Eurocommercial Properties – operator of shopping centers throughout Europe – just got another vote of confidence from Berenberg after spotlighting strong numbers at Belgium’s Woluwe mall and plans to modernize its Italian properties starting in 2026. The analysts pointed to the company’s defensive playbook: asset-backed financing with an 80% hedge ratio, helping keep its cash flows predictable even when markets are choppy. On top of that, the company’s ramped-up digital efforts – especially its digital twins technology for managing properties – are expected to drive efficiency and shrink operating costs. While these steps may not be industry game-changers on their own, Berenberg sees them as key to keeping risk low and income reliable over the long haul.
https://finimize.com/content/berenberg-still-likes-eurocommercial-properties-defensive-strategy