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Your platform for real estate funds

Global, transparent, tailor-made

Your platform for real estate funds



Universal Investment is a strategic partner and fund service platform for institutional investors. With many years of experience in real estate funds, our 100 specialists successfully structure and administrate real estate funds across their entire lifecycle, on a national and international level, in all the relevant vehicles, investment structures, countries and usage types that institutional investors and asset managers require to optimise their allocation.

The range of investment opportunities is broad and diverse:

  • As a direct investment, via participations or real estate funds
  • Open and closed-end real estate funds compliant with German or Luxembourg law
  • In a national and global framework
  • By means of different types of use and risk classes

Advantages

Structuring and administration from one source

Transparenz

Transparency

A review right through to the real estate’s DNA
Flexibilität

Flexibility

Asset managers can be onboarded at any time
Regulatorik

Regulatory

Knowledge of tax, corporate and investment law always up to date
Fokussierung

Focus

Division of competence for administration and value creation strategies in asset management

Real estate in numbers

31.8

Billion euros gross fund assets (accumulated) 

>1,500

Transactions concluded via master fund vehicles, real estate companies and real estate target funds

55

Real estate special AIFs (according to German and Luxembourg law)

>40

Onboarded national and international asset managers

As of June 2022

Services at a glance

As an independent fund service platform, we offer institutional investors and real estate asset managers a holistic service approach.


Administration

Administration

  • Monitoring of strategy guidelines and investment policies
  • Continuous management throughout the fund’s entire investment period
  • Coordination and documentation of the entire fund project
  • Review of investment recommendations by external specialists
  • Fund accounting and controlling, monitoring of cash flows
  • Reporting as well as corporate investment and risk management
  • Mapping complex assets and structures through efficient IT infrastructure

Services-on-Demand

Services on demand

  • Second opinion on investment strategy
  • Company secretary services, such as domiciliation, compliance, corporate governance, support / monitoring of external partners including auditors, tax advisors and lawyers
  • Currency overlay across segments and funds
  • Consolidated reporting including direct investments
  • Risk analysis including stress test analyses


Global

Global investment management / acquisition structuring

  • Access to global investment opportunities
  • Realisation of investment strategies using all usage types and risk classes
  • Preparation and implementation of the relevant real estate-specific investment structure
  • Active support and review of transactions

Investmentstrukturen

Investment structures

  • Tailored solutions including funds or fund-of-funds, for individual or multi investors through Germany or Luxembourg
  • Consideration of all regulatory, supervisory and tax aspects and support for all fund concepts and structures from the outset
  • Implementation of investment strategies regardless of the individual transaction size

Global real estate competence

Universal Investment helps institutional investors and asset managers with global real estate expertise to implement investment strategies using active monitoring and reviewing of transactions in all markets.

Real_Estate_Globale_Immobilienkompetenz_EN Source: Universal-Investment-Gesellschaft mbH

Real estate platform

Since the launch of our real estate platform in 2011, our asset under administration (AuA) have grown to more than 31 billion euros. This success story reflects the level of our clients' confidence in our service quality (as of June 2022).

Real_Estate_Meilensteine_EN Source: Universal-Investment-Gesellschaft mbH

Contact

We could manage the implementation of your real estate fund strategies. Let's talk.
Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Jochen Meyers

Jochen Meyers

Area Head Relationship Management Institutional Investors

+49 69 71043 460

jochen.meyers@universal-investment.com

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