SUCCESS THROUGH EXPERIENCE

OUR PERFORMANCE.

We offer investors full and comprehensive services relating to investments in senior housing, working closely with respected partners – private banks and capital management companies.

As a professional portfolio and asset manager, our aim is to offer our investors attractive and sustainable investment opportunities in the senior housing sector with our funds, which offer attractive long-term yields above and beyond capital preservation. Our approach is to apply a smart investment strategy, active portfolio and asset management and sophisticated risk management to maximize current yields and the value development of our properties, as well as minimize risk. In all of our mandates, we develop investments strategies and strategically relevant investment decisions individually with our investors.

With our largest and longest-running fund, we managed to achieve returns on equity of more than 7 % after costs and taxes for our investors despite the financial crisis. For two other funds, the current return after costs and taxes is more than 11 % annually on invested equity. All funds and the properties in our portfolio are substantially exceeding the yield expectations offered to investors at the time of purchase.

OUR SERVICES – AN OVERVIEW

We offer all services of classic portfolio and asset management in the senior housing investment market. Those include in particular:

Strategy

  • Development of portfolio, acquisition and divestment strategy
  • Structuring of the investment vehicles including business management mandates
  • Portfolio management according to risk and yield aspects
  • Profitability calculations and business plans
  • Market and performance monitoring

Transaction

  • Implementation of the investment strategy in property sales and purchases
  • Organization of corresponding due diligence processes
  • Purchase contract negotiations and establishment
  • Financing support

Management

  • Tenant selection and operator monitoring
  • Investment analyses with periodical and timely reporting
  • Cash flow and risk management
  • Ongoing property management including selection and control of property managers and other external service providers (e.g. facility managers)
  • Tenant support and management of the leasing process
  • Maintenance management
  • Property management to increase current yield and property value