Market-leading position with special property funds for institutional investors
With a market share of about 30%, IVG Institutional Funds is a market-leading provider and manager of open-ended specialised real estate funds (according to Bundesverband Investment und Asset Management e.V., 30 November 2009). The basis for this is many years of experience and expertise in the administration and management of real estate funds, allowing the company to manage institutional investors in line with their requirements and achieve an optimal placement of fund products.
IVG Institutional Funds uses its expertise in specialised real estate funds to expand its assets under management and broaden its customer base. High-quality and innovative funds products with attractive yields and improved customer support are the basis for continuing to fulfil the expectations of our national and international investors in future.
Innovative funds concept realised
With the “IVG Protect fund”, IVG Institutional Funds successfully placed a new product in 2009 with an investment volume of around €300 million. In order to take full advantage of the opportunities offered by the nascent economic upswing, eight high-yield office buildings from IVG’s own portfolio in the European office metropolises of Brussels, London, Paris, Berlin, Hamburg and Munich were added to the fund. The innovative concept of the “IVG Protect fund” is establishing an alignment of interests between investors and IVG and the seller and fund manager. Interests are aligned by means of IVG’s participation of 20% in the fund‘s placed equity, which also serves as a risk cushion.
IVG Investment - Institutional Funds | Key figures in € m, Status 31.12.2009
1) Acquisitions 2008 excl. €836 million from cavern transactions
2) Assets under Management since 2009 incl. asset manager for third parties
