Services
I.
Capital allocation in investment properties, aligned with the objectives of institutional and private investors — forming the basis for the targeted deployment of capital.
Development of individual investment strategies for institutional and private investors
Ongoing management of capital allocation in line with defined objectives
Alignment of risk, return, and liquidity objectives
Continuous market monitoring and strategy adjustment
Regular reporting to the client
II.
Structured development of real estate portfolios in line with clearly defined investment objectives — forming the basis for a solid, well-diversified real estate portfolio.
Formulation of a portfolio-based investment strategy
Diversification by location, asset size, and property type
Consideration of risk distribution and asset mix
Ongoing expansion in line with defined acquisition criteria
Alignment with the investor's existing capital allocations
III.
Following acquisition, we assume active management of the portfolio in line with a Core+ strategy, with the objective of long-term value preservation and value appreciation — driving consistent conversion into long-term portfolio performance.
Development and implementation of property-specific business plans
Value-enhancing measures across the portfolio — energy efficiency, structural, and tenancy-related
Oversight of external property management and service providers
Vacancy reduction and rent structure optimization
Centralized reporting and real-time controlling
Tax-efficient structuring
IV.
We identify and assess investment properties that align with the specific risk-return profiles of our capital partners — forming the foundation for a selective portfolio. Every acquisition decision is preceded by a thorough commercial review.
Systematic market analysis and property identification, accounting for location dynamics and market cycles
Assessment of building condition and deferred maintenance as the basis for acquisition underwriting
Thorough determination of remaining useful life as a basis for investment appraisal, with additional relevance for tax depreciation (AfA)
Lease and income review as well as legal due diligence — including land register and environmental liabilities
V.
We oversee the entire acquisition process and coordinate all disciplines involved — ensuring a robust, legally secure closing.
Central coordination of commercial, legal, and tax due diligence
Coordination of appraisers, notaries, and other transaction parties
Efficient notarization through clearly structured processes
Transparent reporting for institutional decision-makers
Discreet process management across all parties involved
VI.
The disposal phase is considered from the outset, with the objective of realizing the portfolio's value upon sale and transferring capital into new target investments — completing the investment cycle through capital mobilization and reinvestment.
Alignment of the disposal with market and timing factors
Preparation of the portfolio to institutional buyer standards
Capital mobilization with a clear reinvestment path
Structuring of follow-on investments
Long-term wealth preservation through cyclical reallocation
