INVESTMENT APPROACH

ACM’s investment strategy aims for stable long-term total returns, from both dividends and the sustainable value appreciation of the selected listed real estate companies and their real estate portfolios. Based on our comprehensive and rigorous analysis of the underlying real estate, we exploit temporary undervaluations, one-off market events and variations in capital markets’ investment horizons to build and sustainably manage an attractive investment portfolio. Our focus is not on short-term trading gains but on long-term total returns derived from the underlying real estate holdings that comprise our portfolio.

Analysis

AVENTOS CAPITAL MARKETS evaluates potential investments on the basis of comprehensive analysis of the market situation and developments, company KPIs and, above all, an in-depth evaluation of each company’s underlying real estate holdings based on key property indicators and comparative values.

GLOBAL & DATA-DRIVEN

Technological advances allow us to conduct more in-depth and comprehensive data-driven analyses of global real estate portfolios than ever before. With access to all analogue and digital sources of relevant data, we are able to identify the relevant influencing factors for analysis and valuation.

We are also continuously testing new digital technologies to further improve our integrated data and analysis approach.

Real estate market

Letting market, rental price developments
Transactions and comparable acquisitions/leases
Medium- and long-term market dynamics

Location

Macro- and Microlocation trends
Transport links and infrastructure
Location attractiveness
Urbanity
Growth potential

Property

Quality and condition
Letting and vacancy rates
Competition analysis
Rent roll
Repurposing and upgrade potential

Real estate value drivers

Modernisation and development potential
Replacement costs and fair market / book value
CapEx measures
Rent level
Building and zoning rights

The AVENTOS Data Warehouse

For comprehensive data analysis, we use our data warehouse as a starting point for investment decisions. The following video offers exciting insights and further information.

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Direct Contact

Dr. Karim Rochdi Contact ACM

+49 30 229082981 info@aventos.group

Further Information

Would you like to receive more information? We will be happy to contact you by mail or phone.

On the following pages, we offer you, as a contractually bound intermediary pursuant to Section 2 (10) of the German Banking Act (KWG), for the account and under the liability of NFS Netfonds Financial Service GmbH, Heidenkampsweg 73, 20097 Hamburg (NFS), investment advisory services and investment brokerage (Section 1 (1a) Sentence 2 Nos. 1 and 1a KWG) of financial instruments within the meaning of Section 1 (11) KWG. NFS is a financial services institution and has the necessary permits from the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht - BaFin). For further information please refer to our imprint.

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