We believe that preserving and creating educational institutions that provide high-quality education is essential for improving educational opportunities. Our investments in high-quality educational real estate, such as kindergartens, schools, universities, and training centers, generate diverse social impact.
These properties create spaces for lifelong learning and help to achieve equal opportunities for all. To accomplish this, educational real estate must combine architectural design with educational concepts
To accomplish this, educational real estate must combine architectural design with educational concepts. Rooms should be designed to meet the optimal requirements for modern learning and teaching, enhancing the well-being of users. Additionally, energy-efficient school buildings contribute to climate goals and, when paired with awareness-raising measures, support sustainable actions.
High-quality educational real estate is thus a crucial component for a future with equal opportunities for all. With a clear focus, we embrace this challenge.
Investment Strategy
The Lifelong Learning Fund targets an investment strategy centered on creating high-quality work environments for students and teachers. Our investment focus is on educational real estate with particular high demand at the respective locations. Our investments include kindergartens, preschools, schools, universities, polytechnics, continuing education facilities, and administrative offices for education. The Lifelong Learning Fund aims to encompass all areas of education, thereby promoting lifelong learning. Our goal is to generate a clear positive impact with our investments. Continuous investments in maintenance secure value and prevent remediation backlogs. Through our focused approach as asset managers, we ensure sustainability, efficient operation, and significant social impact.
Important ecological parameters, such as stranded asset risks and the presence of efficient governance structures, are evaluated in our valuation approach. Our primary investment objective is to secure an attractive long-term return while simultaneously achieving a positive impact on defined social targets.
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Fund category |
Open-ended real estate fund |
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Fund type |
Open-ended special AIF Classification |
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Investment focus |
Educational properties focused on early child education, public schools/substitute schools, universities including their administration buildings, training centers including administration buildings for system-relevant professions |
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Geographical focus |
Germany and Austria |
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Risk class |
CORE und CORE+ |
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Release date |
Q4 2023 |
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Term |
15 years |
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| Product classification according to SFDR and EU-Taxonomy |
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| Return | ≥ 5%, IRR 7-8 % | |
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ISIN |
LU2742648533 |
An overview of the special features
Strategy
Focused investment approach, which portrays the total life cycle of educational real estate
Track Record
Many years of investment experience in the education sector
Tenant Structure
Non-profit tenants or private sponsoring companies with a high credit rating
Investor Impact
Achieving impact through the creation and maintenance of educational spaces, providing high-quality premises for all, and identifying improvements with social impact
Measurement
Development and use of a strict Impact Measurement and Management approach with a focus on social aspects and carrying out a dedicated requirements analysis for each asset
