CPINV's lease holds will expire from 2026 till 2043. The first negative impact of two leases that expire in FY26 was visible in the 4Q24/1Q25 rental income. We believe there is a lot of confusion in the investor community around these leases and we aim to debunk some myths with this note. No matter how these scenario's unfold, there will be negative rent reversion on these leases ranging from –60 to -20%. Given the negative rental income drag and the limited upside to our unchanged TP of EUR 14...
Care property invest reports results above our expectations. The full year EPRA EPS guidance increase slightly. The difference comes from higher like-for-like rental growth and lower than expected corporate costs. The latter is due to a one-off revision of an earlier made provision. In 4Q24, the like-for-like rental growth came in below the peers. This changed in 1Q25 at a 3.0% indexation pass on. The first impact of the old lease portfolio (2x expire in FY26) start to be visible in the rental i...
A director at Care Property Invest bought 2,500 shares at 13.640EUR and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
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