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IWS III - Wirtschaftsregion Süddeutschland Plus

Real estate investments in selected locations in Bavaria, Baden-Württemberg and adjacent regions, e.g. the Frankfurt/Rhein-Main metropolitan region.

With the special fund "IWS III - Wirtschaftsregion Süddeutschland Plus" Catella Real Estate AG, Munich launches the successor product of the two successful predecessor funds "Immo-Spezial - Wirtschaftsregion Süddeutschland" and "IWS II - Wirtschaftsregion Süddeutschland".

It is an open-ended real estate special AIF under German investment law (KAGB) designed for professional and semi-professional investors. The investment fund takes into account ecological features detailed within Article 8 of the EU Sustainable Finance Disclosure Regulation. The selection and management of the properties is to be carried out according to the two objectives of CO₂ reduction and energy reduction. Investments are made in the top markets (A and B cities) in Bavaria, Baden-Württemberg and neighboring regions, e.g. the Frankfurt/Rhein-Main metropolitan region. In terms of sector allocation, the fund invests mainly in office properties and additionally in retail, logistics and residential properties, as well as to a lesser extent in assets with other types of use, which serve to improve risk distribution and ensure broader diversification.

For more information, please contact office@catella-investment.com directly.

Investment Opportunities

Investment Risks

Development of a sectorally diversified portfolio in the economically strong and future-oriented regions of southern Germany.
Integration of sustainability criteria at property and portfolio level through the Catella sustainability concept.
Excellent market access as a local real estate investor enables access to highly sought-after and high-quality properties.
Achievement of stable returns through professional asset management.

Structurally increased concentration risk due to exclusive investment in selected locations in Bavaria, Baden-Württemberg and neighboring regions.
Interest rate risk with regard to debt financing and liquidity investments.
Limited return options due to legal deadlines.
Property-related risks such as valuation, outstanding rental payments, occupancy rate.

Documents

General Information
- Additional documents (basic information sheet, past performance, past performance scenarios, ESG appendices)

Sustainability-related disclosures
- Information pursuant to Article 10 Disclosure Regulation - Status August 2023 - Version 2
- Catella IWS III RTS-Attachments to the Information to Semi-Professional and Professional Investors pursuant to section 307 (1) and (2) KAGB (01/2023)

Dislaimer

The information and data are provided on a voluntary basis and may not be sufficient or suitable to support an informed investment decision without further explanations and additional information, in particular the relevant sales documents of the investment fund (e.g. sales prospectus, key investor information). It is therefore recommended that investors also read the sales documents carefully before making an investment decision and, in particular, consult their investment advisor and tax advisor if they have any questions.