  • 4 Episodes

About

Space to Thrive. The Growthpoint View is an industry podcast dedicated to the trends and social impact defining modern REIT performance. We look beyond the physical buildings to explore the investment strategies and market shifts that drive real value across every asset class. We bring together the voices shaping the South African built environment so we can listen, learn, and lead with genuine insight.

Information

  • Creator
    Solid Gold Podcasts #BeHeard
  • Years Active
    2026
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © Solid Gold Podcasts #BeHeard
  • Show Website
    The Growthpoint View