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SENASTE
Trianon reported a property value increase of SEK 217.2m for Q3, up 2.5% q/q, implying sequential NAV growth of 9.1%. While Trianon took a 10 bp yield contraction in its internal valuation of residential assets in Q3, we still consider its valuation prudent given a net yield of 4.3%. We expect its portfolio to be externally valued in Q4, and hence do not rule out more yield contraction; we pencil in a 1.6% rise in its property value and see NAV rising by 5.4% q/q to SEK 99.6 in Q4.
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