TAG Immobilien AG: management transactions · Germany · BaFin

About TAG Immobilien AG

TAG Immobilien AG is a German residential real estate group listed on Xetra/Frankfurt (DAX/MDAX/SDAX), with Germany as its core market and an expanding footprint in Poland. Headquartered in Hamburg, TAG focuses on affordable rental housing, residential asset management and the development of newly built apartments. The business model is built around owning, operating, revaluing and modernising residential portfolios in Germany, while in Poland the company is active in both build-to-hold and build-to-sell development. TAG reported a total portfolio of around 83,500 units at the end of 2025, underlining its meaningful scale in the German residential market. ([tag-ag.com](https://www.tag-ag.com/en/company/?utm_source=openai)) TAG’s roots go back to a long German real estate tradition, but its current equity story has been shaped by the development of a large rental housing platform across Germany, mainly in northern and eastern regions and in North Rhine-Westphalia. The group later added a second growth engine in Poland, where it operates through its subsidiaries ROBYG and Vantage Development. In Poland, TAG’s activities are split into two business lines: build-to-hold, to create a rental portfolio, and build-to-sell, to develop and sell new apartments. The company is represented in several major Polish cities, including Warsaw, Wrocław, Poznań, Gdańsk, Kraków and Łódź. ([tag-ag.com](https://www.tag-ag.com/en/company/portfolio-poland?utm_source=openai)) From a competitive standpoint, TAG stands out through a two-track value proposition: recurring rental income from its German portfolio and more transaction-driven value creation in Poland through residential development. The group highlights its expertise in portfolio management, energy-efficient modernisation, tenant services, leasing and active asset rotation, with a strategic focus on affordable urban housing where demand remains structurally supported. Its management team, including Claudia Hoyer as COO and Co-CEO and Martin Thiel as CFO and Co-CEO, steers a model centered on operational execution, capital allocation and balance-sheet discipline. ([tag-ag.com](https://www.tag-ag.com/en/company/management/?utm_source=openai)) Recent developments have been supportive of the equity story. In May 2026, TAG reported a strong start to the year, with growth in FFO I, healthy like-for-like rent growth in both Germany and Poland, and improved leverage. During 2025, the company also lifted guidance and, in September 2025, signed an agreement to acquire a substantial rental portfolio in Poland, further deepening its exposure to that market. For investors, TAG therefore offers a clear play on German residential real estate, complemented by an embedded growth option in Central Europe. ([live.deutsche-boerse.com](https://live.deutsche-boerse.com/nachrichten/EQS-News-TAG-Immobilien-AG-mit-erfolgreichem-Jahresstart-2026-operativ-starke-Entwicklung-setzt-sich-fort-743370f8-767b-45db-8ea0-bedf7d769b88?utm_source=openai))