Invest In A Shopping Mall From 20 Euros?
Our colleague Dr. Josef Vojta was a guest of Lenka Buchláková in the programme Ekonomika+ on Televízia TA3. The following topics were discussed: why start investing, basic differences in investing in an investment apartment and an investment fund, what to pay attention to when choosing an investment fund, investing in real estate versus investing in shares. You can watch the full session here: https://www.ta3.com/relacia/27628/investovat-do-nakupneho-centra-od-20-eur
Industrial real estate operates in all phases of the business cycle
Industrial real estate can bring stability to a portfolio as well as interesting gains during all phases of the business cycle. It is a unique sector that grows as one of the fastest in a conjuncture and at the same time can withstand recession very well. Additionally, it is the real estate segment that is driving the new green building industry.More in the text of our co-founder Lubor Svoboda for Wealth Magazín https://lnkd.in/e2ccrKDf
Investing Not Only For The Top 10,000
Our colleague Dr. Josef Vojta was yesterday a guest of Lenka Buchláková from Televízia TA3 in the show Investujeme. “It is important to see the current socioeconomic developments over a long-term time horizon of five years or more. Currently, we often talk about topics that are not beneficial to investing, but this time will soon be over and we will hopefully be able to discuss what investment instrument is most suitable to choose,” said Josef Vojta in the debate. Other topics were also discussed: Why invest in real estate funds. What determines the success of investments Self-sufficiency trends and deglobalization as an opportunity for investors Why investments that generate ongoing cash flow are better than for example investments in commodities You can watch the whole programme here: https://www.ta3.com/relacia/27114/slovaci-prichadzaju-rocne-o-stovky-eur-udia-by-mali-so-svojimi-usporami-pracovat-radi-financny-odbornik
Don’t be afraid of deglobalization, it’s an opportunity
The era of a global and connected world is slowly coming to an end. The political and economic trends set in motion by the 2008 crisis were reinforced by the pandemic and subsequent war in Ukraine. But while a more fragmented world economy scares some, the new world economic order can be an opportunity for investors. The phenomenon of deglobalization will have many implications for political and economic life around us. For example, the structure of national economies can be expected to change as the frequency of crises increases, supply chains become destabilized, and the quest for decarbonization and self-sufficiency is pursued. We can also expect continued dissatisfaction with the results of the globalization approach in developed countries. The consequence? The return of protectionism, as a result of the promotion of national interests and the preference for trade between countries in the developed, Western world. All the indications so far are that the Western world has learned its lesson and the totalitarian or dictatorial countries are gradually falling by the wayside. These are all factors that investors today should consider when constructing their portfolios. How specifically? Deglobalization will bring increased pressure on companies and their operations. It is increasingly difficult to generate margins and profits. Today’s realities are rising labor and energy costs, higher interest rates, and the ever accelerating need to invest in new technologies. Large-scale changes in the distribution and supply chain bring with them additional, induced costs. However, deglobalization brings a crucial, positive element in the form of targeting local economic activity. The need to rebuild at least partial self-sufficiency in a range of sectors is leading to a renaissance of industries that have been driven out of Europe and into Asia. The current negative sentiment on the stock markets has washed away the returns of traditional portfolios composed of stocks and bonds. The way out for investors is to include alternative investments in their portfolios. For example, real estate funds may be one interesting way to achieve a higher degree of diversification, as they have a long-established low correlation with stocks and bonds. It can already be confirmed, even in Central Europe, that if individual investors have gone in this direction, they have been able to defy the decline in returns on traditional portfolios and keep their portfolio returns in the black in 2022. Indeed, some real estate funds, mainly focused on industrial property, have achieved annualized appreciation above inflation. Investing in territories that the investor knows, in sectors that they consider promising, and in asset classes that they believe are the building blocks of a portfolio. In terms of specific sectors to invest in as part of a portfolio reallocation, these can be relatively well associated with the manifestations of deglobalization. Artificial intelligence, automation, and robotics, for example, are the remedy for the declining number of people of working age and the generally rising cost of labor. The best example of this is their gradual deployment in factories, warehouses and logistics centers across the Western world. Renewable energy, recycling, and decarbonization companies are other interesting investments today. The greening of industry in Europe is unstoppable given the political pressure and legislation already in place. At the same time, with an eye to the future, it represents an opportunity for investors to value their money. Decarbonization means, among other things, the return of industry to Europe and the drive for greater economic self-sufficiency in Europe. During the pandemic, we saw with the shortage of masks and other medical devices that it does not pay to rely on unstable global supply chains. So today there is a drive to bring strategic industries ‘back home’. Investors then have the chance to invest in, for example, private equity funds focusing on progressive industries. Or they can choose less risky funds investing in industrial real estate. However, they should always check the fund manager’s track record and success, the assets, and strategy of the fund, how value is added, the risks involved, whether the fund invests within the EU, and in what specific part of the EU. All this plays a significant role. Long-term trends, combined with the one-off negative circumstances of pandemics and war, have made industrial and logistics parks a critical infrastructure for countries, and interest in these properties has risen sharply in conjunction with deglobalization trends. Today, only about 1% of the available space for lease in industrial parks in the Czech Republic is available and the interest in new leases has not yet cooled. This keeps the attractiveness of industrial real estate as an investment asset at a high level. Through the construction of modern industrial parks, real estate funds are preparing the ground for the gradual return of key economic sectors to our region. And investors can participate immediately. https://wmag.cz/nebojte-se-deglobalizace-je-to-prilezitost/
ARETE Group has signed a loan agreement for more than one hundred million euros with a consortium of banks Česká spořitelna and Slovenská sporiteľňa
The investment and real estate group ARETE, the umbrella fund of ARETE INDUSTRIAL SICAV, a.s., has recently signed contractual documentation with a consortium of banks Česká spořitelna and Slovenská sporiteľňa for the bank financing of the fund’s portfolio in excess of 100 million euros. This amounts to 2.5 billion crowns. ” For us at ARETE, this is a significant milestone and the beginning of the next phase of building and developing of our fund’s third portfolio. This will allow us to more quickly meet the objectives set out in the investment strategy of the ARETE INDUSTRIAL Fund. The resources from the bank financing will be used for the construction of new industrial parks by our development team and planned acquisitions of income properties. Together with a series of acquisitions and developments successfully implemented in 2021 and 2022, our goal is to build a portfolio of assets under management with a total value of more than 300 million euros by the end of 2023. We would like to thank Česká spořitelna and Slovenská sporiteľna for their professional and correct behavior which enabled us to conclude this agreement. The trust of one of the largest banking groups in the Czech Republic and Slovakia is a great pleasure and a confirmation of our long-standing quality work,” said Lubor Svoboda, co-founder of ARETE Group. “Česká spořitelna has been a long-term supporter of investments in property development and infrastructure expansion in the Czech Republic. We are pleased that in cooperation with our sister company, Slovak sporiteľna from the Erste Group, we could support the activities of the ARETE Group in this area,” says the representative of Česká spořitelna, Martina Jůzová.
Industrial Real Estate Resists The Crisis
“Investing in industrial parks is also an opportunity for retail investors. When you invest in our fund, your money stays in the Czech and Slovak economy. You are not supporting other economies or foreign companies. And regional development cannot happen without the necessary capital,” explains Dr Josef Vojta in the Ekonomika+ programme on Televízia TA3. If you are a qualified investor looking for an interesting opportunity for the appreciation of your funds, our ARETE INDUSTRIAL fund is still open for new investors.
Zásilkovna Is A New Tenant Of The Industrial Park Arete Park Plzen, Borska Pole
Third fund of the ARETE Group has acquired a new tenant of the industrial park ARETE PARK Plzeň, Borská pole. The new tenant is the company Zásilkovna. Within its business activity in the area, Zásilkovna could process up to ninety thousand shipments per day. The newly opened distribution center will serve for logistic service of the whole Pilsen region. The Group has signed a long-term contract with Zásilkovna, the company that has decided to build a distribution center within the industrial park to provide services for the entire Pilsen region. Zásilkovna is part of the Packeta holding and handles on average more than 300,000 shipments per day for customers in the Czech Republic. The planned area of the object that will be used by the Zásilkovna is over 4,000 square meters with the possibility to expand. ARETE PARK Plzeň, Borská pole is also the project revitalizing the old meat processing facility, combining both its reconstruction and new development. „We are delighted that Zásilkovna has chosen to cooperate with us in ARETE PARK Plzeň, Borská pole. The project is an industrial park with a unique central location in the Pilsen region. Thanks to the high expertise of our entire development team, we managed to start the project within a very short time frame. By leasing the area to such a strong tenant as Zásilkovna, we are able to meet the strategic objectives of the ARETE Group funds, especially with regard to long-term sustainability of investments and ESG strategy. We are very pleased to have secured a strong tenant in a project that meets all of our investment and economic parameters,” said Lubor Svoboda, co-founder of ARETE Group. „As a tenant, we are positively perceiving the setting of the entire ARETE PARK Plzeň project in the Borská pole industrial zone. It is also important that the park is well connected to the D5 highway. On behalf of Zásilkovna, we would like to thank the ARETE Group for the high expertise of the entire team and the vision with which it wants to further develop the property and the location. The project will help, among other things, the growth of the economy of the Pilsen region,” said Zdeněk Prchlík, managing director of Zásilkovna, about the signing of the lease agreement.
Real estate funds will struggle, for us it’s an opportunity to buy
Lubor Svoboda, one of our founders, in an interview for Týdeník Ekonom described the challenges that real estate funds are currently facing. Among other topics, he also outlined ARETE’s plans for the future. You can read the full interview below: https://ekonom.cz/c1-67147030-nemovitostni-fondy-budou-mit-potize-pro-nas-je-to-prilezitost-k-nakupum
ARETE Industrical Sicav is the Best Real Estate Property Fund in the Czech Republic
ARETE INDUSTRICAL SICAV is the Best Real Estate Property Fund in the Czech Republic! ???? During Thursday’s gala evening in Prague, we received the Best Real Estate Property Fund award at the prestigious CIJ Awards! We are very happy to have been recognized at the 21st CIJ Awards Czech Republic. After the success of the CIJ Awards in Slovakia, this is another very encouraging news. We have always been and will always be a group focused on the Central European region, which is a matter of the heart for all of us. Both parts of our team, the one in the Czech Republic and the one in Slovakia, have been doing a great job for a long time and the award at the CIJ Awards is proof of this for us. At the same time, we are the only real estate fund in the Czech Republic and Slovakia where we have already closed two funds in closed-end investment cycles, and with the third fund, we are still managing to be not only the strongest performing product of this type on the market. We will continue to work hard in the years to come also thanks to these awards. Whether it be acquisitions, portfolio management, or looking after our investors, without whose contribution we could not exist. Furthermore, we will continue to work to develop the national economies in our operating countries and, with the help of logistics and investment in industrial real estate, to provide skilled labor to regions where there is a shortage today. In addition, we will focus even more on developing activities based on the ESG principles that enable us to manage our portfolio efficiently and sustainably. The jury also praised our investment strategy, which is the backbone of the entire ARETE Group. The expertise of the team, the preference for closed investment cycles, the active approach to the management of the portfolio, the in-house development activities, and other aspects are just a few pieces of the mosaic that makes up ARETE. However, these are the qualities that allow us to beat inflation and bring a fund with exceptional performance to the market in a very challenging time. We can promise to do our utmost to replicate these successes in the future. With the support of our investors, partners, suppliers, and advisers, we can do it. We are grateful for the excellent organization of the evening by CIJ EUROPE. We greatly appreciate the award and look forward to the next year.
how to invest like billionaires?
Our colleague Dr. Josef Vojta was a guest of Televízia TA3 in the program Investujeme (Investing). He has discussed with Lenka Buchláková the topic of how to invest like billionaires. ???? Did you know that 90 % of billionaires got wealthy by owning real estate? ???? Unfortunately, traditional portfolios consisting of stocks and bonds can hardly help you beat inflation and provide an interesting passive income. ???? That’s where real estate and real estate funds come in. For qualified investors, ARETE real estate funds. If you are interested in the topic, you can find here:
