Sentences with phrase «german property companies»

Next, we've a bunch of German property companies with patchy / non-existent English news / reporting.

Demand which is particularly attractive, as it offers German property companies the opportunity to sell residential units at a much higher retail price level, albeit in a slow & steady fashion.

But sure, if we really did end up with deflation in Europe, German property companies mightn't be the best investments — just like pretty much all other European equity investments in that scenario..!

German property companies have been slowly but surely working off the leverage acquired pre-2008.

I'd hazard that investors abandoned SRE after getting so burnt on over-leveraged London listed German property companies (v few of which still exist).

With listed German property companies mostly rallying across the board, Sirius» performance has been an outlier.

I'm a huge fan of German property as it's significantly undervalued in a global context, it never really participated in the asset / property inflation of the 2000s, I believe there's a secular trend to increase property ownership in Germany and current Bund yield trends are immensely supportive of German property company financials and valuations.

Not exact matches

Other new purchases included Norma Group, a German auto parts supplier; Saft Groupe, a French battery manufacturer; Countrywide, a U.K. property services group; and DSV A / V, a Danish transport company.

For practical reasons, I'm also ignoring sub-10 million market caps, plus companies with a relatively minor German property allocation.

I keep an eye on at least 30 property companies with German property exposure — including Immofinanz and, for example, Conwert (CWI: AV) because of their large discounts.

As the German land grab continues, and rising property share prices attract increased investor & media attention, you'll see more companies keen to list.

I'm sure they won't be averse to acquisitions, but I'm not sure they plan any immediate buying spree — they've already evolved into primarily a German residential property company, and their German residential segment is significantly larger than KWG itself.

-- Yields: Listed German residential property companies enjoy an average portfolio yield of 7.3 %!

Part IV: Brief individual reviews covering the majority of listed German residential property companies.

German residential property investment's still a compelling investment proposition (perhaps more so now, with the 10 yr Bund yield turning negative), but sector large - caps seem like they're priced accordingly, and I'm not convinced I want to chase down a cheaper small / micro-cap company.

OK, next we'll take a closer look at individual German residential property companies.

The company now aspires to become a regular (German) commercial property company, offering a mix of dividends & capital growth — which may be exactly what you're looking for!

Karoo has basically won the war here against the activists (Weiss reported they've basically completed their exit the other day), and SRE's now a pretty regular German commercial property company (I'm sure they'll commence a dividend asap) which will be increasingly valued & compared to its peer group.

Yes, see my comment above: «Meanwhile, German companies remain (understandably) focused on a continued land grab for cheap property...» German (residential) property companies are not a dividend story right now — but I believe their strategy of conserving cash to bulk up their portfolios is definitely the right strategy at this point.

And KWG's one of the cheapest German residential property companies out there (trading on a 0.58 P / B), despite the fact it sports lower leverage than its peer group, and has one of the best value - creation records in the industry over the past 6 years.

The alternative, of course, is to sit down & re-survey the listed German property sector, in the hopes of finding another KWG... i.e. a still relatively undiscovered stock / company that offers an attractive relative / absolute valuation and / or prospective NAV growth!?

Next, we'll take a closer look at some of the listed German residential property companies on offer.

[NB: If you're seeking (greater) exposure to Berlin / E German property, these are probably the best companies to focus on: Conwert, Taliesin, GSW, Deutsche Wohnen, Estavis & TAG Immobilien].

[Considering the valuation differential between German & Austrian property companies, I still consider this a short - sighted strategy by Conwert].

Meanwhile, German companies remain (understandably) focused on a continued land grab for cheap property — but when they eventually re-focus on FFO, tax efficiency & dividends, it may well usher in a fresh revaluation phase.

Property services giant JLL has announced a global co-operation agreement with German legal and real estate AI company LEVERTON.

Global law firm Baker McKenzie has struck a worldwide framework agreement to make use of German legal and property AI company Leverton's document analysis software.

In a similar vein, Atlanta - based Jamestown is a real estate investment and management company that buys U.S. properties on behalf of large groups of German investors, according to partner Stephen Zoukis.

Prior to joining Inland Retail, Mr. DiGiovanni was Senior Vice President of Development for BVT, a German based (Munich) syndication company which raised equity to promote both new development and acquisitions of existing retail / office properties.

Moreover, a lot of German companies have massive property portfolios, and Arissen expects that they will spin off their buildings to free up cash.