Report
Florent Laroche-Joubert

Covivio : Catalysts to play in the context of a recovery!

>Residential and office real estate in Germany potential catalysts for 2021 - At our post-publication road show in Paris we received Christophe Kullmann (CEO), Tugdual Millet (CFO), Daniel Frey (co-head Germany) and Paul Arkwright (HIR).(cf. detailed feedback on the following pages)For 2021 we expect Covivio to draw on the quality of its office real estate and residential portfolio in Germany (85% of real estate assets) to provide resilience against the cris...
Underlying
Covivio SA

Fonciere des Regions is a long-term real etaste investor with a focus on office assets. Co.'s portfolio includes investment properties and properties under development. Co. holds a range of real estate assets, to collect lease payments and benefit from appreciation in the assets held. Co.'s activities can be divided into five segments: Office Markets in France; Office Markets in Italy; Logistics; Business Premises; and Car Parks.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Florent Laroche-Joubert

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