HCohen schreef op 13 februari 2022 09:19:
@PhilipBe, nog even geduld. Eind maart
(Investor day op de 30ste) zullen er wel knopen worden doorgehakt(lijkt me).
Ik neig mee te gaan met Lamsrust zijn verwachting(strategisch beste invulling/ tevens haalbaar i.m.h.o.).
De variabele van 'het tegoed, waarvan overigens niet helder is obv de stukken hoe lang ze het uitkeren obv fiscale wet- en regelgeving kunnen/ mogen uitstellen, zal in mijn ogen geen beslissende impact hebben op de beslissing van de invulling in inzake US-porto.
Zeker niet in een herstellende markt me stijgende waarden !
URW heeft de beslissing nog niet gemaakt(!) volgens de investor call, zie hieronder een uitwisseling met TritantUnidentified AnalystHey, good morning.
Can we just go back to the plans for the U.S. portfolio for a second, please? How wedded or otherwise are you to a disposal there? And what I mean by that is I'm conscious of improving operating fundamentals in the U.S., but also you need to deleverage.
So are you looking at just a wholesale disposal, the whole portfolio, are you happy to sell some of your better assets there? 70% of the values in only five assets or are you happy for JVs and in all of this, I am conscious that earlier this week, one of your U.S. peers said that it feels no pressure to grow externally or to consolidate the market there. So how do you feel about all of that?
Jean-Marie TritantI feel pretty good at this conference because, again, I see – so I remember last year where the market was totally closed and we see – now we see the assets back on track, operations back on track, occupancy going up, MGR uplift, more long-term lease than short-term leases. And even our assets are gaining market share. That's what's going on. When you have the brands that are closing stores and then opening stores with us and extending the footprint, what it means, it means that we are gaining market share because as they are closing stores somewhere.
And I see the differentiation, you start to see that there is better or increase the transition in between A-rated modes and B and C modes. And you see that through somehow the reopening of the CMBS market onto the high quality mode. So all these give us strong confidence in our ability to execute on our plan as announced and
as I said, we have several options and determine several options and we'll then go from there.Unidentified AnalystBut several options meaning you're happy to keep the portfolio and not sell disclose?
Jean-Marie TritantNo. So what we said is that we reduce drastically or radically our U.S. financial exposure to the U.S. market. This will do.
Unidentified AnalystOkay. Thank you.