With pooled property competence to attractive value-added.
EuroSelect property funds offer investment opportunities with a long-term investment horizon. This makes them particularly interesting for investors who wish to develop the value of their capital continually over an extended period of time based on tangible assets. The funds are also suited as an instrument for risk diversification because according to modern portfolio theory they are an indispensable component of every well-structured private asset portfolio.
What counts for successful creation of value-added is that the underlying property is well-selected and the fund is well-designed and professionally supported. IVG Funds is qualified here in three respects:
Experience:
We have continued to expand our property-fund services over many years so that today we are one of the leading providers of property funds.
Expertise:
We are property experts. What's more, in the property industry we concentrate our attention on office buildings. We have a strong network spanning all of Europe.
Access to properties:
Thanks to our local market presence over many years, our national network and large transaction volume, we have excellent access to potential investments locally. In 2010, our transaction volume came to around €400 million.
With our EuroSelect product line, we offer private investors our pooled property competence.
OUR STRATEGY: ATTRACTIVE RETURNS, MINIMIZED RISK.
Our attention in planning a property fund is geared first and foremost to ensuring that value-added and risk are in reasonable proportions. To achieve our aim, we study, review and assess an entire series of parameters. Among them are macro and micro location, quality of the property, conception possibilities, taxes and legal conditions, tenant quality, options for subsequent letting and potential exit options.
Our investment funds are based on the following criteria:
Transparent foundations for decisions:
The focus in our closed-end property funds is on ensuring that investors are given a clear, comprehensive picture of the respective property investment already in the sales prospectus – from the selection of the property or target fund to asset management and the subsequent sale.
Well-planned fund structure:
The structure of the property funds we bring to the market is tax-efficient and well-conceived from a legal point of view. We do our utmost to implement a clear structure and transparent, readily comprehensible contracts.
Property quality and tenants' credit ratings:
The properties which are let over the long term to tenants with good credit ratings are of the best quality, situated in outstanding locations and offer good opportunities for subsequent rental.
Conservative calculation:
We purposely calculate our investment and financing plans as well as forecasts conservatively.
TAXATION IN YOUR FAVOUR.
Attractive returns from property funds are not achieved through ongoing rent alone but also through sustainable legal and tax structures. We base our forecasts on conservative assumptions.
According to the 2009 Annual Tax Act, income in Germany from countries in the European Community and the European Economic Area which is subject to double taxation is unconditionally tax-free. The so-called provision concerning progression for current income from letting and leasing property is no longer applicable. This means that investors can profit from lower marginal tax rates abroad.
