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.

Neinor/Aedas Homes: Locked-In Majority, But Minorities May Still Get Paid

Neinor. Aedas Homes: EGM Set, Regulatory Clearance Secured — But No Sweetener Yet

Neinor / Aedas Homes – Second OPA at €24 for Minorities Reshapes the Arb

Event-Driven

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<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