Equity Story

What are the reasons for investing in PATRIZIA SE shares? Here you will find six elements of our Equity Story.
 

I. Focused and independent real asset investment manager

  • Real estate and infrastructure expert
  • Track record of 39 years based on local expertise in 28 global offices
  • Well diversified and resilient AUM in terms of regions and sectors
  • 4.2% outperformance of PATRIZIA funds vs. benchmark1

1INREV fund index, over 5-year period

II. Active in a long-term structural growth market

  • Demographic change drives global pension product demand
  • Growing global product offering provides solutions for our clients to achieve their individual portfolio objectives
  • Ongoing industry consolidation

III. Our products offer solutions in line with megatrends

  • Decarbonisation - urgent need for alternative energy supply
  • Digitalisation - changing amenities and SMARTer cities & buildings
  • Demographics – communities for growing and aging population
  • Urbanisation - redesign of urban area

IV. Long-term profitable and sustainable growth profile

  • 24% AUM growth p.a.2 driven by increasingly diverse product offering in conjunction with continued organic and inorganic growth
  • Expansion into structural growth markets
  • AUM growth leads to increased level of recurring management fees

2 CAGR 2012 – 2022e

V. Strong and reliable partner with substantial flexibility

  • Strong available liquidity and net equity ratio 
  • Financial flexibility to deliver on organic & inorganic growth targets
  • Stable shareholder structure providing stability for strategy execution

VI. Create better assets, workplaces and communities

  • Sustainability elementary part of Corporate DNA since foundation
  • Comprehensive “Create better” ESG strategy (incl. Net Zero Carbon Strategy)
  • PATRIZIA Foundation with strong track record in social responsibility

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

Janina Rochell

Associate Director | Investor Relations

Fact Sheet

PATRIZIA SE 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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