Lafinca Global Assets is a Spanish SOCIMI (the listed REIT regime) owning a diversified portfolio of commercial and residential property, earning rent that is then largely distributed to shareholders. Its structural appeal is the cost base: a 74.4% gross margin and 40.9% operating margin mean most rental income reaches the bottom line, and the 19.0x trailing P/E sits at a premium to what a flat top line would usually justify. The trouble is that revenue growth of 0.9% and a 7.3% ROE show little operating momentum, so the case rests on whether rents can be pushed higher or the portfolio revalued. At a 158M EUR market cap with no index membership, the stock is thinly followed and the data we have offers no forward estimates to test the thesis against. It merits a deeper look mainly to check lease roll-over terms, occupancy and any asset-level disposals or acquisitions behind the flat revenue line.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | €3.70 | first publication | €4.18 |
Answered from Lafinca Global Assets SOCIMI, S.A. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| YLFG.MC Lafinca Global Assets SOCIMI, S.A. | €4.18 | - | - | 19.0x | 7.3% | 64 | 51 |
| YTRM.MC Torimbia Socimi, S.A. | €26.60 | €59 | 55% below | 8.9x | 0.0% | 19 | 37 |
| CBSM.PA Franklin ClearBridge US Smaller Companies UCITS ETF USD Acc | €9.25 | - | - | 9.8x | 5.0% | 71 | 53 |
| YGOP.MC Gop Properties Socimi, S.A. | €18.20 | €21 | 14% below | 10.6x | 8.5% | 81 | 65 |
| YAI1.MC All Iron Re I Socimi, S.A. | €13.90 | - | - | 4.9x | 19.1% | 91 | 69 |
| NXDT NexPoint Diversified Real Estate Trust Common Stock | $4.89 | - | - | - | -9.1% | 48 | 38 |
| YSIL.MC Silicius Real Estate SOCIMI, S.A. | €10.50 | - | - | 10.8x | -2.5% | 60 | 49 |
Where YLFG.MC ranks against its sector peers on each metric.