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UPCOMING EVENTS
 
Adler 25Q4 Results Call
Corporate Governace Call 17May22
SARRIA LIVE MODEL
SARRIA ANALYSIS
SARRIA german RE OVERVIEW
CORPORATE FILLINGS

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

Intro, Legal and Cap Struc. 06/12/21

Receivables 06/12/21

Yielding Assets 06/12/21

Cash Flow 06/12/21

Build to hold 06/12/21

Investment Discussion 06/12/21

Build to sell 06/12/21

German Real Estate

SARRIA News -INTU
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
Wolfgang Felix
Adler - comment
Wolfgang Felix

Adler are out with a press release on what seems to be a miniature transaction in Berlin. The company has apparently sold a tired mixed resi and

Wolfgang Felix
Wolfgang Felix
Adler - comment
Wolfgang Felix

We are reviewing our residual 2L position. The continued erosion of equity cushion from the 1L PIK narrows the window for the

Wolfgang Felix
Wolfgang Felix
Adler, Pfleiderer - comment
Wolfgang Felix

We have become used to the company announcing asset sales without disclosing the price. That’s unfortunate. But in the wider context, the

Wolfgang Felix
Wolfgang Felix
Adler - comment
Wolfgang Felix

Published a “We are normal again” note this morning with a few details in advance of publishing its annual accounts. The Berlin portfolio remains

Wolfgang Felix