VONOY News and Press, Vonovia SE ADR From 06/07/22

This month I had a total of 10 transactions, mainly due to the re-evaluation of my portfolio. Dividends were up $87.06 YoY. My forward dividend yield at the end of April was approximately €870 ($934). For further details see: My Portfolio May Update - 8 Buys, 2 Se...

Never let a crisis go to waste. European REITs are today the cheapest in years. U.S. REITs delivered huge returns as they recovered from the pandemic. European REITs will likely deliver similar returns as they recover from this crisis. For further details see: War In...

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...

Many investors are selling stocks to raise cash. I believe that this is a mistake, because you cannot time the market and inflation is too high to hold cash today. REITs and other inflation- and recession-resistant real assets are a better alternative. For further details se...

Vonovia has seen significant declines in its share price for the past few weeks, pushing its yield to above 5%. The market isn’t happy with Vonovia's new, more defensive approach. We disagree with that take, however, and view Vonovia as undervalued with a now-30% upside. It...

The war in Ukraine continues to dominate market movements. I have started exiting one of my apartment REITs and predominantly focus on adding dividend income via select purchases. The combination of soaring inflation and geopolitical uncertainty has rattled markets and following t...

Vonovia SE (VNNVF) Q1 2022 Earnings Conference Call May 5, 2022 8:00 am ET Corporate Participants Rene Hoffmann - Investor Relations Rolf Buch - Chief Executive Officer Philip Grosse - Chief Financial Officer Conference Call Participants Charles Boissier - UBS Marc Mozzi - Bank of America And...

This month I added capital to 7 of my holdings. Dividends were up $19.17 YoY. My forward dividend yield at the end of April was approximately $927. For further details see: My Portfolio April Update - 7 Buys

The high-flyers of the last years continue to take a decent beating. Overall, the fundamental environment remains rather poor for growth stocks. So before I burn my fingers with unprofitable companies or reach for the falling knife, I'll stick to my leisurely dividend strategy. ...

Vonovia is one of the largest real estate companies in all of Europe, headquartered and with its main market in Germany. However, the German real estate market is a beast that needs to be understood in its entirety before investing. It's the reason I have a minuscule exposure. I w...