伯恩斯坦_2026年房地产夏季指南(英)
聚焦伯恩斯坦_2026年房地产夏季指南(英)。We expect Aedifica will update its guidance with 1H26 results and include the accretive Cofinimmo acquisition. Note that Vonovia and LEG would typically point to the upper end of their guidance at 1H but this year we do not expect an upgrade due to macro uncertainties.