VONOY News and Press, Vonovia SE ADR From 08/01/23

2023-08-01 07:12:46 ET Summary Debt remains too high, and time is needed to deleverage the balance sheet, but Vonovia is financially healthy. However, the market was pricing in solvency problems. Rent increases will compensate for higher interest costs, and the market isn't pricin...

2023-07-29 09:00:00 ET Summary Self-made billionaire Barry Sternlicht just issued a serious warning. He thinks that real estate is confronting a hurricane "category 5." I explain what this all means for REIT investments. Barry Sternlicht is one of the most influentia...

2023-07-26 16:09:17 ET Summary Vonovia SE, Europe's largest real estate company, has seen a 23% gain in the last month and a 35% gain from its low in March, despite being down 7.5% YTD. The might be more gains to come considering the current situation of the real estate market and...

2023-07-22 09:00:00 ET Summary Billionaires appear to be loading up on REITs. They differ from other investors in that they focus on the long run. I highlight three of my favorite investment ideas. Many legendary investors apparently are loading up on real estate inv...

2023-07-18 09:15:46 ET Summary The broad S&P500 edged up 1.2% in June, while the Dow Jones rose slightly by 0.8% during the month. Investment activity in June picked up significantly from May, with net investments totaling around $2,200, primarily targeted towards the financia...

2023-07-15 09:00:00 ET Summary REITs are heavily discounted because interest rates are high. But as inflation now returns lower, interest rates will also likely follow. We think that this will lead to significant upside. We explain why. Real estate investment trusts,...

2023-07-10 04:32:33 ET Summary Vonovia is one of my highest conviction investments accounting for no less than 7.5% of my portfolio. My local real estate private equity background gives me confidence that the German residential market will be just fine long-term. In the meanti...

2023-06-23 17:57:53 ET Summary Europe is a relevant place for investment due to its role as one of the world's leading economic areas. Europe is home to many well-established multinational companies. Major European stock indices have a lower average valuation and a higher dividend...

2023-06-21 07:30:00 ET Summary REITs are typically priced at a premium to their net asset value. Today is an exception. They are priced at steep discounts. I highlight what I think could be once-in-a-decade buying opportunities. REITs are generally priced at a small prem...

2023-06-14 09:10:00 ET Summary US stocks ended May with solid gains and extended their strong performance into June, boosted by positive labor market data and the debt ceiling bill's progress. My investment activity in May picked up slightly from April, with net investments totali...