Platzer Fastigheter Holding AB (publ) (PLAZ_B) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

But of course, we do have a recognition of the low-income conditions. There will be a few quarters, I think, where we feel a high degree of vacancy before this starts to heal. Then we look at the housing development in offices over time and compare our three major cities. Så tycker jag att detta är jätteintressant för hyresnivån i Stockholm är ju dubbelt så hög som i Göteborg. Ytminstnings, den här trenden att försöka minska ytor är ju såklart inte lika stark. Mycket drivet då för att hyrorna är lägre i Göteborg än vad de är i Stockholm. Men också varje uthyrning är mindre. En stor uthyrning i Stockholm är kanske 20 000 kvadratmeter. I Göteborg är den 5 000 kvadratmeter och i Malmö mindre, kanske 20 000. 1500 square meters. And that means that if you are going to reduce and save, it means a 20% saving. It's hard to motivate the actual moving costs when the rents and average rents at 500 square meters in Gothenburg are so small. What I also think you can note here is that Stockholm has had an increase in the past one to three years, which has been quite large. Quite short-term, you can say that it is a little more volatile in Stockholm than it is in Gothenburg. Gothenburg has a better long-term stability than we look at the rents here. So a more stable market and a little more modest rent development, but even and reliable. And it's clear that I can think a little bit about how we can raise the rent levels, because it's not entirely safe that it's half the rent in Gothenburg versus Stockholm, because it's about the same company. Further, during the quarter, we have worked a lot with our existing customers, of course. We have a remaining rate of 87%, an exit rate of 92%. We have traded 57 million in this quarter. Vi jobbar väldigt tajt med våra kunder men vi lyckas ju ...