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Tony
@TBStyler
2Année·

By far my worst investment.

Admittedly, I am actually bullish on VONOVIA, but the current drop is insane.


Of course there are risks, but I see them as quite low for VONOVIA. Rents are paid, I think, even in a cooling economy ... and the rising interest rates should also make VONOVIA hardly to create, because they have quite long fixed interest rates. Or am I missing something here? Long I am and remain bullish. Nachkaufen I dare but believe now no longer ...

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11 Commentaires
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Homer@Simpson
2Année
The debts are secured long-term at fixed interest rates, new debts should not be taken up for the time being. Now there is 5% dividend and you should take the opportunity. I have the share at 45 € bought at 40 € at 36 € and today again put 10 pieces in the depot and will continue to tun☺️👍
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Nostradonkey💩@DonkeyInvestor
2Année
Real estate, especially in Germany, is currently too hot for me. Too much uncertainty in all directions.
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Zoro@RoronoaZoro
2Année
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Johannes@Johannes_J
2Année
@DonkeyInvestor Especially when the ECB starts to raise interest rates, it will be interesting to see how much this affects the price
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Alexander Schober@alexschober_
2Année
i bought the thing at 47€, don't understand the drop at all. but i'm just as bullish for the long term. i'm also very unsure about buying more, wait and see in the current market situation, you never know
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MaK@DollarDon
2Année
I bought more on Friday. In my opinion, there are only 3 ways in which Vonovia cannot grow in the long term:
1. demand for affordable housing and rents decrease
2. management suffers a total failure including balance sheet fraud
3. apartments are destroyed by war

All 3 are very unrealistic in my view, which is why I remain bullish 🚀
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Nostradonkey💩@DonkeyInvestor
2Année
@DollarDon 4. extremely low interest rates in the long term are already priced in and the opposite is happening
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Gamla S.@gamlasvensk
2Année
Vonovia is also one of my big positions, but the dip is understandable.

There was a capital increase, the Berlin cluster risk with the DeuWo expropriation campaign, generally rising costs for materials and tradesmen (whether construction or maintenance) which cannot be passed on to the same extent, the dangerous Adler investment and then the rising interest rate makes new buildings more difficult and the dilution through stock dividends.

So I'm not bullish at all at the moment. Yes, we always get used to it, but that's still a lot of points. Are you not critical of this?
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Tony@TBStyler
2Année
@gamlasvensk The Adler participation is small, the Berlin expropriation is rather unrealistic (I live here, in fact VONOVIA is the best landlord so far) and craftsmen's costs are relative, as they are all subcontractors of VONOVIA.

The capital increase and stock dividends are always problematic, but if the largest takes over the second largest, I think that's okay.
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Tony@TBStyler
2Année
@gamlasvensk Thank you for your critical opinion!
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Gamla S.@gamlasvensk
2Année
@TBStyler am also a tenant ofovia and very satisfied. But it's not just the company's own subcontractors. If there is damage in the bathroom, an external company does it, as well as renovation work when old tenants move out. And these costs cannot be passed on in full due to the current situation, the rent freeze. I'm not talking about the cost of running costs.

I voted against expropriating DeuWo myself, but it's just not clear in which direction it will go. Something will happen, which is also likely due to the red-green participation in the federal government.

And as far as I know, Vonovia holds 25% of Adler. In the Wirecard worst-case scenario, they will be written off at 0.

All in all, not so rosy in the current environment.

But still better than palantir 😅
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