Everything on Corporate Valuation

Real estate equities trade at deep discounts to net asset value despite stable dividend yields and operational improvements. Rate sensitivity and regulatory constraints suppress valuations regardless of underlying portfolio quality.

Impact: Investors can capitalize on mispricing by focusing on EPRA-NTA discounts and management execution rather than headline interest rate fears.

— from Geopolitical Volatility, Asset Reallocation, and German Economic Reforms · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Mar 24, 2026