Heimstaden Pref WKN: A3CMPQ ISIN: SE0015949037 Forum: Aktien Thema: Hauptdiskussion

So können Alecta und Folksam das krisengeschüttelte Heimstaden retten: Auf der Suche nach neuem Kapital öffnet sich der Wohnungsriese Heimstaden Bostad nun der Praxis, milliardenschwere Immobilien an die Großeigentümer Alecta und Folksam zu verkaufen. Ein weiterer Krisenschritt von Heimstaden Bostad besteht darin, zu versuchen, neben den schwedischen Rentenverwaltern völlig neue Aktionäre zu finden, die neu gedruckte Aktien mit einem Abschlag kaufen können. https://www.di.se/nyheter/nya-vandningen-sa-kan-alecta-och-folksam-radda-krisande-heimstaden/

Umgekehrt, wie hoch werden die Abwertungen im Vonovia Schweden Portfolio ausfallen? Nordische Immobilienunternehmen müssen auch in Q3 mit Wertberichtigungen rechnen. https://www.boersennews.de/community/diskussion/sbb/61506/83212623/

Heimstaden's massive divestment plan: In a new major plan, Heimstaden Bostad will turn its focus to the privatization of housing in five markets. The goal is to establish the BBB rating and pay off debts. https://nordicpropertynews.com/article/8925/heimstadens-massive-divestment-plan

Heimstaden Bostad Sells Dutch Homes - about 20% of Dutch portfolio https://www.bloomberg.com/news/articles/2023-10-23/heimstaden-bostad-expects-to-get-at-least-620-million-from-sale-of-dutch-homes

Alecta sees loss in alternatives portfolio: The losses in the first nine months reflect in part the fund's 49 billion kronor bet on heavily indebted landlord Heimstaden Bostad...currently the subject of two separate investigations by Sweden's financial watchdog. https://www.pionline.com/alternatives/alecta-swedish-fund-hit-svb-sees-loss-alternatives-portfolio

Troubled Swedish pension giant delivers negative Q3 return Declining stock markets affected Alecta’s return in the third quarter, the pension firm’s CEO says. Alecta doesn’t reveal if the value of its troubled Heimstaden investment has been evalated in Q3. https://amwatch.com/AMNews/Pension/article16527227.ece

Nordische Immobilienunternehmen müssen auch in Q3 mit Wertberichtigungen rechnen https://ch.marketscreener.com/kurs/aktie/FABEGE-AB-PUBL-43180160/news/Nordische-Immobilienunternehmen-mussen-auch-in-Q3-mit-Wertberichtigungen-rechnen-45076338/

Analysis: Lessons to be learned from Alecta's investment mess https://amwatch.com/AMNews/Pension/article16507236.ece

European landlords with most bonds outstanding https://finance.yahoo.com/news/sweden-real-estate-crisis-threatens-030003201.html

Real Estate Challenges Impact Sweden and Alecta https://www.swfinstitute.org/news/99987/real-estate-hits-sweden-and-alecta

Sweden’s Real Estate Crisis Threatens Its Biggest Pension Fund: After losing $2 billion last spring, Alecta is under the spotlight again for its sizeable stake in Heimstaden Bostad https://www.bloomberg.com/news/articles/2023-10-06/sweden-s-biggest-pension-fund-alecta-faces-looming-crisisworks-for-me

Heimstaden accelerates Iceland exit https://realassets.ipe.com/news/heimstaden-accelerates-iceland-exit-with-sale-of-residential-company/10069339.article

Heimstaden Divests Icelandic Portfolio: Heimstaden AB has today agreed to divest 100% of the shares in the Icelandic residential real estate company Heimstaden ehf. to Fredensborg AS. The transaction will close in October 2023. https://news.cision.com/heimstaden/r/heimstaden-divests-icelandic-portfolio,c3848336

Heimstaden Bostad is currently two steps above a junk rating, but a downgrade to BB+ or lower would have major ripple effects across the industry. The residential landlord holds about US$12 billion in outstanding public debt, putting it among the biggest bond issuers in Europe’s property sector, according to data compiled by Bloomberg. https://www.businesstimes.com.sg/companies-markets/swedens-real-estate-crisis-threatens-its-biggest-pension-fund

Sweden Calls Real Estate Talks With Worries Mounting : Sweden’s Financial Supervisory Authority “is today conducting a roundtable discussion with relevant industry players and authorities about real estate valuations https://www.bloomberg.com/news/articles/2023-10-06/swedish-watchdog-summons-landlords-over-property-valuations

ECB Interview with Financial Times: Are there any signs of distress in the property sector? In commercial property there has been a very important decline in prices, mainly in some Nordic countries. The main problems have appeared in Sweden, Finland, the Nordic countries...https://www.ecb.europa.eu/press/inter/date/2023/html/ecb.in231002~2a2d3293c1.en.html