582. Expertens dippköp bland fastighetsaktier
Summary
Sparpodden features a special episode on the Swedish real estate sector, hosted by Gustav Sellberg, a fund manager with a decade of experience in property transactions. The discussion covers the sector's recent struggles due to rising interest rates and high leverage, contrasting the performance of different property types like logistics, offices, and residential. Sellberg analyzes specific stocks such as Balder, SBB, and Core & Properties, explaining how valuation metrics like yield spread and substance discounts influence investment decisions. He also addresses the challenges of managing …
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