Financial Data and Key Metrics Changes - Investment properties revenue decreased by 3% and operating profit fell by 4% due to weak market conditions [3][4] - Borrowing costs decreased by 27% thanks to a drop in HIBOR, leading to a stable underlying net profit [3][4] - Gearing ratio reached a new low of 17.6%, reflecting the company's commitment to deleveraging [3][7] - Interim dividend per share increased by 3% to HKD 0.66, maintaining a consistent dividend policy since IPO [4][7] Business Line Data and Key Metrics Changes - Core underlying net profit from Hong Kong investment properties and hotels increased by 3% [4][7] - Retail rental income softened due to a drop in turnover rent, while office rental rose by 2% driven by higher occupancy [5][6] - Harbour City maintained its revenue position relative to peers, benefiting from its scale and location [5][6] Market Data and Key Metrics Changes - Retail sales in Hong Kong showed quarter-on-quarter improvement, ending a fourteen-month decline with positive growth in May and June [5][6] - Inbound visitation growth rose from 9% to 15%, indicating a recovery in tourism [5][6] - Retail occupancy at Harbour City was 93%, while office occupancy rose to 90% [12][13] Company Strategy and Development Direction - The company is focused on deleveraging and maintaining solid cash flow amidst a challenging macro environment [3][4] - Plans to enhance experiential retail to drive engagement and sales, including partnerships with premium brands [9][10] - The company is considering significant capital investment for the Marco Polo Hong Kong Hotel to enhance competitiveness [24][25] Management Comments on Operating Environment and Future Outlook - Management noted that the retail market in Hong Kong is in a base-building phase, with a cautious outlook for the second half of the year [4][24] - Geopolitical tensions and uncertainties around interest rates continue to impact the market [4][15] - The company remains agile and proactive in navigating ongoing headwinds while focusing on sustainability initiatives [16][17] Other Important Information - The company achieved LEED Platinum certification for both Times Square and Harbour City offices, reinforcing its commitment to sustainability [11][17] - The company aims to cut Scope 1 and 2 emissions by 42% and Scope 3 emissions by 25% by 2030 [16][17] Q&A Session Summary Question: Retail sales performance and sentiment outlook - Management noted a small improvement in retail sales in May and June but cautioned that it is premature to conclude a recovery [22][23] Question: Capital investment plans for hotels - Management is evaluating whether to redevelop the Marco Polo Hong Kong Hotel or undertake a complete overhaul, with no immediate plans to start work [24][25] Question: Occupancy cost and rental expectations - Occupancy cost at Harbour City is stable at about 20%, and management does not expect base rent to increase significantly in the near term [31][32] Question: Office rental income increase - The increase in office rental income was due to higher occupancy rather than rising rent per square foot, with competition remaining a challenge [36][37] Question: Future plans for Times Square - Management indicated readiness to invest in tenant and shopper engagement at Times Square to remain competitive [75][76]

Financial Performance - Group revenue decreased by 1% YoY to $6407 million[20] - HKIP & Hotel revenue decreased by 3% YoY to $5917 million[20] - Operating profit decreased by 5% YoY to $4684 million[20] - Underlying Net Profit (UNP) remained stable at $3119 million, with HKIP & Hotel UNP increasing by 3% to $3084 million[20] - Net IP Fair Value Change resulted in a deficit of $5118 million[20] - Interim Dividend Per Share (DPS) increased by 3% to $0.66[20] De-Leveraging and Financial Management - Borrowing cost decreased by 27% YoY, a reduction of $292 million[8,22] - Gearing ratio reached a new low of 17.6%[8] - Net debt decreased by 21% since IPO[26] Market Overview - Hong Kong retail sales retreated to 2011 levels, while Harbour City retail revenue was at 2014 levels[11] - HK retail sales showed improved momentum in Q2, increasing by 0.3% compared to a 7% decrease in Q1[14] Harbour City Performance - Harbour City retail revenue remained flat[45] - Harbour City retail occupancy was 93% and office occupancy was 90%[45]

DEMIRE Deutsche Mittelstand Real Estate AG / Keyword(s): AGM/EGM / Personnel DEMIRE Deutsche Mittelstand Real Estate AG: Request by AEPF III 15 S.à r.l. for the convocation of an extraordinary shareholders meeting 06. Aug 2025 / 19:10 CET/CEST Disclosure of an inside information acc. to Article 17 of the Regulation (EU) No 596/2014, transmitted by GlobeNewswire. The issuer is solely responsible for the content of this announcement. Disclosure of an inside information acc. to Article 17 MAR of the Reg ...

Financial Data and Key Metrics Changes - Fee related earnings increased by 16% to $676 million, while distributable earnings rose by 12% to $613 million [8][34] - Capital raised in the quarter totaled $22 billion, with a total of $97 billion raised over the past twelve months, driving fee bearing capital to $563 billion, a 10% increase year over year [8][34] Business Line Data and Key Metrics Changes - Infrastructure business saw major transactions totaling over $30 billion in enterprise value, including significant acquisitions like Colonial Pipeline and Duke Energy Florida [21][22] - Real estate monetization activity increased significantly, with $15 billion in sales across various sectors, including senior housing and hospitality [23] Market Data and Key Metrics Changes - The fundraising environment is described as robust, with a notable increase in capital raised in Europe and a strong performance in complementary strategies [48] - The demand for high-quality assets is reflected in the significant increase in monetization activity, with over $55 billion in asset sales announced year to date [22][23] Company Strategy and Development Direction - The company is focused on long-term investment themes of digitalization, decarbonization, and deglobalization, particularly in AI infrastructure and renewable energy [10][43] - Strategic partnerships have been formed, including a $10 billion public-private investment program with the Swedish government and a renewable energy agreement with Google [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the current market environment, highlighting strong demand for mission-critical assets and the ability to deploy capital effectively [15][33] - The company anticipates continued growth in fundraising and investment activity, supported by a robust pipeline and favorable market conditions [33][34] Other Important Information - The company is expanding its private wealth and retirement platform, Brookfield Wealth, aiming to raise over $30 billion in capital this year [30] - A quarterly dividend of 43.75¢ per share was declared, payable to shareholders of record as of August 29 [42] Q&A Session Summary Question: Fundraising backdrop and expectations for 2026 - Management characterized the fundraising environment as incredibly robust, expecting this year to surpass last year's fundraising totals [46][48] Question: Access to the broader retirement market - Management emphasized that success will depend on having the right products to meet investor needs, with a focus on real assets that provide stable cash flows [50][53] Question: Growth in the U.S. retail channel and Just acquisition - The Just Group acquisition is expected to add stable fee-bearing capital, enhancing the company's footprint in the UK retirement market [56][57] Question: Real estate market outlook - Deployment in real estate has doubled year to date, with a robust recovery in the capital markets supporting high-quality platforms [73][75] Question: Expense outlook and margin expansion - Management expects expenses to grow around 10% year over year, with a focus on building capabilities in various areas [78][80]

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore. About Sterling Organization. Sterling Organization is a vertically integrated private equity real estate firm ...

Financial Performance & Growth - Same-store cash NOI growth was 5.5% for 2023 and 4.4% for 2024, with an estimated range of 7-9% for 2025[4, 21] - The company's dividend yield is attractive at 6.7% as of July 18, 2025, based on a share price of $14.52[4, 5] - Quarterly dividend has grown 73% since Q3 2019[4] - Current annual rent escalations are projected to contribute $0.02 – $0.06 of AFFO accretion from 2025 – 2027[12] Portfolio & Leasing - The company has a high weighted average lease retention rate of 99%[4, 35] - 34% of the portfolio has annual rent escalations[11] - 40% of current leases expire from 2025-2027, creating opportunities to mark rents to market[17] - The company's owned portfolio consists of 1,829 properties with 6.8 million interior square feet[56] - The company's annualized gross rent is $76.4 million[56, 57] Market Position & Strategy - The company's portfolio represents approximately 7% of the leased USPS market[28] - The company has acquired more than $600 million in real estate over the last seven years at or below replacement cost[4] - USPS operating lease payments represented only 1.5% of the USPS's total operating expenses in fiscal year 2024[35]

EfTEN United Property Fund's H1 2025 results were based on a fully invested portfolio. In addition, the property development investment in the fund's subsidiary Invego Uus-Järveküla OÜ has reached the stage where the completed terraced and semi-detached houses are being handed over to customers. Supported by the signing of real-right agreements at the Uus-Järveküla development, the fund's half-year profit increased more than fourfold compared to the same period of the previous year, and the fund made the hi ...

Core Viewpoint - Star Equity Holdings, Inc. will release its financial results for Q2 2025 on August 13, 2025, before market opens, followed by a conference call to discuss the results and management's outlook [1]. Company Overview - Star Equity Holdings, Inc. is a diversified holding company with three business divisions: Building Solutions, Energy Services, and Investments [3]. Building Solutions Division - The Building Solutions division includes three businesses: modular building manufacturing, structural wall panel and wood foundation manufacturing (including building supply distribution), and glue-laminated timber (glulam) column, beam, and truss manufacturing [4]. Energy Services Division - The Energy Services division focuses on the rental, sale, and repair of downhole tools used in various industries, including oil and gas, geothermal, mining, and water-well [5]. Investments Division - The Investments division manages and finances the company's real estate assets and investment positions in both private and public companies [6].

Press release August 4, 2025, at 10:00 AM The Special Investment Fund eQ Community Properties has completed a transaction with Mutual Pension Insurance Company Varma regarding a school property located in Niittykumpu, Espoo. At the same time, on June 30, 2025, Varma has made an investment in the eQ Community Properties Fund. The main tenant of the property is the City of Espoo, and the premises are used by Niittykumpu School. Jennifer Eloheimo, Head of Real Estate Investments at eQ, comments: "Varma has lon ...

Summary of Great Elm Group (GEG) Conference Call Company Overview - **Company**: Great Elm Group (GEG) - **Event**: Conference call regarding Great Elm Real Estate Ventures - **Date**: August 1, 2025 Key Points Industry Insights - **Industrial Outdoor Storage (iOS)**: Identified as an underserved asset class with significant potential for innovation and growth [4][5] - **Macroeconomic Factors**: Reshoring of manufacturing, increasing tariffs, AI-driven data infrastructure, and energy transition initiatives are driving domestic demand for industrial real estate [12] Strategic Developments - **Partnership with Kennedy Lewis**: GEG entered a strategic partnership with Kennedy Lewis Investment Management, managing over $30 billion in assets [6] - **Investment Details**: Kennedy Lewis acquired 4.9% of GEG's common stock at approximately $2.11 per share and will invest up to $150 million in Monomoy Properties REIT [7][8] - **Debt Financing**: Includes a $100 million term loan to Monomoy Properties REIT with an option for an additional $50 million [8] Growth Objectives - **Revenue Targets**: Aiming to grow revenue from Monomoy platform companies from approximately $5 million in fiscal 2025 to $20 million in fiscal 2026, and $100 million by fiscal 2030 [12] - **Asset Growth Goal**: Targeting to grow real estate assets to $1 billion by 2030 [12] Operational Enhancements - **Integrated Real Estate Business**: GEG has developed a comprehensive real estate business with structural advantages and recurring revenue streams [5][6] - **New Services**: Launched Monomoy Construction Services to enhance in-house capabilities [5][10] Market Positioning - **Competitive Edge**: The partnership with Kennedy Lewis is expected to provide a seasoned approach to scaling and monetizing high-potential real estate platforms [10][11] - **Future IPO Potential**: The growth trajectory positions Monomoy REIT for a potential public listing [12] Financial Health - **Current Asset Base**: Monomoy REIT has approximately $400 million in assets across 150 properties in 29 states, servicing 49 unique tenants [9] Conclusion - **Long-term Vision**: The partnership and strategic initiatives are seen as a defining moment for GEG, aiming to deliver durable, compounding returns for shareholders [13] Additional Important Information - **Forward-Looking Statements**: The call included forward-looking statements, and participants were advised to refer to SEC filings for important factors that could cause actual results to differ [2][3] - **Call Structure**: The call included a question and answer session following the formal presentation [1][14]