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hausInvest

Fund

ISIN DE0009807016 / Valor 328926

NAV (2025-01-17)
EUR 43.99+0.02%

hausInvest
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General Objective

This investment fund aims to invest in high-quality commercial real estate, real estate development projects, and stakes in real estate companies primarily in Europe. The focus is on office properties, shopping centers, hotels, and logistics properties in key European economic locations, with a current emphasis on Germany, France, the UK, and the BeNeLux countries. The fund may also invest to a limited extent globally, with a maximum of 40% of the fund's value allocated to strong non-European markets such as North America and the Asia-Pacific region.

Fund Exposure

The fund is exposed to high-quality real estate assets with long-term lease agreements, focusing on properties that are geographically diversified in terms of location, size, and usage. The investment strategy includes ongoing optimization of the real estate portfolio through building modernization, restructuring, and sales in line with market developments. The fund may also leverage up to 30% of the total real estate assets to finance property acquisitions.

Risks

Investing in this fund carries risks associated with fluctuations in real estate markets, interest rate changes impacting financing costs, and potential liquidity constraints due to the nature of real estate investments. Additionally, global economic conditions and regulatory changes can also pose risks to the fund's performance. Investors should carefully consider these factors before making investment decisions.

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Source

https://hausinvest.de/de/

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