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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
Tomás Mannion
Grand City Properties, Heimstaden - comment
Tomás Mannion

We had previously assumed these plans were dead and buried. While we are waiting for the reaction from the chancellor's office (opposed), let's recap the

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Tomás Mannion
Adler - comment
Wolfgang Felix
Adler - comment
Wolfgang Felix

Good execution, albeit in a lousy environment, should put marginal pressure on the bonds. The room to manoeuvre is

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Wolfgang Felix
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

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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

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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

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Wolfgang Felix