Open-ended real estate funds - a solid foundation.
Real estate funds are a suitable addition to the mix of securities in a broadly diversified portfolio. As one of the largest providers of real estate mutual funds in Europe, we have been providing the right solutions for more than five decades. Deka Immobilien is active worldwide as an investor, landlord and asset manager, responsibly managing its diverse property portfolio in all phases of the real estate life cycle in accordance with sustainability criteria.
In addition to steadily reducing the overall energy consumption and CO2 emissions of our buildings by using, for example, smart data technologies and green electricity, our main focus is on systematically continuing our certification strategy. This focus makes Deka Immobilien one of the largest German portfolio holders of certified sustainable buildings. More information on our sustainability strategy.
With our open-ended real estate funds, we offer private investors the opportunity to invest even small amounts in a broadly diversified real estate portfolio that consists of many different properties and is actively managed by us. We pool our experience in five real estate funds with different geographical investment focuses. Investors can choose from global and regional concepts focusing on Europe or North America. Our product range is rounded off by the innovative concept of Deka-ImmobilienNorth America, which is currently the sole German real estate mutual fund focusing on North America.
Our broad-based product family
Significant opportunities
- The fund’s attractive real estate investments and professional real estate management create the opportunity for investors to receive attractive long-term returns and regular income.
- The risk of the fund properties is broadly spread across countries, locations, tenants and types of use with the aim of smoothing returns.
- The fund provides an opportunity to make flexible investments in real estate even with small amounts of capital.
- Due to a partial exemption for real estate funds, part of the income from these funds is tax-exempt. The partial exemption is 60 per cent for Deka real estate mutual funds or 80 per cent for funds that primarily contain foreign real estate.*
Significant risks
- The risks that real estate is typically exposed to can lead to a reduction in property values or the regular income received by the fund (e.g. lost rent, occupancy ratio).
- Liquidity investments and debt-financed real estate are subject to interest rate risk.
- Investments outside the Eurozone are still subject to the residual risk of foreign currency losses even if strategic hedging is used.
- Applicable statutory periods and the risk of a suspension of redemptions due to insufficient liquidity could adversely affect the opportunities for redeeming units, even though they remain subject to the risk of price changes.
* The above statements are based on the current legal situation (as at April 2020). The tax treatment of income depends on your personal situation and could also be subject to retroactive changes (e.g. changes in the law or changes in interpretation by the revenue authorities).
Legal Guidelines
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.