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 EUR 48.7bn real assets investment manager with 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: 24 PATRIZIA offices and over 40 boutique operating partners worldwide
  • Over 450 institutional clients globally, c5,000 private and (semi-)professional clients
  • 37 years of experience

II. Active in a long-term structural growth market

  • Real assets still under-allocated in global investment portfolios
  • Lower for longer 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 2020 with third increase in dividend per share in a row

IV. Strong and reliable partner

  • Resilient business model yields predictable earnings and long-term stability
  • 76% of AUM with maturity of more than 10 years
  • Solid financial position with strong balance sheet and net equity ratio of 78.4%
  • Available liquidity of EUR 519.5m
  • 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 21 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

Laura Walz

Senior Associate | Investor Relations

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Fact Sheet

PATRIZIA AG shares have been listed on the German Stock Exchange since the IPO in 2006 and apart from our largest shareholder, CEO Wolfgang Egger, our shareholders now comprise a variety of institutional and private investors.

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Presentations

We regularly share presentations of our performance, including interim results and end-of-year accounts. These are available to provide investors, market analysts and others with an overview of our corporate activities.

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