Holland Immo Group XIV / Woningfonds C.V.
A summary of some of the interesting features of the fund:
- Good diversification: 432 residential units and 473 parking spaces (93%) and 11 retail units (7%) situated in Amsterdam, Rotterdam and Haarlem;
- Lowest risk profile: residential units have the lowest risk profile of all property categories;
- Solid value development: positive prospects for the value development of residential units as a result of an ongoing shortage in the housing market in this segment;
- High return: average approx. 9.0%* per year;
- Attractive profit distribution: average 7.5%* per year (6.0%* in the first year, rising to 8.4%* in the tenth year).
- Total fund investment: approx. € 65.6 million, of which approx. € 49.1 million through mortgage loans (approx. 75%) on a non-recourse basis;
- Capital contributed by limited partners: € 16.48 million, distributed across 1,648 participants of € 10,000 (exclusive of 3% issue costs);
- Favourable tax regime: private investors are subject to BOX III.
Stated key figures are forecasts based on the total term of the fund. This may be subject to change. For an overview of the results since the start of the fund and other funds, reference is made to the track record that can be viewed here. The value of investments may fluctuate. Past returns are no guarantee of future performance.