Skip to content Go to main navigation Go to language selector
ShapeCatella in Germany ShapeProperty funds ShapeCatella Real Estate AG ShapeOur funds ShapePublic Funds ShapeCatella Wohnen Europa
Public Funds

Catella Wohnen Europa

Catella manages the new European Residential Real Estate Public Fund.

Catella Wohnen Europa is an open-ended public real estate fund under German investment law for (semi-) professional investors and high-net-worth individuals.

The pursued objective is to construct a Residential Portfolio with a European Investment focus and the risk category core. Thereby the fund invests in selected European core markets like Germany, France, the Netherlands or Scandinavia. The fund will also consider investments in other European states such as Poland, UK / Ireland, Northern Italy and Spain.

The investment focus targets modern and affordable apartments with a stable cash flow as well as development and refurbishment projects. In order to minimize risk, acquisitions will comprise different properties in various markets and a consistent structuring of the Portfolio. Following the principles of sector diversification, the fund also invests in niche markets such as serviced housing, Young Professionals or micro flats.

 

Investment Opportunities

Investment Risks

  • High occupancy rate leads to stable net income in the coming years.

  • The fundamental demand and supply-side factors for investments in the traditional and modern residential market in the European core markets are positive in the long term.

  • The favorable demographic outlook and the trend in household size will ensure that demand for housing remains high, with a corresponding impact on price and value trends.

  • Achieving stable returns through professional, local asset management.

  • Interest rate risk with regard to debt financing and liquidity investments.

  • Limited return options due to legal deadlines.

  • Property-related risks such as valuation, outstanding rental payments, occupancy rate.

  • Completion of construction projects may be delayed or more expensive than assumed at the start of construction.

Fund facts

   
Minimum Investment Amount 500.000 EUR
WKN / ISIN A141UZ / DE000A141UZ7
Clearstream-Compliance Yes
Fund Launch 01.02.2016
Fiscal Year 01. July until 30. June

Historical development

Documents

Distributions

Date of DistributionDistribution per unitTax-free portion (for units in private portfolios)
1 October 20240.27 EUR*-
2 October 20230.18 EUR*-
4 October 20220.14 EUR*-
1 October 20210.15 EUR*-
1 October 20200.19 EUR*-
1 October 20190.20 EUR*-
1 October 20180.20 EUR*-
23 October 2017 0.02 EUR 

* The investment fund meets both the formal and the material requirements of section 20(3) sentence 1 no. 1 of the InvStG (in the version applicable since January 1, 2018). German private investors can therefore claim a partial exemption rate of 60% on distributions. 

Disclaimer

The information and data are provided on a voluntary basis and may not be sufficient or suitable to support an informed investment decision without further explanations and additional information, in particular the relevant sales documents of the investment fund (e.g. sales prospectus, key investor information). It is therefore recommended that investors also read the sales documents carefully before making an investment decision and, in particular, consult their investment advisor and tax advisor if they have any questions.

Contact

Germany

Michael Fink

Managing Director
Direct: +49 (0) 152 388 48 111
Download vCard
Germany

Daniel Simon

Business Development & Investor Relations Manager
Direct: +49 (0)152 388 48 113
Download vCard