Logistics Real Estate Funds

Slide Background

Our Logistics Real Estate Funds:
Tailor-Made Investment Solutions for
Institutional Investors

Logistics Real Estate Funds

INTERNATIONAL

Attractive ROI: International institutional investors are facing the challenge of finding lucrative investment opportunities. This is particularly true for companies that have to fulfil their own obligations arising from guaranteed interest rates or pension promises.

The low interest rate policy course that central banks have been steering for years now quite naturally draws attention to our core field of investment: fund vehicles specialising in logistics in the European market. Such an investment will provide the right approach. There are many good reasons for this:

  • Europe is a unified logistics system with flows of goods freely crossing borders.
  • Logistics is the third-largest economic sector in Germany after the automotive industry and retail.
  • All across Europe, there is strong demand for logistics real estate, not least due to the e-commerce boom.
  • These investment criteria specifically speak in favour of logistics real estate:
    • Interesting risk-return spectrum
    • Stable rents
    • Reliably plannable returns
    • Even anti-cyclical demand for logistics real estate
    • Plannable Asset Management costs
    • Strong credit rating and size of European logistics tenants comparable with tenants of other asset classes
    • Low construction costs and quick completion
    • Well-suited for portfolio diversification

Our Logistics Real Estate Funds

Above-average success: Thanks to diversified investment strategies as well as active Fund and Asset Management RLI Investors have surpassed the planned distribution return in their German real estate funds since their launch. Thus, RLI Investors is regarded as one of the most successful German logistics investors.

Currently, RLI Investors are managing Assets under Management of approximately EUR 720 million.

RLI-GEG Logistics & Light Industrial III

The investment fund, RLI-GEG Logistics & Light Industrial III, is a joint product launched together with the parent company DIC Asset AG. Alongside classic Core/Core+ logistics real estate, this fund also invests in Light Industrial and Urban Logistics real estate. This fund focusses on Germany as its absolute main market, complementing it by the established neighbouring European markets of the Netherlands, Belgium, Luxemburg and Austria. Both national and international institutional indirect investors can currently participate in this fund by investing their own capital.

Research

Comprehensive knowledge, sound basis: Prior to each investment decision, we conduct detailed and intensive in-house research. We analyse the location of each real estate object, considering both macro- and micro-economic ESG-criteria. The current usage is checked under an economic perspective taking into account inter-country connections and the credit-worthiness of the respective user. A screening on the object level provides valuable insights into whether the object could be used for a different purpose.

Tapping selected sources with a proven track record, we investigate how demand and supply for comparable objects at the given location will likely develop and calculate reliable return ratio.

In the future, sustainability and ESG, i.e. environmental, social, and governance criteria, will become even more weighty when considering an acquisition.

The objective is always to generate a sustainable distribution return for our investors that’s also stable over the long term.

We Buy Your Logistics Real Estate.
It Is in Good Hands With Us.

Acquisition Profile

LOGISTICS REAL ESTATE

Further growth welcome: We are continually looking for logistics and light-industrial real estate in established logistics locations in Germany and its European neighbouring countries. We focus on new buildings or project developments within the scope of forward-purchases or forward-funding as well as existing properties.

As to the acquisition process, we stand for short decision making routes and prompt action. Within the scope of a Due Diligence process which we steer ourselves we are able to evaluate and realise even complex and large-volume acquisitions within a very short time.

Whether off-market deal or tendering procedure – we are a reliable transaction partner for vendors and owners of logistics real estate.

RLI-Portfolio

INSIGHT

Classic variety: The RLI portfolio consists of classic logistics real estate and warehouses, distribution and re-loading sites. This comprises objects in mint condition as well as existing buildings. The important aspect for us is always that the object could also be put to a new use on the market.