Equity Story
What are the reasons for investing in PATRIZIA AG shares? Here you will find six elements of our Equity Story.
I. Leading position in real assets investment management
- Focused real assets investment manager with more than EUR 55bn AUM and in-house research-led investment strategy
- Serving domestic and international pension funds, insurance companies and financial institutions
- “Making pensions safe” via products that generate stable and growing cash-flows
- Local expertise: 27 PATRIZIA offices and over 40 boutique operating partners worldwide
- Over 500 institutional clients globally, c6,000 private and (semi-)professional clients
- 38 years of experience
II. Active in a long-term structural growth market
- Real assets still under-allocated in global investment portfolios
- Low interest rate environment drives demand for real assets
- Ageing population drives increased demand for institutional pension products
- Ongoing industry consolidation
III. Continued profitable and sustainable growth profile
- Continuous roll-out of client relationship footprint offers direct access to institutional clients worldwide
- Further broadening of product offering in real estate and infrastructure
- Convincing M&A track record and strategy to the benefit of clients and shareholders
- Client demand drives “Strategy 2023”; AUM target of EUR 60.0 – 80.0bn
- Growth leads to increased recurring management fees and further increased efficiency
- Clear dividend strategy – fiscal year 2021 with fourth increase in dividend per share in a row
IV. Strong and reliable partner
- Resilient business model yields predictable earnings and long-term stability
- 80% of AUM with maturity of more than 10 years
- Solid financial position with strong balance sheet and net equity ratio of 71.5%
- Available liquidity of EUR 496.5m
- Long-term shareholder and management stability
- Corporate culture with focus on sustainable value creation
V. Management focus on tech leadership
- Management committed to guide its stakeholders through disrupting technology environment in real assets investment management
- Clear target to shape the market as leader in quality and efficiency leading to improving client experience, reporting and operational excellence
- Global innovation and investment ecosystem underpinned by strategic investments in innovative technologies
VI. Giving back to society – PATRIZIA Foundation
- Through the PATRIZIA Foundation, PATRIZIA is committed to social responsibility. The Foundation has helped around 250,000 children in need worldwide over the last 22 years
Do you have questions regarding PATRIZIA shares?
Please feel free to contact us about all topics related to PATRIZIA shares.
Martin Praum
Head of Investor Relations & Group Reporting
Verena Schopp de Alvarenga
Senior Associate | Investor Relations
Sebastian Weis
Associate Director | Investor Relations
