ADPPF News and Press, Ado Properties SA

German REITs market is clearly undervalued by being in the five-year historical lows from the macro standpoint. Author’s Economic Heat Map of German lands shows that Hamborner REIT may benefit from the right portfolio allocation strategy. Unique business model and spectacul...

For more background, please read my first article on ADO properties ( ADPPF ). At the time, the specifics of the rights issue with tradable subscription rights were unknown. It was expected for Q2 or Q3. With the subscription and trading period having started on Monday, 6 July, it makes sens...

ADO Properties ( ADPPF ) was a pure-play on residential real estate in German capital Berlin until recently. New regulations in Berlin came into effect in February 2019 and would have hampered growth at a 100% Berlin entity. Rents in Berlin are frozen and can even be reduced by tenants if they...

Coronavirus has limited short-term impact German residential real estate is one of the most resilient asset types. It is not substitute-able. I do not see how the demand is reduced by the coronavirus pandemic. There is even the potential for additional tenants, who have to adjust their hou...

Adler Real Estate ( ADREF ) is a company holding and developing German residential real estate. German residential real estate is not significantly impacted by the coronavirus. The discount you get from the recent share price decline is not warranted. The low share price could only be explain...

For new readers about ADO, I would kindly refer you to my first article for a better understanding of the business. Summary In the past week there has been some newsflow about ADO Properties (ADPPF): Sale of Units: ADO 's management decided to sell around 5800 units ADLER Bid...

Current Situation For a summary of ADO, it´s business model and why I see value in the equity please read the previous article . Since the idea has been published the shares appreciated to 37.30€ per share, which would have generated a return of 4.5%. However, I still see m...

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