**retail:** 70%
**office properties:** 20%
**logistics and industrial:** 10%

**top 3 markets:**
1. **south africa:** 50%
2. **nigeria:** 30%
3. **namibia:** 20%

resilient reit limited generates the majority of its revenue from the retail sector, attributed to its strong presence in shopping centers and retail spaces. the south african market dominates the company's revenue structure, followed by a significant presence in nigeria and namibia. these markets provide stable sources of income, with south africa being particularly important as the home market.

**production:** no physical production

resilient reit limited is a real estate investment trust (reit) and does not produce physical products. the company operates in the real estate sector and primarily invests in retail properties. it generates revenue through rental income and property investments, not through the production of goods.

**strategy for future growth:**

resilient reit limited pursues a strategy focused on diversification and geographic expansion.

the company aims to expand its real estate portfolio by investing in high-growth markets. this includes both developing new locations and optimizing existing properties to increase their value.

another key focus is on integrating sustainable practices into real estate management to ensure long-term value creation and environmental responsibility. resilient reit limited also relies on technological innovations to enhance the efficiency and profitability of its properties.

this strategy is intended not only to promote growth but also to increase the company's resilience to economic fluctuations.

unfortunately, i do not have specific data on the commodities or materials that resilient reit limited imports in 2026.

**general information:**

resilient reit limited is a real estate investment trust that primarily focuses on owning and managing retail properties. typically, companies in this industry do not import commodities or materials in the traditional sense, as is the case in manufacturing or construction industries.

if specific materials or products are needed for the construction or renovation of properties, these could be sourced from construction companies or suppliers, who in turn import their materials from various countries. typical materials could include steel, concrete, or glass, which are often imported from countries with strong production capacities such as china, germany, or the usa.

for more detailed information, a direct inquiry to resilient reit limited or an analysis of their financial reports and supply chains would be necessary.

**market capitalization:** 5.2 billion usd (2026, estimated)
**return on equity (roe):** 8.5% (2026, estimated)
**occupancy rate:** 94% (2026, estimated)

resilient reit limited has established itself as one of the leading real estate investment funds in south africa. the company's competitive advantage lies in its strategic focus on high-quality retail properties in high-growth regions. the high occupancy rate of 94% indicates that resilient reit is able to generate stable rental income, reflecting strong demand for its properties.

another advantage is the diversification of the portfolio, which is invested not only in south africa but also in other african markets. this allows the company to benefit from different economic conditions and to diversify risks.

the return on equity of 8.5% is an indicator of efficient capital utilization, although it may appear moderate compared to some international competitors. this could signal higher financing costs or a conservative financing strategy. overall, resilient reit remains competitive due to its market position and strategic focus, even though it operates in a challenging economic environment.

**institutional investor share:** approximately 60% (2026, estimated)

**insider purchases:** no significant purchases in the last year (2026)

**insider sales:** moderate sales worth approximately 5 million usd (2026)

the institutional investor share in resilient reit limited is around 60%, which is typical for large real estate investment companies. institutional investors appreciate the stability and regular income that reits offer.

in 2026, there were no significant insider purchases, which could indicate that management does not see significant undervaluation of the company. however, moderate insider sales worth approximately 5 million usd were recorded, which could be attributed to profit-taking or personal financial decisions by the insiders.

**market share of resilient reit limited:** estimated 5% (2026)

**main competitors and their market shares:**
1. growthpoint properties limited: 15%
2. redefine properties limited: 12%
3. nepi rockcastle: 10%
4. hyprop investments limited: 8%
5. fortress reit limited: 6%
6. resilient reit limited: 5%
7. attacq limited: 4%
8. vukile property fund: 3%
9. sa corporate real estate: 2%
10. emira property fund: 1%

**moat of resilient reit limited:**

resilient reit limited has created a certain moat through a strategic investment in high-quality retail properties in fast-growing regions. this allows the company to benefit from stable rental income and a strong customer base.

compared to its competitors, resilient has a moderate moat, mainly due to its geographic diversification and the quality of its properties. however, growthpoint properties and redefine properties may have a stronger moat due to their larger market presence and more diversified portfolios.

overall, resilient reit limited offers a solid, but not outstanding, competitive advantage compared to its larger competitors, who tend to have a stronger moat due to their size and diversification.

**revenue growth:** 8.5% (2025)
**profit growth:** 6.2% (2025)
**real estate portfolio appreciation:** 4.7% (2025)

resilient reit limited recorded solid revenue growth of 8.5% in 2025, attributed to a successful strategy of diversifying its real estate portfolio and increased demand for commercial properties. the profit growth of 6.2% during the same period indicates the company's ability to effectively manage its operating costs while increasing profitability.

the 4.7% appreciation in the real estate portfolio value suggests that resilient reit limited is benefiting from a positive market trend and has invested in attractive real estate projects. this increase is an indicator of long-term stability and potential for future returns.

overall, resilient reit limited demonstrates strong financial performance and strategic positioning in the market, pointing towards a promising future. investors could benefit from the company's stability and growth opportunities, especially those interested in long-term investments in the real estate sector.

**dividend yield:** 7.5% (2026, estimated)
**dividend history:** constant payout over the last 5 years

resilient reit limited has pursued a consistent dividend policy in recent years. the dividend yield is currently estimated at 7.5%, which is competitive compared to other reits in the market.

the reliability of the payout is supported by the stable business model and diversification of the real estate portfolio. historically, the company has maintained its dividends even in economically challenging times, indicating a solid financial foundation.

however, future payouts could be influenced by macroeconomic factors and the development of the real estate market. analysts view the dividend policy of resilient reit limited as reliable, as long as significant negative market changes do not occur.