Alirio Sendrea of Invexcel presented his in-depth investment thesis on Merlin Properties (Spain: MRL) at European Investing Summit 2022.
Merlin Properties is a diversified REIT leader in the Iberian market. The company’s quality office, logistics, and shopping center portfolio trades at a deep discount to net asset value.
Merlin is managed by a talented team that has credible plans to deliver value-accretive developments in logistics and data centers over the medium term.
Listen to this session:
slide presentation audio recording
About the instructor:
Alirio Sendrea, CFA is Head of Research at Invexcel, a multi‐family office based in Spain. He is a generalist investor in European Equities with 17-years of experience in Financial Services, Shipping, Information Services, Alcoholic Beverages and Business Services, working with entrepreneurial families and leading global companies.
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