Market announcement

EfTEN Real Estate Fund AS

LEI code

4851000008JBI71L7643

Size of the entity

Medium group

Economic activities

Financial and Insurance Activities

Industry sector(s)

Management company

Country of registered office

Estonia

General information

Categories

Management interim statement or quarterly financial report

Unique data record identifier

6613

Submission date and time

24.04.2018 08:30:00

Content of announcement in Estonian

Title

EfTEN Real Estate Fund III AS auditeerimata majandustulemused I kvartal 2018

Message

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Juhatuse esimehe kommentaar

EfTEN Real Estate Fund III AS'i 2018. aasta I kvartali olulisimad sündmused olid
DSV  Riia  logistikakeskuse  laiendusest  tulenev  üüritulu  suurenemine  alates
märtsikuust    ning    14. detsembril   2017. aastal   avatud   Laagri   Selveri
kauplusehoones  tegevuse alustamine. Laagri  Selveri arendusprojekti saab lugeda
lõppenuks   käesoleva   aasta  mais,  millal  viiakse  lõpuni  Circle  K  Laagri
teenindusjaama  poolse lisaparkla asfalteerimistööd. Tavapärase majandustegevuse
osas  vastas  esimene  kvartal  juhtkonna  ootustele.  Lisaks täideti ajautiselt
vakantsed  pinnad  Vilniuses  Ulonu  ärihoones.  Mõlemad  fondile kuuluvad Leedu
büroohoonete üüripinnad on kvartali lõpu seisuga 100% üürnikega kaetud.

Fondi dividendipoliitika näeb ette dividendi väljamakset 80% fondi iga-aastasest
rahavoost.   2018. aasta   esimese   kvartali  jooksul  kogunes  potentsiaalseks
(neto)dividendi  väljamakseks 625 tuhat  eurot, mis  on 19 eurosenti  ühe aktsia
kohta.  Dividendide väljamakse 2018. aasta  kasumilt toimub 2019. aasta kevadise
aktsionäride üldkoosoleku järel.

Finantsülevaade

EfTEN Real Estate Fund III AS'i konsolideeritud 2018. aasta I kvartali müügitulu
oli  2,000 miljonit eurot,  kasvades 2017. aasta  I kvartaliga võrreldes aastaga
13%. Kontserni  EBITDA oli  2018. aasta I  kvartalis kokku  1,582 miljonit eurot
(2017 I kvartal: 1,409 miljonit eurot). Kontserni puhaskasum samal perioodil oli
1,251 miljonit eurot ning puhaskasum suurenes võrreldes 2017. aasta I kvartaliga
14%.

Konsolideeritud  brutokasumi marginaal  oli 2018. aasta  I kvartalis 98% (2017 I
kvartal:  sama), seega moodustasid kinnistute  haldamisega otseselt seotud kulud
(s.h maamaks, kindlustus, hooldus- ja parenduskulud) nii 2018. kui 2017. aasta I
kvartalis   kõigest   2% müügitulust.   Kontserni   kinnistutega  seotud  kulud,
turustuskulud,  üldkulud  ning  muud  tulud  ja  -kulud  moodustasid selle aasta
esimeses kvartalis kokku 21% müügitulust (2017 I kvartal: 20% müügitulust).

Kontserni  varade maht oli seisuga 31.03.2018 97,548 miljonit eurot (31.12.2017:
97,291 miljonit  eurot), s.h kinnisvarainvesteeringute õiglane väärtus moodustas
varade mahust 89,789 miljonit eurot (31.12.2017: 88,390 miljonit eurot).

EfTEN  Real  Estate  Fund  III  AS-i  aktsia  puhasväärtus  kasvas 2018. aasta I
kvartali  jooksul  2,7%. Kontserni  laenulepingute  keskmine  intressimäär  (s.h
arvestades intressiswapi lepinguid) oli kvartali lõpu seisuga 1,73% (31.12.2017:
sama) ning LTV (Loan to Value) 51% (31.12.2017: 52%).

EfTEN   Real   Estate   Fund  III  AS  dividendipoliitika  näeb  ette,  et  igal
aruandeaastal    maksab    Kontsern    vabast    rahavoost    80% aktsionäridele
(bruto)dividendideks.   2017. aastal  maksis  EfTEN  Real  Estate  Fund  III  AS
aktsionäridele (neto)dividende 1,5 miljonit eurot (63 senti aktsia kohta). Fondi
üldkoosolek  otsustas bilansipäevajärgselt,  2018. aasta aprillis  jagada 2017.
aasta  kasumist (neto)dividendideks 2,2 miljonit eurot  (68 senti aktsia kohta),
mis 2017. aasta lõpuks sissemakstud aktsiakapitali kohta on 6,1%.


Marilin Hein
Finantsjuht
Tel. 655 9515
E-post: [email protected]


Manus

  * EfTEN Real Estate Fund III_I_kvartal_vahearuanne_2018_EST
    (https://prlibrary-eu.nasdaq.com/Resource/Download/411183b6-e5c9-475b-a325-
    0308d2cac5b5)

Content of announcement in English

Title

EfTEN ReaL Estate Fund III AS unaudited financial results, 1st quarter 2018

Message

Comment of the Chairman of the Board

The  most important  events in  the 1st quarter  of 2018 were  the rental income
increase  from the extension of the DSV logistics center in Riga in March 2018,
and  the full start of operations of  the grocery store 'Selver' after launching
on  December 14th, 2018. The development project  will be considered complete in
May  of this year when the construction of additional parking spaces next to the
"Circle  K" fuel station will  be finished. In the  ordinary course of business,
the  first quarter  met the  expectations of  management. In addition, vacancies
were  filled  at  the  Ulonu  office  premises  in  Vilnius.  Both of the Fund's
Lithuanian office buildings are 100% let at the end of the quarter.

The  Fund's dividend policy determines a dividend payment of 80% from the Fund's
annual  cash flow. During the first quarter of 2018, the potential (net)dividend
payout amounted to 625 thousand euros, which is 19 euros per share. The dividend
payout from the 2018 profit will proceed after the general shareholders' meeting
of spring 2019.

Financial overview

The  consolidated sales revenue of EfTEN Real Estate Fund III AS for 1st quarter
2018 was EUR 2.000 million, which increased by 13% in a year. The Group's EBITDA
totaled EUR 1.582 million (1st quarter 2017: EUR 1.409 million). The Group's net
profit  for the  same period  amounted to  EUR 1.251 million, increasing by 14%
compared to 1st quarter 2017.

The  consolidated  gross  profit  margin  in 2018 was 98% (1st quarter 2017: the
same).  Therefore, expenses directly related  to management of properties (incl.
land tax, insurance, maintenance and improvement costs) accounted for only 2% of
the  revenue.  The  Group's  expenses  related  to  properties, marketing costs,
general  expenses, other income and expenses accounted for 21% of the revenue in
1st quarter 2018. The respective indicator was 20% in 1st quarter 2017.

As  at 31.03.2018, the Group's  total assets were  in the amount  of EUR 97.548
million   (31.12.2017:  97.291 million),  including  fair  value  of  investment
property, which accounted for EUR 89.789 million (31.12.2017: 88.390 million) of
the total assets.

The  net asset value  of the share  increased by 2.7% in 1(st) quarter 2018. The
weighted  average interest rate of Group's  loan agreements (incl. interest rate
swap agreements) was 1.73% as at the end of 1(st) quarter (31.12.2017: same) and
LTV (Loan to Value) was 51% (31.12.2017: 52%).

The  dividend policy of  EfTEN Real Estate  Fund III AS  provides that the Group
will  pay out 80% of the free cash  flow to shareholders as (gross) dividends in
each  accounting  year.  In  2017. EfTEN  Real  Estate  Fund  III  AS  paid  the
shareholders  (net) dividends in  the amount of  1.5 million euros (63 cents per
share).  After the balance sheet date, on April 2018, the Fund's general meeting
decided to distribute (net)dividends from year 2017 profit 2.2 million euros (68
cents  per share), which represents 6.1% of the share capital paid in by the end
of 2017.


Marilin Hein
CFO
Phone 655 9515
E-mail: [email protected] (mailto:[email protected])



Attachment

  * EfTEN Real Estate Fund III_I_kvartal_vahearuanne_2018_ENG
    (https://prlibrary-eu.nasdaq.com/Resource/Download/7e4fcedb-e0fd-
    4f7c-88f8-8708d5619545)