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Performance

 

DNGB analyses its portfolio. We do so by a period of purchase. Below is an overview of the performance of the Duokoop Terms and Conditions 2017-1 portfolio (serval investors). The other Duokoop Terms and Conditions versions and the equity release portfolio Duowonen for seniors are not included in the analysis below because the redemption and indexation differ too much.

Graphs

Polder Capital analyses its portfolio

Acquisition: period 2011-2014

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Original portfolio

LTM rental income * 

LTM realised gain ground positions

Unrealised value development **

Part of portfolio sold                            

€23.6 mn                           

5.35%

4.68%

46.10%

77%

Acquisition: period 2015 -2018

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Original portfolio

LTM rental income *

LTM realised gain ground positions

Unrealised value development **

Part of portfolio sold                 

€ 5.7 mln

4.30%

10.72%

31.97%

49%                              

Acquisition: period 2019-2021

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Original portfolio

LTM rental income *

LTM realised gain ground positions

Unrealised value development **

Part of portfolio salod                      

€ 91.7 mln

3.23%

1.69%

20.23%

20%                            

LTM = last twelve months, per 31 maart 2023

* Calculated over the original purchase price before service costs
** value increase based on HPI over the outstanding positions


NOTE: Past returns do not guarantee future returns - The results mainly depend on timing, realised sales Duocoop share, house price developments and future CPI.

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