Research
FORUM TRANSCRIPT

Vonovia – Portfolio Quality Assessment & Strategic Developments

  • Multi Asset
  • Multi Sector
  • Global
PREMIUM

Specialist

Executive at real estate investment company

Agenda

  • Vonovia’s (ETR: VNA) ability to withstand a challenging economic environment
  • Valuation trends and haircuts against fair value within disposals
  • Exposure to Adler (ETR: ADL) and developments
  • Financing stream evolution and changes in yield and hurdle rates, plus loan-to-value ratios

Questions

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