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.

Event-Driven

<ul>
<li>PRS trades near offer price; market expects completion, but IRR is low unless pullback entry.</li>
<li>Revised offer or interloper could unlock material upside versus deep NAV discount.</li>
<li>Scheme route likely adds time, but brings execution certainty—watch for end-June updates.</li>
</ul>


PRS trades near offer price; market expects completion, but IRR is low unless pullback entry.
Revised offer or interloper could unlock material upside versus deep NAV discount.
Scheme route likely adds time, but brings execution certainty—watch for end-June updates.


Mind the NAV: Long Harbour’s Lowball Pitch for PRS

PRS REIT

Mind the NAV: Long Harbour’s Lowball Pitch for PRS