UPCOMING EVENTS
CPI Property Group - 26Q3 Results
Read more →
CPI Property Group - 26Q4 Results
Read more →
sarria live model
sarria analysis
corporate filings
Link to Results

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after a few seconds, the video quality improves.

Intro Capital and Legal Structure - 23 Jul 24

Company Description - 23 Jul 24

Assets Valuation - 23 Jul 24

Investment Discussion - 23 Jul 24

SARRIA News -INTU
CPI - comment
Tomás Mannion
CPI - comment
Tomás Mannion

CPI released its H1 results yesterday, which should leave the bonds broadly unchanged. Reported earnings were weaker due to

Read more →
Tomás Mannion
Wolfgang Felix
CPI Property Group - comment
Wolfgang Felix

At 8.5%, the €550m new hybrid was eventually a little more expensive than we thought. The transaction went through as planned, and

Read more →
Wolfgang Felix
Aengus McMahon
CPI Property Group - comment
Aengus McMahon

The November 2026 hybrids have been trading in the high 90s for some time, and we expect most holders will either tender and

Read more →
Aengus McMahon
Aengus McMahon
CPI Property Group - comment
Aengus McMahon

A fairly dull call from CPI was welcome after three years of fireworks. Hybrid issuance is going to remain challenging, and the perpetual resetting in

Read more →
Aengus McMahon
CPI Property Group - comment
Aengus McMahon
CPI Property Group - comment
Aengus McMahon

After market close last night, CPI announced its FY 25 results, which were in line, with Adjusted EBITDA higher and FFO a

Read more →
Aengus McMahon