Wereldhave NV
AEX:WHA
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Wereldhave NV
Wereldhave NV engages in investment activities with interests in real properties, primarily in shopping centers. The company is headquartered in Schiphol, Noord-Holland and currently employs 173 full-time employees. Its real estate activities are divided into three sectors: Offices, in which investments are aimed at modern buildings located in major metropolitan areas; Retail, which primarily invests in shopping centers in countries with restricted retail planning; and Other, engaged in property development. The firm manages, develops and rents shopping centers, offices, industrial distribution and transshipment properties. The firm invests in the Netherlands, Belgium, Finland, France, Spain, the United Kingdom and the United States. The firm wholly owned subsidiaries are: Wereldhave Finland Oy, Urbagreen SAS, Wereldhave Management Holding BV, Relovast BV and Wereldhave UK Holdings Ltd, among others.
Wereldhave NV engages in investment activities with interests in real properties, primarily in shopping centers. The company is headquartered in Schiphol, Noord-Holland and currently employs 173 full-time employees. Its real estate activities are divided into three sectors: Offices, in which investments are aimed at modern buildings located in major metropolitan areas; Retail, which primarily invests in shopping centers in countries with restricted retail planning; and Other, engaged in property development. The firm manages, develops and rents shopping centers, offices, industrial distribution and transshipment properties. The firm invests in the Netherlands, Belgium, Finland, France, Spain, the United Kingdom and the United States. The firm wholly owned subsidiaries are: Wereldhave Finland Oy, Urbagreen SAS, Wereldhave Management Holding BV, Relovast BV and Wereldhave UK Holdings Ltd, among others.
Strong Rental Growth: Like-for-like rental growth in the core portfolio reached 15.7%, largely due to fewer COVID discounts and positive leasing spreads, especially in the Netherlands.
Positive Leasing Spreads: Leasing spreads in the Netherlands turned positive for the first time since 2016, earlier than management expected.
Occupancy Gains: Occupancy rates improved significantly, with France rising from 94% to 96.6%, and strong leasing activity in both Dutch and Belgian portfolios.
Full Service Centers Outperforming: Completed full service centers continued to generate higher footfall, sales, and returns versus the wider portfolio, with total return for Presikhaaf at 9.6%.
Upbeat Guidance and Outlook: Direct result per share guidance for 2022 remains at €1.55–€1.65, with expected earnings growth of 4%–6% per annum from 2023.
Balance Sheet and Capital Allocation: Loan-to-value increased to 42.7% due to dividend payments, but is expected to decline by year-end; management maintains focus on cost efficiency and disciplined investment.
Asset Sales and IRR Hurdles: Commitment to sell assets yielding below a 6% unlevered IRR, with plans to raise this hurdle as rates rise and ongoing asset sales in France.
