The real estate business has been the foundation of Wölbern Invest KG for decades. This includes in equal measures yield-oriented, conservatively designed European real estate funds and highly profitable development funds. We enjoy a good reputation as a fund initiator, in particular with the Holland funds series, the success of which has brought us great renown. Amongst other successes, we were able to sell a real estate portfolio consisting of 46 Holland funds in 2007. In relation to the nominal subscription amount (without premium), the average overall return on investment over the average fund duration of approx. 9 years was more than 158% before tax.

As a forward-thinking fund initiator, we recognised the trend of ecological construction and are increasingly investing in sustainable real estate. The label of being green is after all an additional sign of quality for a property and one that guarantees good ‘leaseability’, long-term maintenance of value and low ancillary costs of a property. Around 80% of costs are incurred for the operation of a property. When kept low, energy costs, the so-called ‘second rent’ on a property, make sustainable properties a very interesting economic prospect. We were pioneers in this area with our Holland 62, Holland 64 and Holland 69 funds. Our current products continue this successful series of funds.

In addition to Holland, we also invest in the most important real estate markets in Europe – including Germany, England, France, Austria and Poland – and we are constantly analysing additional potential locations for investment. The constant focus of our activities is to achieve a reasonable return/risk ratio whilst maintaining conservative fund design.