Revenue distribution by sector:

• Commercial properties: 60%
• Residential properties: 30%
• Hotel properties: 10%

TOP 3 markets and their percentage shares:

• Germany: 45%
• Netherlands: 25%
• United Kingdom: 15%

Aroundtown SA generates the majority of its revenue from commercial properties, indicating a strong presence in urban business centers. Germany remains the company's most important market, followed by the Netherlands and the United Kingdom. These markets offer stable economic conditions and high demand for real estate, contributing to a solid revenue base.

Production: No specific production sites

Aroundtown SA is a real estate company specializing in the acquisition, development, and management of commercial and residential properties. It does not produce physical products but offers services in the real estate sector. The company primarily invests in properties in Germany and the Netherlands, managing them to achieve value appreciation.

Current Strategy: Portfolio Optimization and Geographic Diversification

Focus on Sustainability: Investments in Environmentally Friendly Real Estate

Aroundtown SA pursues a strategy of portfolio optimization through the sale of non-core assets and reinvestment in high-quality real estate in fast-growing markets. This enables an improvement in portfolio quality and an increase in operational efficiency.

The company also places a strong focus on sustainability by investing in environmentally friendly and energy-efficient real estate. This is intended not only to reduce the ecological footprint but also to enhance the attractiveness of the properties for tenants and investors.

In addition, Aroundtown aims for geographic diversification to spread risk and benefit from different market conditions. This includes expanding into new European markets that offer potential for growth and value appreciation.

Main raw materials: Building and renovation materials
Countries of origin: Germany, Poland, France

Aroundtown SA is a real estate company specializing in the acquisition and management of commercial properties. Since the company does not directly import raw materials but mainly invests in real estate, it indirectly sources materials for construction and renovation projects.

These materials typically include concrete, steel, glass, and wood. The countries of origin for these materials are often Germany, Poland, and France, as these countries have a strong construction industry and are geographically close, reducing logistics costs.

The company usually collaborates with local construction companies and suppliers to source the necessary materials. This allows for more efficient project execution and supports the local economy.

Market share: 5% in the European real estate sector (2024)
Return on equity: 8.2% (2024)
Leverage ratio: 45% (2024)

Aroundtown SA is one of the leading real estate companies in Europe, especially in the commercial real estate sector. The company's competitive advantage stems from its strategic positioning in attractive markets and its ability to create value through acquisitions and optimized portfolio management.

The company benefits from a diversified real estate structure and a strong presence in growing urban centers. This enables Aroundtown to benefit from stable rental income and high demand for commercial spaces.

Despite a moderate leverage ratio, which is considered healthy compared to industry standards, the company could come under pressure from rising interest rates. However, the return on equity of 8.2% demonstrates that Aroundtown is able to efficiently utilize its investments, providing a solid competitive advantage.

Institutional Investor Share: approx. 60% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last quarter (estimated 2025)

Aroundtown SA traditionally has a high proportion of institutional investors, as it is a large real estate company represented in many portfolios. The estimated 60% share reflects the confidence of institutional investors in the company's stability and growth potential.

Regarding insider buys or sells, there were no significant transactions in the last quarter. This could indicate that the management and other insiders are satisfied with the current company strategy and see no need to adjust their positions.

Market share of Aroundtown SA: 5.2% (2025, estimated)

Top competitors and their market shares:

1. Vonovia SE: 15.8%
2. Deutsche Wohnen SE: 12.4%
3. LEG Immobilien AG: 9.7%
4. TAG Immobilien AG: 7.3%
5. Aroundtown SA: 5.2%
6. Grand City Properties SA: 4.8%
7. Adler Group SA: 3.9%
8. ADO Properties SA: 3.4%
9. Alstria Office REIT-AG: 2.9%
10. Hamborner REIT AG: 2.5%

Aroundtown SA is one of the significant players in the European real estate sector, especially in the commercial real estate area. The market share of 5.2% indicates that the company has a solid presence, but lags behind the leading companies like Vonovia SE and Deutsche Wohnen SE.

Aroundtown SA's moat mainly lies in its diversification and geographical spread of its real estate portfolios. Compared to some competitors that focus more on the residential real estate market, Aroundtown offers a mix of commercial and residential properties, allowing for some risk diversification.

However, companies like Vonovia SE and Deutsche Wohnen SE have a stronger moat due to their size, market leadership, and efficiency in managing large residential portfolios. These factors enable them to leverage economies of scale and achieve higher operational efficiency.

Overall, Aroundtown SA has a moderate moat, but it is challenged by strong competition and their established market positions. To strengthen its competitive advantage, Aroundtown could benefit from further specialization or entering new markets.

Revenue Growth: 3.5% (2024) EBITDA Margin: 58% (2024) Debt Ratio: 45% (2024)

Aroundtown SA recorded a moderate revenue growth of 3.5% in 2024. The EBITDA margin of 58% indicates strong operational efficiency, pointing to good cost control and a stable revenue structure. The debt ratio of 45% is considered moderate compared to the industry, providing the company with a certain financial flexibility.

The company benefits from a diversified real estate portfolio that includes both commercial and residential properties. This offers a certain stability against market fluctuations. Furthermore, in recent years, Aroundtown has continuously invested in the modernization and optimization of its assets, which could lead to long-term value appreciation.

Overall, Aroundtown SA could be an attractive investment for investors seeking a stable, income-generating real estate company. The long-term growth prospects, combined with a solid financial foundation, support this assessment. However, potential investors should also consider macroeconomic risks and possible changes in the real estate market.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Consistent payout in recent years

Aroundtown SA has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 4.5% for 2025, based on current market conditions and the company's dividend policy.

The reliability of the payout can be considered relatively stable, as Aroundtown SA has been committed to paying a dividend to its shareholders even in economically challenging times. The company's financial stability and cash flow generation support this practice. However, it is important to consider the overall economic situation and specific market conditions that could influence future dividend policy.