Special Funds
Real estate investments in fast-growing European cities with an ESG focus.
"J. Safra Sarasin Properties – European Cities" is a open-ended real estate special fund of Catella Real Estate AG, Munich, in cooperation with Bank J. Safra Sarasin in Switzerland. The fund caters specifically to the needs of institutional investors in Switzerland, Austria, and Germany. The special fund is aimed at professional and semi-professional investors. The fund invests at least 75% in commercial real estate focusing on office and retail business. The share of residential buildings is no more than 25%.
The investment fund's Article 8 investment strategy stipulates that at least 60% of the total value of all properties held for the account of the investment fund must be invested on an ongoing basis in properties that meet at least one of the environmental criteria defined for the investment fund within the meaning of Article 8 SFDR. Specifically, the Company has defined two characteristics as ecological characteristics for the management of the investment fund: The characteristic of (1) the reduction of CO2e emissions and (2) certifications achieved (Information pursuant to Article 10 Disclosure Regulation). The value of the properties is in the 10 to 50 million Euro range. The average intended holding period is around 10 years. The fund can invest up to 20% in developmental projects.
For more information, please contact office@catella-investment.com directly.
Documents
Disclaimer
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, basic information sheet). 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.
