TAG Immobilien AG (TAGOF)
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TAG Immobilien AG (TAGOF) Q1 2025 Earnings Call Transcript
TAG Immobilien AG (OTCPK:TAGOF) Q1 2025 Results Conference Call May 15, 2025 4:00 AM ET Company Participants Martin Thiel - Chief Financial Officer Conference Call Participants Marios Pastou - Bernstein Andre Remke - Baader Bank Sheetal Jaimalani - Deutsche Bank Stephanie Dossmann - Jefferies Simon Stippig - Warburg Research Manuel Martin - ODDO Martin Thiel Yes. Many thanks, and good morning, all.
TAG Immobilien AG (TAGOF) Q4 2024 Earnings Call Transcript
TAG Immobilien AG (OTCPK:TAGOF) Q4 2024 Earnings Conference Call March 25, 2025 5:00 AM ET Company Participants Martin Thiel - Chief Financial Officer Conference Call Participants Marios Pastou - Bernstein Thomas Neuhold - Kepler Cheuvreux John Vuong - Van Lanschot Kempen Eleanor Frew - Barclays Thomas Rothäusler - Deutsche Bank Simon Stippig - Warburg Research Kai Klose - Berenberg Manuel Martin - Oddo BHF Dossmann Stephanie - Jefferies André Remke - Baader Bank Operator Ladies and gentlemen, welcome to the TAG Immobilien publication of Annual Report 2024 Conference Call. I am Yousuf, the conference call operator.
TAG Immobilien: There Is Better Value Elsewhere In The German Residential Sector
German residential real estate companies have rebounded due to the ECB's rate cuts, improving investor sentiment, and access to capital markets. TAG Immobilien improved liquidity with a €500 million bond, covering debt maturities until 2025, but still faces short-term refinancing needs. TAG's valuation is high compared to peers, with lower rental growth and higher vacancy rates, making it less attractive for long-term investment.
TAG Immobilien AG (TAGOF) Q3 2024 Earnings Call Transcript
TAG Immobilien AG (OTCPK:TAGOF) Q3 2024 Earnings Conference Call November 13, 2024 4:00 AM ET Company Participants Martin Thiel - Chief Financial Officer Conference Call Participants John Vuong - Van Lanschot Kempen Simon Stippig - Warburg Research Manuel Martin - ODDO Operator Ladies and gentlemen, welcome to the TAG publication of Interim Report Q3 2024 Conference Call. I will remind you that all participants will be listen-only mode.
TAG Immobilien AG (TAGOF) Q2 2024 Earnings Call Transcript
TAG Immobilien AG (OTCPK:TAGOF) Q2 2024 Earnings Conference Call August 13, 2024 4:00 AM ET Company Participants Martin Thiel - Chief Financial Officer Conference Call Participants Marios Pastou - Bernstein John Vuong - Van Lanschot Kempen Celine Soo-Huynh - Barclays Simon Stippig - Warburg Research Manuel Martin - ODDO Operator Ladies and gentlemen, welcome to the Publication of Half Year Report 2024 Conference Call. I am Shari, the Chorus Call operator.
TAG Immobilien: Not Attractive Enough Following Q2 Earnings
TAG Immobilien faces liquidity issues and is no longer undervalued, making its risk-return profile unattractive. Q2 2024 earnings show operational resilience, but portfolio valuation remains pressured by higher rates. Improved funding conditions and investor sentiment may benefit TAG, but its liquidity profile and uncertain dividend make it less appealing.
