German Real Estate - comment

Vonovia’s Q3 results this morning highlights that there remains at least minimal liquidity in the residential market in Germany, with €1.7bn of sales in Q3. Reassuring

Tomás Mannion3 November 2023ACCENTRO, ADLER, HEIMSTADEN, VIVION, AGGREGATE, REAL ESTATE, GERMAN RE

Corestate - Comments

The two previous largest shareholders, Passiva Participants Sarl and Aggregate Holdings 2 SA, who held 19.7% and 7.4% respectively in Corestate, have

Tomás Mannion2 December 2021CORESTATE, GERMAN RE

German Real Estate - Macro vs Micro

Please refer to our analyses and videos of Aggregate and Adler, the latter to be updated before Q3.

If waves are there for surfing and if the trick is to ride them before they break, then German Real Estate is the type of wave we are looking for. It’s been

Wolfgang Felix24 November 2021GERMAN RE, ADLER, AGGREGATE

Vonovia - comment

Vonovia’s rights issue presentation had a couple of graphs underlining why the German residential market remains such an attractive investment. We do

Aengus McMahon23 November 2021VONOVIA, GERMAN RE, ADLER, AGGREGATE, AGREGGATE