La stabilisation des taux d’intérêt et de l’inflation devrait créer un climat plus favorable à l’investissement et permettre aux sociétés immobilières de poursuivre la mise en œuvre de leur feuille de route tout en faisant preuve de prudence. Dans ce contexte, le commerce et la logistique nous semblent les mieux positionnés et nous privilégions CTP, Merlin Properties, Shurgard, URW, VGP comme les plus à même d’exécuter leur stratégie de croissance. Nous relevons notre opinion à Surperformance su...
With stabilising interest rates and inflation creating a more favourable climate for investment, the stocks in our coverage universe should be able to continue to implement their roadmaps, while remaining cautious. On this basis, we think retail and logistics are the best positioned, and see CTP, Merlin Properties, Shurgard, URW and VGP as the best placed to execute their growth strategies. We are upgrading WDP, Safestore and Instone, to Outperform, downgrading Big Yellow, Colonial-SFL, INEA, L...
European real estate rebounded in 2025, signalling positive momentum after two difficult years. In 2026, we expect investors to adapt to a new, normalised environment with recalibrated profitability that should drive transaction activity. This comes alongside a normalisation of rents (on the back of lower inflation) – a slowdown that will be notable but largely expected. We see a company's ability (and willingness) to pursue EPS-accretive investments and being active in capital recycling opportu...
Chief Financial Officer transition at Vastned Vastned announces today that its Chief Financial Officer, Barbara Gheysen, stepped down from her role on 31 December 2025 to pursue new opportunities. Her duties will be temporarily allocated among the management team and Vastned will actively seek a replacement. The company expects to announce a new CFO in the coming months. Since joining Vastned in September 2024, Barbara Gheysen has been a member of the Group’s Executive Committee, supporting the company and its subsidiaries through an important period of transformation and strategic progres...
CFO transitie bij Vastned Vastned maakt vandaag bekend dat haar Chief Financial Officer, Barbara Gheysen, per 31 december 2025 haar functie heeft neergelegd om nieuwe uitdagingen aan te gaan. Haar taken zullen tijdelijk worden verdeeld over het managementteam en Vastned zal actief op zoek gaan naar een vervanger. Het bedrijf verwacht de komende maanden een nieuwe CFO aan testellen. Sinds haar aantreden bij Vastned in september 2024, was Barbara Gheysen lid van het Executive Committee van de Groep en ondersteunde zij het bedrijf en haar dochterondernemingen tijdens een belangrijke periode v...
Disclosure of transparency notification (article 14, first paragraph, of the Law of 2 May 2007) Vastned NV has received on 24 December 2025 a transparency notification dated 23 December 2025, which indicates that FERVET0PUS B.V., as a result of the acquisition of shares on 23 December 2025, now holds more than 3% of the voting rights of Vastned NV. FERVET0PUS B.V. has thus crossed the 3% threshold (upward). Full press release: Attachment
Openbaarmaking van transparantiekennisgeving (artikel 14, eerste lid van de Wet van 2 mei 2007) Vastned NV heeft op 24 december 2025 een transparantiekennisgeving, gedateerd op 23 december 2025, ontvangen waaruit blijkt dat FERVET0PUS B.V., ingevolge de verwerving van aandelen op 23 december 2025, nu meer dan 3% van de stemrechten van Vastned NV bezit. FERVET0PUS B.V. heeft daarmee de deelnemingsdrempel van 3% overschreden. Volledig persbericht: Bijlage
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