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The funds shown on the website "institutional Investors" of KGAL GmbH & Co. KG are exclusively for professional and semi-professional investors and not qualified for private investors.

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Are you a Qualified Purchaser under the Investment Company Act of 1940?

You are a Qualified Purchaser if you qualify as one of the following:

You are a partnership, a corporation, a limited liability company or another entity (other than trusts) and

  1. this partnership, corporation, limited liability company or other entity owns at least $5 million in Investments and is owned directly or indirectly by two or more natural persons who are related as siblings or spouses (including former spouses), or direct descendants by birth or adoption, spouses of such persons, the estates of such persons, or foundations, charitable organizations, or trusts established by or for the benefit of such persons; or
  2. you acting for your own account or the accounts of other “qualified purchasers” and own and invest in the aggregate at least $25 million in Investments; or
  3. your beneficial owners are “Qualified Purchasers”; or
  4. you are a qualified institutional buyer, meeting the requirements of Rule 2a51-1(g) promulgated under the Investment Company Act of 1940, who has at least $25 million in discretionary Investments

You are a trust and

  1. the trust owns at least $5 million in Investments and the trust is owned directly or indirectly by two or more natural persons who are related as siblings or spouses (including former spouses), or direct descendants by birth or adoption, spouses of such persons, the estates of such persons, or foundations, charitable organizations, or trusts established by or for the benefit of such persons; or
  2. trust was not formed for the purpose of acquiring the limited partnership interests of any fund mentioned on this website and the trustee or other person authorized to make decisions with respect to the trust, and each settlor or other person who has contributed assets to the trust, is a person described in a. or b. (i) above or in b. (iii) or c. below; or
  3. you are acting for your own account or the accounts of other “Qualified Purchasers” and own and invest in the aggregate at least $25 million in Investments.

You are a natural person and

  1. you act for your own account and own at least $5 million in Investments (including joint Investments with your spouse) or
  2. you act for your own account or for the accounts of other “Qualified Purchasers” and own and invest in the aggregate at least $25 million in Investments.

Extensive expertise. Holistic management.

The quality of our funds is rooted in our vast experience in each of the asset classes. Our experts professionally assess risks and potential for value appreciation. They also actively monitor investments throughout the investment term with around 70 on-site specialists and, if necessary, with additional expertise sourced through our joint ventures or strategic partnerships.

KGAL ESPF 6. New opportunities for investors in the fast-growing energy transition market.

Around 20 years of successful asset management by KGAL in the field of renewable energies and sustainable infrastructure - sector coupling and green hydrogen are the next technological step.

With KGAL ESPF 6 investors can make an active contribution to the decarbonisation of Europe with an investment in the attractive growth market of energy transition - diversified across technologies, sectors, countries and life cycles.

 

Technological focus.

Green hydrogen and its derivatives

max. 100 %

Opportunistic technologies (Power-to-Mobility, Power-to-Heat, Waste-to-Energy)

max. 49 % 

Geographical scope.

EU-27, EFTA and UK:

min. 75 %

Other OECD countries:

max. 25 % 

EUR currency:

min. 70 %

KGAL ESPF 6. Key data.

Targeted equity capital:

EUR 250 million 

Leverage:

50 % targeted, max. 70 % at portfolio level

Fund currency:

EUR

Investment period:

5 years

Fund term:

10 years

ESG:

Impact fund according to Art. 9 SFDR

 

Sustainability-related disclosures

Information on transparency when advertising ecological or social characteristics and sustainable investments on websites can be found here:

DE    EN

Summaries in the official languages of additional EU member states where the product is made available: 

DK     ES     FI     FR     HR     IT      NL     SE    SL  

Information on pre-contractual disclosures in accordance with article 9 SFDR can be found here:

EN 

Please contact us to obtain the access password to the respective documents.

 

Contact details.

KGAL ESPF 5. Pan-European Core+ Renewable energy.

KGAL ESPF 5 offers you the opportunity to invest diversified in renewable energies throughout Europe with a core+ strategy. With the successor fund to the successful KGAL ESPF 4, you are participating in the current European energy transition.

Investment and risk management offers value creation potential in all phases of the life cycle of the renewable energy systems to be acquired.

Technological Focus

Wind generation:

max. 75 %

Solar (PV) generation:

max. 75 % 

Hydro generation:

max. 30 %

Other technologies:

max. 20 %

 

Geographical Scope

EU/EFTA states in OECD:

min. 75 %

UK & EU/EFTA non-OECD:

max. 25 % 

EU candidates excl. Turkey:

max. 10 %

EUR-denominated:

min. 60 %

 

KGAL ESPF 5. Key figures.

Target total investment volume (TIV):

ca. EUR 1.0 billion

Target equity:

EUR 500 million 

Target debt capital:

up to 50 % of TIV

Fund currency:

EUR

Investment period:

5 years

Term:

10 years

ESG:Impact Fund according to Art. 9 SFDR

 

Sustainability-related disclosures

Information on transparency when advertising ecological or social characteristics and sustainable investments on websites can be found here:

DE     EN

Summaries in the official languages of additional EU member states where the product is made available: 

DK     ES     FI     FR     HR     IT      NL     SE    SL 

Information on pre-contractual disclosures in accordance with article 9 SFDR can be found here:

EN

Information on periodic disclosures in accordance with article 11 SFDR can be found here: 

EN 

Please contact us to obtain the access password to the respective documents.

 

Your contact.

KGAL CORE 5 LIVING IMPACT FUND EUROPE (IMPACT FUND ACCORDING TO ART. 9 SFDR). INVESTING IN THE HIGH-GROWTH EUROPEAN RESIDENTIAL PROPERTY MARKET WITH ESG-IMPACT STRATEGY.

As an impact fund, KGAL Core 5 LIFE offers the opportunity to invest in European residential real estate and markets in a diversified and sustainable manner (dedicated ESG strategy) with a balanced risk strategy (80% core, 20% core +) and country allocation, and to actively take advantage of the new market cycle that has begun.

 

  • The European residential real estate markets offer high growth opportunities with their different risk-return profiles as well as the prevailing supply shortage (low completions, household-growth, urbanisation). 
  • Dedicated ESG scoring model for transparent presentation of ESG target achievement for acquisitions and portfolio properties
  • Research-based scoring model for the evaluation of European investment locations

Strategic Country Focus

KGAL Core 5 Living. Key figures.

Target total investment volume (TIV):

EUR 700 million (in build-up phase)

Target equity:

EUR 400 million  (in build-up phase)

Target debt capital:

up to  45 % (of the value of the fund properties) 

Fund currency:

EUR

Investment period:

unlimited

Term:

unlimited

ESG: impact fund according to Art. 9 SFDR

 

Sustainability-related disclosures

Information on transparency when advertising ecological or social characteristics and sustainable investments on websites can be found here.

Please contact us to obtain the access password to the respective documents.

 

Your contact.

SUSTAINABILITY-RELATED DISCLOSURES FOR FURTHER FUNDS

KGAL ARPP

ESG:     classified according to Art. 8 SFDR

The Austrian Retail Park Fund GmbH & Co. geschlossene Investment KG (ARPP) was fully placed as of 27 February 2015, and the investment phase was completed on 31 December 2023. The Fund is invested in Austrian retail parks and supports the of role real estate in climate mitigation to contribute towards the international climate goals of the Paris Agreement.

Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:

DE   EN

Summaries in the official languages of additional EU member states where the product is made available:  n.a.  

Please contact us to obtain the access password to the respective documents: Sandra Apelt, T +49 89 64143-180, sandra.apelt(at)kgal.de

 

KGAL Residential Core 3

ESG:     classified according to Art. 8 SFDR

The placement period of Core 3 ended on 31 December 2022; the investment phase ends on 31 December 2023. The Fund is exclusively invested in residential real estate in Germany and promotes environmental and social characteristics. These include an ESG due diligence process for each investment, the regular identification of measures to optimize the environmental performance of the property as well as a preference for properties with a share of state-subsidised social housing, among others. 

Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:

DE   EN

Summaries in the official languages of additional EU member states where the product is made available:  n.a.  

Information on periodic disclosures in accordance with article 11 SFDR can be found here:

DE

Please contact us to obtain the access password to the respective documents: Sandra Apelt, T +49 89 64143-180, sandra.apelt(at)kgal.de

 

KGAL ESPF3

ESG: classified according to Art. 8 SFDR

ESPF 3 was fully placed as of 31 December 2015, and the investment phase was completed in 2017. The Fund is invested exclusively in onshore wind projects and photovoltaic projects in Germany, France, Italy, Sweden and the UK.

The investments of the Fund promote the avoidance of CO2 emissions through renewable electricity generation. 

Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:

DE   EN

Summaries in the official languages of additional EU member states where the product is made available:  n.a. 

Information on periodic disclosures in accordance with article 11 SFDR can be found here:

DE

Please contact us to obtain the access password to the respective documents: Sandra Apelt, T +49 89 64143-180, sandra.apelt(at)kgal.de

 

MONA Eins GmbH & Co. geschlossene Investment KG & MONA Zwei GmbH & Co. geschlossene Investment KG

ESG: classified according to Art. 8 SFDR

The placement period of “MONA Eins GmbH & Co. geschlossene Investment KG” and “MONA Zwei GmbH & Co. geschlossene Investment KG” ended on 21st March 2014; the investment phase was completed on 15th December 2014. Both funds are invested exclusively in a commercial and office building in Munich-Moosach, designed as a local shopping centre. Environmental and social characteristics have been fulfilled both in the construction phase and for the management of the property, e.g., as part of a LEED Gold certification. 

Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:

DE   EN

The disclosure covers both Funds, as they are exclusively invested in the same building. 

Summaries in the official languages of additional EU member states where the product is made available:  n.a. 

Information on periodic disclosures in accordance with article 11 SFDR can be found here: 

MONA Eins DE

MONA Zwei DE

Please contact us to obtain the access password to the respective documents: Sandra Apelt, T +49 89 64143-180, sandra.apelt(at)kgal.de

 

KGAL Perlach Plaza

ESG: classified according to Art. 8 SFDR

The Fund holds the sole ownership of Perlach Plaza GmbH, which has built the district centre “Perlach Plaza”. After completing this transaction the Fund was closed to new investments as of 15 December 2022. It promotes both environmental and social characteristics and also observes KGAL’s exclusion criteria.

Product disclosures for financial products that promote ecological or social characteristics or that have sustainable investments as their objective can be found here:

DE

Please contact us to obtain the access password to the respective documents: Sandra Apelt, T +49 89 64143-180, sandra.apelt(at)kgal.de

 

Our Asset Classes.

Real Estate

Since 1968, KGAL Group has been developing attractive financing and investment models for real estate.

Sustainable Infrastructure

KGAL Investment Management is one of the pioneers in the investment market for renewable energies.

 

Aviation

From our first aviation fund in 1979, 58 mutual funds have followed, along with 81 private placements.

 

Aviation

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