Interesting interview. Regarding YKK (Yleishyödyllinen kiinteistöosakeyhtiö - Non-profit Real Estate Company), it was stated that the biggest value decreases are in the Helsinki metropolitan area because price points have been found thanks to other transactions. I understood this to mean that the rest of Finland is more or less a guess when it comes to valuation?
For a couple of years, the forum has been wondering about the slight decrease in value of Titanium’s Care Fund compared to eQ’s YKK, and there is a big difference in their geographical distribution. eQ has 60% in the Helsinki metropolitan area and Titanium has 7% (in Uusimaa).
According to the interview, YKK transactions are mainly made in the Helsinki metropolitan area. This is probably why eQ has been able to pay redemptions much better than Titanium.