European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

Aedifica/Cofinimmo: Revised Terms Cement Merger in European Healthcare REITs

Aedifica/Cofinimmo: Belgian REITs in Stalemate Over Merger

Event-Driven

<ul>
<li>Aedifica formally filed BCA remedies, agreeing to €300 m Belgian asset disposals; final approval expected late Jan 2026.</li>
<li>Gross spread narrows to ~1.2%, annualized IRR ≈ 4.7%, low interloper risk.</li>
<li>High-Certainty Q1 2026 closing supports long Cofinimmo / short 1.185× Aedifica “carry-to-close” positioning.</li>
</ul>


Aedifica formally filed BCA remedies, agreeing to €300 m Belgian asset disposals; final approval expected late Jan 2026.
Gross spread narrows to ~1.2%, annualized IRR ≈ 4.7%, low interloper risk.
High-Certainty Q1 2026 closing supports long Cofinimmo / short 1.185× Aedifica “carry-to-close” positioning.


Aedifica / Cofinimmo — Remedy Package Clears Path, BCA Decision by January; Spread Tightens to 1.2 %

Cofinimmo SA

Aedifica / Cofinimmo — Remedy Package Clears Path, BCA Decision by January; Spread Tightens to 1.2 %