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KCD-Catella Immobilien mit sozialer Verantwortung

Property investments and portfolio management with social and sustainable requirements.

With the launch of the open domestic real estate special AIF "KCD-Catella Immobilien mit sozialer Verantwortung", Catella Real Estate AG is placing a new sustainable fund with social requirements. The special fund is aimed at professional and semi-professional investors primarily from the areas of foundations, church institutions, diaconal institutions, charitable institutions and church-related institutions. The focus is on social housing and affordable residential properties in the medium to lower price segment and special properties with charitable/deaconical or social use (e.g. healthcare properties, day-care centres, etc.). The fund is launched in cooperation with BANK IM BISTUM ESSEN eG and Darlehnskasse Münster eG.

KCD-Catella Immobilien mit sozialer Verantwortung invests primarily in established investment locations and metropolitan regions as well as in medium-sized towns and regional investment centres in Germany, Austria and Switzerland. The investments are selected in advance on the basis of Christian-ethical transaction criteria, both in terms of sustainability and social criteria. Both during the purchase process and, as part of the regular asset management cycle, during the holding period, the properties are examined using an extensive catalogue of criteria with regard to economic, ecological and social aspects. In addition, the fund's own social charter defines fundamental social guidelines, such as rules for dealing with the tenants of the properties.

For further information, please contact directly.


Investment Opportunities

Investment Risks

  • Broad diversification in terms of geographical allocation: investment in established investment locations and metropolitan regions as well as medium-sized cities and regional investment centers in Germany, Austria and Switzerland.
  • Sustainability concept: Sustainability and ethical analysis is an integral part of the investment process. In addition to the social benefits, this leads to long-term value retention and improved marketability of the properties.
  • High fund occupancy rate and fixed loan interest rate leads to stable net income in the coming years.
  • Achievement of stable returns through professional asset management.
  • Interest rate risk with regard to debt financing and liquidity investments.
  • Limited possibility of return due to legal deadlines.
  • Property-related risks such as valuation, outstanding rental payments, occupancy rate
    - Sustainability risks may occur, i.e. environmental, social or good corporate governance events that may have a negative impact on the value of the fund's investments and therefore on the value of the fund investment.


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


Fabian Herrmann

Portfolio Management
Direct: +49 89 189 16 65 0
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