Periskop Partners (Previously DLE)

Periskop Living sucht Pflegeheime & Objekte für betreutes Wohnen Wir investieren in Bestandsimmobilien in ganz Deutschland. Auszug aus dem Ankaufsprofil: - Volumen: Einzelobjekte ab 5 Mio. €, Portfolios ab 25–50 Mio. € - Risikoklassen: Core, Core+, Value-Add, Opportunistisch - Standorte: Städte ab 3.000 Einwohner mit positiver Bevölkerungsprognose - Transaktionsstruktur: Bevorzugt Asset Deal, Share Deal möglich - Auch möglich: Umnutzung von Büros/Hotels Weitere Details finden Sie in unserem Ankaufsprofil auf der Periskop Partners (Previously DLE) Website: https://lnkd.in/d5NXCzZD Wir freuen uns auf Angebote und Gespräche. Gern auch direkt an invest-living@periskop.ag

Moin Linkediner:innen, unser imFokus in Berlin bei PwC Deutschland ist angelaufen, wir starten direkt mit der Keynote von Christian Seurig CFO von Periskop Partners (Previously DLE) #event #berlin #immobilienmanager #kölnmeetsberlin

Periskop Poland Expands its Investment Strategy with a New Land Development Fund   Periskop Poland has successfully sold a 1.6-hectare residential development site in Warsaw, marking a significant achievement in its investment strategy. Building on this success, we are launching our second land development fund in Poland to capitalize on the country's robust real estate market.   The Sold Site: Situated in Białołęka, one of Warsaw's fastest-growing residential districts, this site was acquired in August 2022 through our first land development fund. The property has now been sold to a European project developer, delivering a double-digit IRR.   Monika Murawska, Managing Partner of Periskop Poland: "The sale price achieved for this project underscores the strong demand in Poland's residential real estate sector, and the dynamic market continues to offer attractive returns. With a pipeline already in place, we are now launching the second Land Development Fund."   Introducing the Periskop Land Development Fund II (Poland): • Investments in large land plots in key university cities – Warsaw, Wrocław, Kraków, Poznań, and the vibrant Tri-City region • Focus on residential housing, student accommodation, and logistics facilities for small businesses • €70 million target volume with a five-year investment horizon More details in the article from Europe Real Estate (REP): https://lnkd.in/e4zCRVkw

Straight from Cannes: Dominik Brambring, Managing Partner of Periskop Opportunities, shares his key takeaways from MIPIM 2025: - Foreign capital is back. There is a noticeable uptick in activity, particularly in the value-add space. The pressure to invest seems to be growing. - German politics are expected to provide a boost, especially in residential construction. Residential and logistics remain key areas of focus, with a growing interest in healthcare real estate. - The financing gap in development persists. Both German LPs and banks are currently very cautious, especially with large volumes. High-yield foreign capital can't fill this gap due to insufficient margins between construction costs and achievable rents. - Overall sentiment? Cautiously optimistic for 2025, but geopolitical uncertainties are raising the risk of setbacks. As Periskop continues to navigate these market dynamics, we value diverse perspectives. What were your takeaways from MIPIM?

"Die MIPIM 2025 bot erneut eine hervorragende Gelegenheit zum Austausch mit nationalen und internationalen Marktteilnehmern. In diesem Jahr war die Messe von Realismus geprägt – insbesondere internationale Investoren haben verstärkt Interesse an Logistik- und Light-Industrial-Immobilien in Deutschland signalisiert. In Gesprächen mit Geschäftspartnern – Projektentwicklern, Maklern und Investoren – wurden uns interessante Investitionsopportunitäten vorgestellt. Besonders Neubau-Logistikimmobilien wurden von Projektentwicklern zu fairen Preisen angeboten. Insofern konnten wir die Objekt-Pipeline für unsere Investoren weiter ausbauen." Dr. Kilian Mahler, Managing Partner der Periskop Logistics Auf dem Foto: Austausch mit Sven Tilse, Director Investment bei NAI apollo, zu Investmentchancen im Logistikbereich

Alexander Fröse and Lars Meisinger, CEO of Periskop Partners (Previously DLE), on the ground at MIPIM 2025 – a conference that once again highlights how the ageing society and senior living are becoming an increasing focus for global investors. Sustainable, future-proof housing concepts for older generations are not only socially relevant but also a key growth market. Alexander Fröse, Managing Partner of Periskop Living: "Senior living is no longer a niche topic. Investors worldwide recognize both the opportunities and the responsibility to actively shape age-appropriate housing solutions. Now is the time to turn innovative concepts into reality."  

Keynote: Kostensteuerung aus Sicht des CFO Am 20. März wird unser CFO Christian Seurig auf der Veranstaltung "Renditeorientierte Kostenstrukturen im Immobilienmanagement" eine Keynote halten. Gastgeber ist PwC Deutschland in Berlin, organisiert von immobilienmanager. In Zeiten sich wandelnder Marktdynamik ist ein tiefgehendes Verständnis von Kostenstrukturen entscheidender denn je. Christian Seurig wird seine Perspektive zum strategischen Kostenmanagement teilen – mit Fokus auf Wertschöpfung statt reiner Kostensenkung.     Themen der Veranstaltung sind u.a.: ✅ Homeoffice & Büroflächen: Wie kann Leerstand vermieden werden? ✅ Energetische Sanierungen: Welche finanziellen Herausforderungen erwarten Investoren? ✅ NOI-Optimierung: Umgang mit veränderten Zinssätzen & steigenden OPEX Für alle, die an der Schnittstelle von Kosten, Renditen und ESG agieren – eine Veranstaltung, die Sie nicht verpassen sollten!  Jetzt mehr erfahren und Ticket sichern unter: https://lnkd.in/eg3G8gVh

The second morning at MIPIM kicked off with the INREV Cannes Seminar 2025 at the Carlton Hotel, hosted by Redevco, Stoneweg, and Periskop Partners (Previously DLE). The seminar focused on the role of institutional investments in the European real estate market and their importance in the current market phase. Around 400 attendees also gained insights into scalable housing solutions, exploring what works and what doesn't. We're thrilled about the new connections made 🤩 Florian Goldgruber Esther Heilmann Dr. Kilian Mahler Lars Meisinger Kamill Georg Wipyewski

Successful kick-off to MIPIM 2025 in Cannes 🌊 At the pre-event hosted by RUECKERCONSULT GmbH, our team had the opportunity to engage with leading figures in the real estate industry. Conversations focused on the opportunities and challenges of investing in the real estate market and the potential impact of the new German government on the economy. Despite fewer guests than expected due to strikes at several German airports, the evening was a great introduction to MIPIM 💡 The Periskop team is looking forward to the coming days and the further discussions to come. 🙂 Periskop Partners (Previously DLE) Periskop Development Periskop Poland Lars Meisinger Dr. Simon Kempf Petra Müller Florian Goldgruber Kamill Georg Wipyewski Monika Murawska

The German real estate market is at a turning point, shaped by economic shifts, political dynamics, and emerging investment trends. Our Q1 2025 Property Market Report provides a comprehensive overview of the current landscape in Germany and what’s ahead: - The current state of the economy and its impact on the real estate market - The construction industry’s challenges and outlook for recovery - Key trends in the transaction and investment markets - Shifting investor interests and where capital is flowing - The influence of international and local politics on the market outlook 🔗 Download the full report here: https://lnkd.in/dU4GmQeM