Larger real estate investment funds

Petr Varga’s presentation from the Highgate Group 2023 conference
Video recording from the conference – Real Estate: Taxes and Financing 21. 11 . 2023

Topic: Larger Real Estate Investment Funds
Format: Lecture
; Moderator: Peter Varga (Highgate Group)
Guests: Pavol Hajdu (365.invest), Martin Kedro (Tatra Asset Management), Roman Baranec, Tomáš Demo (Highgate Group)

✓ The distinction between small funds and larger funds. Types of investment funds under Slovak law and those used in practice in Slovakia;

✓ Funds established in accordance with EU regulations (such as EuVECA);

✓ The establishment and operation of such funds;

✓ Assets eligible for investment – real estate / real estate companies;

✓ Rules for risk limitation and diversification;

✓ Investment strategies (Residential real estate, Commercial real estate, Industrial real estate, Multi-strategy real estate fund, Other real estate strategies);

✓ Taxation of various types of funds and income from funds.