SARRIA LIVE MODEL
SARRIA ANALYSIS
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Grand City - 8th Nov 23

Aroundtown Cap and Legal Structure - 8 Nov 23

Aroundtown Assets and Cashflow - 8 Nov 23

Investment Discussion - 8Nov23

SARRIA News - CWT
AroundTown - Macro Opportunity - Model Update - Positioning
Tomás Mannion
AroundTown - Macro Opportunity - Model Update - Positioning
Tomás Mannion

Please find our updated analysis on AroundTown here. 

At first glance, there appears to be limited opportunity in AroundTown and Grand City Properties. AroundTown continues to deliver stable operating

Tomás Mannion
Tomás Mannion
AroundTown - comment
Tomás Mannion

Aroundtown’s FY25 announcements point to operational stabilisation and continued deleveraging; however, the reinstatement of dividends and move to

Tomás Mannion
Tomás Mannion
Aroundtown - comment
Tomás Mannion

The successful issuance of a €750m perpetual bond at a 5.125% coupon highlights strong demand for BB+ rated real estate credit. The coupon

Tomás Mannion
Tomás Mannion
Aroundtown - comment
Tomás Mannion

Aroundtown has announced a multi-currency tender across five outstanding hybrid issues (EUR/GBP/USD, including

Tomás Mannion
Tomás Mannion
AroundTown - comment
Tomás Mannion

Aroundtown’s board has approved a share buy-back programme of up to €250 million, launching on 26 January and running

Tomás Mannion