Andre Remke's questions to TAGYY leadership • Q1 2025
Question
Inquired about the timing of Polish handovers for the rest of the year, the company's acquisition and disposal strategy in Germany (including interest in specific portfolios), and the allocation of the company's large cash position.
Answer
The executive explained that handovers are back-end loaded to Q4 due to construction cycles. The acquisition and disposal strategy is opportunistic, with the German transaction market showing competitive activity. He clarified the allocation of the large cash reserve, with most of it earmarked for the visible growth of the Polish rental portfolio over the next three years, for which the land is already secured.