Sarasin Sustainable Properties - European Cities

Sustainable real estate investments in fast growing major European cities.

"Sarasin Sustainable Properties – European Cities" is a open-ended real estate special fund of Catella Real Estate AG, Munich, in cooperation with Bank J. Safra Sarasin in Switzerland. The fund caters specifically to the needs of institutional investors in Switzerland, Austria, and Germany. The special fund is aimed at professional and semi-professional investors.

The fund invests at least 75% in commercial real estate focusing on office and retail business. The share of residential buildings is no more than 25%. Each building must comply with the sustainability standards of the Bank J. Safra Sarasin (Information pursuant to Article 10 Disclosure Regulation). The value of the properties is in the 10 to 50 million Euro range. The average intended holding period is around 10 years. The fund can invest up to 20% in developmental projects.

For more information, please contact office@catella-investment.com directly.

Investment Opportunities

Investment Risks

Investment in sustainable real estate in fast-growing European cities/regions with attractive framework conditions.
Sustainability concept: Sustainability analysis is an integral part of the investment process. In addition to the social benefits, this leads to long-term value retention and improved marketability of the properties.
Diversification in major European cities with a stable environment.
Income opportunities through a high proportion of index-linked rental agreements.

Interest rate risk with regard to debt financing and liquidity investments.
Limited possibility of return 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.

Documents

General Information
- Additional documents (basic information sheet, past performance, past performance scenarios, ESG appendices)

Sustainability-related disclosures
- Information pursuant to Article 10 Disclosure Regulation - Status January 2023 - Version 1
- Catella SSP RTS- Attachments to the Information to Semi-Professional and Professional Investors pursuant to section 307 (1) and (2) KAGB (01/2023)

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.