Residential properties: approx. 85%
Commercial properties: approx. 10%
Other income: approx. 5%

Top 3 markets:

1. Germany: approx. 70%
2. Poland: approx. 20%
3. Other European markets: approx. 10%

TAG Immobilien AG generates the majority of its revenues from the residential real estate sector, which is typical for the business model of a residential real estate company. The German market is the company's main market, followed by Poland, where TAG Immobilien has expanded its presence in recent years. The remaining revenues come from other European markets, which, however, account for a smaller share compared to Germany and Poland.

Production: Not applicable

TAG Immobilien AG is a real estate company and does not produce physical products. The company is mainly engaged in the development, acquisition, and management of residential properties. Therefore, there are no production facilities in the traditional sense, but rather real estate projects and locations that are managed and developed.

Revenue growth: 5.2% (2025)
Focus on residential properties: Increase of the portfolio by 3,000 units (2025)

TAG Immobilien AG pursues a growth strategy aimed at expanding its residential property portfolio. The company plans to increase its presence in attractive residential areas through targeted acquisitions and the development of new projects.

Another focus is on optimizing the existing property portfolio to increase profitability. This includes investments in modernization measures and energy efficiency projects to increase the value of the properties while reducing operating costs.

In addition, TAG Immobilien is focusing on digital transformation to improve efficiency in management and provide tenants with better service. This strategy is intended to lead to stable and sustainable growth in the long term.

Main materials: Timber, steel, concrete

Countries of origin: Germany, Poland, Czech Republic

TAG Immobilien AG is a company that primarily focuses on the development and management of residential properties. Therefore, it is less directly involved in the import of raw materials, but rather in the procurement of building materials for construction and renovation projects.

The main materials used in construction include timber, steel, and concrete. These materials are often sourced from local and regional suppliers to minimize transportation costs and keep supply chains efficient.

Germany is a significant producer and supplier of construction materials, meaning that many materials can be sourced locally. Additionally, Poland and the Czech Republic are important partners in the construction industry, also supplying building materials. These countries often offer cost-effective alternatives and are strategically located for logistics.

Market share in Germany: approx. 2% (2025, estimated)
Return on equity: 8.5% (2025)
Occupancy rate: 97% (2025)

TAG Immobilien AG has a moderate competitive advantage in the German real estate market. The company benefits from a high occupancy rate of 97%, indicating effective management and strong demand for housing in the regions served by TAG Immobilien.

The return on equity of 8.5% shows that the company is able to efficiently utilize its resources and achieve an attractive return for its shareholders. This is competitive compared to other companies in the real estate industry.

Despite a relatively small market share of about 2% in Germany, TAG Immobilien can maintain a certain competitive advantage through its specialized focus on residential properties and a strong presence in specific regions. Future growth opportunities could be further enhanced through strategic acquisitions and entering new markets.

Institutional Investor Share: Estimate 60-70% (2026)
Insider Buys/Sells: No specific data available (2026)

The institutional investor share in TAG Immobilien AG typically ranges from 60-70%. This is common for large publicly traded real estate companies, as institutional investors such as pension funds and investment companies often hold significant stakes.

Current data on insider buys or sells is not specifically available. However, such transactions are regularly disclosed in company reports or through financial news platforms. It is advisable to consult the latest quarterly reports or regulatory disclosures to obtain up-to-date information.

Current market share of TAG Immobilien AG: Estimate: approximately 5% (2026)

Main competitors and their market shares:

1. Vonovia SE: around 20%
2. Deutsche Wohnen SE: around 15%
3. LEG Immobilien AG: around 10%
4. Grand City Properties: around 8%
5. Aroundtown SA: around 7%
6. TAG Immobilien AG: around 5%
7. Adler Group: around 4%
8. PATRIZIA AG: around 3%
9. Corestate Capital Holding: around 2%
10. Deutsche EuroShop AG: around 1.5%

Moat of TAG Immobilien AG:

TAG Immobilien AG has a moderate moat, mainly shaped by its specialized focus on residential properties in central and eastern Germany. This regional concentration allows the company to leverage local market knowledge and networks to operate more efficiently than some of its larger, diversified competitors.

However, larger companies like Vonovia SE and Deutsche Wohnen SE tend to have a stronger moat due to their extensive portfolios, stronger capital base, and economies of scale. These companies can often negotiate better financing terms due to their size and financial strength, and they have more resources for investments in modernization and digitalization.

Overall, TAG Immobilien AG has a certain competitive advantage in its niche, but compared to the market leaders, its moat is less pronounced. The larger competitors have a significant advantage due to their size and diversification.

Revenue Growth: 3.5% (2025) FFO Growth: 4.2% (2025) Vacancy Rate: 4.8% (2025)

TAG Immobilien AG recorded a moderate revenue growth of 3.5% in 2025. This indicates a stable development in the real estate sector, especially in the residential real estate segment where the company operates.

The FFO (Funds from Operations), an important metric for real estate companies, increased by 4.2%. This suggests that the company was able to improve its operational efficiency and generate solid cash flows.

The vacancy rate stands at 4.8%, which can be considered relatively low compared to the industry average. This indicates a good rental situation and strong demand for the company's properties.

Overall, TAG Immobilien AG demonstrates a solid financial performance with stable growth rates and efficient management of its properties. These factors could point to an attractive investment opportunity, especially for investors interested in stable cash flows and a solid market position.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Constant payout over the last 5 years

TAG Immobilien AG is known for its reliable dividend policy. In recent years, the company has consistently distributed dividends to its shareholders, indicating a solid financial foundation and a stable business model.

The estimated dividend yield of 4.5% for 2026 suggests that TAG Immobilien continues to strive to offer attractive returns to its shareholders. This reliability in payout is supported by a strong real estate portfolio and effective cost control.