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Apollo secures €1 billion deal with Vonovia affiliate

Published 10/02/2024, 04:12 PM
APO
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NEW YORK - Apollo Global Management, Inc. (NYSE: NYSE:APO) has entered into a definitive agreement to invest approximately €1 billion for a minority stake in an affiliate of Vonovia SE, Germany's leading residential real estate company. This transaction, announced today, marks the third major deal between the two entities, with Apollo's total commitments to Vonovia now reaching €3 billion.

The investment is part of Apollo's High Grade Capital Solutions strategy, which has provided nearly $100 billion in bespoke capital solutions to major corporations since 2020. Apollo Partner Jamshid Ehsani expressed satisfaction with the expansion of their partnership with Vonovia, highlighting Apollo's commitment to offering tailored, large-scale financial solutions to its corporate partners globally.

This latest financial commitment follows two prior €1 billion transactions with Vonovia in 2023, involving real estate portfolios in Southwest and Northern Germany. These deals underscore Apollo's role as a reliable partner in the corporate finance space, capable of structuring and syndicating significant investment deals.

Legal counsel for Apollo in this transaction is being provided by Latham & Watkins LLP and Paul, Weiss, Rifkind, Wharton & Garrison LLP. Apollo Capital Solution is handling the structuring and syndication services. Vonovia has appointed Deutsche Bank as its exclusive financial advisor, with Freshfields Bruckhaus Deringer serving as its legal counsel.

Apollo, a global alternative asset manager, manages assets across various investment strategies, including yield, hybrid, and equity. With approximately $696 billion of assets under management as of June 30, 2024, the firm has a significant presence in the asset management and retirement services sectors.

The information in this article is based on a press release statement.

In other recent news, Apollo Global Management has seen a series of positive projections from financial firms. BMO Capital Markets, Wells Fargo, and JPMorgan have all increased their price targets for Apollo Global, maintaining an optimistic outlook for the company. These revisions follow Apollo's Investor Day, where the firm announced a strategy to potentially more than double its earnings over the next five years. TD Cowen reiterated a Buy rating on Apollo shares, projecting about $15.00 in after-tax net income for the year 2029, driven by quicker than expected growth in fee-related earnings.

Apollo Global Management has also been active in strategic partnerships, proposing a significant investment of up to $5 billion in Intel (NASDAQ:INTC) and initiating a financing and capital markets collaboration with BNP Paribas (OTC:BNPQY), which committed an initial $5 billion in financing. Additionally, Apollo established a $25 billion private credit and direct lending program in partnership with Citigroup Inc (NYSE:C).

These are among the recent developments for Apollo Global Management, reflecting a positive trajectory for the company's growth and financial performance. The raised price targets and optimistic ratings from financial firms underscore the confidence in Apollo's future performance and position in the alternative asset management space.

InvestingPro Insights

Apollo Global Management's recent €1 billion investment in Vonovia SE aligns with its strong market position and financial performance. According to InvestingPro data, Apollo boasts a substantial market capitalization of $75.92 billion, reflecting its significant presence in the financial services industry.

The company's P/E ratio of 14.43 suggests a reasonable valuation relative to its earnings, which could be attractive to investors considering Apollo's recent strategic moves. This is particularly noteworthy given that Apollo is trading near its 52-week high, with its stock price at 99.1% of the highest point in the past year.

InvestingPro Tips highlight Apollo's strength in the market. The company has maintained dividend payments for 14 consecutive years, demonstrating a commitment to shareholder returns. This is further supported by a current dividend yield of 1.4% and a dividend growth rate of 7.56% over the last twelve months.

The recent deal with Vonovia showcases Apollo's ability to deploy capital effectively, which is reflected in its strong financial metrics. The company's revenue stands at $25.96 billion for the last twelve months as of Q2 2024, with a healthy gross profit margin of 37.18%.

It's worth noting that analysts anticipate a sales decline in the current year, which could explain Apollo's strategic moves to diversify and strengthen its investment portfolio through deals like the one with Vonovia.

For investors seeking more comprehensive insights, InvestingPro offers 12 additional tips for Apollo Global Management, providing a deeper analysis of the company's prospects and potential risks.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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