Our strategy

Investment in Europe’s strongest economies through disciplined acquisition, active asset management and conservative financing.

The company focuses on commercial properties in Germany and hotel investments in the UK. We combine long-term ownership with active portfolio management and disciplined acquisition.

Off-market sourcing, conservative leverage and a broad institutional funding base give us flexibility to protect liquidity while continuing to create value through asset management and portfolio optimisation.

Operational strengths

We work closely with our tenants for mutual benefit. This approach helps to maintain stable cash flows in the long term, improves rental income and ensures effective cost control. We aim to:

  • Maximise rental income from long-term leases to high-quality tenants
  • Carefully control capital expenditure and minimise non-recoverable expenses
  • Use our superior asset management capabilities to create and enhance value
  • Build strong relationships with our tenants across the portfolio

Sustained investment performance requires constant vigilance throughout the life-cycle of every asset in the portfolio, which we achieve by:

  • Taking a strategic approach to investments that will enhance value
  • Continuously monitoring portfolio composition and maturity
  • Employing real-time reporting and control of portfolios, facilitated by the breadth of our collective management skills
  • Adding value through active asset management

Capital discipline

Our approach to asset selection is founded on a disciplined acquisition strategy with strong and clear investment criteria. Fulfilling this strategy is made possible by the collective deal sourcing capability:

  • The rapid growth of the portfolio has been facilitated by our ability to identify off-market transactions with growth potential
  • We have developed an acquisition process that combines diligence with efficiency
  • Thorough research enables successful execution on a high proportion of our pipeline
  • Our focus is on Europe’s strongest markets. Our pipeline concentrates on Germany but with scope to make opportunistic acquisitions in the UK

The capital structure is optimised for maximum financial flexibility:

  • We regularly access both debt and equity capital
  • We maintain capacity across the different debt types
  • We utilise a diverse pool of institutional lenders and capital providers