Report
Inna Maslova

Montea - Feedback from Capital Markets Days

Montea hosted its first ever CMD which took place in Belgium. The CMD comprised an in-depth review of Montea's activity markets as well as two asset visits.In the coming months, Montea plans to invest EUR 30m in battery storage system in Belgium and The Netherlands at an IRR of 10%.Overall, Europe is currently seeing a strong ongoing trend with proximity and resilience of supply chains playing a key role. Considering the current landbank, Montea believes that investing EUR 300m p.a. in four markets should be achievable.We believe that France boasts a sizeable future growth potential for Montea, especially when considering
Underlying
Montea SCA

Montea Comm VA, formerly Montea CVA, is a Belgium-based real estate investment trust specialized in logistics and semi-industrial real estate in Belgium, the Netherlands and France. The Company's property portfolio represents approximately a surface of 584,694 Square meters (m2) across 37 sites. Its group companies include, among others, Montea Management NV, Montea Comm. VA, Acer Park NV, Montea Nederland NV, Montea Almere NV, Montea Rotterdam NV, SCI Actipole Cambrai, SCI Sagittaire, SCI Saxo, SCI Sevigne, SCI Socrate and SCI 3R. In addition, the Company also partners with Decathlon.

Provider
Degroof Petercam
Degroof Petercam

​We are an investment house with Belgian roots founded on more than 150 years of trust.

As a private company owned by long-term committed shareholders, we are independent. Naturally and structurally. Our experts have the knowledge to think and act without bias, and to make decisions that benefit our clients. Today and tomorrow.

Analysts
Inna Maslova

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