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Slide 1
20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Attention1 hit
02
20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Attention1 hit
03
The slide uses a grid of property photos to establish scale and geographic diversity.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · NeedLoop · Cost Of Inaction1 hit
04
The slide tracks portfolio value by asset class over time (Dec-17 to Mar-23) and shows current portfolio composition.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · NeedLoop · Cost Of Inaction1 hit
05
The slide uses a stacked bar chart to show portfolio transformation. The 'Other' and 'Office B/C' segments are shown as divested (dashed box).20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · NeedLoop · Cost Of Inaction1 hit
09
The slide uses a grid layout to categorize KPIs into three main pillars: Financial Highlights, Capital Management, and Asset Management.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
10
The slide highlights low concentration risk and high-quality tenant base.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
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The table includes footnotes regarding divestment gains and top-ups.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
12
The chart uses a stacked bar format to illustrate the components of DPU over time.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
13
The slide uses a waterfall-style comparison for the portfolio value and a line chart for yield trends.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
14
20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
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Occupancy calculation excludes specific hard refurbishment/development projects in Italy.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
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WALE: Weighted Average Lease Expiry; WALB: Weighted Average Lease Break.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
17
The slide uses a funnel chart to represent portfolio weighting by country, with the top four markets highlighted in a light blue box.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
18
The chart combines a line graph for occupancy and a bar chart for rent reversion.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
19
The slide uses a combination of bar and line charts to illustrate market dynamics. The 2.3% vacancy rate is highlighted as a key metric.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
20
The chart combines a line graph for occupancy and a bar chart for rent reversion.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
21
The slide uses a combination of bar and line charts to illustrate market performance metrics.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Satisfaction1 hit
22
20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Golden Circle1 hit
23
The slide uses a color-coded grid to categorize metrics into ESG pillars.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Golden Circle1 hit
24
The chart uses a dual-axis approach to show absolute scores (GRESB) and percentages (green buildings/leases).20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Golden Circle1 hit
25
20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Golden Circle1 hit
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The slide highlights the company's adherence to investment-grade metrics and loan covenants.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Quick Win Big Bet1 hit
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The chart uses a dual-axis approach to show absolute debt amounts (bars) and hedge percentages (line).20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Quick Win Big Bet1 hit
28
The chart shows a projection of interest rates peaking in late 2023/early 2024 before stabilizing.20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Quick Win Big Bet1 hit
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20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · VisualizationLoop · Quick Win Big Bet1 hit
30
20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Visualization1 hit
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20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.120230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1 · Cromwell European REIT
Consulting deck Equity research Beat · Action1 hit
114
ey global consumer health survey 23 global findings and highlights v2ey global consumer health survey 23 global findings and highlights v2 · EY
Consulting deck Equity research Beat · Satisfaction1 hit
115
Standard EY corporate boilerplate slide.ey global consumer health survey 23 global findings and highlights v2 · EY
Consulting deck Equity research Beat · Satisfaction1 hit