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Kommentar zum Immobilienaktienmarkt: Immobilienaktien können sich Abwärtstrend nicht entziehen

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Kommentar zum Immobilienaktienmarkt:

Immobilienaktien können sich Abwärtstrend nicht entziehen

Alexander Schäfer, Fondsmanager bei Ellwanger & Geiger Privatbankiers

Stuttgart, 22. April 2013

Published in: Economy & Finance
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Kommentar zum Immobilienaktienmarkt: Immobilienaktien können sich Abwärtstrend nicht entziehen

  1. 1. Presseinformation..Immobilienaktienmarkt KW 16Alexander Schäfer, Fondsmanager bei Ellwanger & Geiger Privatbankiers:Immobilienaktien können sich Abwärtstrend nicht entziehenBereits am Montag sorgten schwache Konjunkturdaten aus den USA undAsien für Verunsicherung an den Märkten. Befürchtungen um diedeutsche Wirtschaft und nach wie vor bestehende Ängste um einWiederaufflammen der Eurokrise drückten den EuroStoxx50 am Mittwochauf ein Jahrestief. Erst das positive Frühjahresgutachten für Deutschlandund Aussagen aus China zu den Wachstumsperspektiven des Landesließen die Märkte gegen Ende der Woche wieder drehen.Immobilienaktien entwickelten sich zwar etwas besser als derGesamtmarkt, mit einem Verlust von 1,6 Prozent konnten sie sich demAbwärtstrend jedoch nicht entziehen.Nachdem sich der Aktienkurs der deutschen IVG Immobilien AG in derVorwoche von seinem freien Fall der letzten Monate zu erholen schien,ging es diese Woche erneut bergab und der Titel büßte um 17,9 Prozentan Wert ein. Weitere Verlierer waren die in Shoppingcentern investierteIGD (-7,6 Prozent) aus Italien sowie der polnische Entwickler ECHO (-7,5Prozent). Unter den wenigen Gesellschaften mit positiverWochenperformance fand sich die dänische Jeudan (+6,1 Prozent) trotz
  2. 2. 2Dividendenzahlung von sechs Dänischen Kronen je Aktie an der Spitze.Bei den vorliegenden Informationen handelt es sich um allgemeine Informationen, nicht um eine Anlageberatung oderEmpfehlung oder eine Finanzanalyse. Für eine individuelle Anlageempfehlung oder Beratung stehen Ihnen unsere Beratergerne zur Verfügung.Kontakt:BANKHAUS ELLWANGER & GEIGER KGAlexander SchäferFondsmanagementInstitutional BankingBörsenplatz 1D-70174 StuttgartTel: 0711/2148-172Fax: 0711/2148-250E-Mail: Alexander.Schaefer@privatbank.dewww.privatbank.de
  3. 3. Stand: 22.04.2013E&G-EPIX 30 © Marktkap. in € Schlusskurs VortagPerformance[%]seit 31.12.2009nach LändernEuroEPIX 30Gewichtungnach LändernE&G-EPIX 50Gewichtungnach Ländern1 CA Immobilien Anlagen AG AT CAI AV Equity 880.317.749 10,02 -4,30 4.996.064.270 1,25% 7,08% 0,74% 4,19%2 Immofinanz Immobilien AT IIA AV Equity 3.407.179.199 3,02 -4,97 4,83% 2,86%3 Conwert AT CWI AV Equity 708.567.322 8,30 -13,51 1,00% 0,59%4 Cofinimmo BE COFB BB Equity 1.581.649.414 89,50 -0,11 2.552.981.445 2,24% 3,62% 1,33% 2,14%5 Befimmo BE BEFB BB Equity 971.332.031 50,80 4,03 1,38% 0,82%6 Gagfah D GFJ GR Equity 1.853.943.848 8,98 1,34 11.168.643.860 2,63% 15,83% 1,56% 9,37%7 TAG Immobilien D TEG GR Equity 1.138.729.492 8,71 -8,27 1,61% 0,96%8 GSW Immobilien D GIB GR Equity 1.452.126.221 28,61 N/A 2,06% 1,22%9 Alstria D AOX GR Equity 713.874.451 9,01 -2,24 1,01% 0,60%10 Deutsche Wohnen D DWNI GR Equity 2.142.980.713 13,29 -4,79 3,04% 1,80%11 Deutsche Euroshop D DEQ GR Equity 1.665.298.706 30,84 -2,43 2,36% 1,40%12 LEG Immobilien D LEG GR Equity 2.201.690.430 41,50 N/A 3,12% 1,85%13 Inmobiliaria Colonial ES COL SM Equity 173.957.382 0,77 -52,76 173.957.382 0,25% 0,25% 0,15% 0,15%14 Unibail F UL NA Equity 17.782.755.859 187,40 3,00 39.696.969.482 25,21% 56,27% 14,92% 33,31%15 Gecina F GFC FP Equity 5.536.943.359 88,20 3,89 7,85% 4,65%16 Klepierre F LI FP Equity 6.077.861.328 30,47 1,50 8,61% 5,10%17 ICADE F ICAD FP Equity 3.412.274.170 65,62 -1,94 4,84% 2,86%18 Fonciere des Regions F FDR FP Equity 3.502.749.756 60,50 -4,42 4,96% 2,94%19 Mercialys F MERY FP Equity 1.500.892.212 16,31 -4,90 2,13% 1,26%20 Societé Foncière Lyonnaise F FLY FP Equity 1.883.492.798 40,48 14,03 2,67% 1,58%21 Citycon FI CTY1S FH Equity 1.001.723.755 2,27 -0,17 2.094.395.020 1,42% 2,97% 0,84% 1,76%22 Sponda FI SDA1V FH Equity 1.092.671.265 3,86 7,22 1,55% 0,92%23 Eurobank Properties GR EUPRO GA Equity 350.139.984 5,74 17,14 350.139.984 0,50% 0,50% 0,29% 0,29%24 Beni Stabili IT BNS IM Equity 911.393.677 0,48 6,61 1.173.763.794 1,29% 1,66% 0,76% 0,98%25 IGD IT IGD IM Equity 262.370.117 0,80 -3,05 0,37% 0,22%26 Atrium European Real Estate MOE ATRS AV Equity 1.704.007.690 4,56 3,60 1.704.007.690 2,42% 2,42% 1,43% 1,43%27 Corio NL CORA NA Equity 3.523.298.340 36,63 6,75 4,99% 2,96% 5,57%28 Wereldhave NL WHA NA Equity 1.234.436.890 56,94 18,63 1,75% 1,04%29 Vastned Retail NL VASTN NA Equity 655.526.917 34,44 5,15 0,93% 0,55%30 Eurocommercial Property NL ECMPA NA Equity 1.226.801.880 29,40 -2,47 1,74% 1,03%70.550.986.954 100,00% 59,20%E&G-EPIX 50 © RIC Marktkap. in € Schlusskurs VortagPerformance[%]seit 31.12.2009nach LändernEuroEPIX 30Gewichtungnach LändernE&G-EPIX 50Gewichtungnach Ländern31 PSP Swiss Property CH PSPN SW Equity 3.182.734.672 84,55 1,40 6.797.743.855 2,67% 5,70%32 Swiss Prime Site CH SPSN VX Equity 3.615.009.183 73,40 0,84 3,03%33 Jeudan DK JDAN DC Equity 771.126.479 543,00 24,26 771.126.479 0,65% 0,65%34 Land Secs Group GB LAND LN Equity 7.874.264.427 863,00 6,08 31.329.026.861 6,61% 26,29%35 British Land GB BLND LN Equity 6.579.155.808 572,50 1,87 5,52%36 Intu Properties GB INTU LN Equity 3.820.989.072 343,60 -1,88 3,21%37 Hammerson GB HMSO LN Equity 4.268.581.640 514,00 5,26 3,58%38 Segro GB SGRO LN Equity 2.195.009.551 253,90 2,96 1,84%39 Derwent GB DLN LN Equity 2.715.673.082 2.285,00 8,50 2,28%40 Great Portland GB GPOR LN Equity 2.095.547.049 523,00 6,93 1,76%41 Shaftesbury GB SHB LN Equity 1.779.806.232 607,00 8,01 1,49%42 Norwegian Property NO NPRO NO Equity 652.078.975 9,03 6,24 652.078.975 0,55% 0,55%43 Raven Russia RU RUS LN Equity 504.979.417 73,50 15,75 1.199.579.223 0,42% 1,01%44 PIK Group RU PIKK RX Equity 694.599.806 58,01 -14,07 0,58%45 JM SE JM SS Equity 1.443.131.909 147,00 26,72 6.706.281.065 1,21% 5,63%46 Hufvudstaden SE HUFVA SS Equity 2.075.987.239 81,45 -0,61 1,74%47 Castellum SE CAST SS Equity 1.886.989.986 93,50 1,30 1,58%48 Fabege SE FABG SS Equity 1.300.171.931 67,00 1,90 1,09%49 GTC PL GTC PW Equity 587.998.955 7,55 -23,74 1.171.787.484 0,49% 0,98%50 ECHO PL ECH PW Equity 583.788.529 5,70 12,87 0,49%© Bankhaus Ellwanger&Geiger, 1988-2013 119.178.610.896 100,00%EPIX Titelliste
  4. 4. Veränderungenzum 01.03.2013Neu HerausE&G EPIX 30 TAG Immobilien IVG ImmobilienLEG Immobilien MetrovacesaSocieté Foncière Lyonnaise SILICE&G EPIX 50

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