Covid-19

Geachte Mevrouw, Mijnheer, 

Gelieve hierna ons perspericht te vinden met betrekking tot Covid-19.

Hoogachtend,

Bijlage

EN
14/04/2020

Underlying

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Reports on Ascencio SCA

Francesca Ferragina ... (+2)
  • Francesca Ferragina
  • Michiel Vereycken

Retail Real Estate Update/Looking for defensiveness

The retail segment outperformed in 2025 driven by strong operational momentum. Fundamentals remain strong but the Middle East conflict is a risk due to its impact on inflation/rates, energy prices and purchasing power. That is why we favour defensive names: we reward food exposure, convenience centres and low OCRs mixed with healthy balance sheets. Retail Estates ticks all the boxes. Eurocommercial has the cheapest valuation (41.5% discount to 2026F NAV) and its dominant shopping centres have de...

Francesca Ferragina ... (+2)
  • Francesca Ferragina
  • Michiel Vereycken

Behind the bricks/ING Real Estate Monthly – February roundup

This edition marks the launch of the ING Real Estate Monthly, your one-stop snapshot of what is moving in European real estate, with a focus on the Benelux.

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