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Stoneweg Europe Stapled Trust
Stoneweg Europe Stapled Trust engages in the investment in income producing commercial real estate assets across Europe. The company employs 350 full-time employees The company went IPO on 2017-11-30. The firm's principal objective is to invest, directly or indirectly, in income-producing commercial real estate assets across Europe with a minimum portfolio weighting of at least 75% in Western Europe and at least 75% in the light industrial / logistics and office sectors. Its portfolio comprises approximately 100 predominantly freehold properties in the Netherlands, Italy, France, Poland, Germany, Finland, Denmark, Slovakia, the Czech Republic, and the United Kingdom with an aggregate lettable area of approximately 1.7 million square meters (sqm) and 800-plus tenant-customers. Stoneweg Ereit Management Pte. Ltd. is the manager of the SERT. Its properties include South Moravia Industrial Park, The Cube, Pisek Industrial Park I, Lovosice ONE Industrial Park I, Thorn Lighting, Naverland 8, Frauenstrabe 31 and other.
Stoneweg Europe Stapled Trust engages in the investment in income producing commercial real estate assets across Europe. The company employs 350 full-time employees The company went IPO on 2017-11-30. The firm's principal objective is to invest, directly or indirectly, in income-producing commercial real estate assets across Europe with a minimum portfolio weighting of at least 75% in Western Europe and at least 75% in the light industrial / logistics and office sectors. Its portfolio comprises approximately 100 predominantly freehold properties in the Netherlands, Italy, France, Poland, Germany, Finland, Denmark, Slovakia, the Czech Republic, and the United Kingdom with an aggregate lettable area of approximately 1.7 million square meters (sqm) and 800-plus tenant-customers. Stoneweg Ereit Management Pte. Ltd. is the manager of the SERT. Its properties include South Moravia Industrial Park, The Cube, Pisek Industrial Park I, Lovosice ONE Industrial Park I, Thorn Lighting, Naverland 8, Frauenstrabe 31 and other.
Portfolio Repositioning: SERT has pivoted further toward logistics, light industrial, and data centers, now making up 56% of its portfolio, up from 32% four years ago.
Leasing Success: Three major office lease renewals covering 60,000 sqm were completed at higher rents, with minimal space returned and most of it already re-leased.
Strong Like-for-Like NPI Growth: Net property income grew 2.4% QoQ and 7.4% like-for-like, mainly from completed developments and positive rent reversions.
Debt Refinancing & Green Bond: Over EUR 900 million in debt transactions completed, including a EUR 500 million green bond, leading to a stronger debt profile and average interest rate of 4.16%.
Unit Buyback: Over 1.5 million units have been repurchased, signaling Board confidence in SERT's value during market volatility.
Occupancy & Rent Trends: Logistics and light industrial occupancy held at 94%; office occupancy dipped to 85.7% but major long-term renewals were secured. Rent reversions remain positive in logistics.
NAV & Discounts: Net asset value per unit is EUR 1.98, and SERT trades at a yield of ~9% and a 25% discount to NAV.
Strategic Initiatives: Major redevelopment and AEI initiatives are underway, notably a new 20-year lease and EUR 60 million upgrade at Haagse Poort.
