Industrial machinery

Sale-leaseback with European metal components manufacturer

Siderforgerossi Group

W. P. Carey provides sale-leaseback capital to enable PE firm to pay down debt and reinvest in portfolio company growth 

Tenant Description: Siderforgerossi Group is a leading manufacturer of rolled and forged products primarily serving the wind power, oil and gas, capital goods and mining end-markets. 
Total Investment: $80 million
Transaction Type: Sale-leaseback*
Location: Italy and Spain
Square Footage: 1.3 million square feet
Facility Type: 8 industrial facilities 

In March 2023, W. P. Carey completed the $80 million sale-leaseback of eight industrial facilities totaling 1.3 million square feet. The portfolio comprises five assets in Northern Italy and three in the Basque Country in Spain, and is triple-net leased on master leases by country to the Siderforgerossi Group, a leading European manufacturer of specialized forged metal components owned by KPS Capital Partners, for a term of 25 years with annual CPI-based rent increases. The facilities represent a significant portion of Siderforgerossi’s manufacturing footprint and are used in the manufacturing of products representing substantially all of the company’s revenue. The tenant has also made significant investments in infrastructure and specialized equipment within the facilities in order to support the significant growth potential of the company. 

This transaction demonstrates our experience working with private equity firms and portfolio companies on sale-leasebacks that support portfolio company growth through debt pay down, balance sheet restructuring and growth investments. 

 

*In a sale-leaseback, a company sells its real estate to an investor like W. P. Carey for cash and simultaneously enters into a long-term lease. In doing so, the company extracts 100% of the property’s value and converts an otherwise illiquid asset into working capital to reinvest in its business or pay down debt, while maintaining operational control.