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LEG Immobilien
LEG Immobilien (LEG) investor relations material
LEG Immobilien Company presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company presentation summary1 Apr, 2026
Financial performance and highlights
AFFO reached a record €220.5m in 2025, up 10%, with a proposed dividend of €2.92 per share, reflecting a 100% payout of AFFO.
Net cold rent increased 7% to €919.9m, and adjusted EBITDA rose 7.3% to €718.3m, with FFO I up 5.2% to €481.5m.
Loan-to-value improved to 46.8%, and equity ratio strengthened to 41.6%.
Sale of 3,100 units for over €250m completed or agreed, supporting portfolio streamlining.
2026 guidance confirmed: AFFO €220–240m, FFO I €475–495m, investments >€35/sqm, LTV ~45%.
Portfolio and operations
Portfolio grew to 171,360 residential units, mainly in North Rhine-Westphalia (79%).
In-place rent averaged €7.04/sqm/month, with 3.5% like-for-like rent growth.
EPRA vacancy rate remained low at 2.3%.
Significant investments of €36.11/sqm, with recurring capex of €261m.
BCP integration drove portfolio expansion and higher investment properties value.
Growth drivers and strategy
Long-term growth expected from subsidised units coming off restriction from 2028, with >12% rent increase potential.
Digitalisation and tech investments to drive efficiency and bottom-line impact from 2028 onward.
Value-add services, including energy, refurbishment, and digital solutions, contributed €31m to FFO I in 2025.
Focus on affordable housing, cash neutrality, and selective investments.
2028 subsidised unit rent step-up potential
Tech-driven AFFO contribution from 2028 onwards
Disposal proceeds role in 2026 dividend policy
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Latest events from LEG Immobilien
- Record AFFO, robust rent growth, and higher dividend support a strong 2026 outlook.LEG
Q4 20255 Mar 2026 - AFFO guidance raised, portfolio devaluation slowed, and rent growth outlook reaffirmed.LEGQ2 20241 Feb 2026
- Net profit surged to €448.1m in H1 2025, with AFFO and guidance both raised.LEGQ2 202527 Jan 2026
- AFFO guidance raised as portfolio performance stabilizes and major acquisition boosts outlook.LEGQ3 202415 Jan 2026
- AFFO up 10.6%, dividend up 10.2%, 2025 growth and ESG targets reaffirmed.LEGQ4 20242 Dec 2025
- Q1 2025 net profit jumped 320.8% and AFFO rose 28.2%, led by BCP integration.LEGQ1 202524 Nov 2025
- AFFO up 19.3%, net profit €1.13B, and LTV set to drop to 45% with strong rental growth.LEGQ3 202512 Nov 2025
Next LEG Immobilien earnings date
Q1 202613 May, 2026
LEG Immobilien
Next LEG Immobilien earnings date
Q1 202613 May, 2026
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