TAG Immobilien AG Elevates 2026 Financial Outlook and Projects Continued Growth for 2027

TAG Immobilien AG has reported a robust financial performance for the first nine months ending 30 September 2026, leading to an increased FFO I guidance for 2026. The firm's FFO I rose by 12% to EUR 152.7m, compared to the same period in 2025. This growth was driven by a 9% increase in EBITDA from rental activities. On the sales side, the Polish market saw more residential units sold, although net income from sales slightly decreased to EUR 29.6m.

Substantial developments such as the ROBYG IPO have strengthened TAG's balance sheet, reducing its LTV to 42.6%. TAG has projected further growth in 2027 with an estimated FFO I between EUR 200–210m despite anticipated declines in net income from Polish sales due to reduced stakes in ROBYG. The company's disciplined capital allocation plan focuses on sustaining rental business growth while managing leverage effectively.