CEE Real Estate: Outlook is brightening
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CEE real estate stocks are currently in a phase of brisk corporate action. Financially sound companies with attractive assets are interesting takeover targets, while other companies are being taken over.
CEE Real Estate: Outlook is brightening / Picture: © Vindobona.org
1. Corporate action remains in fashion. Financially sound companies remain interesting targets, others are being taken over for liquidation.
2. Market development: We are entering a phase of yield convergence and rising property values. Real estate investors should benefit more than developers, as vacancies are still high.
3. Top picks: Immofinanz and Sparkassen Immo both…
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