UPCOMING EVENTS
CPI Property Group - AGM/EGM
CPI Property Group - 26Q1 Results
CPI Property Group - 26Q2 Results
CPI Property Group - 26Q3 Results
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sarria analysis
corporate filings

- 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
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

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

Aengus McMahon
Aengus McMahon
CPI Property Group - comment
Aengus McMahon

The tender offer is small, and would represent around a €10m outlay for CPI if successful. 

Aengus McMahon
Aengus McMahon
CPI Property Group - comment
Aengus McMahon

CPI is tendering at the short end of its curve. The EUR 1.75% 01/2030 now trades at around 5.75%, so the coupon shock of

Aengus McMahon
Aengus McMahon
CPI Property Group - comment
Aengus McMahon

The buy-back reduces the external shareholders’ base, but this was small anyway. Credit investors were already looking to the

Aengus McMahon