European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/aedas-homes-sa" target="_blank" data-smartkarma-citation="entities:28927:1" rel="noopener">Aedas Homes SA (AEDAS SM)</a> stake sale: Castlelake's stake is worth at least €897 million, with potential buyers Hines and Starwood likely to launch a mandatory public tender offer (OPA).</li>
<li>Strategic Appeal: 21,200-home landbank, and market leadership attract international real estate investors, highlighting Spain's strong housing demand and rising property prices.</li>
<li>Possible offers, in line with past transactions, range between 10% discount to NAV to parity with it (which could be defended as "equitable price". Long.</li>
</ul>



Aedas Homes SA (AEDAS SM) stake sale: Castlelake's stake is worth at least €897 million, with potential buyers Hines and Starwood likely to launch a mandatory public tender offer (OPA).
Strategic Appeal: 21,200-home landbank, and market leadership attract international real estate investors, highlighting Spain's strong housing demand and rising property prices.
Possible offers, in line with past transactions, range between 10% discount to NAV to parity with it (which could be defended as "equitable price". Long.


Potential Takeover of Aedas Homes by Hines and Starwood

Spain

Lar Espana Real Estate SOCIMI SA operates as a real estate investment trust. The Company focuses on buying undervalued offices in Madrid and Barcelona as well as retail parks and warehouses throughout Spain.

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Lar Espana Real Estate Socimi (LRE SM)

Potential Takeover of Aedas Homes by Hines and Starwood

Castlelake's stake in Aedas Homes SA valued at €897 million, potential buyers Hines and Starwood may launch mandatory public tender offer. Strong...

Jesus Rodriguez Aguilar

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Potential Takeover of Aedas Homes by Hines and Starwood

​Castlelake's stake in Aedas Homes SA valued at €897 million, potential buyers Hines and Starwood may launch mandatory public tender offer. Strong...

Jesus Rodriguez Aguilar

Castlelake's stake in Aedas Homes SA valued at €897 million, potential buyers Hines and Starwood may launch mandatory public tender offer. Strong...