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Unibail-Rodamco-Westfield 2022, het jaar van de comeback?

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konijnenmelkertbaan
1
quote:

HCohen schreef op 4 augustus 2022 10:12:

waarbij in zijn model hogere financiële kosten op middellange termijn worden geïntegreerd met een beperkte impact van de stijging van de rente.

Tja, wat is middellange termijn. 3-5 jaar, 5-10 jaar, 10 jaar?
De 1ste 5 zijn in ieder geval afgedekt.

Wel strak dat ze expliciet benoemen dat het koopadvies blijft, ook als de onzekerheden blijven.
DividendVent
0
Weet iemand of AREPS uit de cijfers te vergelijken zijn met AFFO van bijv. Realty Income?
HCohen
1
quote:

DividendVent schreef op 5 augustus 2022 07:14:

Weet iemand of AREPS uit de cijfers te vergelijken zijn met AFFO van bijv. Realty Income?
Zoals ik begrijp niet. Leuk idd hoe verschillend in de US vs EU wordt gerapporteerd.
Daarna; alles staat wel gewoon in de rapportages.

Eerst het verschil tussen EPS en FFO;
EPS/winst per aandeel (EPS = earnings per share) wordt berekend door de nettowinst van een bedrijf te bepalen en die toe te wijzen aan elk uitstaand aandeel gewone aandelen

FFO = Funds from operations
FFO = (netto-inkomsten + afschrijvingen + verliezen op de verkoop van onroerend goed) - winsten op de verkoop van onroerend goed - rentebaten
(FFO) verwijst naar het cijfer dat door vastgoedbeleggingstrusts (REIT's) wordt gebruikt om de kasstroom uit hun activiteiten te bepalen. Vastgoedbedrijven gebruiken FFO als een maatstaf voor de operationele prestaties.


Dan AREPS en AFFO;

AREPS = basisberekening Netto recurrent resultaat (Aangepaste winst per aandeel)
Aangepaste recurring EPS is een soort EPS-berekening waarbij componenten van het netto-inkomen die als eenmalig worden beschouwd niet worden meegenomen(non-recurring)

AFFO is een superieure maatstaf voor de operationele prestaties van een REIT in vergelijking met de meer algemeen gebruikte metriek - FFO. De belangrijkste reden is dat AFFO de grote en reële kosten weerspiegelt die verhuurders maken om hun eigendommen gedurende lange perioden van bezit te behouden. Deze investeringskosten ("cap-ex") zijn van cruciaal belang voor beleggers om te overwegen wanneer ze kijken naar REIT's versus alternatieve beleggingen in aandelen en obligaties, en wanneer ze kijken naar REIT-waarderingen voor verschillende soorten onroerend goed. Onze berekening van AFFO is:
FFO
- Genormaliseerde Cap-ex Reserve
- Straight Line Rent en andere niet-contante inkomsten (bijv. FAS 141)
- Winst op grondverkoop
- Winst voor het opbouwen van verkopers
- Buitengewone posten zoals winsten/verliezen op vooruitbetalingen van schulden
= AFFO

Ik hoop dat je hier iets aan hebt !
HCohen
2
Big Box-conversion

Westfield is razing the old Nordstrom building at UTC
www.sandiegouniontribune.com/business...
www.urw.com/en/website~o~content/asse...
AUG. 3, 2022

The original Nordstrom store at Westfield UTC as seen in 2016 during construction of the mall’s parking garage and new storefronts.(San Diego Union-Tribune)
Shuttered for years but still visible to passersby, the big-box relic of the open-air mall’s past is now set for demolition

The former Nordstrom store at Westfield UTC in University City, a windowless relic of a bygone retail era, will be razed to make room for something new at the operator’s flagship property.

The demolition work is expected to start this month and includes the neighboring dated storefronts that have been fenced off for years.

Westfield hasn’t revealed future plans for the site. However, the activity suggests that parent company Unibail-Rodamco-Westfield is moving forward with a new phase of redevelopment — even as the French firm seeks to simultaneously offload all of its U.S. properties.

“At Westfield, we are passionate about creatively transforming former department store space into exciting and engaging experiences — including highly innovative, non-traditional mall offerings — for our customers and the wider community to enjoy,” said Kim Brewer, who is senior vice president of development for Unibail-Rodamco-Westfield. “We look forward to clearing the former Nordstrom parcel at Westfield UTC and taking another step in the multi-year, resort-inspired evolution of the center which first began nearly a decade ago.”

Opened in 1977, Westfield UTC has undergone a nearly $1 billion transformation over the past 10 years with improvements designed to refashion the outdoor shopping center as a premier dining destination, luxury home address and workplace of the future.

The first phase of work, completed in late 2012 at a cost of $180 million, introduced new facades, a fancier food court and ArcLight Cinemas (the movie theater was recently replaced by AMC).

In 2017, a second, more substantial makeover added 400,000 square feet of space, high-end shops, a five-level parking structure, trendy eateries and office space, at a cost of $600 million. And, in 2019, the mall’s $200 million Palisade residential tower became one of the priciest apartment complexes in town.

Yet just east of Westfield UTC’s glitzy palm-tree lined valet drop-off area, the original Nordstrom building is still standing, visible from La Jolla Village Drive and the mall’s interior. The classic brick-and-mortar building, which opened in 1984, closed in 2017 when a larger Nordstrom store with floor-to-ceiling windows debuted at the west end of the mall.

Unibail-Rodamco-Westfield has not disclosed specific plans for the old Nordstrom site, except to note that the parcel and adjacent structures will be cleared completely before the year’s end.
Lamsrust
2
quote:

HCohen schreef op 5 augustus 2022 13:15:

Big Box-conversion

Westfield is razing the old Nordstrom building at UTC
www.sandiegouniontribune.com/business...
www.urw.com/en/website~o~content/asse...
AUG. 3, 2022

The original Nordstrom store at Westfield UTC as seen in 2016 during construction of the mall’s parking garage and new storefronts.(San Diego Union-Tribune)
Shuttered for years but still visible to passersby, the big-box relic of the open-air mall’s past is now set for demolition

The former Nordstrom store at Westfield UTC in University City, a windowless relic of a bygone retail era, will be razed to make room for something new at the operator’s flagship property.

The demolition work is expected to start this month and includes the neighboring dated storefronts that have been fenced off for years.

Westfield hasn’t revealed future plans for the site. However, the activity suggests that parent company Unibail-Rodamco-Westfield is moving forward with a new phase of redevelopment — even as the French firm seeks to simultaneously offload all of its U.S. properties.

“At Westfield, we are passionate about creatively transforming former department store space into exciting and engaging experiences — including highly innovative, non-traditional mall offerings — for our customers and the wider community to enjoy,” said Kim Brewer, who is senior vice president of development for Unibail-Rodamco-Westfield. “We look forward to clearing the former Nordstrom parcel at Westfield UTC and taking another step in the multi-year, resort-inspired evolution of the center which first began nearly a decade ago.”

Opened in 1977, Westfield UTC has undergone a nearly $1 billion transformation over the past 10 years with improvements designed to refashion the outdoor shopping center as a premier dining destination, luxury home address and workplace of the future.

The first phase of work, completed in late 2012 at a cost of $180 million, introduced new facades, a fancier food court and ArcLight Cinemas (the movie theater was recently replaced by AMC).

In 2017, a second, more substantial makeover added 400,000 square feet of space, high-end shops, a five-level parking structure, trendy eateries and office space, at a cost of $600 million. And, in 2019, the mall’s $200 million Palisade residential tower became one of the priciest apartment complexes in town.

Yet just east of Westfield UTC’s glitzy palm-tree lined valet drop-off area, the original Nordstrom building is still standing, visible from La Jolla Village Drive and the mall’s interior. The classic brick-and-mortar building, which opened in 1984, closed in 2017 when a larger Nordstrom store with floor-to-ceiling windows debuted at the west end of the mall.

Unibail-Rodamco-Westfield has not disclosed specific plans for the old Nordstrom site, except to note that the parcel and adjacent structures will be cleared completely before the year’s end.
Positief: URW investeert door in één van de beste US flagships die ze hebben. Dan moet je erg zelfverzekerd zijn over wat een potentiële koper daar voor invulling aan zou willen geven.
HCohen
0
4 aug: Marshall Wace meldt een shortpositie in Unibail van 0.51% (laatst bekende positie: 0.45%)
Lamsrust
1
Bestudeer net in vogelvlucht de Q2, 2022 cijfers van Amazon. Voor het 4de kwartaal op rij zijn de e-commerce activiteiten verliesgevend. Wel zie ik dat de omzet behaald in de fysieke winkels jaarlijks met 15% groeit en de online omzet gelijk blijft. Amazon blijft in leven door de AWS - afdeling: cloud activiteiten.
!@#$!@!
0
Beurswinkelier
0
Mbt Amazon, kan het komen door lagere prijzen te zetten, om concurrenten te bestrijden?
HCohen
0
'EV-market en malls' lijkt booming

EVS: AREA SHOPPING MALLS EXPANDING INTO CAR SALES
VinFast Opens New Showroom in Westfield UTC
Monday, August 1
www.sdbj.com/news/2022/aug/01/vinfast...
www.urw.com/en/website~o~content/asse...

EV Auto Mall
VinFast’s Westfield UTC opening marks the La Jolla mall’s fourth EV company to lease retail space onsite. The company joins Tesla Motors, Lucid Motors and ElectraMeccanica at the popular mall.
HCohen
2
OPENING DATE FOR FIRST PHASE OF COPPERMAKER SQUARE BUILD-TO-RENT DEVELOPMENT AT STRATFORD ANNOUNCED
Residential project adjacent to Westfield Stratford City to be managed by Greystar and open to first residents in January 2023
2 aug, 2022
www.quadreal.com/opening-date-copperm...

As East London celebrates the London 2012 10-year anniversary, joint venture partners PSP Investments, QuadReal Property Group and Unibail-Rodamco-Westfield (URW) are excited to announce the six-month countdown to the opening of Coppermaker Square, their 1,225 apartment Build-to-Rent development adjacent to Queen Elizabeth Olympic Park and Westfield Stratford City.

About Coppermaker Square
coppermakersquare.com/
The total Coppermaker Square project comprises nine residential buildings, ranging from eight to 38 levels, arranged around a landscaped public square with additional green spaces for residents. The apartments will be a mix of studio, one-, two-, three- and four-bedroom units, many of which will benefit from views over the adjacent Olympic Park and wider London. In addition, there will be a dedicated amenities hub plus a commercial space. Connectivity and integration into the wider community has been essential, with Cherry Park Lane, a landscaped thoroughfare, linking the site to the ‘Street’ at Westfield Stratford City and the Olympic Park.

For amenities, the development will offer a best-in-class living experience with a suite of services and on-site amenities including a gym, exercise and wellbeing studios, a 25m pool with spa facilities, a co-working space, a residents’ lounge, a private roof garden and a cinema room.
Kees 1938
0
Weet iemand hier of en zo ja hoeveel dividendbelasting je bij urw moet betalen? Er staat me iets van bij dat als er 90 % van de winst werd uitgekeerd, dat fiscaal voordelig is, maar op welke belasting dat van toepassing was dat weet ik niet meer.
roel
0
hoi kees,

Franse dividendbelasting van toepassing is een apart draadje over en ook hoe je die kunt terugvragen.

Voorlopig nog even geen dividend, pas in 2023
HCohen
2
Artikel inzake positieve trend URW's UK malls
NB zie artikel voor meer data(tabellen en grafieken)

ANALYSIS
Glut of Westfield Lettings Underlines Global Brand Appetite For UK Mall Expansion
The Likes of Nike, Apple, Gucci and Hamleys Are Choosing To Upgrade and Expand Store Space in a Clear Positive Trend
Retailers are upgrading and growing at Westfield London. (Unibail-Rodamo-Westfield)
CoStar News, August 12, 2022
www.costar.com/article/454320532/glut...
Leading global retailers are expanding into close to 100,000 square feet of extra, upgraded space at the Westfield London and Westfield Stratford City shopping centres in a developing trend.

Occupiers including sports equipment stores Nike and Footlocker, tech giant Apple and fashion retailers Gucci, Tommy and Pull&Bear have recently put pen to paper to move into larger stores in West and East London respectively

"You will see more flagship formats testing the market because they want to convey brand identity and deliver halo effects across channels. There is also a repositioning opportunity. A physical store is a way of conveying change and convincing people that you do more things. Having people in stores able to convey the full catalogue can only be done in the best locations too and that is key."

Westfield centres are also seeing an increasing number of up-and-coming brands signing new leases, the group said. In 2022, more than 30 new tenants have been signed to the centres as brands "look to use physical spaces to build closer connections with their audiences".
matin
1
quote:

HCohen schreef op 15 augustus 2022 16:15:

Artikel inzake positieve trend URW's UK malls
NB zie artikel voor meer data(tabellen en grafieken)

ANALYSIS
Glut of Westfield Lettings Underlines Global Brand Appetite For UK Mall Expansion
The Likes of Nike, Apple, Gucci and Hamleys Are Choosing To Upgrade and Expand Store Space in a Clear Positive Trend
Retailers are upgrading and growing at Westfield London. (Unibail-Rodamo-Westfield)
CoStar News, August 12, 2022
www.costar.com/article/454320532/glut...
Leading global retailers are expanding into close to 100,000 square feet of extra, upgraded space at the Westfield London and Westfield Stratford City shopping centres in a developing trend.

Occupiers including sports equipment stores Nike and Footlocker, tech giant Apple and fashion retailers Gucci, Tommy and Pull&Bear have recently put pen to paper to move into larger stores in West and East London respectively

"You will see more flagship formats testing the market because they want to convey brand identity and deliver halo effects across channels. There is also a repositioning opportunity. A physical store is a way of conveying change and convincing people that you do more things. Having people in stores able to convey the full catalogue can only be done in the best locations too and that is key."

Westfield centres are also seeing an increasing number of up-and-coming brands signing new leases, the group said. In 2022, more than 30 new tenants have been signed to the centres as brands "look to use physical spaces to build closer connections with their audiences".
Dit is toch een erg positief geluid vanuit de UK.

Jammmer dat we zoveel geduld moeten hebben…..(—
HCohen
0
Family fun in Roseville: Arcade, bowling, karaoke and more at new entertainment center
AUGUST 11, 2022
www.sacbee.com/news/local/article2643...
www.urw.com/en/website~o~content/asse...

Round1 Bowling & Amusement opens at Westfield Galleria at Roseville on Aug. 6, 2022, in space that was previously Sears. The multi-entertainment business, which began in Japan, has hundreds of arcade games, bowling, billiards food and more. BY XAVIER MASCAREÑAS The old Sears store at The Westfield Galleria at Roseville is alive again, but the refrigerators, washing machines and racks of cloths have been replaced with 300 arcade games, eight bowling lanes and two karaoke rooms. Round1, a Japan-based company, opened its first entertainment emporium, in the Sacramento area location this past weekend. The noisy, arcade environment replaces the quietness of the last four years (except for construction). Sears closed in 2018.
------
------
ROSEVILLE’S DEMOGRAPHICS PLAYED A ROLE
He said the Roseville Galleria was picked because Roseville and the surrounding area is growing, with the right demographics of higher-income families with disposable income. “We felt Roseville was the right location,” he said.

The community’s median income of $95,519, is one of the highest in the Sacramento region, U.S. census bureau data show, and other high-income areas such as Rocklin and Granite Bay are next door. Roseville’s population was up 24.4% in 2020 from a decade earlier, topping almost 150,000. Roseville is also home to Topgolf, a gold driving range and restaurant complex. Several other entertainment-type ventures are also interested in the Roseville area, said commercial real estate broker Steve Edwards.
konijnenmelkertbaan
1
Goede cijfers Wallmart
Economische groei NL Q2
dikke inflatie

Zijn toch prima redenen om een stukje URW te bezitten
bezinteergebelegt
0
quote:

roel schreef op 17 augustus 2022 11:48:

en vandaag weer druk in de motn
Maar ondanks dat is het qua koers een zeer, zeer, zeer moeizaam verhaal. Structureel hogere koersen opzoeken en vooral beethouden lijkt voorlopig nog niet aan de orde.

Inmiddels is ook hier geduld het toverwoord geworden.

Wellicht dat dan vanaf volgend jaar, als het dividend in ere wordt hersteld, de weg omhoog echt weer gevonden kan worden. Lees: naar koersen van 100 en hoger.
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