Summary Block
This block has no content yet. Items you add to the page connected to this block will display here.
Featured
Aroundtown 26Q1 Results Call
SARRIA LIVE MODEL
SARRIA ANALYSIS
CORPORATE FILINGS

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

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
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
Aroundtown - comment
Tomás Mannion
Aroundtown - comment
Tomás Mannion

Strong results from Aroundtown, with management raising guidance for the remainder of FY26. However, given current trading levels and

Tomás Mannion
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