Listen. Understand. Invest. CORPORATE SNAPSHOT

Transcription

1 Listen. Understand. Invest. CORPORATE SNAPSHOT

2 02 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 03 We are a partner to our customers and deal with them on an equal footing. We know and understand our customers special requirements. Only by taking this approach are we able to offer suitable solutions at all times. Listen. Understand. Invest. Introduction

3 02 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 03 We are a partner to our customers and deal with them on an equal footing. We know and understand our customers special requirements. Only by taking this approach are we able to offer suitable solutions at all times. Tradition as a basis for crea ting something new that still retains the proven core Our company can look back at a long and successful tradition. For more than 40 years, we have been offering end-toend property investment solutions for our German and international institutional investors as an integrated provider and manager of property investments. With more than 200 specialists at a total of 15 locations in Europe, we enable our customers to access our entire value chain for the management of indirect property investments. Starting from 2015, this concept will be bolstered by a new and independent image. The meaning of the name TRIUVA conveys what we see as the key aspects of our company s character and service commitment: partnership, innovation and performance. We are a partner to our customers and deal with them on an equal footing. This means that we know and understand their special requirements. Only by taking this approach are we able to offer suitable solutions at all times. Our focus on partnership is not just limited to the relationship with our customers. We can achieve our goals only if we put the principle of partnership into practice in our day-to-day work with mutual respect and recognition. Success is the result of joint efforts, clear responsibility and the highest possible degree of professionalism. A targeted combination of different talents and experience is also a driving force behind our innovation capacity. In recent years, we have successfully initiated a range of innovative products, from the establishment of club deals for German institutional investors and the launch of funds with focused investment strategies to the introduction of a comprehensive portfolio management concept. Changing conditions on the German and foreign property and capital markets, along with a continued increase in regulation, necessitate flexible, forward-looking solutions for the needs of institutional investors. This is our core area of expertise. tri uva, tri uwe [Middle High German]: honesty, reliability, loyalty. In the Middle Ages, triuva was among the most important virtues. It was integral to the identity of the individual in terms of their loyal and ethical approach to other people and to business relationships. Continuous monitoring of the entire market environment by our specialists enables us to understand and anticipate key changes or trends in the field of property investments. This means that, as an innovation leader, we can continue to offer our customers intelligent investment solutions that optimally meet their requirements.

4 02 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 03 We are a partner to our customers and deal with them on an equal footing. We know and understand our customers special requirements. Only by taking this approach are we able to offer suitable solutions at all times. Together, partnership and innovation form a valuable, indispensable basis for a high degree of commitment throughout the company with the aim of optimal management of the entire portfolio. Ultimately, performance is the result of the disciplined implementation of a transparent value-added strategy that brings together the interests of our investors with those of our company. From individual rental areas to properties, from property portfolios to fund products: the continuous commitment of all employees together with the consistent orientation of the corporate organisation enables us to achieve the best possible performance for our customers at every level. Partnership, innovation, performance. More than ever, our actions are focused on these key characteristics of our company.

5 04 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 05 Everything under one roof Business activities

6 04 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 05 FUND MANAGEMENT ASSET MANAGEMENT As part of our end-to-end portfolio regularly review and verify the individu- Our Asset Management team offers Ensuring a presence at key locations in management concept, we design al performance components and derive investors the entire range of solutions for Europe with our local property experts investment strategies and manage our future property and portfolio the management and marketing of allows us to maintain close contact with individual properties and portfolios for activities on this basis. The aim is active commercial real estate. our tenants and other local market our investors. property management over the entire participants, thereby ensuring we have a lifecycle. Our licensed management Around 70 employees at 13 locations in permanent overview of the market and This is based on a comprehensive companies in Germany and Luxembourg Europe are responsible for commercial can respond quickly at all times. Our range investment concept that we develop allow us to offer the entire range of and technical support for the property of services includes devising and imple- individually for the respective fund and relevant investment vehicles. Our many portfolio mana ged by us. menting letting strategies, property the investment targets of the respective years of experience in structuring ensure positioning and marketing, and devising investor. Strategic and tactical portfolio aninvestment structure that is optimally and implementing maintenance, modern- allocation is determined by combining a tailored to the needs of the investor and isation and development concepts. research-based, top-down approach with the requirements of the respective a market-oriented, bottom-up analysis. property. As part of portfolio management, we INVESTMENT MANAGEMENT INVESTOR RELATIONS The TRIUVA Group s Investment and suitable candidates for divestment The Investor Relations division is our To enable a comprehensive understand- Management team is responsible for all at an early stage. central interface for all investor-related ing of our customers current and future acquisition and selling activities in activities. investment strategies and requirements, Germany and Europe. Working in coordination with the we develop perfectly tailored product respective fund manager, our investment It focuses on developing and main tain- ideas and investment strategies in close With around 20 specialists at eight management specialists perform the ing successful, long-term partnerships. cooperation with our in-house special- locations in Germany and abroad, organisation and implementation of the ists from Fund Management, Investment we permanently monitor all of the entire transaction process, including Management, Asset Management, Legal relevant markets in order to identify the coordination of due diligence and and Risk Management. attractive investment opportunities the contractual negotiations.

7 04 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 05 RESEARCH Our Research team provides detailed evaluations of the commercial real estate markets and economic development in Europe and North America. The assessments of the markets and their outlooks, which are based on extensive individual analyses, are the primary foundations for our acquisition and disposal decisions as well as tactical and strategic allocation within the respective property fund under management. Research is also a major factor in the development of new product initiatives. RISK MANAGEMENT Professionalism, integrity and compliance with regulatory provisions and codes of conduct form the basis for our opportunity and risk management. Comprehensive, forward-looking opportunity and risk management is our top priority when it comes to securing our customers investments for the long term and protecting them from risks. For example, all fund managers regularly receive extensive reports analysing all of the relevant risks for each portfolio and identifying areas for action at an early stage. Another element is our internal strategy and management consulting, which ensures the permanent optimisation and development of the companywide value chain for the benefit of our investors and business partners.

8 06 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 07 Continuous monitoring of the entire market environment by our specialists enables us to understand and anticipate key changes and trends in the field of real estate investments. This means that as an innovation leader we can continue to offer our customers investment solutions that optimally meet their requirements.

9 08 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 09 On location Headquarters and branch offices

10 08 TRIUVA / Corporate Snapshot hington hington D.C. D.C. Corporate Snapshot / TRIUVA Headquarters 1 > Frankfurt am Main A dedicated presence in the major German cities and all of the relevant European cities is a key element of the TRIUVA Group s strategy. We are currently represented at five locations in Germany and a further ten in the rest of Europe. The head office of TRIUVA Kapitalverwaltungsgesellschaft mbh is in Frankfurt am Main. The range of services offered by the branch offices is tailored to the needs of the respective location. We have asset and investment managers at most of our locations in order to ensure the optimal local management of the respective property portfolios. Our regulated fund management entity in Luxembourg manages fund structures for our customers in accordance with Luxembourg law, while our branch offices in Vienna concentrates on fund management and supporting our investors in Austria. Branch offices 2 > Amsterdam 3 > Berlin 4 > Brussels 5 > Dusseldorf 6 > Hamburg 7 > Madrid 8 > Milan 9 > London 10 > Luxembourg 11 > Munich 12 > Paris 13 > Stockholm 14 > Warsaw 15 > Vienna 09

11 08 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 09 From individual rental areas to each single property, from property portfolios to fund products: the continuous commitment of all employees together with a consistent orientation of the corporate organisation enables us to achieve the optimal performance for our customers at every level.

12 10 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 11 Visible achievements Track record and portfolio

13 10 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 11 EXISTING PORTFOLIO TRANSACTIONS As of 31 December 2015, the TRIUVA Group had over 300 properties under management across more than 40 different fund vehicles. The portfolio focuses on commercial properties in the office, retail and logistics sector in Europe. EUR billion % USA 3.4 % Poland 69.1 % Germany 15.9 % other 5.8 % UK 3.2 % Netherlands 10.4 % retail 54.5 % office 2.1 % logistics 33.0 % other As of December 2015 acquisitions disposals As of December 2015 We have realised transactions with a total volume of more than EUR 11.6 billion since The transaction specialists from the Investment Management division cover all of the relevant markets in Europe and possess an outstanding network of owners, estate agents and project developers. This gives us access to attractive investment opportunities while also allowing us to ensure the high liquidity of our properties. Our active portfolio management approach relies not only on property acquisitions, but also on selling properties at the right time. Elms House, London Prime Portfolio, Frankfurt/Berlin

14 10 TRIUVA / Corporate Snapshot Corporate Snapshot / TRIUVA 11 SELECTED ACQUISITIONS 2015 Baker Street, London Shell-Haus, Berlin Calle Preciados, Madrid Eurotower, Frankfurt am Main

15 TRIUVA Kapitalverwaltungsgesellschaft mbh THE SQUAIRE 18 Am Flughafen D Frankfurt T info@triuva.com