Fund structures
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Harald C. Salzgeber
Institutional Client Advisory & Capital Raising D.A.CH
FUND STRUCTURES
With many years of experience, we develop fund and investment structures for sustainable institutional investors. We implement customised real estate solutions across all asset classes for our investment partners.
SUSTAINABLE SUCCESS IS OUR STRATEGY
SUSTAINABLE REAL ESTATE INVESTMENTS IN GERMANY, AUSTRIA & POLAND
Since 2018, WEALTHCORE has been investing in properties in good to very good urban locations in economically strong and demographically stable locations in Germany, Austria and Poland with closed-end and open-end real estate funds.
Our focus is on the realization of sustainable new buildings and the revitalization of existing properties. Both are implemented according to our own ESG criteria catalog, which goes far beyond the requirements of the EU taxonomy.
Together with our investors, our goal is to contribute toCO2 reduction through modern, sustainable real estate. With our investments, we achieve a positive impact, both for our investors and for society. Among other things, we support cities and municipalities in the creation of living space and cushion supply deficits in the current tense housing situation.
Unlike non-profit companies, we invest under market economy conditions. Part of our philosophy is that we think about, combine and implement ecological, economic and social aspects despite challenging framework conditions.
OUR FUND STRUCTURES FOR INSTITUTIONAL INVESTORS
The structuring of our ESG-compliant real estate funds is based on the requirements and needs of our institutional investors as well as our expertise. Depending on the investment strategy, we are able to implement the optimal fund structure for each investor.
As a one-stop store, our investors benefit from comprehensive expertise within our group of companies throughout the entire life cycle of a property. We therefore offer professional service at every stage of the value chain - from project development and acquisition to asset management and exit. In addition, we take care of a suitable form of financing at every stage.
WE STAND FOR LONG-TERM RETURNS THROUGH SUSTAINABLE INVESTMENTS
Our USP or what sets us apart from the competition?
We are deeply convinced that long-term stable returns are only possible in line with the Paris climate targets. The regulatory structure of the Disclosure Regulation and EU taxonomy confirms this. For us, it is clear that sustainable business must be conducted responsibly and take into account the costs to society as a whole. We will therefore continue to be a strong partner with our investments - in changing market conditions - in the face of risingCO2 prices and higher financing costs.
OUR INVESTMENT APPROACH AT A GLANCE
Strategy:
ESG-compliant investments
Risk class:
Core, Core+, Value-Add, Opportunistic
Structures:
Investment funds with service KVG / Lux structures
Investors:
Institutional Investors, Depot-A Investors, Family Offices
Asset classes:
Retail, hotel, office, residential
Geographical allocation:
Germany, Austria, Poland
REAL ESTATE FUNDS
What can we do?
WEALTHCORE has extensive expertise in the residential, office, retail and hotel asset classes. Our current focus is on sustainable residential real estate with a focus on Germany and Austria as well as the management and repositioning of hotel properties.
INDIVIDUAL MANDATES
WEALTHCORE's market entry began with the structuring and subsequent long-term management of large individual mandates for international investors. Today, we offer this service to investors with special, individual strategy requirements.
Within the framework of trusting cooperations, we jointly develop coordinated measures for strategy implementation and goal achievement. Together, we cover everything from impact assessments and specific risk-return profiles to a concrete country or regional focus.
CLUB DEALS
For investors who prefer a small circle of participants, we have been realizing club deals in Germany and Austria for years. This is where our long-standing off-market access comes into play. The focus here is on impact-oriented residential real estate, office, retail and hotel investments.
WEALTHCORE fulfils all the requirements of the EU Disclosure Regulation in its capacity as financial advisor. Only the capital management companies are obliged to provide more detailed information on our funds.
You will find a link to this information on this page: LRI Capital - Fonds (lri-capital.lu)
Would you like personal contact?
Call us or send us an e-mail.
Harald C. Salzgeber
Head of Institutional Investors