Historically, Wölbern Invest has founded its business dealings on real estate funds at home and abroad. We have been active in this sector, our prime field of specialisation, for many years now and have expanded it time and again with innovative products. In the early nineties, for example, we were the first to initiate a line of closed-end Holland real estate fund products. Today we enjoy a good reputation in this field – and not without reason. The pioneering spirit is an ever-recurring theme in the history of Wölbern Invest. Always on the lookout for market opportunities and trends we successfully expanded our scope of business activity in 2006 to include the asset class private equity. As in the real estate sector, we have an experienced team with long-standing expertise and extensive knowledge of the markets involved. This enables us to handle all aspects of the funds business under one roof.

Property acquisition – the pearl divers
In the acquisition phase we indentify and take up lucrative investment projects. In this sector, our main focus is always on attractive, long-term investment projects in first-rate properties with financially sound tenants with good credit ratings. Sustainability is another key aspect in our decisionmaking process.

Fund design – the financial analysts
Once an investment asset has been successfully taken up, the funds are designed and structured for the selected asset class. Our experts design Wölbern Invest funds to be conservative, and our success proves us right: last year our target attainment ratio – the comparison between the forecasted payout and the actual payout – was around 95%.

Sales – competent advisors
Our products are sold throughout Germany through longstanding banking partners and independent financial advisors. In 2010, together with our partners we succeed in investing equity capital of around € 72 million, despite the exceptionally difficult market.

Fund management – the experts in the background
Our expert team handles all aspects of fund management, i.e. the management of funds and investment assets. With a total administered portfolio volume of € 1.9 billion we have an excellent track record.

Trust company – looking after the interests of our clients
Wölbern Treuhand GmbH is entrusted with the administration of our funds and transparent communication of all relevant issues concerning the fund compan 51,000 investors in 93 investment funds.