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18th June 2007

PPFI acquires share of Romanian hotel chain

Investment firm PPF investments (PPFI) has signed an agreement with Romanian company the Red Group for the development of the Continental Hotels chain in Romania.

As part of the agreement, PPFI will purchase 28.14 percent of Conti Hotels Investment, a newly established company through which investments within the Continental chain will be run and which holds 73 percent of Continental Hotels.

The remaining Conti Hotels Investment shares are controlled by Radu Enache, the owner of Red Group and CEO of Continental Hotels, through a Cyprus-based company called Crossbrook, which holds a 71.83 percent in Conti Hotels Investment.

The agreement involves a combined investment of € 65 million-70 million (Kc 1.86 billion-2 billion) between 2007 and 2011. The hotel chain plans to open seven more hotels in Romania under the Ibis brand name, which would add 3,800 more rooms to the chain’s current 1,600 rooms.

“The partnership with PPFI is focused on the hotel industry for the moment, but there are many other fields we’d consider, including real estate,” Enache said.

The value of the transaction wasn’t disclosed, but Romanian market sources place it at around € 30 million. Enache declined to comment on the information.

“The hotel industry in Romania has a remarkable potential. We believe that a company with a model management and first class financial support can exploit this potential to its maximum. We’re convinced that this partnership is the beginning of a success story,” said Ivo Nejdl, an investment manager at PPFI.

Continental Hotels had a turnover of € 24.3 million at the end of 2006.
Source: Czech Business Weekly

Real estate growth in Romania to last for at least a decade

Edgar Rosenmayr, an investment officer with Immoeast, the most dynamic player on the domestic real estate market, says the Austrian group is focusing on the Bucharest market, on the office building segment, since the markets outside the capital city do not provide desired yields at present.

"In the case of office buildings, we are particularly focusing on Bucharest, since the Romanian market is atypical and we believe in the other cities an office building cannot generate the yields and revenues we have in mind," stated Rosenmayr.

The Romanian portfolio of the Austrian investment fund now includes 113 properties, with a total area of 3.85 million square metres, of which 44 are retail properties, finalised or under various development stages, with a lettable area of 894,000 square metres.

"We are permanently renewing, strengthening and optimising our portfolio and in case a certain project no longer meets our standards, we usually sell it. The same will probably happen in several years with some projects we own domestically because a building acquired now will not be as interesting in the next 10 years," says Rosenmayr.

According to him, around 20% of Immoeast's 7.5bn-euro investment budget will be channelled toward the Romanian market, with Immoeast's investment officer forecasting the upward trend of the real estate market will continue for at least a decade, with a decline of up to 5% to be registered in the following years.

"In Romania, we have the biggest portfolio in our overall investments and at this moment the Romanian market is also the most attractive for us. We are certainly cautiously optimistic when it comes to how successful our choice of properties is domestically, but we believe Romania will continue to be one of Immoeast's main targets in the following years, as well," stated Rosenmayr.

He estimates the upward trend of the real estate and retail markets will maintain over the next 10 years though returns will no longer be as high as they are now.

The Austrian group has recently increased its share capital by over 2.8bn euros to finance the 6bn-euro investment programme targeting projects in Eastern Europe and particularly in Romania. The fund's capitalisation has thus reached 8.6bn euros.

The group has also voiced its intention to invest 300m euros, together with European Future Group, in the following years to build 8-10 logistic parks in Romania. The total lettable area of logistic centres will be around 500,000 square metres. "We've already identified 6 potential locations for these logistic parks and we intend to build centres in line with European standards" specified Rosenmayr.

Immoeast is currently the most dynamic developer on the domestic real estate market, with a recent acquisition being that of Euromall shopping centre of Pitesti in an 87m-euro deal.
Source: ZF.ro

British buyers are waking up to Romania

The country, which joined the EU in January with Bulgaria, came out top in a list of the 20 best places to make money from property in a Channel 4 programme last year.

It is billed as a good bet because of the country's improving economy and experts forecast a massive potential return of more than 400 per cent for investors over the next 10 years.

One reason for the predicted growth is the huge investment in the country's infrastructure and efforts to boost tourism.

The number of visitors is increasing already. Bucharest is just over two hours flight time from the UK and the climate is also a big attraction for Brits. There are more than 300 sunny days a year and the average daily temperature from April to September is 23C.

Buyers looking for a dual-purpose holiday home have plenty of choice in Romania - there are ski resorts in the mountains and beach resorts on the Black Sea.

Carlo Walther, head of business development for RightmoveOverseas, said: "With a stabilising economy and foreign investment from multinational, global companies flooding in faster than almost any other country in Europe, Romania has the potential to be the next economic miracle."

The country's property market has already been transformed beyond recognition - turnover is rapid and prices have soared.

This trend is likely to continue as interest rates in the country are dropping, which is opening the domestic market to hundreds of thousands of new borrowers. Walther added: "Romania has benefited hugely from its entry into the EU in this year. "
Source: Glasgow Sunday Mail

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