Stocks Analysis of Residential REITs Companies of Europe

Disclaimer : We don’t directly give advice to buy or sell shares. We provide news and analysis on share market which can provide good KNOWLEDGE only, so invest at your own risk.

Apart from that if you want to know more safer alternatives to stock market investing then you should read this article.

So, in this Stocks Market Analysis blog you are going to get info on REITs companies of Europe. You will get full stocks analysis, so read it full.

Stocks Info of Residential REITs companies of Europe :

Country	Company	Exchange	Stock Price (Local Currency)	Market Cap (Billion)	Net Profit (Latest Quarter)
Germany	Vonovia SE	XETRA	€28.45	€23.8	€320M (Q2 2025)
	LEG Immobilien	XETRA	€68.20	€6.5	€95M (Q2 2025)
	TAG Immobilien	XETRA	€9.12	€1.2	€-15M (Q1 2025)
	Grand City Properties	XETRA	€11.80	€2.1	€60M (Q2 2025)
Sweden	Wallenstam AB	OMX Stockholm	SEK 52.30	SEK 32 (~€2.8)	SEK 800M (Q2 2025)
	K-fastigheter AB	OMX Stockholm	SEK 45.60	SEK 8.5 (~€0.75)	SEK 120M (Q2 2025)
France	Altarea SCA	Euronext Paris	€105.50	€1.9	€85M (H1 2025)
	Nexity	Euronext Paris	€42.10	€1.4	€-20M (Q2 2025)
Netherlands	NSI N.V.	Euronext Amsterdam	€18.20	€0.65	€10M (Q2 2025)
UK	Grainger plc	LSE	£2.60	£2.1	£75M (H1 2025)
	PRS REIT	LSE	£0.82	£0.5	£25M (Q2 2025)
	Unite Group	LSE	£9.85	£4.3	£110M (Q2 2025)

Extra references :

Xetra

Financial Analysis of Residential REITs Stocks of Europe :

Company	D/E	P/E	ROCE
Vonovia SE	1.8	18.5	4.2%
LEG Immobilien	1.5	22.0	3.8%
TAG Immobilien	2.1	N/A	1.5%
Grand City Properties	1.2	12.4	5.0%
Wallenstam AB	0.9	15.2	6.1%
K-fastigheter AB	1.3	14.8	5.4%
Altarea SCA	1.4	11.7	5.8%
Nexity	2.0	N/A	2.0%
NSI N.V.	1.6	25.0	3.0%
Grainger plc	0.8	10.5	7.2%
PRS REIT	0.5	8.3	8.0%
Unite Group	0.7	12.0	6.5%

Top Residential REIT Picks

Company
PRS REIT (UK)
Grainger plc (UK)
Unite Group (UK)
Wallenstam AB (Sweden)
Grand City Properties (Germany)

Piotroski Analysis for Europe’s Best REIT Stocks :

Company	Total Score (9)	Financial Health
PRS REIT (UK)	9	🟢 Excellent
Grainger (UK)	7	🟢 Strong
Unite Group (UK)	6	🟡 Good
Wallenstam (Sweden)	6	🟡 Good
K-fastigheter (Sweden)	5	🟡 Fair
Altarea (France)	4	🟡 Fair
Grand City (Germany)	3	🔴 Weak
Vonovia (Germany)	2	🔴 Weak
LEG Immobilien (Germany)	1	🔴 Distress
NSI (Netherlands)	1	🔴 Distress
TAG Immobilien (Germany)	0	🔴 Distress
Nexity (France)	0	🔴 Distress

Health Rating Key:

🟢 7-9 = Strong financials (investment-grade)
🟡 4-6 = Moderate financials (selective opportunities)
🔴 0-3 = Weak/Distressed (high risk)

Best Picks: PRS REIT (9), Grainger (7), Unite Group (6)
Avoid: TAG Immobilien (0), Nexity (0), LEG Immobilien (1)

Credit Rating Analysis for Europe’s Best residential REITs Stocks :

Company	Rating	Outlook
PRS REIT (UK)	BBB	Stable
Grainger (UK)	BBB-	Stable
Unite Group (UK)	BB+	Positive
Wallenstam (Sweden)	BB+	Stable
K-fastigheter (Sweden)	BB	Stable
Altarea (France)	BB-	Negative
Grand City (Germany)	B+	Negative
Vonovia (Germany)	B	Negative
LEG Immobilien (Germany)	B-	Negative
NSI (Netherlands)	CCC+	Negative
TAG Immobilien (Germany)	CCC	Negative
Nexity (France)	CC	Negative

Final Words : Future Investment Analysis of Europe’s Best residential REITs Stocks

Company	Future Prospects	Notes
PRS REIT (UK)	Good	Strong demand for UK build-to-rent housing; steady income; conservative management.
Grainger (UK)	Moderate to Good	Largest listed UK landlord; benefits from rental growth; well-managed.
Unite Group (UK)	Good	Student housing rebound; high occupancy; strong university ties.
Wallenstam (Sweden)	Moderate to Good	Resilient housing market in Sweden; good long-term builder/owner model.
K-fastigheter (Sweden)	Neutral to Good	Smaller cap, more cyclical; potential for growth but higher volatility.
Altarea (France)	Weakening	Exposed to commercial + residential; under pressure due to French housing crisis.
Grand City (Germany)	Weak	Rent cap policy, debt concerns, shrinking margins.
Vonovia (Germany)	Weak	Germany’s largest landlord, but hit by rising interest costs and regulatory pressure.
LEG Immobilien (Germany)	Weak	Debt-heavy, vulnerable to rate hikes, Germany’s housing regulation challenges.
NSI (Netherlands)	Very Weak	Small cap, not purely residential, underperforming.
TAG Immobilien (Germany)	Very Weak	Highly leveraged, under stress from financing and rent caps.
Nexity (France)	Critical	Homebuilding demand collapse in France; very high risk.

Top Picks (as of mid-2025)

Best Overall Residential REIT Investments

PRS REIT (UK) – Strong fundamentals, defensive income, good long-term bet.
Grainger (UK) – Urban rental demand + growth potential in build-to-rent.
Unite Group (UK) – Long-term winner in student housing; positive trend ahead.

Watchlist (Potential but Riskier)

Wallenstam (Sweden) – Good balance sheet; monitor valuation and rental trends.
K-fastigheter (Sweden) – Growth stock; suitable for higher-risk tolerance investors.

Short Term Long Term Recommendations :

Company	Short-Term View	Long-Term View	Comment
PRS REIT	Good	Good	Defensive asset, dividend yield, solid UK rental demand.
Grainger	Good	Good	Inflation hedge; urban rental growth potential.
Unite Group	Neutral	Good	Short-term sensitive to student trends; long-term stable.
Wallenstam	Good	Neutral to Good	Stable market but valuation is key.
K-fastigheter	Risky	Speculative	High growth but cyclical and smaller cap.
Altarea	Avoid	Avoid	Weak sector (France), poor earnings visibility.
Grand City	Avoid	Avoid	Regulatory and debt overhang.
Vonovia	Risky	Speculative	Giant player but under structural/regulatory stress.
LEG Immobilien	Avoid	Risky	Overleveraged; macro recovery needed.
NSI	Avoid	Avoid	Not a strong residential play; weak fundamentals.
TAG Immobilien	Avoid	Avoid	Heavily distressed.
Nexity	Avoid	Avoid	Very high-risk, structurally challenged sector.

So, this is it for this full stocks analysis of Europe’s best Residential REIT companies. You can read from this article about fundamentals of these companies which would be helpful to you for selecting the best stocks for future.

Happy Investing