Impressive Q4 report
Studentbostäder delivered a Q4 report with NOI +14% vs ABGSCe, and occupancy continues to be sector-high at an impressive ~99% (99.7% in Q3'22). Property value changes were -0.9% and the net LTV increased by 2.8pp q-o-q to 65.8%. Studentbostäder now has ~5,600 units under management and another ~2,500 units in the project portfolio. Both the Q4 top line and the NOI margin came in above our expectations, which filters through to positive estimate revisions for 2023-2024e of ~11-8%.
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