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Added to YB: 2025-01-29

Pitch date: 2024-12-31

TEG.DE [bullish]

TAG Immobilien AG

-4.51%

current return

Author Info

No bio for this author

Company Info

TAG Immobilien AG, a real estate company, engages in the development, management, and sale of residential property portfolio in Germany.

Market Cap

EUR 2.4B

Pitch Price

EUR 13.54

Price Target

N/A

Dividend

3.13%

EV/EBITDA

18.59

P/E

44.06

EV/Sales

6.05

Sector

Real Estate Management and Development

Category

value

Show full summary:
Third Avenue International Real Estate Value Fund Portfolio Holding: TAG Immobilien AG

TEG.DE: German residential owner with 83k units + Polish subsidiary ROBYG. Building Polish rental portfolio to 10k units in 4 years. German units valued at $66k/unit, below replacement cost. Polish potential not priced in. Trades at discount to private market value, like other EU/UK property cos.

Read full article (2 min)