Track Record of the 4IP Management Team

Structuring / Investment

Setup and structuring of the 4IP European Real Estate Fund of Fund in Luxembourg for Swiss Insurance companies
Analysis, due diligence and selection of European Fund vehicles
10 years experience in portfolio management of global and regional REIT strategies
Extensive proprietary models for summarizing market research and analysis of risk and return profile of investments
Structuring and setup of Luxembourg SICAV-SIF Real Estate Securities Fund, launched April 1st 2009 with superb market timing
Assessment of tax implications for German investors
BaFin stamped approval to include the REIT Fund into the real estate quota
Trading in foreign exchange and equities
Currency hedging implementation
Formation of the new investment company Tertianum AG, the leading Swiss operator of retirement homes

Advisory

Advisor and initiator of Switzerland‘s first IPO of a real estate company, Allreal
Asset Management for German clients on their direct assets in the US
Due Diligence of Mezzanine Financing
Conception and implementation of the new real estate strategy for: Globus Group / SBB /Coop
Conception and implementation of a Management Information System (MIS) and Performance
Measurement concept for one of the biggest institutional investors and a Swiss canton