【Jefferies-2025研报】街区之上.pdf

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EquityResearch

EUROPE|PropertyRealEstateJune13,2025

TopoftheBlocks

AdailyreportbytheJefferiesEuropeanRealEstateteamsummarizingwhat

youneedtoknowinthesectorinContinentalEuropeandtheUK.

Keytakeawaysoftheday:

•LandSecurities-Managementpresentation:HouseBound

•TAGImmobilien-FeedbackfromCMDinGdansk

•Castellum-EGMcalledonJuly18thtoelectnewBoardmembers

•SwedenLogistics-Speculativewarehouseconstructionleadstomarkethesitation

•FrenchMixed-ImmobilièreDassaultacquires€100mmixed-usebuildinginParis

•UKLogistics-HendersonParkacquires1.4msqftlogisticssiteinWestYorkshire

LandSecurities-Managementpresentation:HouseBound(Jefferies)

•CEOMarkAllanupdatedusontheprogressoftheCMDinFeb,whenarotationofthe

portfoliooutofLondonofficesandsmallersubscalesectorsintothebuild-to-rent(BTR

residentialsectorwasannounced--initiallythroughdevelopmentsandthenacquisition

to1/3ofGAV.TargetEPSgrowthis+5ptoFY30inasectorseeingsofteningguidance.

PremiumBTRinurbanlocationshasstructuralincomegrowthpotentialcorrelatedwith

wagegrowth.Linktoreport

TAGImmobilien-FeedbackfromCMDinGdansk(Jefferies)

•WeattendedTAGsCMDyesterdayinGdansk,Poland,visitingbuilt-to-sellandbuilt-to-

renthousing.JLL,developersfinancingpartnermBank,andTAGsoperationsmanagers

presented.AllconfirmedPolandshousingshortage,strongdemandforrenting,and

creditworthinessimprovementofhomebuyers.Afterasoftyearin2025,pricesare

expecte

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