Fabian Lippoldt

German Deutsche Konsum REIT-AG has published its results for the 2023/2024 financial year having significantly reduced its debt by €88.6m through targeted asset disposals and reducing its LTV from 57.2% compared to 61.6% in the previous year: https://bit.ly/4fsVLH4 #realestatenews #assetmanagement #reit #listedcompanies #germany #propertyowners #shareholders #businessnews #propertyfund #landlords #realestateinvestment #investorrelations #propertynews #europe #JSE #commercialrealestate

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🔋 Great read about the real situation in Germany besides boulevard press. It clearly reflects the development of large-scale and home storage systems and the effects on the German energy industry - “The national energy discussion, including the media one, is completely disconnected from this development. It revolves around retro or fantasy technology. This is also a media problem. Whatever the next federal government looks like, it must above all get out of the way. So permanently eliminate double costs for storage and withdrawal, simplify approvals, clarify framework conditions, deregulate. Then we will not recognize our energy system in ten years. It will be cleaner, more flexible, better and cheaper.” #pv #solar #BESS #residentialsolar #storage https://lnkd.in/dZTaN-Je

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Vonovia and Deutsche Wohnen Gruppe agree on the conclusion of a domination agreement. We recently met with Vonovia CEO Rolf Buch, and found him to be sincere, honest and strategic. We also accept his position that this situation follows the letter of the law from a Vonovia perspective. However, it is clear that Deutsche Wohnen Gruppe has not been managed in the best interests of shareholders. I cannot find the independent valuation of the company that is required to meet the requirements of the domination agreement. From our perspective, this highlights the failures of German regulation, corporate governance and the legal framework. However, as investors, we accept that the laws and regulations are a thousand shades of grey, and our job is to identify high risk-adjusted payoff profiles. Statement: Vonovia SE and Deutsche Wohnen SE agree on conclusion of domination and profit and loss transfer agreement and on the exchange ratio for the compensation and the fixed annual payment between Vonovia SE and Deutsche Wohnen SE Bochum, 14 December 2024 - As announced on 18 September , 2024, Vonovia SE (“Vonovia”) and Deutsche Wohnen SE (“Deutsche Wohnen”) intend to conclude a domination and profit and loss transfer agreement with Vonovia as the controlling entity and Deutsche Wohnen as the controlled entity. After completion of the work of the jointly appointed valuation expert, and with the approvals of the respective supervisory boards, Vonovia and Deutsche Wohnen have agreed, subject to the audit opinion of the court-appointed contract auditor, to offer to the minority shareholders of Deutsche Wohnen in the domination and profit and loss transfer agreement to exchange their shares at an exchange ratio of 0.7947 Vonovia shares per Deutsche Wohnen share. In addition, Vonovia and Deutsche Wohnen have agreed, subject to the aforementioned outcome of the audit, that a fixed annual payment in the amount of EUR 1.22 gross (or EUR 1.03 net after deduction of current corporate income tax plus solidarity surcharge) per Deutsche Wohnen share for each full business year shall be paid. In order to become effective, the domination and profit and loss transfer agreement requires the approval of the general shareholders' meetings of Deutsche Wohnen, scheduled for 23 January, 2025, and Vonovia, which will be convened for 24 January, 2025, respectively, as well as entry into the commercial register of Deutsche Wohnen. To create the Vonovia shares to be granted to the shareholders of Deutsche Wohnen if they decide to accept the compensation offered in the domination and profit and loss transfer agreement, a correspondingly structured conditional capital will be proposed to the general shareholders' meeting of Vonovia together with the approval of the agreement. The convening notices for the two extraordinary shareholder meetings, containing further details on the planned domination and profit and loss transfer agreement, are to be published in the next few days.

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Great Discussion at „industry meets energy“ in Essen. In the area of ​​electricity, in-house generation will play an increasingly important role for industrial companies 💰billions of investment needed to beat rising energy costs in order to enable on-site energy production 🏭long term financing and PPAs with 25 years duration to be competitive and to produce energy where it’s needed 😤 Grid costs as well as skyrocketing CO2-prices are going to increase energy costs 🔛 energy production will be decentralized #energy #PPA #VPP #financing #infrastructure #privateequity #energytransition #CO2 #solar #storage https://lnkd.in/dFryMCxs

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FAP Group's 2024 Real Estate Private Debt Report highlights significant changes in Germany's alternative real estate financing landscape. Despite ECB rate cuts, traditional lenders remain cautious, creating opportunities for alternative lenders to step in. FAP Group's Managing Partner, Hanno Kowalski, notes a rise in inquiries, particularly in Q2 2024, as alternative lenders demonstrate agility banks cannot match. Charles Kingston | REFIRE Ltd. https://lnkd.in/ecF-j_48 #RealEstate #RealEstateInvesting

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5th Real Estate Investment Day in Frankfurt! This year’s Real Estate Investment Day took place in Frankfurt am Main as investment and fund managers joined industry consultants and fund initiators from the property sector to talk about current developments worldwide. Healthcare Real Estate was high on the agenda and our Managing Director Berthold Becker participated in the prominent panel debate. The hybrid session was well received with 200 c-level executives in the room. 🎙️Together with Ron van Bloois, Co-Founder / Chair Senior Housing & Healthcare Association, Associate Professor at Amsterdam School of Real Estate (ASRE), and CEO of MI, they discussed the potential of the German and Pan-European healthcare property sector. Two important derivations from the discussion: - The Healthcare Real Estate sector provides great fundamentals and opportunities ahead and hence, it highly deserves a positive impetus again in order to restore confidence on the capital market. - To understand Healthcare Real Estate it is immanently important to understand in details of the underlying business of the tenants and operators. Hence, Healthcare Real Estate requires specialized expertise and know-how. #TSC #event #realestate #investment #frankfurt

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🗞️ Our portfolio company Liqid has been spotlighted in LGT Private Banking’s Insights magazine!   🖥️ Lightrock partnered with Liqid, which provides sustainable and scalable data centre solutions that decreases demand for power and cooling measures, back in 2021. It does this by enabling data centre infrastructure to flexibly adapt its outputs, whilst traditional models are designed to max out every server to function at peak workload levels (even when not required).   ⚡ In this article, Tobias Aellig, CFA, explores the global demands for data centres, the bottlenecks in the market, and how the world needs to balance the trend of electrification with the demands for decarbonisation.   🔗 To learn more about the data centre market and Liqid, click on the link in the comments. 

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Pexapark has proven to be a useful source of PPA pricing information to MPC Capital AG.   Heike Hülle, the company’s Managing Director for Infrastructure investments & Investor Coverage explains how PexaQuote, Europe’s trusted PPA Price Intelligence Platform, is being used to get a better feel for PPA market and to benchmark their own valuation assumptions for projects. Europe’s leading energy companies access daily #PPA reference prices via PexaQuote - Pexapark’s Price Intelligence Platform. To learn about PexaQuote, get in touch with Pexapark for an intro call 👉: https://lnkd.in/esk56ZGD #renewableenergy #renewables #energytransition #marketintelligence

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𝗞𝗳𝗪 𝗜𝗣𝗘𝗫-𝗕𝗮𝗻𝗸 𝗳𝗶𝗻𝗮𝗻𝗰𝗲𝘀 𝘁𝗵𝗲 𝗱𝗲𝗰𝗮𝗿𝗯𝗼𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗲𝗻𝗲𝗿𝗴𝘆 𝘀𝘂𝗽𝗽𝗹𝘆 𝗶𝗻 𝗙𝗶𝗻𝗹𝗮𝗻𝗱 A banking club including KfW IPEX-Bank, SEB and Hamburg Commercial Bank is providing over EUR 100 million for Auris Energia. The company provides fuel and energy as a service, and it will use the financing for industrial electrification and the development of sustainable energy infrastructure in Finland. The financing also supports the expansion of the production of renewable gases and energy infrastructure projects supporting the deployment of renewable energy. In addition, the financing enables investments in new technologies that contribute to achieving Finland’s carbon neutrality goals. “We are glad to have won Auris Energia as a new client” says Andreas Ufer, member of the Management Board of KfW IPEX-Bank. “With our financing we support Finland's energy transition and underline our commitment for a decarbonized future.” Auris Energia is fully owned by the abrdn infrastructure fund, which has a long history of supporting European sustainability and infrastructure projects. #energy #RenewableEnergy #infrastructure #transformation #energyasaservice #InfrastructureFinance #IPEX

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01.07.2024 - Investoren Plattform News: Real Estate Mapped: The World’s Least Affordable Housing Markets in 2024 Data and Key Takeaway The median price-to-income ratio compares median house price to median household income within each market. A higher ratio (higher prices relative to incomes) means a city is less affordable. See the following table for all of the data we used to create this graphic. Note that this analysis covers 94 markets […] und mehr als 8.200 weitere Artikel finden Sie unter: https://lnkd.in/eKPzZdy8

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📈🛡 Protection against #inflation will remain a key topic for investors going forward. Real estate is one of the asset classes possessing inflation-hedging properties. For investors eyeing opportunities within Germany, the #residential and #logistics sectors currently emerge as the most compelling #realestate asset classes. But what's the data behind this trend and what future developments can we anticipate❓ Christine Reitsamer provides insights. #KPMGrealestate #realestatemarket #realestateinvestment

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TA Europe enables five major Residential Portfolio Transactions from Q2 to Q4 in 2024   Over the past nine months, our transaction team has manged five major #PortfolioTransactions, totalling approximately 11,200 residential units across Germany!   TA Europe's consulting services were not limited to traditional analyses in the context of buy & hold, but are increasingly focusing on the increasingly important “develop-to-green” strategies, including the identification of optimization opportunities in the #ESG spectrum and the preparation of funding applications for conversion measures.   From spring to autumn 2024 we have enabled four different investors to buy five residential portfolios in Germany. How did we master this challenge? Our self-developed software #TAGURU enables our team to execute multiple portfolio technical due diligences in parallel, in shorter time, with higher quality and precise capex evaluations (details on GURU see here). As portfolio specialists TA Europe not only inspected over 300 sites in just six weeks but also developed customized solutions designed specifically to meet the distinct needs for two key projects encompassing a total of around 10,200 residential units. Together with the client, we developed a handmade, unique solution for the data collection, review and reporting. The result enabled the client to analyse and negotiate the projects better and faster, based on very specific key facts.   All in all TA Europe delivered exactly the results on time and budget, required by the clients to close these five major residential deals successfully.   🔹 Residential Portfolio I – Net Zero Group - 244 residential assets in Lower Saxony, NRW, and Schleswig-Holstein  - Approx. 7,800 residential units - Service: Customized TDD 🔹 Residential Portfolio II – Net Zero Group - 66 residential assets in NRW - Approx. 2,400 residential units - Service: Customized TDD 🔹 Project Hella – Tristan Capital Partners - 26 residential assets in Hesse - 394 residential units - Service: TDD with a focus on energy optimization potential and strategic holding periods for the properties 🔹 Project Elements – ARTINVEST - 4 residential assets with a small commercial share in Hesse, NRW, and Lower Saxony - 318 residential units - Service: TDD and ESG, along with support in purchase contract negotiations 🔹 Project Endor – AEW - 7 residential assets including commercial and retail units with a diverse tenant mix (restaurants, shops, educational institutions) in Hesse - 255 residential units - Service: TDD and ESG – including CREEM baseline and ongoing project monitoring    A big thank you to our outstanding Transaction and ESG teams in Frankfurt, Berlin, and Essen – you have done an excellent job and made these projects a success!   #TAEurope #RealEstate #ResidentialPortfolio #PortfolioDueDiligence #TDD #TrustedPartner

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Are you looking out through the windshield in front of you ? 🏎️ With prescriptive #intelligence based on massive amounts of #data you don't have to rely on the rear-view mirror anymore. So far the #realestate industry has been old-fashioned, but it is evident that doing things the old-school way is not way forward. The Tembi customers are the ones that want to lead in their industry and to be the front runners. And the word is spreading throughout Europe. Therefore I am immensely excited to speak at the Digital Real Estate Summit in Basel🇨🇭 in March 2025. I've promised Peter Staub and Andrea Leu to show how #AI-driven #marketintelligence at scale is changing the real estate industry in a track with Jakob Kær Bille Krogh Nielsen from A.P. Moller - Maersk. #DigitalRealEstateSummit #Immobilienbranche #Digitalisierung #InnovationImmobilien #PropTech #ZukunftImmobilien #ImmobilienDigital #ai #data #opendata Dennis Poulsen Vasarė M. Thomas Overholt Hansen https://lnkd.in/etZ5qjW2

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Forbes. MILLIONS WITH REAL ESTATE. https://lnkd.in/d8ZxJ7mn #Vanbuchin #Forbes #Business #Realestate #immobilien #RolandVanbuchin Best, Roland Vanbuchin

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👏☀️👷 national parliament of the Federal Republic of Germany finally approved the new solar Programm (Solarpaket 1) and climate protection law after months and months (since August 2023) of postponements. This pending approval confused consumers and clients which delayed their decision „to go solar“. Major key points: ✅ This means that 19 gigawatts would have to be added annually in the future in order to achieve the expansion target of 215 gigawatts for solar in 2030. According to the federal government's draft law on the solar package, half of the new solar systems should be on buildings, especially roofs, and the other half on open spaces such as fields. ✅ In addition, hurdles for so-called tenant electricity, where the electricity for a residential building comes from the on-site solar system, should be reduced. Solar on the roof should come with improved funding conditions, Increased subsidy rates and uncomplicated billing options for self-used electricity will become much more attractive. ✅ In the case of balcony power plants, which are becoming increasingly popular, it is intended that they no longer have to be reported to the network operator.

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Beyond the buzzwords. If you are interested in how to actually and successfully use GenAI in your energy company reach out to us and we will help you through all the relevant elements via our proven assets: - Extensive GenAI use-case library - Proven GenAI Strategy methodology - Proven Prompt academy - Established GenAI Target Operating Model design - Innovative GenAI sustainability tools …

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Increase in excess demand on a number of German housing markets – Empira “The sum total of investments in residential portfolios with at least 30 units, the professional segment therefore, could gain noticeably in size again. This significant increase in investment activity can be interpreted as a sign of a market recovery and indicates that residential real estate is still an important stability anchor for institutional portfolios,” explains Prof. Dr. Steffen Metzner, Head of Research at the Empira Group. Empira Group #residential #realestate #housingcrisis #germany https://lnkd.in/d8iG-wd3

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