Beyond
Real Estate
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Real estate Historically reliable
Real estate is one of the oldest asset classes. Ever since the first cities and settlements were built, real estate ownership has been regarded as a fundamental wealth- and wealth element - and still ranks high among the most popular and well-known types of investment today.
For good reason: as real assets, real estate not only offers stable value and appreciation, but also the opportunity to generate ongoing income through rental income. They can also help to diversify portfolios - especially in times of volatile markets - and thus make them more robust in the long term.
FINVIA offers you access to all investment solutions in the real estate sector - from real estate funds to direct real estate ownership.
Real estate
A strong foundation For your wealth
Our holistic approach provides you with answers to all questions relating to real estate investment: from portfolio analysis and development, financing structure and management to the selection of the right fund managers, we cover all key management and advisory areas. If required, we can also relieve you of the burden of managing your direct real estate by providing owner representation tailored to your individual needs.
Our consultants' many years of experience in the real estate sector and our first-class network will help you to make real estate investments a key element of your portfolio.
1.
classy network
from partners throughout Germany
1
Daily updated controlling
for maximum transparency
Approx.
3,5
billion € managed
Real estate transactions worldwide
To
100%
Individually
bespoke solutions
FINVIA & DAHLER - Partnership
Your door to exclusivityLuxury real estate and comprehensive real estate management combined
FINVIA and DAHLER combine decades of experience in the real estate segment and open doors to a world of exclusive off-market deals, high-end luxury properties and tailor-made solutions for building and managing real estate portfolios.
- Broad-based network for access to residential real estate throughout Germany and Spain.
- Intensive support in the search for and selection of real estate through to the transaction, as well as the development of a diversified portfolio of direct real estate.
- Individual recommendations for investment or owner-occupied real estate according to personal goals.
- Transaction support and due diligence during the purchase to the desired extent.
- Taking over the planning and management of borrowed capital with financing partners as well as the support of your real estate after the purchase in the form of our owner representation.
- Real estate management for an ongoing overview, transparent presentation and constant monitoring of the status of real estate investments.
From strategy to portfolio
The foundation For your real estate portfolio
1. strategy
Regardless of whether you invest all or part of your wealth with us: We start by developing your personal real estate strategy. Based on your objectives in terms of return, risk and liquidity, we select exactly the right real estate investments for you.
2nd order
If direct real estate investments are part of your strategy or already exist, you define the scope within which we should represent you as the owner.
3rd partner
From our network, we select the right fund managers for your indirect real estate investments and the right service providers for your direct real estate, from property managers to financing banks.
4. administration
In accordance with your strategy and the jointly defined representation mandate, we manage your properties as part of our owner representation, take care of controlling the service providers and actively contribute to increasing the value of the portfolio.
5. reporting
Our digital reporting via the FINVIA Cockpit gives you an uncomplicated and comprehensive insight into your real estate investments at all times. This means you always know how your portfolio is performing - and can adjust your strategy if necessary.
Investment strategy
How real estate becomes part of your portfolio
Our proven advisory approach ensures that your portfolio benefits from the advantages of real estate in the best possible way:
- We work with you to develop an investment strategy that is individually tailored to your wishes, needs and wealth .
- Based on your strategy and your planned investment volume, we identify the optimal investment structure for you (direct real estate, multi-manager, individual funds or managed accounts).
- Together with you or on the basis of your criteria, we examine and select suitable real estate investments for you.
- We manage your financing, underwrite the selected funds and take care of the successive drawdown of the committed capital.
- Our digital reporting with all relevant key figures and documents keeps you up to date on your investments at all times.
Implementation of investment strategy
Exemplary structure of a real estate portfolio
Objective: Direct and indirect real estate investments
Implementation: Purchase profiles and manager selection
Target return: 4.0 - 7.0% p.a. Total return
Risk class
Core/Core+
Value Add
Opportunistic
Regional allocation
Europe
USA
Asia
Types of use
Trade
Living
Type of investment
Direct
Indirect
Real estate
The right location
for your portfolio
Direct Real Estate Investments
Direct Real Estate Investments
A stable foundation for your wealth
Long-term value appreciation, stable cash flows, tax advantages and high inflation protection - the direct acquisition of real estate offers many advantages in the overall portfolio.
FINVIA is at your side for this complex asset class. We create transparency, support you in identifying high-potential properties and accompany you throughout the entire life cycle with our owner representation.
Indirect Real Estate Investments
Indirect Real Estate Investments
Value enhancement and value retention
Through real estate funds, investors minimize the volatility of their portfolio and benefit from the lower capital investment and the conditions of the FINVIA network. At the same time, their clever diversification makes them a valuable component of any overall strategy.
Our experts will support you in integrating the system into your wealth planning and help you select suitable providers.
Contemporary, paperless, highly secure and completely uncomplicated
With FINVIA you benefit from the holistic, efficient and independent support of your wealth as well as their complete transparency thanks to the latest technology.
With our specially developed digital ecosystem, you receive all data about your assets not only on a daily basis, but also from any location: whether as an app in your pocket or conveniently on your PC - we provide you with everything you need to know, perfectly prepared and embedded in an intuitive interface.
Even subscribing to exclusive funds from curated managers in our network is no longer a problem via our FINVIA Investment Platform.
FINVIA Masterclass
Real estate investments: Successful in uncertain times
From direct real estate to diversified funds
When it comes to real estate, many investors think of concrete gold and associate it with a safe haven. What other options are there? What is the state of the real estate market? Our experts shed light on the variety of options, from direct real estate to real estate funds.
View Masterclass
Do you have questions about real estate?
We answer each of your messages personally -
quickly and without any obligation for you.
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