• Founded in 2007
• Over 1 billion total investment
• 100+ staff
• More than 7,500 residential units under proprietary property management
• Around 4,000 residential units under management
• Real estate in over 100 locations
• Company head office in Mannheim, a branch office in Crailsheim
• Focus on the acquisition of affordable housing in German regional and district centers
• Direct investments in photo voltaic systems and management of them
• Affiliated company: fully regulated capital management company Alpha Ordinatum

Company Profile

On March 29, 2023, the placement of the latest member of our fund family „ImmoChance Deutschland“ began. The fund „ImmoChance Deutschland 12 Renovation Plus“ (short: ICD 12 R+) will, like its predecessors, focus on the acquisition, optimization, and sale of (existing) residential properties in high-return districts and regional centers nationwide. Through broad diversification across numerous individual properties at various locations throughout Germany and the systematic upgrading of the fund portfolio through energy-efficient renovation and optimization, not only mostly market-independent returns are generated, but also affordable housing is preserved and created, which counteracts the current enormous housing shortage. The ICD 12 R+ fund is also defined for the first time as an „Article 8 fund.“

• Closed public AIF
• Purchase of residential real estate in German district and regional centers
• Increases in property rents and value planned due to active renovation and refurbishment measures
• Immediate payout if property is sold prematurely (no reinvestment)
• Base scenario of projected payouts:
  3.00 % p. a. for 2023, 3.50 % p. a. for 2024 – 2025 and
  4.00 % p. a. for 2026 – 2029, 116.75 % for 2030
• Projected total return: 138.83 % plus trade tax credit
• Placement period: until Dec. 31, 2023, with extension option until Dec. 31, 2024
• Forecast total term up to the end of the seventh year after the placement period has ended; by shareholder resolution with more than 50% of the votes cast, extension of up to three years is possible
• Equal interests of investors and management through profit sharing when the prospectus forecast has been achieved
• Minimum stake of €10,000 • Agio of 3 percent

* Forecasts are not a reliable indicator of future performance
** Including repayment of the invested equity capital; based on the limited liability capital without agio; pro rata temporis for the year in which the payment claim occurs

As the Cash-Online industry service reveals in its annual ranking, with its placement of the ICD 8 alone, Primus Valor is the issuing house with the strongest growth in all of Germany. By a whopping 385 percent, the 2017 result exceeds that of the previous year impressively. Among the providers of fully regulated products (AIF), the issuing house is ranked seventh at €51.0 million.