Immo Investments Fund
CAPITAL INVESTMENTS
REAL ESTATE • INVESTMENT • STRATEGIC INVESTMENTS
CAPITAL INVESTMENTS
"Manage-to-Core"
The strategy of IMMO INVESTMENTS FUND AG is characterised by an expansive yet selective approach to its real estate investments. The core focus of this concept lies in the acquisition and management of residential properties, particularly within the value-add segment. Investments are ideally made in major metropolitan areas in Germany and their surrounding regions. In addition, selected opportunities are identified and leveraged in a targeted manner.
Specifically, IMMO INVESTMENTS FUND AG acquires properties either to dispose of them profitably after a short holding period or to enhance their value significantly and sustainably over the medium term through an active “manage-to-core” approach.
We shape the value creation of a property from the initial concept through development and sales to long-term asset management. In doing so, we rely on in-depth local market expertise, the know-how of experienced project developers and architects, and efficient decision-making processes. This results in high-quality new developments and revitalisation projects, ranging from individual assets to complete neighbourhood developments.
Our competent internal and external sales teams are, on the one hand, a source of continuously evolving, customer-oriented business ideas. On the other, they represent consistency and reliability, grounded in professional expertise, experience, solidity and market presence.
CORE ASPECTS OF THE STRATEGY
"Manage-to-Core"
Objective
The manage-to-core strategy is an active value creation approach within the real estate sector, whereby existing properties with development potential are systematically optimised. The focus lies on assets in very good to good locations which, due to vacancy, deferred modernisation or a weak tenant structure, do not fully realise their market potential.
The objective is to transform these properties into stable, low-risk core assets through strategic and structural measures. Following successful implementation, such assets are characterised by long-term secured cash flows, high occupancy rates and sustainable market positioning.
Property Selections
Typical target assets for manage-to-core investments include office, retail or residential properties in established locations whose underlying structure is fundamentally sound but which require optimisation.
Common shortcomings relate to technical specifications, energy efficiency or space configuration. An unfavourable tenant structure — such as short remaining lease terms or lower credit quality — may also necessitate repositioning.
The decisive factor is that the location and market environment are sustainable in the long term, enabling targeted investment measures to deliver lasting value enhancement.
Value Enhancement Measures
Value creation is achieved through active asset management. This includes modernisation and refurbishment measures, optimisation of layouts, upgrading of communal areas and technical improvements (e.g. heating systems, façades and digital infrastructure).
In parallel, the property is strategically repositioned in the market, for example through the introduction of a new usage concept or adaptation to current demand requirements. A key objective is the acquisition of financially strong tenants with long-term lease agreements, thereby reducing risk and increasing the capital value of the asset.
Further Development into a Manage-to-Green Strategy
Current developments are increasingly expanding the traditional manage-to-core approach to include sustainability aspects in line with ESG criteria (Environmental, Social, Governance). Under the term “manage-to-green”, energy-efficient refurbishments, CO₂ reduction measures, certifications (e.g. DGNB or LEED) and sustainable operating concepts are being integrated.
This development is driven by the growing importance of sustainable real estate for institutional investors and major corporations that require ESG-compliant space. Through this ecological enhancement, not only is the long-term viability of the asset secured, but its attractiveness, lettability and market value are sustainably increased.
Owner-Occupied Apartments as a Capital Investment
Your Advantages at a Glance
Regular Rental Income
Regular Rental Income
As the owner of a high-quality apartment in an attractive location, you benefit from regular rental income. Population growth in metropolitan areas and the strong appeal of central locations ensure sustained demand for residential space, enabling a stable and continuous rental yield.