Investment in real estate
The urban population is growing. The need for living space is constantly increasing as a result. This is where the ERSTE IMMOBILIENFONDS strategy comes in. It focuses on the residential sector that’s in demand and also invests in office and commercial space.
Tangible assets “on our doorstep”
It’s all about the right mixture. The fund’s properties are not concentrated in one single location. In this regard, we clearly focus on Austria. Cities and urban areas take centre stage. The fund also makes investments in Germany (currently only in Hamburg).
There are hardly any existing properties at the right price on the property market right now (= fully completed and rented properties). This is why the fund is increasingly investing in projects.
The fund is a property fund in accordance with the Austrian Property Fund Act (ImmoInvFG) and an alternative investment fund (AIF) in accordance with the Alternative Investment Fund Manager Act (AIFMG).
How you benefit
You can participate in a property portfolio with a low capital investment – with no need to go through the stock exchange. In contrast to property shares, the price of property funds is not determined by the stock exchange. The calculated value of the fund reflects the value of the acquired properties.
The fund allows you to invest in properties that are considered to be substantial and stable in terms of value and therefore, allows you to take advantage of their profit prospects.
Investing in tranches
Share certificates in ERSTE IMMOBILIENFONDS are only issued in tranches (= previously defined volume). Here you get more information.
- Investment in tangible assets (land).
- Performance is unrelated to stock exchange developments.
- The fund is a solid addition to existing portfolios and provides an opportunity for long-term asset building.
- Investment in a broadly diversified portfolio.
- Suitable for regular investments with small amounts of money – with the s Fonds Plan.
- Suitable as security coverage for Austrian pension reserves (103.50 euros per share).
- Investments in accordance with the SME Promotion Act (KMU-Förderungsgesetz).
More about investing in tranches