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Schroders

Real Estate Kapitalverwaltungsgesellschaft (KVG)

Introduction on Schroder Real Estate Kapitalverwaltungsgesellschaft (KVG)

Schroder Real Estate Kapitalverwaltungsgesellschaft (KVG) mbH founded in 2003 is a capital investment company based in Frankfurt am Main, which is governed by Germany’s Financial Authority - BaFin. Our KVG is a full subsidiary of the British Listed Schroders PLC, which is part of the FTSE 100 in the City of London.  The Schroder Real Estate KVG manages several regulated real estate funds as well as specialised third-party mandates.  New investment solutions are developed in cooperation with our clients’ in order to cater to their specific needs and preferences.

The Schroder Real Estate KVG team consists of  20 professionals located in Frankfurt  and branch in Stockholm, Sweden. We are proud to have a strong degree of professionalism, a variety of talent and a long term track record within our senior management team as well as within the wider team.

Our KVG currently manages 2 Special-AIFs with specific bespoke investment strategies and provides investment- and asset management services to our international investors and their corresponding vehicles domiciled out of Germany mainly in fund structures or segregated accounts.

Schroders is in a position to initiate all options of regulated investment structures in Germany through its KVG. We offer to our investors an exclusive access to vehicles, which fulfil the highest bar of regulatory standards. A dedicated focus on real estate investment-, asset- and portfolio management is central to our ambition to drive performance on behalf and in particular for our clients.  It is essential for us to deliver alongside all additional aspects like risk, compliance, operations or administration, which are an integral part of our regulated set up.

Tailor made reporting can be developed together with our investors, which differs from standard service providers as we have an emphasis to cater for the needs of investors, not only on regulatory data, but also on portfolio performance and individual asset performance. We are very flexible in providing monthly, quarterly or annually required information throughout the value chain of real estate investment and during the entire lifecycle of an asset including corresponding market research aspects.

Our main focus is to create value for our investors with smart and consistent real estate investments as well as robust environmental supported asset management initiatives. We have provided information about our investment philosophy and our asset management on the website under the corresponding sections.

Facts and figures

Schroder Real Estate KVG 

31 March 2020

Legal Form

Kapitalverwaltungsgesellschaft mbH

Head Office and Branches

Frankfurt am Main (15 employees)

Stockholm (5 employees)

Assets under Management

Special-AIFs

Third Party Mandates

€ 2.23 billion

€ 1.31 billion

€ 0.92 billion

Sector exposure

Office, retail, logistics, residential, alternatives

What is a Kapitalverwaltungsgesellschaft (KVG) and what are Schroders identified advantages?

A capital investment company manages investment funds in the form of investment funds for the joint account of the investors. There is a distinction between UCITS investment management company (UCITS-KVG) and AIF investment management company (AIF-KVG) of which Schroder Real Estate KVG holds the entire license.

Key advantages of a special fund are omnipresent to German investors and are based on strong levels of transparency and continuity in the legal and tax framework of the vehicle. Real estate special funds belong to the most common vehicles for institutional investors in Germany and gain from significant efficiency, flexibility and transparency.

Your contact to Schroder Real Estate




Schroder Real Estate KVGmbH

Taunustor 1 (TaunusTurm)
60310 Frankfurt am Main
Germany
Telephone +49 (0) 69 975717-700

Schroder Real Estate Asset Management GMBH:

Maximilianstraße 31
80539 Munich
Germany
Telephone +49 (0)89 242 98-0

Supervisory Authority:

Industrie- und Handelskammer für München und Oberbayern
Max-Joseph-Str. 2, 80333 M
unich

Schroder Real Estate provides its customers with a wide range of pan-European real estate products such as open and closed real estate funds, special funds and fund of funds or listed REITs and real estate equity funds.