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2023-11-03 13:20:10 ET Vonovia SE (VNNVF) Q3 2023 Earnings Conference Call November 3, 2023 9:00 AM ET Company Participants Rene Hoffmann – Head-Investor Relations Rolf Buch – Chief Executive Officer Philip Grosse – Chief Financial Officer ...
2023-10-19 05:56:00 ET Summary Housing supply is falling due to high construction and energy costs and regulation. Demand is rising due to immigration and two other trends. I discuss why the German market is guaranteed to experience housing under-supply and how this will benef...
2023-10-16 09:49:54 ET Summary Like the whole German real estate sector, Vonovia shares have decreased significantly since last year. However, strong macroeconomic tailwinds provide a long runway upward. The pace depends on the development of the interest rate environment. ...
2023-10-03 08:05:00 ET Summary Most REITs have strong balance sheets. But there are exceptions that are heavily overleveraged. I highlight 5 REITs that are risky. Co-produced by David Ksir. When it comes to investing in real estate investment trusts, or REITs...
2023-09-30 08:05:00 ET Summary Today, you are offered a rare chance to win big with REITs. They are priced at their lowest valuations since 2008-2009. I explain why this is a historic opportunity for contrarian investors. Real estate investment trusts, or REITs ( V...
2023-09-03 22:14:14 ET Summary Vonovia is my highest conviction real estate investment. Operational performance has been great, and the company has made significant progress on debt refinancing. Still, shares trade deeply below fair value. Dear readers/followers, V...
2023-08-21 08:05:00 ET Summary Most REITs have significant upside potential. But not all of them! We highlight a few REITs that we sold recently. We expect a continued slowdown in inflation and an eventual decline in interest rates. In short, the yield curve is t...
2023-08-08 11:27:25 ET Summary Q2, 2023 results confirm that the debt overhang issues are real and that it is extremely hard to stop the deteriorating performance when the interest rate environment is harsh. Despite major efforts on the balance sheet optimization front and relativ...
2023-08-08 09:10:00 ET Summary S&P 500 and Dow Jones Industrial Average both saw positive returns of around 3% in July. The Federal Reserve approved a quarter point interest rate hike to 5.5% to combat rising inflation. The inflation rate for the United States was 3.0% for the...
2023-08-04 20:14:09 ET Vonovia SE (VNNVF) Q2 2023 Earnings Conference Call August 04, 2023, 08:00 AM ET Company Participants Rene Hoffmann - Head of IR Rolf Buch - CEO Philip Grosse - CFO Conference Call Participants Marc Mozzi - Bank of America B...