Asset classes

Ships, real estate, renewable energies

Ships

Numerous criteria need to be taken into account in the assessment of ship funds, including the ship’s date of build, its charter rates and the fund’s additional fees and expenses. The assessment typically focuses on gauging the plausibility of the economic claims and forecasts by analysing both internal and external sources including the sales prospectus, available expert reports and appraisals as well as reliable business figures. Having built up the largest database for real assets, DFR can give clients access to all interesting information at any time.

Real estate

“Location, location, location” is more important than ever. But an assessment of a real estate fund requires numerous criteria to be checked and compared in order to produce a reliable judgement of the prospects of a fund. These criteria include the type of building, the year of construction, the acquisition price, the lessees or tenants, the duration and the underlying tax concept. In this case, too, it is essential to have access to a reliable database providing a sound basis for dependable and substantiated valuations. The real estate database managed by Deutsche FondsResearch currently comprises data on some 350 real estate funds invested in property all over Germany.

Renewable energies

These days, environmental protection and sustainability are given a lot of thought not only by home buyers and motorists. Demand for renewable energy assets - ranging from solar farms to biomass and wind power plants - is high also in the segment of closed-end funds. This being a relatively young asset class, there is an understandable need for a comprehensive database enabling reliable and fair valuations of funds. Deutsche FondsResearch is ready to deliver on this need and can provide interested market participants with detailed surveys and analyses already today.