The long-awaited completion of a R100bn merger between central-London real estate plays Capital & Counties Properties (Capco) and Shaftesbury has placed the stock back on South African investor radars.

Capco, like most other UK-focused real estate investment trusts (Reits) with exposure to retail and leisure properties, was heavily sold down on the back of pandemic-induced trading and travel restrictions. Before then it was Brexit, and latterly recessionary fears brought about by higher interest rates and rising energy costs due to the war in Ukraine...

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