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13 December 2018 | Press release

Catella completes the purchase of 75% in APAM

Catella AB (publ) ("Catella") completes, through a subsidiary, the previously announced transaction to acquire 75% of leading UK real estate investment and asset management company, APAM Ltd (APAM).

  • Catella Group
  • Sweden
  • UK
13 December 2018 | Press release

Catella acquires first residential property for successor fund in Velp in the Netherlands

Munich, december 13th 2018. Catella Real Estate AG has acquired a residential complex in Velp/Arnhem in the Dutch province of Gelderland for its “Catella Dutch Residential II” special fund. The seller is the Dutch company Maatschap De Nieuwe Beukenhof.  

  • Property Investment Management
  • Europe
  • Germany
  • Property Funds
12 December 2018 | Press release, Regulatory

Catella and Söderberg & Partners in strategic partnership

Catella Bank S.A., a subsidiary to Catella AB (publ), has entered an agreement to divest 51% of the Wealth Management operations in Sweden to Söderberg & Partners for approximately SEK 36 Million. Catella’s ownership in the joint venture structure is expected to generate positive cash flow which is an important part of the value of the transaction. The parties will also enter a strategic partnership. Catella will continue to develop alternative investment products to this client segment for the entire wealth advisory industry.

  • Catella Group
10 December 2018 | Press release

Catella brokers investments in Rostock, Schwerin and other regional centres in eastern Germany

Frankfurt am Main, 10th of December 2018 – Catella Property GmbH, a Catella Group company, has acted as a consultant for several sales transactions in eastern Germany in recent months, brokering properties with a total volume of around EUR 23 million and a total rental area of 45,000 m² in Rostock, Schwerin, Altenburg and the Greater Dresden area.

  • Corporate Finance
  • Germany
4 December 2018 | News

Time for higher interest rates!

Key rates are on the way up and Riksbank Governor Stefan Ingves is expected to soon announce the central bank's first interest rate increase in a long time. The question is how much the rate will have time to rise, as the economy is already showing signs of cooling. Catella's fixed income funds are focusing on how the spreads – the interest rate difference against government bonds – will develop. According to the fund managers, there is currently too little compensation for taking risk in corporate bonds, which makes it likely the spreads will widen going forward.

  • Mutual Funds
  • Sweden
3 December 2018 | News

Catella Hedgefond Comments on the performance

The objective of Catella Hedgefond is to deliver stable returns at low risk, regardless of market conditions. The fund invests mainly in Nordic equities and bonds. It applies negative screening for sustainability criteria, and consequently entirely avoids long positions in companies that produce tobacco, alcohol, commercial games for money, pornography, coal, or weapons. Derivatives are used in the management to both protect its capital and increase opportunities for returns. The fund can be expected to have low covariance with performance in the equity, credit and bond markets, and may thus both raise the expected return and lower the expected risk in a traditional equity and fixed income portfolio.

  • Mutual Funds
  • Sweden
3 December 2018 | Press release

Catella Residential IM wins Scope Award in the Institutional Real Estate Residential category

Berlin, 3 December 2018 - The European rating agency Scope has awarded the best asset managers and the most convincing fund concepts. The Berlin-based Catella Residential Investment Management (CRIM) won one of the coveted Scope Investment Awards in the category "Institutional Real Estate Residential".

  • Property Investment Management
  • Germany
  • Property Funds
30 November 2018 | Press release, Regulatory

Catella's Nominating Committee pending the 2019 Annual General Meeting

A Nominating Committee has been appointed for Catella AB (publ) pending the Annual General Meeting of 27 May 2019, pursuant to a resolution adopted at the Annual General Meeting held on 28 May 2018 regarding principles for the Nominating Committee.

  • Catella Group
30 November 2018 | News

Catella advisor in the sale of a shopping centre in the Rovaniemi city centre

Catella acted as Citycon Oyj’s advisor in the sale of shopping centre Sampokeskus in the Rovaniemi city centre. The buyer is Special Investment Fund Trevian Finland Properties I.

  • Finland
  • Corporate Finance
29 November 2018 | Press release

BERLIN: BOX SEVEN completed and handed over to new owner – deal brokered by Catella Property

Catella Property GmbH has brokered, within the scope of a forward deal, the sale of a commercial asset developed by Berlin-based Bauwert AG in the BOX SEVEN district in the German capital to an international family office, represented by Immpex Immobilien Consulting GmbH. The handover of the property has now taken place.

  • Corporate Finance
  • Germany
  • Corporate Finance
27 November 2018 | Press release

Catella Residential IM acquires two micro-living properties in Arnhem

Berlin, 27 November 2018 – Berlin’s Catella Residential Investment Management GmbH (CRIM), a specialist for the residential asset class, has acquired two micro-living properties in Arnhem in the Netherlands. The purchase volume is just under €20 million. The acquisition was made for “Catella Modernes Wohnen”, a public AIF specializing in modern living concepts.

  • Property Investment Management
  • Germany
  • Property Funds
23 November 2018 | News

Comments on the performance of Catella Nordic Long Short Equity

We have been positioned for a good economy since the beginning of 2016. Given our upbeat economic outlook, we have also had a positive view of the stock exchange, and the fund's net exposure has been clearly positive for a long period. On the long side, our positions have been mainly in cyclical sectors such as energy, industry and materials. Against this we have had short positions, mainly in companies with high valuations. We have also had derivative hedges. Although our short positions contributed in October, our long positions fell by much more, leading the fund return to fall further than we anticipated. This is primarily due to the fund's selection of companies, but our aggressive net exposure during the year of 30-50% also made a negative contribution to the performance.

  • Mutual Funds
  • Sweden
16 November 2018 | Press release

Catella: Student Housing set for further growth

- Catella presents comprehensive European market overview for this asset class - Demand consistently high among international investors - Student housing evolving into micro-living for different target groups - Growth opportunities do not always correlate with ratio of absolute student numbers to number of beds available

  • Corporate Finance
  • Germany
  • Sweden
15 November 2018 | Press release, Regulatory

Catella AB – Interim Report January-September 2018

Income increased by 3% to SEK 472 M, while operating profit decreased by 18% to SEK 90 M year-on-year in continuing operations. The decrease in operating profit was mainly due to lower variable earnings from managing the funds in the Equity, Hedge and Fixed Income Funds operating segment. The Catella Group’s assets under management continued to increase and were up by SEK 28.5 Bn year-on-year, with growth of SEK 3.3 Bn in the third quarter 2018.

  • Catella Group
8 November 2018 | Press release

Dirk Fabianke wechselt als Leiter institutioneller Vertrieb zu Catella Real Estate

München, 8. November 2018 – Die Catella Real Estate AG (CREAG) holt Dirk Fabianke an Bord und richtet ihre Geschäftstätigkeit international aus: Ab Januar 2019 übernimmt der 42-jährige Fabianke als Head of Client Capital and Client Relations die Leitung des institutionellen Vertriebs des Münchener Investmentmanagers.

  • Germany
  • Property Funds
1 November 2018 | News

Half day November 2nd!

Friday November the 2nd, it is half day on the Stockholm Stock Exchange. This means that the stop time for orders of purchases and sales in our funds is at. 11:00.

  • Mutual Funds
  • Sweden
31 October 2018 | News

Are the real estate jitters over, or have they only just begun?

The housing market downturn has been much more rapid than most commentators realise. New builds have come to an almost complete halt, according to Catella's property analyst Arvid Lindqvist. The transition from a thirty-year period of falling real interest rates to a stabilisation or increase is also impacting commercial real estate – the gulf between prime locations and non-prime is expected to widen.

  • Mutual Funds
  • Sweden
26 October 2018 | News
26 October 2018 | News

Catella advisor to Folksam in exchange transactions

Catella has acted as advior to Folksam in exchange transactions with Atrium Ljungberg. Folksam divests Tranbodarne 11 and acquires Blästern 6 and Roddaren 7, all in central Stockholm.

  • Sweden
  • Corporate Finance
26 October 2018 | Press release, Regulatory

Catella divests Wealth Management operations in Luxembourg to VP Bank

Catella Bank S.A., a fully owned subsidiary of Catella AB (publ), has entered an asset transfer-agreement to divest its Wealth Management operations in Luxembourg to VP Bank (Luxembourg) SA as part of the previously announced strategic review, for approximately SEK 110 Million.

  • Catella Group
18 October 2018 | News

Catella Property advised Cofinimmo, a Belgium listed company, on the acquisition of the German care home portfolio “Stella Vitalis”

Cofinimmo signed an agreement for the acquisition of 17 nursing and care homes located in Germany. The assets are valued at 172 million EUR. The acquisition will materialise through the payment of the acquisition price of a 94.9 % stake in 14 companies owning the said assets, which should take place today. The seller is a joint venture of Revcap (www.revcap.co.uk).

  • Corporate Finance
  • Germany
18 October 2018 | News

Catella adviced FinCap in the sale of a care property portfolio in Finland

Catella acted as an advisor to FinCap and a group of private investors in the sale of a portfolio comprising six care properties. The buyer is Evli Healthcare I Ky, owned by the care fund of Evli Fund Management Company.

  • Corporate Finance
  • Finland
5 October 2018 | News

Catella as an advisor in the sale of a residential development property in the Kalasatama area in Helsinki

Aberdeen Standard Investment’s fund has sold an office property to Lehto Asunnot Oy. At the same time with the transaction Lehto Asunnot Oy has signed a premilinary agreement of purchasing the underlying plot from the City of Helsinki.

  • Corporate Finance
  • Finland
5 October 2018 | Press release

Catella establishes Catella Logistic Europe – a new development service company in France

Catella Property Investment Management establishes Catella Logistic Europe SAS, in partnership with Thierry Bruneau, in order to benefit from the actively developing logistic property market. The company focuses on early phase logistic property development service where key value driver is to fullfill the high standard demands of the logistic and industrial companies and institutional investors’ requirements.

  • Property Investment Management
  • France
  • Sweden
3 October 2018 | Press release

CREDI indicates a stable credit market, despite growing pessimism among banks

In the October issue of the Catella Real Estate Debt Indicator (CREDI), the Main index falls slightly from 54.3 to 49.6, following three straight quarters of improving credit terms. Property companies remain positive, while the banks’ view of the credit market has worsened. Furthermore, the bond market is showing clear signs of levelling out.

  • Corporate Finance
  • Sweden
2 October 2018 | News

Catella Balanserad – Five stars from Morningstar

The Catella Balanserad fund has long offered good returns and was recently awarded five stars by Morningstar in 3 and 5 years (21 September 2018). The fund has a global perspective and consists of all asset classes. According to fund manager Ola Mårtensson, stocks are generally not expensive yet − not even in the United States. And for the first time in several years, it may be the moment for a comeback for Japanese companies.

  • Mutual Funds
  • Sweden
1 October 2018 | Press release

Catella advises Bonava in sale of turnkey project in Køge Coast to PFA Pension

Catella Corporate Finance has acted as exclusive financial advisor to Bonava Danmark A/S in the sale of an approx. 12,500 sq.m. turnkey residential project in Køge Coast, Denmark, to PFA Pension.

  • Corporate Finance
  • Denmark
1 October 2018 | News

High tide and long-term trends

"It's only when the tide goes out that you learn who has been swimming naked," said US finance guru Warren Buffet, referring to the banks during the financial crisis. It may seem strange to be talking about high tides after one of the driest summers anyone can remember, but it may be more relevant when we look at the financial markets.

  • Mutual Funds
  • Sweden
1 October 2018 | News

Catella at Expo Real in München

More than 150 colleagues from 14 countries will represent Catella at this years Expo Real in Munich October 8-10. Come by our stand 312 in hall A2. We look forward to seeing you there! 

  • Germany
28 September 2018 | News

Catella acted as an advisor in the divestment of a hotel portfolio

Tradeka-kiinteistöt Oy has sold three hotel properties separately to two investors. The buyers are Investors House Oyj and a privately owned Finnish real estate investment company. Investors House Oyj is a real estate investment company listed on the NASDAQ OMX Helsinki Stock Exchange.

  • Corporate Finance
  • Finland
25 September 2018 | Press release

KIB Group sells office building FrankenCampus 146 in Nuremberg to Wealthcap, Catella Property advises

By way of a Forward Funding, KIB Group has sold the office development "FrankenCampus 146“ with approx. 14,500 m² rental area to Wealthcap.

  • Corporate Finance
  • Germany
25 September 2018 | News

Catella advised in the sale of 10 residential properties in Oulu

The Federation of municipalities council of Pohjois-Pohjanmaan Sairaanhoitopiiri (PPSHP) has decided to sell the entire share capital of Oulun Medikiinteistöt Oy to Lapti Group and the Sairaalanrinne land area in Oulu. Catella acted as PPSHP’s advisor in the sales process.

  • Corporate Finance
  • Finland
17 September 2018 | Press release
17 September 2018 | News

Catella Sverige Index becomes a sustainable fund

Today, Monday, September 17, Catella Sverige Index changes its name to Catella Sverige Hållbart Beta. The reason for the name change is that we are now taking the next step in transforming the fund into a sustainable fund that invests broadly in the Swedish SIXRX stock index while at the same time avoiding a number of industries and companies that we do not consider sustainable in the long term. We have clarified and improved the processes surrounding sustainability for all our funds, and we now have an exclusion limit for all funds and work to influence companies for all our holdings.

  • Mutual Funds
  • Sweden
17 September 2018 | News

Catella acted as an advisor in the divestment of an office property in Helsinki CBD

The City of Helsinki has sold an office property located in the Helsinki CBD in Kamppi at the address Kansakoulukatu 3. The buyer of the property is CapMan Nordic Real Estate II fund managed by CapMan Real Estate.

  • Finland
14 September 2018 | News

Catella advised Union Investment in the sale of a prime logistics property in the Aviapolis area

Union Investment has sold a logistic center in the Aviapolis submarket area. The buyer is VVT Kiinteistösijoitus Oy.

  • Corporate Finance
  • Finland
5 September 2018 | News

Catella advised Union Investment in the divestment of two office properties in the Helsinki Metropolitan Area

Union Investment has sold Plaza Pilke and Plaza Hehku office properties in the Aviapolis area in Vantaa. The buyer of the properties is a fund managed by Tristan Capital Partners.

  • Corporate Finance
  • Finland
4 September 2018 | News

Catella Hedgefond - Uncorrelated portfolio management

The objective of Catella Hedgefond is to achieve stable returns at low risk, regardless of market conditions. The fund invests mainly in Nordic equities and bonds, as well as in derivatives. Sustainability is an integral part of the fund management and the fund applies negative screening for sustainability criteria and consequently avoids long positions in companies that produce tobacco, alcohol, commercial games for money, pornography, coal, or weapons. Derivatives are used in the management of the fund to protect its capital and increase return opportunities. The fund strives to achieve low correlation with performance in the equity, credit and bond markets and may thus both raise the expected return and lower the expected risk in a traditional equity and fixed income portfolio.

  • Mutual Funds
  • Sweden
4 September 2018 | News

Autumn outlook and positioning

The economy is at a late stage of the cycle, which, experience suggests, should have several consequences. Wages and inflation should begin to accelerate, resulting in higher key interest rates but, so far, the predictions have not been fully realised, creating problems for some of Catella's funds. However, portfolio managers Thomas Elofsson and Martin Jonsson are still in good spirits and expect a better autumn in a number of respects.

  • Mutual Funds
  • Sweden
3 September 2018 | Press release

Catella: End of price increase in sight?

• No further price increase expected in most European markets• Investors keep focusing on Germany, followed by France• Structural shift of investment activity from retail to logistics

  • Corporate Finance
  • Germany
  • Sweden
30 August 2018 | News

Catella Market Update, Autumn 2018 has been published

Investment market still very active The transaction volume in the first half of 2018 totalled EUR 3.9 billion. In 2017 a record-high transaction volume was achieved totalling ten billion euros, which was driven by two major deals comprising almost half of the investment volume. In 2018 the market has been even more active than in 2017 when comparing the number of transactions finalised. In addition, Finland continues to interest international investors also in 2018 and the foreign investors’ share of the total volume.

  • Corporate Finance
  • Finland
  • Market Tracker
29 August 2018 | Press release

Jussi Rouhento new Managing Director at Catella Asset Management Finland

Jussi Rouhento has been appointed Managing Director at Catella Asset Management Finland. He will start his position on January 2, 2019 and will replace Eero Syväniemi who retires in February 2019.

  • Property Investment Management
  • Europe
  • Finland
  • Sweden
28 August 2018 | News

Catella Fonder: Half year report 2018

Catella Fondförvaltning AB today publishes the funds' half year report for 2018. 

  • Mutual Funds
  • Sweden
24 August 2018 | Press release, Regulatory

Catella AB – Interim Report January-June 2018

The second quarter was strong with high activity in a majority of Catella’s operations. Total income increased by 18% year-on-year to SEK 691 M, and operating profit was in line with the previous year at SEK 81 M in the quarter despite a number of investments, mainly in Property Investment Man-agement. Assets under management increased by SEK 34.4 Bn year-on-year, and by SEK 11.3 Bn in the second quarter.

  • Catella Group
15 August 2018 | News

Catella advisor to Kalevala Jewelry in the sale of an office and industrial property and in the letting of new premises

Catella advised Kalevala Jewelry in the sale of their office and industrial property in Pitäjänmäki, in address Strömbergintie 4, Helsinki. The buyer is SRV construction company. Catella assisted Kalevala Jewelry in the search of a new location and in the letting negotiations. The construction works of the new premises were completed in June 2018 and they are located in the address of Hankasuontie 11 A in Konala.

  • Finland
12 July 2018 | News

Catella advised Union Investment in the sale of a major headquarters property in Helsinki

Union Investment has sold Skanska headquarters property located in the Ruskeasuo area in Helsinki. The buyer is Corum Asset Management.

  • Corporate Finance
  • Finland
4 July 2018 | Press release

CREDI indicates increased optimism among banks as well as improved credit terms

In the July issue of the Catella Real Estate Debt Indicator (CREDI), the Main index increases from 50.5 to 54.3, which is the strongest index score since September 2015. Property companies and banks have a positive view of the development of the credit market, while the bond market is showing signs of levelling out.

  • Corporate Finance
  • Sweden
29 June 2018 | News

Sustainable investments for your buffer

Saving up a buffer for unexpected costs is probably the most important saving of all. Once your buffer is in place you should create a good mix on a slightly longer investment horizon; the one for your longer-term goals and dreams.

  • Mutual Funds
  • Sweden
28 June 2018 | News

Mark Twain and the future

When we summed up 2017, the verdict was that it was an unusually stable year, economically and market-wise. The first half of 2018 has brought more movement in the market and, in pace with less expansive monetary policy, the risks of a backlash in the world economy and the finance market are rising. For the market, the single-most important question is when will the next recession arrive.

  • Mutual Funds
  • Sweden
27 June 2018 | Press release, Regulatory

Catella announce amended terms and conditions

Catella AB (publ) ("Catella") announces the amendment of the terms and conditions (the "Terms and Conditions"), originally dated 9 June 2017, for Catella's senior unsecured bonds with a framework amount of up to SEK 750,000,000 and ISIN SE0009994718. The amendment became effective on 27 June 2018.

  • Catella Group
27 June 2018 | News

Half-time rest and summer holidays

Summer holidays and the football World Cup. The fantastic start to the Swedish summer takes me back to the summers of early childhood when sunburn was as expected as sweet interludes with an ice-cream lolly or a Cornetto. For my generation, the football World Cup will always bring back 1994, when we sat up at night, crossing our fingers that the impossible was finally going to happen. Summer and the holidays also give us a bit of time for much-needed reflection about our lives. After all, the financial markets are a bit like life itself, full of dreams, challenges, hopes and disappointments. In the best case, joy and good fortune.

  • Mutual Funds
  • Sweden
25 June 2018 | News

Catella advised in the forward sale of turnkey project in Central Aarhus to Patrizia

Catella Corporate Finance has acted as exclusive financial advisor to Biblioteksparken A/S in the forward sale of an approx. 14,200 sq.m. turnkey project in Central Aarhus to Patrizia Immobilien AG.

  • Corporate Finance
  • Denmark
19 June 2018 | Press release, Regulatory
19 June 2018 | News

Catella as an advisor in the sale of 21 residential properties in Finland

Catella acted as an advisor to Avara, when it sold 21 residential properties located in 11 municipalities. The properties consist of 465 apartments in total. The buyer is a Nordic real estate investment company NREP.

  • Corporate Finance
  • Finland
18 June 2018 | Press release

Catella advises Coop in mega transaction in Aarhus

Catella Corporate Finance has acted as financial advisor to Coop in the sale of an attractive 131,300 sq.m. real estate portfolio in Aarhus to Dades A/S.

  • Corporate Finance
  • Denmark
13 June 2018 | Press release, Regulatory
7 June 2018 | News

Tomra – and the art of being long-term

Most investors I have met, and I include myself, like to describe their investment horizon as long-term. This may well be true, but in some cases the words can be used if an investment has not really performed as planned. “We have a long-term view of the company” can sometimes be interpreted as “We were wrong in the short term but if we keep the holding long enough it will get better”.

  • Mutual Funds
  • Sweden
7 June 2018 | News

Can a sustainability fund short sell unsustainable stocks?

Sustainability is increasingly important in the selection of shares for fund portfolios. But in addition to using it as a tool for excluding certain companies, it can be employed to choose new shares for a portfolio. This is highlighted by Anna Strömberg, Sustainability Officer and Portfolio Manager for Catella Sverige Aktiv Hållbarhet. 

  • Mutual Funds
  • Sweden
1 June 2018 | Press release, Regulatory

Strategic Review of Catella Bank

In order to ensure that Catella Bank’s various operations get the best possible conditions for development, and to achieve operational efficiency and optimized capital structure for the Catella Group, a strategic review has been initiated.

  • Catella Group
31 May 2018 | Press release, Regulatory
28 May 2018 | Press release, Regulatory

Bulletin from annual general meeting of Catella AB (publ)

Today Catella AB (publ) held its annual general meeting at which the following resolutions were adopted:

  • Catella Group
23 May 2018 | Press release

Catella: Demand pressure in European commercial residential markets – yield decreases aren’t measured

Catella Research examined the commercial residential markets of 59 cities in 19 European countries: the lowest yield in Stockholm, the highest in Krakow. The highest rents in London, the lowest in Vilnius. The average purchase price for owner-occupied flats is at 4,616 €/sqm. Highest transaction volume in Germany.

  • Corporate Finance
9 May 2018 | Press release, Regulatory

Catella AB - Interim Report January-March 2018

Total income increased by SEK 46 M to SEK 541 M, up 9%, mainly driven by Property Investment Management and Equity, Hedge and Fixed Income Funds. Profit was in line with the previous year despite revenue recognition of potential variable earnings in Systematic Macro being deferred to year end, in contrast with the previous quarterly and annual settlement. Accrued but not chargeable variable earnings in Systematic Macro totalled some SEK 125 M at the end of the quarter, which was not included in profit for the quarter. As previously announced, the client portfolio in the card acquiring operations is being reduced from this quarter onwards, which impacts the Banking operations’ profit negatively.

  • Catella Group
8 May 2018 | News

Half day May 9th!

Wednesday May 9th, it is half day on the Stockholm Stock Exchange. This means that the stop time for orders of purchases and sales in our funds is at. 11:00.

  • Mutual Funds
  • Sweden
7 May 2018 | News

Summary of Q1 reports with Sven Thorén and Henrik Gripenvik

The interim reporting season for the first quarter has revealed relatively strong performance, with engineering companies included. Two of Catella Fonder's portfolio managers, Sven Thorén who shares the management of Catella Hedgefond and Henrik Gripenvik who is involved in managing Catella Sverige Aktiv Hållbarhet, believe the reports show that many companies still have a lot to offer in the current business cycle.

  • Mutual Funds
  • Sweden
7 May 2018 | News

Catella advisor in sale of an residential and assisted living property in Turku and Tampere

Catella acted as an advisor to FinCap, when it sold one residential and one assisted living property located in Turku and Tampere. The properties were divested from funds managed by FinCap to Nordea Life Assurance Finland Ltd.

  • Corporate Finance
  • Finland
4 May 2018 | News

Strong start to the year for Catella Nordic Long Short Equity

Before we review the performance of Catella Nordic Long Short Equity we would like to start by saying that Martin Nilsson and Ola Mårtensson have now managed the fund for three years. Three years is an important milestone for fund evaluators and analysts so it is therefore particularly pleasing to sum up this period. Catella Nordic Long Short has generated +29* percent compared to +18.7* percent for the Stockholm stock exchange (SIXRX per 30 April 2018). This was at a standard deviation of 14.6* percent for SIXRX and 7.4* percent for Catella Nordic Long Short, and with a correlation of approximately 0.4*. "We are very pleased with our performance in terms of risk-adjusted returns, and we maintain our goal - to create a good risk-adjusted return regardless of the stock market climate," says Martin Nilsson.

  • Mutual Funds
  • Sweden
2 May 2018 | News

Catella advisor in a sale of two major shopping centres

Catella acted as advisor to Barings Real Estate when it sold two shopping centres in the city centres of Lappeenranta and Rovaniemi. The properties were divested from a fund advised by Barings to Agore Kiinteistöt.

  • Corporate Finance
  • Finland
27 April 2018 | News

Half day April 30th!

Thursday April 30th, it is half day on the Stockholm Stock Exchange. This means that the stop time for orders of purchases and sales in our funds is at. 11:00.

  • Mutual Funds
  • Sweden
26 April 2018 | News

Making Catella Hedgefond even more sustainable

Catella began a journey in 2009 to integrate sustainability into our investment process by becoming a signatory to the UN Principles for Responsible Investment, committing ourselves to addressing environmental, social and governance issues in our decision making, and to promoting greater transparency and openness on these issues.

  • Mutual Funds
  • Sweden
  • WebTv
25 April 2018 | Press release, Regulatory

Notice of the annual general meeting of Catella AB (publ)

The annual general meeting of Catella AB (publ) (“the Company”) will be held Monday, 28 May 2018 at14:00 CET at Summit/GT30, Grev Turegatan 30, Stockholm, Sweden. Entrance and registration will begin at 13:30 CET.

  • Catella Group
20 April 2018 | Press release

Catella: Rapid growth in serviced apartments market

Germany expects a record year for completions, greater interest from international investors and positive market sentiment, with a transaction volume of approximately EUR 235 million in 2018.

  • Corporate Finance
16 April 2018 | News

Catella Asset Management expands and moves on Paris’s Champs-Elysées

To empower its development ambitions, Catella Asset Management invested a few weeks ago in new premises, located at 72 Rue Pierre Charron at the corner of Avenue des Champs-Elysées in the famous Paris Golden Triangle.

  • Property Investment Management
  • France
13 April 2018 | News

Catella advisor in the sale of a landmark property in the Tampere city center

Catella acted as Renor Oy’s advisor when they sold the well-known PMK-building in the Tampere city center to Trevian Finland Properties I -fund managed by Trevian Funds AIFM Oy.

  • Corporate Finance
  • Finland
11 April 2018 | Press release

CREDI indicates an improving credit market

In the April issue of the Catella Real Estate Debt Indicator (CREDI), the Main index increases from 50.3 to 50.5, which is the second consecutive quarter where the Main index is above 50.0.

  • Corporate Finance
  • Sweden
10 April 2018 | News

Catella advisor in the sale of Citycon’s retail property in the Kuopio city center

Catella acted as Citycon’s advisor when Citycon signed an agreement to sell a city centre retail property in Kuopio to Special Investment Fund Fennica Toimitilat I.

  • Corporate Finance
  • Finland
9 April 2018 | News

Stay on course in the stock market

The global economy has recently been shaken by US gambits over trade tariffs on steel and aluminium. China has responded by announcing tariffs on goods such as pork, but it is too early to draw parallels with 1930, when world trade shrank by 70 percent. Instead, the global economy appears to be facing an unusually resilient period, with a synchronised upturn in both the United States and elsewhere – and in a number of different industries. Danske Bank's strategist Mattias Sundling and Catella Fonder's Henrik Gripenvik, who manages the Catella Aktiv Sverige Hållbarhet fund, are quite unanimous.

  • Mutual Funds
  • Sweden
27 March 2018 | News

Half day March 29th

Thursday March 29th, it is half day on the Stockholm Stock Exchange. This means that the stop time for orders of purchases and sales in our funds is at. 11:00.

  • Mutual Funds
  • Sweden
23 March 2018 | News

All-weather jackets and cockroaches

Brilliant spring sunshine, but still several degrees below zero in the capital. The snow has stayed around unusually late in the season, but the daytime thaw hints of warmer and lighter times to come. In this period of transition, I found myself thinking about the all-weather jacket. The ultimate piece of clothing, designed to withstand wind and rain but easily unzipped and opened up when the sun is shining or when you're working up a sweat. And this can be used as a metaphor in the hunt for the ultimate portfolio.

  • Mutual Funds
  • Sweden
21 March 2018 | Press release

Catella Asset Management Iberia exceeds EUR 200 million in assets under management

Catella’s Iberian real estate asset management platform, Catella Asset Management Iberia (Catella AM), has exceeded EUR 200 million in assets under management, strengthening its presence in value-add assets and alternative investments. Catella AM is part of Catella’s Property Investment Management business area, with in total EUR 5,6 billion in assets under management. Following the acquisition of the Planetocio shopping and leisure centre in Madrid, Catella AM has successfully completed its tenth transaction in Spain, where it operates in the residential, retail and student housing sectors.

  • Property Investment Management
  • Spain
19 March 2018 | Press release

Catella advised Lundbeck in the divestment of site in Valby to NCC Property Development

Catella Corporate Finance acted as exclusive financial advisor to Lundbeck in completing the strategic divestment of former Lundbeck headquarter properties in Valby, Copenhagen. The sale of the site to NCC finalizes a two-step divestment process securing new investments in Valby in the range of DKK 1.5 billion.

  • Corporate Finance
  • Denmark
13 March 2018 | Press release

“Catella Modernes Wohnen” invests in “simplify your life campus” for commuters, businesses, students, tourists and families in Hamburg

“Catella Modernes Wohnen” acquires new development of a unique apartment complex in Hamburg and grows to more than EUR 100 million after 6 months. Berlin-based investment manager Catella Residential Investment Management GmbH (CRIM), a subsidiary of the Swedish Catella Group focused exclusively on the residential asset class, has acquired a turn-key project development of an apartment complex with 347 single units in Hamburg for around EUR 43,5 million.

  • Property Investment Management
  • Germany
13 March 2018 | Press release

SALE OF ICONIC PROPERTIES IN THE FRENCH “TRIANGLE D’OR”

Several groups of Haussmann buildings located in the Parisian CBD are about to be put up for sale by Catella France and Knight Frank companies, through a co exclusive mandate cooperation.

  • Corporate Finance
  • France
9 March 2018 | News

Interest rates are rising. Make sure you understand the consequences!

Interest rates have been steadily seeking out new lows for a long time now, but this has changed. All the signs suggest the low point has passed and we are facing a period of gently rising rates. Is it possible to make good investments in this new environment?Catella Fonder has options for clients who want to bypass the volatile stock markets and the negative performance of traditional bond funds that invest in government securities.

  • Mutual Funds
  • Sweden
6 March 2018 | News

Catella Sverige Aktiv Hållbarhet generates good results with the new team

Only a couple of months have passed since the start of 2018, but we can already look back on strong market movements. The year began strongly, and at the end of January companies reported figures for the fourth quarter of 2017, which overall exceeded expectations. There were particularly strong reports from cyclical companies. Even the banks, which weigh heavily in the Swedish equity market, came in above expectations.

  • Mutual Funds
  • Sweden
5 March 2018 | Press release

Catella Property Investment Management increased AuM 33% in 2017 to EUR 5.6 billion

Catella Property Investment Management increased its assets under management 33% to EUR 5.6 billion in 2017, while total revenues increased 76% to EUR 52 million

  • Property Investment Management
2 March 2018 | Press release
2 March 2018 | Press release

Catella: Positive outlook for Nordic real estate markets in 2018

Record year with transaction volume of EUR 43.3 billion, increase of international investors, positive market sentiment for 2018.  The latest overview of the 2018 Nordic investment markets by Catella Research shows that the economic situation supports the positive trend. With a transaction volume of approx. EUR 43.3 billion (2016: EUR 41.9 billion, 2015: EUR 32.8 billion), more properties were traded in one year than in the past 25 years. EUR 3.4 billion was invested by Nordic investors in European real estate outside of the Nordic countries. The core markets are still in focus of investors but second-tier locations are gaining momentum.

  • Corporate Finance
  • Germany
28 February 2018 | News

Catella Hedgefond – Returns driven mainly by company-specific picks

2018 began with rising stock prices and low volatility, but in February the equity market fell and volatility increased significantly. Catella Hedgefond’s ambition is to create a good risk-adjusted return with a low risk and with a low correlation to the equity and fixed income markets. So far this year, Catella Hedgefond has gained +0.5 percent at a significantly lower risk than the equity market (which generated 0.7 percent). The fund’s return is driven by company-specific picks, not market risk, and these company-specific cases are both long and short positions. 

  • Mutual Funds
  • Sweden
28 February 2018 | Press release

“Catella Wohnen Europa” jumps to EUR 590 million after 2 years

Following the acquisition of a building in Wolfsburg comprising 158 residential units for EUR 11.6 million, “Catella Wohnen Europa” has reached an important milestone after only 2 years. With this transaction, the Berlin-based investment manager Catella Residential Investment Management GmbH (CRIM), a subsidiary of the Swedish Catella Group focused exclusively on the residential asset class, has created a diversified real estate portfolio worth over EUR 590 million in the “Catella Wohnen Europa” fund, with 3,000 residential units in five countries across Europe.

  • Property Investment Management
  • Germany
28 February 2018 | Press release

“Catella Wohnen Europa” jumps to EUR 590 million after 2 years

Following the acquisition of a building in Wolfsburg comprising 158 residential units for EUR 11.6 million, “Catella Wohnen Europa” has reached an important milestone after only 2 years. With this transaction, the Berlin-based investment manager Catella Residential Investment Management GmbH (CRIM), a subsidiary of the Swedish Catella Group focused exclusively on the residential asset class, has created a diversified real estate portfolio worth over EUR 590 million in the “Catella Wohnen Europa” fund, with 3,000 residential units in five countries across Europe.

  • Property Investment Management
  • Germany
28 February 2018 | Press release

“Catella Wohnen Europa” jumps to EUR 590 million after 2 years

Following the acquisition of a building in Wolfsburg comprising 158 residential units for EUR 11.6 million, “Catella Wohnen Europa” has reached an important milestone after only 2 years. With this transaction, the Berlin-based investment manager Catella Residential Investment Management GmbH (CRIM), a subsidiary of the Swedish Catella Group focused exclusively on the residential asset class, has created a diversified real estate portfolio worth over EUR 590 million in the “Catella Wohnen Europa” fund, with 3,000 residential units in five countries across Europe.

  • Property Investment Management
  • Germany
26 February 2018 | Press release

Catella and Kriton establish asset management company

Catella and Kriton Immobilien GmbH have jointly established the asset management company “Catella Asset Management” (CAM). This is in response to growing demand for advisory services in professional real estate management for national and international investors. The new company will thus offer its extensive expertise also to third parties in the German market for the first time.

  • Property Investment Management
23 February 2018 | Press release, Regulatory

Catella AB – Year-end Report 2017

Assets under management and income continued to return strong growth in 2017, resulting in operating profit adjusted for items affecting comparability of SEK 414 M (258). It’s particularly pleasing to see that our focus on a European platform in Property Investment Management is starting to make a significant contribution to both income and operating profit.

  • Catella Group
21 February 2018 | Press release, Regulatory

Catella publishes preliminary figures for 2017 and conducts a strategic review of card acquiring, resulting in reduced income in 2018

Following a strategic review of the card acquiring business that will result in reduced income in 2018, Catella has chosen to publish preliminary figures. Catella’s total income for the full-year 2017 amounts to SEK 2,477m (2,027), operating profit before impairment of intangible assets to SEK 414m (258) and profit for the period to SEK 284m (207*), of which attributable to shareholders of the parent company SEK 192m (122*). Finalised figures will be published in full on Friday, 23 February 2018 in Catella’s year-end report.

  • Catella Group
13 February 2018 | News

Catella Market Indicator has been published; Another record year for property transactions

Finland’s real estate investment market remained exceptionally active until the end of 2017. As a result, a record-high transaction volume was achieved for the second year in a row. This time, the new record came to around EUR 10 billion, which was driven by a few major deals and strong demand by international investors.

  • Corporate Finance
  • Finland
  • Market Tracker
12 February 2018 | Press release

Catella acquires 23 residential units and one commercial unit for souther German insurer

Berlin-based investment manager Catella Residential Investment Management GmbH (CRIM), a subsidiary of the Swedish Catella Group focused exclusively on the residential asset class, has acquired a total of 23 recently completed residential units and one commercial unit with 2,223 square metres of leasable space in the Weißensee district of Berlin’s Pankow borough for EUR 11.4 million for a single-client fund of a southern German insurer.

  • Property Investment Management
  • Germany
  • Property Funds
12 February 2018 | News

What will 2018 bring?

It was worth listening to Catella’s podcasts in 2017. Not least when analyst Arvid Lindquist warned of excessive housing construction in the cities and that commercial premises in less attractive locations would have a tough time – and that’s how it turned out

  • Mutual Funds
  • Sweden
9 February 2018 | Press release

Investment Analysis of 76 German Office Locations 2018

Ideal investment conditions in the German office markets, yield decline slowed down, rent increase due to lack of supply, A- and B-locations remain the focus of investors.

  • Corporate Finance
  • Germany
  • Corporate Finance
8 February 2018 | Press release

Catella reinforces within debt advisory

Manuela Scheibe joins Catella’s Capital Markets team and takes up the position as Director and Head of Debt Advisory at the Copenhagen office.

  • Corporate Finance
  • Denmark
8 February 2018 | Press release, Regulatory

Share acquisition in IPM completed

Catella announced on 27 November 2017 that the company had entered into an agreement with a number of existing shareholders in IPM Informed Portfolio Management B.V. (“IPM B.V.”) to secure continued control of its subsidiary IPM Informed Portfolio Management AB (“IPM AB”). The acquisition was conditional upon certain terms that have now been met, and the transaction has been completed.

  • Catella Group
8 February 2018 | Press release
6 February 2018 | News

Hedgenordic - round table

It was always my feeling that hedge funds and family offi ces shared much of the same DNA, with their typical entrepreneur driven, bouti que setup, the desire for absolute returns over beati ng a benchmark and the dogmati c striving of capital preservati on.

  • Mutual Funds
  • Sweden
5 February 2018 | News

Strong start to the year for Catella Nordic Long Short Equity

The start of 2018 has been strong for Catella Nordic Long Short Equity, following good company selection for both longs and shorts. The long holdings (positions for a rising stock market) include PGS, Storebrand and Xspray. The main shorts for the fund (positions for a falling stock market) have been Christian Hansen and Royal Unibrew.

  • Mutual Funds
  • Sweden
5 February 2018 | Press release

Catella project „Grand Central Düsseldorf“ is on the way – land-use plan concluded

At the 500-million Euro project „Grand Central Düsseldorf" an important milestone has been reached. At its latest meeting the city council of Düsseldorf decided by an overwhelming majority the land-use plan for the urban district development in central situation of the Rhine metropolis.

  • Property Investment Management
  • Germany
  • Project Management
5 February 2018 | Press release

Catella project „Grand Central Düsseldorf“ is on the way – land-use plan concluded

At the 500-million Euro project „Grand Central Düsseldorf" an important milestone has been reached. At its latest meeting the city council of Düsseldorf decided by an overwhelming majority the land-use plan for the urban district development in central situation of the Rhine metropolis.

  • Property Investment Management
  • Germany
  • Project Management
1 February 2018 | News

Choice of benchmark makes a difference

In recent years it has become more popular to invest in passively managed funds, known as index tracker funds. Of the total net flows into equity funds during 2017, almost 80 percent (SEK 37.4bn) went to tracker funds, and by the end of the year these funds made up almost 16 percent of total equity fund assets. Even though Catella Fonder stands for active management, with our analysis and knowledge forming the foundation of our fund management, we would like to highlight the importance of choosing the right index fund.

  • Mutual Funds
  • Sweden
31 January 2018 | Press release

Varma outsources the management and disposal of 110.000 sqm portfolio to Catella

Varma Mutual Pension Insurance Company outsources the management and disposal of 110.000 sqm real estate portfolio to Catella Asset Management Oy. The assets of the portfolio are mainly located in the Helsinki Metropolitan Area and in growth centers. 

  • Property Investment Management
  • Finland
  • Property Asset Management
29 January 2018 | Press release

Catella European Student Housing Fund open-end special AIF is fully invested

Berlin-based investment manager Catella Residential Investment Management GmbH (CRIM), a subsidiary of Swedish Catella Group focused exclusively on the residential asset class, has made its final investments for the Catella European Student Housing Fund open-end property special AIF. EUR 400 million has been invested in 18 properties with a total of 4,182 units.

  • Property Investment Management
  • Germany
  • Property Funds
22 January 2018 | Press release, Regulatory

Bulletin from extraordinary meeting of Catella AB (publ)

Today Catella AB (publ) held its extraordinary meeting at which the following resolutions were adopted:

  • Catella Group
22 January 2018 | Press release
18 January 2018 | Press release

Catella’s Parken Europa acquires fourth real estate in Cork - Ireland

The Munich-based investment manager Catella Real Estate has acquired a car park with 720 parking spaces and a supermarket in Cork for its open-ended real estate special AIF, Catella Parken Europa. The property is leased to one of the leading car park operators in Ireland NCPS on a long-term basis.

  • Property Investment Management
18 January 2018 | Press release

Catella launches second Dutch residential real estate fund

The Munich-based investment manager Catella Real Estate AG has launched the “Catella Dutch Residential II”, a successor to the successful “Panta Rhei Dutch Residential” fund. Like its predecessor, the investment fund, which has a target fund volume of more than EUR 300 million, focuses on investments in the Dutch and, to some extent, Belgian residential real estate markets. Initial potential investments are already being appraised.  

  • Property Investment Management
  • Property Funds
18 January 2018 | Press release

Catella’s Parken Europa acquires fourth real estate in Cork - Ireland

The Munich-based investment manager Catella Real Estate has acquired a car park with 720 parking spaces and a supermarket in Cork for its open-ended real estate special AIF, Catella Parken Europa. The property is leased to one of the leading car park operators in Ireland NCPS on a long-term basis.

  • Property Investment Management
  • Germany
18 January 2018 | Press release

“Catella Modernes Wohnen” acquires new student apartment development

The Berlin-based investment manager Catella Residential Investment Management GmbH (CRIM), a subsidiary of the Swedish Catella Group focused exclusively on the residential asset class, has acquired a turn-key project development of a microliving/student housing complex in Berlin’s Lichtenberg district from the homepoint Group. 350 individual apartments will be completed by the 2nd quarter of 2019. The purchase was made for “Catella Modernes Wohnen”, a mutual fund specialising in microliving.

  • Property Investment Management
  • Germany
11 January 2018 | Press release

Catella Real Estate acquires mixed-use property in Munich-Moosach

The Munich-based investment manager Catella Real Estate AG has acquired the mixed-use property "Moosach Center" in the Munich suburb of Moosach for the AIF "Catella BAVARIA", which focuses on the metropolitan regions of Munich and Nuremberg. Completed in 2010 directly at Moosach station, the property has approx. 7,100 square meters of rental space and is fully let.

  • Property Investment Management
  • Germany
10 January 2018 | News

Market trends

We can sum up 2017 with one word: stability. Despite continued interest rate hikes and trimmed balance sheets by the US Federal Reserve, despite reduced purchasing of securities by the European Central Bank, despite an inconsistent US president, and despite North Korea launching missiles and testing atom bombs, the world's financial markets have been stable. Even in Sweden, which for many years has been something of a growth wonderkid and where reality has caught up, the market as a whole has been stable.

  • Mutual Funds
  • Sweden
10 January 2018 | Press release

Mönchengladbach starts developing City East

The city of Mönchengladbach and Catella have presented the urban development concept for City East today. The Swedish company is planning the construction of 1.500 apartments and various commercial units on the 15 ha ground close to the main station. In total there are ½ a billion Euros to be invested. For this concept the development plan procedure is said to be conducted after taking of decisions by the city council on 15th February.

  • Property Investment Management
  • Germany
  • Project Management
9 January 2018 | Press release

Catella acquires the fifth property for the fund “IWS II – Wirtschaftsregion Süddeutschland” (IWS II).

The Catella Real Estate AG (CREAG) acquired office property in Stuttgart, Wiener Straße 42-46.

  • Property Investment Management
  • Germany
5 January 2018 | News

Comfortably numb

One of the most recognised tracks by rock legends Pink Floyd, from the album The Wall and released in 1979. The lyrics describe how the main character of the album, Pink, collapses and is medicated by a doctor to get him back on his feet, causing him to feel comfortably numb.

  • Mutual Funds
  • Sweden

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