Tailored Investment Opportunities in Real Estate Debt

As an investor at CAERUS, you benefit from a diversified portfolio of Real Estate Debt products designed to generate sustainable and attractive returns. Their expertise in real estate finance aims to offer tailored investment solutions for each investor to allocate capital prudently and efficiently. Partnering with them provides access to top investment opportunities with a focus on transparency, trust, and professionalism.

Their investment strategy involves meticulous selection and evaluation of real estate financings supported by thorough due diligence and comprehensive risk assessment. This approach allows investors to enter well-examined and profitable real estate investments. CAERUS acknowledges the importance of liquidity and security, implementing mechanisms for efficient capital utilization and protection. They provide regular updates and detailed reports on investment performance, ensuring transparent insight into all fund activities. Through careful sourcing, proactive management, and investment monitoring, CAERUS aims to achieve attractive returns for investors.

Benefits

Capital Protection

The borrower's equity contribution provides a capital protection buffer for the lender.

Continuity

Stable ongoing returns from day one.

Improved Competitive Environment

Real Estate Private Debt presents enhanced investment opportunities due to the market-driven financing gap created by new regulatory requirements for banks.

Diversified Investment Portfolio

Access to a wide range of real estate  backedloans in stable and growing markets.

Tailored Investment Solutions

 Whether investing via separate mandates or in a commingled fund, choose the model that best fits your investment requirements.

Gradual capital drawdown

Your capital is efficiently put to work by being drawn down in a speedy manner, due to the extensive deal pipeline

Commitment to Sustainability

Invest in projects that contribute to decarbonization and energy efficiency, supported by our 'Manage to Green' program.

Transparency and Trust

Close collaboration with our management team ensures insight and understanding of every investment decision.

Regulatory Benefits

Real Estate Debt offers positive effects under the Solvency II capital requirements.

Process

How We Work

Sourcing & Screening

  • Operational and financial analysis of the project and sponsors
  • Evaluation of suitability for existing mandates (size, sector, location)
  • Return assessment
  • ESG Pre-Check

Term Sheet

  • Detailed analysis of projected cash flows
  • Stress tests
  • Sensitivity and collateral analysis
  • Structuring of the offer
  • ESG Incentives

Due Diligence

  • Property analysis
  • Cash-Flow and sensitivity analysis
  • Economic analysis of tenants and borrowers
  • Technical, legal, tax, and ESG due diligence
  • Agreement on terms

Underwriting

  • Implementation of agreements (loan agreement, collateral)
  • Fulfillment of suspensive conditions
  • Loan disbursement
  • Binding ESG targets

Monitoring & Reporting

  • Debt Yield, ICR, DSCR, valuation, ESG incl. PAI Reporting
  • Monitoring of cash flows and covenants
  • Proactive communication and quarterly reporting
  • Reporting in accordance with SCR determination requirements (TPT and EET reports)

Offers for Investors

From Multi-Investor Funds to Individual Investments – Tailored Investment Solutions

Multi-Investor Funds

Our pooled funds offer you the opportunity to invest together with other investors in a diversified real estate loan portfolio. These funds are designed to spread risk and leverage the benefits of economies of scale. They are ideal for investors who want to invest in a variety of real estate loans without the need to manage each loan directly.

Individual Mandates

Individual mandates are aimed at investors seeking tailored solutions. They allow you to pursue specific investment strategies that are precisely aligned with your financial goals and risk preferences. These mandates offer greater control and flexibility compared to pooled funds.

Individual Investments

For investors wishing to invest directly in individual loans, we offer participation in individual investments. This option allows you to specifically invest in selected real estate financings. Individual investments are ideal for investors looking to invest in specific opportunities that match their individual investment strategy. From sourcing to loan repayment, all process steps are managed and monitored by CAERUS.

Track Record

Our Strength: Realized Debt Funds

Learn more about our expertise, commitment, strategic positions, and our ability to achieve sustainable results.

  • Platform

    CAERUS currently advises eight funds under Luxembourg law. The financial resources of these funds are scaled exclusively through institutional investors on the CAERUS platform. By consolidating these resources, CAERUS efficiently, expertly, and professionally manages and oversees all process steps involved in a debt investment, from sourcing to loan repayment. This approach allows for the structuring of large-volume loans.

  • Fonds resp. Mandates

    CAERUS partners with both national and international institutional investors. For these investors, we offer either traditional multi-investor funds or customized investment solutions (individual mandates). To date, we have secured equity commitments totaling €2.6 billion, making CAERUS one of the largest independent debt fund managers in continental Europe.

  • Loans

    To date, we have provided over 56 real estate financings with a total volume of approximately EUR 2.7 billion, covering the entire risk spectrum from senior loans to mezzanine financing, as well as the financing of project developments. About one-third of the total loans granted are still outstanding, while the rest have already been fully repaid. Our expertise in financing real estate makes us a trusted partner for institutional investors.

  • Pioneer

    As pioneers in the real estate debt market in Germany, we have set new standards. Not only have we forged new paths with determination, creativity, and perseverance to establish the private real estate debt asset class, but we have also achieved attractive returns for our fund investors in a challenging market environment.

    Team

    Your Experts

    Read all

    Our team has many years of transaction experience in real estate financing, a high level of market knowledge, and an excellent network in the real estate industry. 

    Read all

      Team

      Your Experts

      Our team has many years of transaction experience in real estate financing, a high level of market knowledge, and an excellent network in the real estate industry.

      Cookie Information

      We use cookies and similar technologies on our website to provide you with interactive content such as maps and videos. You can visit our website without these features by selecting "Reject all." In this case, only technically necessary cookies will be set. By selecting "Accept all," you consent to the associated cookies. In the "Settings" section, you will find information on each feature as well as in our privacy policy. You can return to the cookie settings in the website footer at any time to revoke your consent.

      Settings

      • The site uses cookies to store session information. These are not personal and are not read by external servers. All our images and files are stored in our Content Management System Ynfinite and are provided from there. Ynfinite receives your IP address through the provision, but it is only used for the purpose of providing the images in the context of an HTTP request. The data is not stored long-term.

      • These cookies collect information that helps us analyze how our website is used and how effective our marketing campaigns are. Data is evaluated, for example, with the help of Google and Facebook. With the analyses from this cookie, we can customize applications for you to improve our website. If you do not want us to track your visit to our website, you can disable tracking in your browser here.

      • We use third-party tools to help us make our website more efficient and user-friendly. This includes so-called marketing cookies that we set in your browser. These cookies send us data about the interests you provide to us by entering information into these third-party tools. By enabling marketing cookies, you agree to the analysis and use of the information you provide to us internally as well as to third parties.

      • Contents from external sources, video platforms, social media platforms, and map services. If cookies from external media are accepted, accessing this content no longer requires manual consent.