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*Adler Group S.A. (ADJ) Q1 2025 Earnings – Full Coverage* *Key Highlights:* *Financials* – Q1 net rental income $23,320K USD; EBITDA $22,260K USD; LTV 67.9%; portfolio $4,770,000K USD; $100B real estate market; minimal tariff impact. *Operations* – 17,908 rental units; 1.5% vacancy; 1.9% rental growth; BCP disposal completed; tariffs not addressed. *Strategy* – CEO Karl Eidenzuber targets Berlin portfolio; CFO Thorsten Arsan focuses debt reduction; cost cuts of $31,800K USD; tariff impact negligible. *Outlook* – Net rental income $134,620K-$143,100K USD; 3% rental growth; debt maturities resolved by June 2026. *Timestamps:* [00:00] – Opening Remarks and Safe Harbor (Youssef, Chorus Call) [00:39] – Introduction (Julian Malheit, Head of IR) [01:07] – CEO Update: Q1 Overview (Karl Eidenzuber) [06:46] – Operational KPIs [09:13] – CFO Update: Financials (Thorsten Arsan) [18:52] – Q&A Session Begins [18:52] – Q&A: Group Structure (Pir Borsky, HKB) [20:43] – Q&A: Debt Repayment (Noor Sehur, Morgan Stanley) [21:38] – Q&A: Capital Structure (Felix Wolfgang, Saria) [23:19] – Q&A: Development Sales (Nikky Kuzmanov, Jefferies) *Keywords:* Adler Group, Q1 2025 earnings, ADJ, Berlin rentals, debt refinancing, disposals *Buy, Hold, or Sell?* Adler Group S.A. (ADJ) is a HOLD. Q1 net rental income at $23,320K USD and LTV down to 67.9% in a $100B real estate market, with Berlin focus, show stability; slow development sales warrant caution. Tariff impact negligible due to local focus. *Max Position* – Allocate 1-2% in a diversified portfolio. *Comment below with your thoughts! Subscribe for more updates!* *Full Details:* [Adler Group Investor Relations](https://www.adler-group.com/en/investors) *Disclaimer:* This video includes segments from the earnings call by Adler Group S.A., used solely for educational and informational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Adler Group is implied. All rights to the original content remain with the company. For the official call, visit [https://www.adler-group.com/en/investors](https://www.adler-group.com/en/invest.... For inquiries or removal requests, contact us at [email protected].