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Taaleri's Q3 came in ahead of our expectations, mainly due to investment gains. Recurring revenues fell short of our estimate, due to lower-than-anticipated revenue from Private asset management. However, the company expects strong demand for its new flagship fund to continue. Garantia's performance remains at a strong level, while a cooling real estate market could slow down growth in 2024. Taaleri will update its strategy and will host a CMD event on 22 November. We expect to hear more about the ramp-up of the funds and capital allocation going forward. We derive a slightly lower SOTP-based fair value of EUR 9.8-11.2 (10.1-11.6). Marketing material commissioned by Taaleri.
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