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UPCOMING EVENTS
sarria live model
sarria analysis
corporate filings
Results Call
sarria GERMAN RE OVERVIEW

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed -

 

Legal and Cap Structure 05/01/22

Description 05/01/22

Assets 05/01/22

Investment Discussion 05/01/22

German Real Estate

 
SARRIA News -INTU
Wolfgang Felix
Accentro - comment
Wolfgang Felix

Big positive news this morning on Accentro. It’s been a long time, but the debt reprofiling is wider than expected. The SSSNs get a

Wolfgang Felix
Aengus McMahon
Accentro - comment
Aengus McMahon

The asset sale and the appointment of Katja Bielke as CEO are positive for the bonds. She is one of the executives who joined in

Aengus McMahon
Adler / all RE names - comment
Wolfgang Felix
Adler / all RE names - comment
Wolfgang Felix

The 3LNs should be softer today. On its Q126 call, Adler confirmed weakness in the German RE market, as institutional investors are holding off on

Wolfgang Felix
Aengus McMahon
Accentro - comment
Aengus McMahon

Another departure from Accentro may weigh slightly on the bonds, but Jörg Neuß has been at Accentro since 2017 as General Counsel, before

Aengus McMahon
Aengus McMahon
Accentro - comment
Aengus McMahon

Accentro's deviation from its planned sales trajectory has implications for the 2027 SSNs; the company’s requirement for an additional

Aengus McMahon