Asset class Real Estate

Universal-Investment is one of the most experienced and successful investment management companies in the German-speaking region. In 1970, shortly after our establishment as a fund administration platform, we launched the first private label fund in Germany. Today, we are the market leader in this business. In the 1990s, we once again set standards with the launch of the first master fund. Since then, we have been known as a pioneer and market leader in the Master KVG area.

In 2011, we extended our servicing with the introduction of a real estate platform. This has made us the investment company with the most comprehensive range of services in the German-speaking region.

With our 360° expertise, we offer administration services for all major asset classes and investment vehicles across borders and from a single source. This makes us a particularly attractive Master KVG for institutional investors as well as national and international asset managers. Due to our services, they are able to launch real estate special funds without having to establish their own investment company (KVG). This allows them to focus on their core skills.

Real Estate Funds

A job for real estate specialists

In spite of increasing regulatory requirements and a challenging capital market environment, real estate assets are high demanding investments. Therefore, though, real estate investments require specialists to keep track of important developments and safeguard investors’ interests. That is where we come in. More than anything, institutional investors expect their partner for real estate investments to provide them with

  • Customised solutions
  • Optimised fund performance
  • High flexibility
  • Full transparency

In the process of turning these requirements into effective solutions, the general provider concept is increasingly being replaced by an operational separation of administration and asset management activities, with experts from both fields working hand in hand. In this demanding environment, a focus on core competencies is key. Universal-Investment focuses, in particular, on the customised structuring and sustainable administration of real estate investments.

Our 360° services package for real estate funds

Fund structuring and consulting

  • Solutions for institutional investors and asset managers including reporting and risk management
  • Review of the investment strategy proposed by the asset manager
  • Development and selection of suitable investment vehicles
  • Design of fund concept and structuring in keeping with of supervisory and taxation aspects
  • Optional design in the form of open-ended and closed real estate special funds in Germany and Luxembourg
  • Development of real estate special funds for individual major investors or commingled funds for several institutional investors, as funds of funds

Global investment management

  • Realisation of real estate investments for all types of use and risk classes
  • Focus on real estate markets in solid countries with strong economies globally
  • Access to pan-European investment opportunities

Strategic consulting

  • Determination of portfolio strategy and investment criteria in collaboration with the investor
  • Strategic partner in real estate fund administration and organisation

Value-added services

  • Representation of investor interests and custodian function
  • Option of changing asset manager without changing the investment company (KVG)
  • Implementation of investment recommendations of external specialists
  • End-to-end coordination and documentation of investments and fund projects
  • Active transaction support
  • Global set-up and implementation of the relevant real estate specific
  • Company financing and monitoring of cash flows
  • Company secretary services including domiciling, compliance, corporate governance, support / monitoring of external partners such as auditors / tax consultants and lawyers
  • Ongoing assistance throughout the investment period
  • Currency and liquidity management

Universal-Investment - your partner for the future

Our open concept – open for tomorrow’s opportunities

Universal-Investment offers investors and asset managers a broad range of attractive solutions. To ensure the best possible investment structures, real estate investments are structured according to German or Luxembourg investment law.

As we do not launch own funds, we are free of conflicts of interest and can act independently and efficiently while offering the highest possible quality. Our 360° expertise also means that we are open to all concepts. The Master KVG principle will have a sustained impact on the real estate market. Over the medium term, investors will use the best-in-class principle to select asset management and administration providers that meet the highest performance, efficiency and transparency standards – reason enough to choose us as your partner in building your future in the real estate market.