Semi-professional/ Institutional investors
Our product offer includes real estate special funds, open-ended mutual funds as well as individual fund solutions, which are precisely tailored to the specific requirements of institutional investors.
We assume complete organisational and financial handling of the ongoing fund business in close collaboration with our experts in real estate, tax and under corporate law.
The Deka Immobilien Kompass provides combined real estate expertise which is customised to meet individual requirements. We maintain comprehensive services for you in terms of your real estate (funds) allocation, with which we actively support you on an individual basis.
Our offer is modular. You can use service components on an individual basis or as an comprehensive package depending on your investment scenario.
The roadmap for your real estate strategy
Exclusive Product Solutions for Discerning Clients
With the adoption of the Kapitalanlagegesetzbuches ([[Capital Investment Code]) (KAGB) in 2014 there are also now semi-professional investors in addition to private and professional investors.
This pertains to a new group of investors, who under certain conditions are partially equivalent to professional investors and are thus also able to invest in special funds.
Included in the category of semi-professional investors, inter alia, are wealthy private investors, foundations and business partnerships.
The Deka Group has offered a tried and tested product concept to this target group, namely, Deka-Immobilien StrategieInstitutionell since the end of 2012. As of April 2016 the product portfolio was supplemented with the Deka-Darlehen SPA (Mortgage Loan Purchase Agreement]) loan funds and another real estate fund of funds, namely Deka-Immobilien Manager Selektion Europa.
Real estate umbrella funds that invest in Deka Group real estate funds. WestInvestImmoValue, WestInvestTargetSelect Reihe and additional institutional Deka Group real estate funds are the focus of these target funds.
Deka-Immobilien Manager Selektion Europa
Deka-Immobilien Manager Selektion Europa is a pan-European core/core+ real estate fund of funds that invests in selected target funds from external “best-in-class initiators”.
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Deka Darlehen SPA invests in loans from the real estate, aircraft and infrastructurs sectors from the DekaBank credit portfolio of which DekaBank has a share with a rate of a minimum of 25%. This ensures a synchronisation of interests.
Tradition and Innovation
DekaBank established the first open-ended real estate special funds in Germany in 1976. Since 2003, we have been offering the advantages of the noted concept, “open-ended real estate mutual funds”, per WestInvestImmoValue exclusively for institutional investors. In 2009, this product palette was complemented by an additional three modules with the series of three WestInvestTargetSelect funds.
This module offers institutional investors a customised portfolio complement.
Individual Real Estate Funds and Alternative Investments
Individual requirements demand individual solutions which is what our 12 real estate special funds offer. Deka Immobilien supports the optimisation of tailor-made investment strategies, implements investment decisions and oversees their future development.
Along the way, we also assume complete organisational and financial handling of the ongoing fund business in close collaboration with our experts in real estate, tax and under corporate law
as a matter of course. As a consequences, funds will be adapted according to individual investment goals.
In the alternative investments sector, Deka Group has developed and managed innovative product concepts that focus on investments in real estate, infrastructure and transportation loans as well as on managing real estate umbrella funds.
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Mutual funds with an investment focus on European office properties.
Funds family with a global approach which invests exclusively in retail, hotel or logistics real estate.
Source: Scope Ratings 2017, www.scopeanalysis.com
Deka Special Funds Family
Special real estate funds with globally varying regional and sectoral investment strategies.
Deka-Immobilien Focus series
“Club Deal” gives you the opportunity to join a number of other investors to jointly invest in a single property or property portfolio.
Loan Investment Product Family
Regulated investment fund products for institutional investors who invest in low-risk commercial real estate financing (Deka Realkredit Klassik) or in infrastructure financing (Deka Infrastrukturkredit) as well as in individual solutions for transportation financing.
Real estate fund of funds
Commercial properties in top locations generally offer reliable long-term leasing and therefore stable performance and returns, and are an attractive option for real estate investment. These benefits are offered by our distributing real estate fund of funds, Deka Immobilien Manager Selektion Europa and Deka-Immobilien StrategieInstitutionell.
Guidelines for Open-Ended Real Estate Funds
For shares in open-ended real estate funds purchased as of 22.07.2013, a minimum investment period of 24 months applies. If you would like to redeem shares, you must provide 12 months notice. Tax allowances for daily stock availability no longer exist for new investments effective the date cited. The long-term nature of the investment form is thus protected. You can obtain detailed information, for example, how to give proper notice for fund redemption, at your own bank.
The sole binding basis for purchasing Deka investment funds or certificates from DekaBank include essential investor information, sales brochures and reports for the respective investment funds or security information for the respective certificates. You can obtain these documents in German at your savings bank, regional bank or from DekaBank, 60625 Frankfurt and on this website from the respective product profile. This information is not a substitute for a consultation.
Statement issued according to the current legal position, status: May 2016. Fiscal treatment of the orders depends on the personal relationship of the respective customer and in the future can also be subject to retroactive modifications (e.g. by means of legal amendments or revised interpretation from tax authorities).