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Immo-Spezial - Wirtschaftsregion Süddeutschland

Real estate investments at selected locations in Bavaria and Baden-Württemberg.

"Immo-Spezial – Wirtschaftsregion Süddeutschland" is a product of Catella Real Estate AG, Munich in cooperation with the Landesbank Baden-Württemberg (LBBW). The fund caters specifically to the needs of institutional investors and the fund is only approved for acquisition by legal persons.

The investment universe consists of the southern German states of Bavaria and Baden-Wurttemberg. In addition to the regional diversification, the product is characterized by a sectoral diversification in the segments offices, retail, logistics and to a lesser extent in properties with other types of use. The fund is highly transparent in terms of tax and legal framework conditions due to its regional focus on the home market of southern Germany. In addition, it does not carry any currency risk.

For more information, please contact directly.


Investment Opportunities

Investment Risks

  • Economic parameters of the geographical target market (southern Germany) remain very robust.
  • The portfolio benefits from strong diversification effects at asset, sector and industry level.
  • Attractive valuation of the portfolio is reflected in attractive gross yields.
  • Continued stable occupancy rate leads to stable net income in the coming years.
  • 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.


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.

Portfolio Manager


Elena Endstrasser

Portfolio Manager
Direct: +49 89 189 16 65 0
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