IREIT Global (IREIT)

Broker's Calls

RHB maintains ‘buy’ call on IREIT Global with lowered TP of 40 cents following exit of key tenant

The analyst sees the REIT’s current redevelopment of the Berlin Campus as a medium-term positive move.
IREIT’s Berlin Campus to cost upwards of EUR15 mil in capex - THE EDGE SINGAPORE

REITs

IREIT’s Berlin Campus to cost upwards of EUR15 mil in capex

The campus is currently 100% leased with a main tenant, Deutsche Telekom, whose lease will expire in December 2024.

Results

IREIT Global portfolio occupancy up to 91.5% in 1QFY2024, gearing falls slightly to 37%

IREIT Global has posted higher portfolio occupancy of 91.5% as at end-March, up from 90.4% as at end-2023.
Analysts lower estimates slightly on IREIT Global after FY2023 narrowly missed expectations - THE EDGE SINGAPORE

Broker's Calls

Analysts lower estimates slightly on IREIT Global after FY2023 narrowly missed expectations

Diversifying portfolio remains key strategy; Germany still ‘interesting’, says the REIT.
IREIT reports lower DPU of 1.87 euro cents for the FY2023, a 30.5% y-o-y decline - THE EDGE SINGAPORE

Results

IREIT reports lower DPU of 1.87 euro cents for the FY2023, a 30.5% y-o-y decline

This is due to a lower distributable income and the enlarged unit base in 2H2023.

REITs

IREIT Global's portfolio valuation down 5.4% y-o-y to EUR899 mil

The independent valuation from was a decrease of 2.6% from its portfolio valuation of €950.5 mil as at end-June last year.

Broker's Calls

RHB upgrades IREIT Global to ‘buy’ after divestment of Spanish office asset

Analyst Vijay Natarajan has also lifted his target price estimate to 47 cents from 42 cents previously.
IREIT Global's portfolio valuation grows to EUR999.5 mil after acquisitions in France - THE EDGE SINGAPORE

Results

IREIT Global's portfolio valuation grows to EUR999.5 mil after acquisitions in France

the acquisition of 17 retail properties in France, occupied by European discount retailer B&M Group, was completed on Sept 5.

Broker's Calls

RHB cuts IREIT Global’s TP to 42 cents on ‘muted outlook’

Looking ahead, analyst Vijay Natarajan is expecting IREIT’s DPU for the 2HFY2023 to remain weak.
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