Discover the potential of European REITs - Presentation of Prefimmo AG
The Prefimmo REIT Fund was launched in 2014 by Nadja Linder (fund manager). Together with a team of specialists from the field of institutional investors, she recognized the potential of European REITs as an addition to existing, traditional real estate portfolios.
Traditional real estate portfolios of institutional investors are often characterized by direct ownership of predominantly domestic residential real estate. Falling interest rates on government bonds intensified interest in the real estate market after the financial crisis. As a result, rising prices of domestic residential real estate were observed. This was partly associated with rising rental prices, which led to sometimes priceless rental apartments in major cities.
From 2014 initial fears of local overheating of real estate markets, especially in the residential segment, were voiced. Due to a lack of alternatives, interest in domestic residential real estate remained high, resulting in declining net yields on new acquisitions.
In this environment, the pioneers around Nadja Linder recognized the attractiveness of the comparatively young asset class of European REIT shares. The stock exchanges of Frankfurt and London opened the segment in 2007, that of Paris in 2003. REITs are real estate investment trusts. The European REITs are not equated with American or Asian REITs.
- Asset managers and funds are managed by the start-up team (with a broad professional and entrepreneurial background).
- Attractive distributions thanks to long-term contracts.
- More diversified than comparable benchmark portfolios.
- Risk is distributed throughout Europe (excluding Switzerland) to more than 500 individual properties.
- Competitive management costs for "active share" share of over 80%.
- No redemption fees
The information presented on this website does not represent an investment recommendation or investment advice or tax advice or legal advice and therefore can not replace a case-specific advice. This presentation is not accompanied by any offer or solicitation to buy investment fund units. Information on opportunities and risks can be found in the current sales prospectus. The binding basis for the purchase of a fund is the key investor information (KIID), the valid sales prospectus and the terms of contract
Europäische Immobilien-Aktienfonds bei Rendite weltweit vorn
Die Renditen von Immobilien-Aktienfonds aus Europa liegen einer Studie des Analysehauses Mountain View Data zufolge deutlich über dem weltweiten Durchschnitt. Die Untersuchung listet zugleich die Top-Fonds samt umfangreichem Performance-Vergleich.Continue reading
Discover the potential of European REITs - What is behind the term?
Companies have to meet strict sustainability criteria
The French fund company La Française has launched a global equity fund. Jana Sehnalova, Fund Manager of La Française Lux-Sustainable Real Estate Securities, buys shares of real estate companies that meet strict sustainability criteria.Continue reading