Anders Invest Rental Housing Fund

Locations Invest Yield Participation exemption Involved Good return, manageable risk

We invest in Dutch rental properties for the long term, where we attach great importance to social cohesion between our tenants. We invest with our own resources and with money entrusted to us by third parties in existing homes, renovation, transformation and new construction projects. We use our real estate expertise to increase tenant satisfaction and an attractive return for our investors. We operate flexibly in different market conditions so that we benefit from real estate cycles and achieve solid returns over the long term.

Invest

Investors can join the fund on new capital rounds. Depending on the number of investment opportunities, we organize a capital round once or twice a year in which existing and new investors can invest in the fund. The initial investment is at least €100,000. You become a member of a cooperative, a common and fiscally attractive legal form for funds. You always fall within the participation exemption, even with a small interest. Exit is in principle done by selling the membership rights to another investor. Anders Invest supports this process and therefore does not have to sell companies or properties.

Yield

We expect a good return, consisting of dividends and an increase in value, at a manageable risk. The rental income is paid to the investor twice a year after deduction of costs, repayment and tax. This already yields an expected return of 2.0 to 3.5% per year. The value development arises partly from repayment on bank financing and rent indexation. With unchanged market conditions, the return can go to 7 to 8.5% per year, but circumstances do not remain the same. Market prices can go up, but the market will also go down again. We want to take advantage of this with a flexible buying and selling policy. And selling a (large) part of the portfolio with a premium is one of the possibilities. The fund has generated a return of approximately 12% p.a. (valuation per end of 2021).

Participation exemption

The Anders Invest Rental Properties Fund is a cooperative. Thanks to this legal form, the participation exemption also applies to interests under 5% in our current tax regime when participating with a BV.  The risks are manageable by focusing on a segment with few vacancy risks, current properties and realistic financing.

Involved

We like to involve investors in proposed projects. In this way we like to make optimal use of all knowledge and networks. We only make new investments with money that has already been committed. In other words: after the investor's mandate. When a property or part of the portfolio is sold, we distribute the net profit (the super dividend) to investors.

Good return, manageable risk

We strive for a portfolio of high-quality care homes with a geographical spread and for different target groups. Through our involvement and expertise, we want to increase the rental value and usability for the healthcare institution. We expect a good return against a manageable risk. The latter is partly due to the fact that the demand for care will increase sharply and to the limited sensitivity to economic trends. Moreover, it often concerns a main lease and solvent parties.

The return consists of dividend and capital appreciation. We distribute the operating result to the investor twice a year, after deduction of costs, redemption and tax. Of course, conditions will fluctuate. Therefore, market prices may go up, but the market will also go down. We want to take advantage of this with a flexible buying and selling policy. Selling a (large) part of the portfolio with a premium is one of the options.