PATRIZIA GewerbeInvest KAG has developed a modular portfolio concept to give institutional investors the option of diversifying risk more effectively. This involves combining various funds from different asset classes to create an individualized portfolio that matches each investor’s risk/return profile. The investment can be scaled as required. 

Developed six years ago, this innovative modular concept is still seen today as a quantum leap in the market for open-end real estate funds. This modular approach entails combining several real-estate special funds from various asset classes in a customized portfolio. This strategic, modular allocation mix distributes risk to a degree that was previously unheard of for this type of investment. PATRIZIA GewerbeInvest KAG’s modular funds are aimed at institutional investors looking to round off existing real-estate portfolios with indirect investments.

Modular portfolios – flexible and easy to manage

One of the huge attractions of modular portfolios is manageability. Investors do not have to manage the real estate themselves. They simply allocate their real-estate funds in line with their changing preferences in much the same way as they would with a securities portfolio.

Funds and modular portfolios

Real-estate investment specialist PATRIZIA GewerbeInvest KAG currently manages thirteen special real-estate opportunities. Seven of these are individual and label fund and 6 are modular portfolios.

Your contact at PATRIZIA GewerbeInvest KAG: