The business area of investment management is aimed at institutional investors such as insurance institutions, pension funds and family offices.
From the perspective of the HD Group, investment management in our projects includes transaction management as part of acquisitions and sales, the associated financing management as well as project- and construction-related equity management.
Analysis and documentation of the respective project development are carried out at the beginning of a transaction, followed by supervision of the entire transaction process. In the case of acquisitions, this encompasses market research, the preparation of static and dynamic profitability calculations and decision documents based on the relevant usage concept, plus the management of data rooms and the negotiation, conclusion and settlement of purchase agreements.
For our real estate investments, financing solutions are structured, negotiated and implemented through to disbursement and repayment – in the form of classic bank financing, hybrid capital (mezzanine / crowdfunding) and individual equity solutions.
Since our project development is structured in legally independent (capital) companies, monitoring project- and construction-related costs following acquisition is necessary based on an ERP system. The establishment of company accounting is likewise required. Moreover, investment management handles regular reporting to investors and facilitates successful processing of the purchase agreement as well as the transparent and reproducible settlement of project development once the project is completed.