• Vonovia published the transcript of its H1 2026 earnings call attended by CEO Luka Mucic and CFO Philip Grosse.
• Guidance reaffirmed; organic rent growth outlook for 2026 trimmed to about 4% from Berlin’s Mietspiegel approach, 2028 rent growth target stays about 5%.
• Berlin Mietspiegel rose 6.9%; Vonovia plans a 4.8% increase now, with remaining potential deferred, not written off.
• H1 disposals totaled about EUR 700 million, including EUR 330 million non-core packages, EUR 160 million Recurring Sales, Vesteda redemption agreement about EUR 200 million.
• Refinanced about EUR 4.4 billion year-to-date at about 3.2% coupon over about eight years; 2026 refinancing largely completed, 2027 volumes cut to about EUR 3 billion.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Vonovia SE published the original content used to generate this news brief on August 07, 2026, and is solely responsible for the information contained therein.