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Asset & Investment Management
Apleona Invest GmbH specialises in professional investment and asset management for institutional investors such as insurance companies, pension funds, savings banks, foundations, family offices and corporates.Real estate expertise across the entire life cycle
Working closely with our clients, we develop tailor-made investment and management strategies and support their implementation throughout the entire life cycle of the property. Our range of services covers all asset classes and spans the entire risk/return profile. This enables us to respond flexibly to different market phases and offer our investors sustainable and reliable results.
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„We love real estate! This passion unites our interdisciplinary team of fund, portfolio, asset and transaction managers. We have been working together successfully for many years. With four locations in Germany, we have direct access to all submarkets and are in close proximity to our investments.“
Caroline Gronack, Managing Director, Apleona Invest GmbH
In the department of corporate real estate management, we advise and manage your company's own portfolio. As part of a group, we understand the needs of our corporate clients and combine them with our real estate expertise.
Within the Apleona Group – a fully integrated real estate service provider – we are in daily contact with our operating units. This allows for direct knowledge transfer and solution finding in all aspects of real estate. An understanding of the real estate industry is thus optimally combined with specialist technical knowledge and operational experience.
An overview of Apleona Invest GmbH's property expertise:
Investment objectives and strategy development
- Development of investment strategy based on the market environment
- Definition of the return/risk profile of the asset classes and locations to be acquired
- Development of a timetable and investment horizon
- Selection and approach of the targeted investor group
Asset management
- Strategic planning at property level
- Development of a letting strategy and tenant management
- Planning and implementation of capex measures
- Management and selection of all service providers involved
Corporate real estate management
- Advising companies on their real estate strategy
- Management of company real estate in line with strategic corporate goals
- Development of measures for cost optimisation
- Advising on the purchase and sale of corporate real estate
Financing advice
- Development of a (re)financing strategy
- Preparation of financing documentation
- Approaching financing partners, preparing offer comparisons and award recommendations
- Negotiation of the contract
Portfolio and fund management
- Preparation, adjustment and monitoring of the portfolio strategy
- Development of various risk and diversification scenarios
- Management of internal asset management
- Interface with investors and capital management companies
Transaction management
- Development of purchase and sale strategies
- Management of the transaction process for individual properties and portfolios
- Direct contact with buyers and sellers, as well as coordination of external brokers
- Implementation and consultation on purchase and sale reviews, as well as selection and management of external consultants
- Liaising with investors and capital management companies