Arete is perfectionArete is balanceArete is top performanceArete is high art

The ancient Greek word arete (Àρετή) means perfection, balance, top performance

Glass artwork of the Czech sculptor: BIG BLUE SPACE, RUDOLF BURDA, rudolfburda.com

Our principles

Expertise
/
Simplicity
/
Openness
/
Tangibility

Why ARETE Industrial?

We offer an attractive annual return of 8-10 % p.a.

Investors‘ funds are used to acquire real estate assets which are in full ownership and under the full control of the fund

Geographical and industry risks are eliminated through vertical market and geographical diversification

We are a fund for qualified investors operating under regulatory supervision of the Czech National Bank

Our team has a long-term real-life and hands on experience with management of income-generating real estate assets, valued at hundreds of millions EUR

We are a part of an investment group with history

Gross Asset Value initially targeted to € 80 million for 2020

FOUNDERS OF THE MOST PROFITABLE FUNDS IN CZECH REPUBLIC


For more information get in touch with us at +420 226 808 901 or send a message to info@arete.eu :

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MORE ABOUT STRATEGY

ARETE INDUSTRIAL SICAV a.s. was established as the third real estate investment product of ARETE Group in March 2019. It focuses mainly on investments into high-quality manufacturing and logistical properties with stable income which on top provide growth potential. These assets are supplemented with own development increasing total returns. All assets owned are carefully managed in order to sustainably grow their income.

ARETE INDUSTRIAL primarily targets the Czech Republic and Slovakia supplemented by Central European countries. It has in its sight completed and fully occupied industrial properties generating stable income which will be combined with own development. Land acquisitions for new development will form only up to 5% of fund’s portfolio value.

The aim of the fund is to build geographically diversified portfolio with a balanced tenant structure valued at € 400 million comprising of 600 thousand sqm of leasable areas and 300 thousand sqm of development land slots. Thanks to our experts, we can select the right production and logistical properties in Central Europe that will form a geographically diversified portfolio with a balanced mix of tenants maximizing returns on investments of our investors.

The vision of founders is to allow investors efficient and simple appreciation of their wealth as everyone does not have the time or space to gain an overview of all the opportunities available for appreciating their assets built during their lives.

Arete history

2014
  • 6/2014- Establishment of fund for qualified investors ARETE INVEST
  • 8/2014- ARETE INVEST obtained a license from the Czech National Bank
  • 12/2014- with the approval of the Czech National Bank, ARETE INVEST creates the company´s first sub-fund – ARETE INVEST CEE (as one of the very first ones within the structure of the new legal regulations of SICAV within the territory of the Czech Republic)
2015
  • 1/2015- The purchase of a residential portfolio for the sub-fund ARETE INVEST CEE with a size of about 300 housing units, opening the active administration of assets and their continuous appreciation
  • 1/2015- Procuring financing the a sub-fund by a bank (the first company financed within the territory of the Czech Republic owned by an investment sub-fund in the structure of SICAV; in cooperation with the Raiffeisenbank Group)
2016
  • 3/2016- with the approval of the Czech National Bank, ARETE INVEST establishes already the second investment sub-fund ARETE INVEST CEE II
  • 4/2016- The purchase of the first three companies owning industrial real estate within the territory of the Czech Republic (Uherské Hradiště, 2x Lovosice) for this second sub-fund
  • 4/2016- The first financed company owned by the investment fund in the structure of SICAV within the UniCredit Bank Group within the territory of the Czech Republic
  • 7/2016- The purchase of two more companies owning industrial real estate within the territory of the Czech Republic (Písek) for the portfolio of ARETE INVEST CEE II
  • 10/2016- The successful sale of the residential portfolio owned by the first sub-fund ARETE INVEST CEE to an investment fund with a foreign banking structure
  • 11/2016- ARETE INVEST entered the Alternative Investment Management Association in London as a second Czech member: www.aima.org
2017
  • 1/2017- ARETE INVEST CEE II proactively launches its business in Slovakia, investment in the purchase of a company owning industrial premises in Žilina
  • 4/2017- The purchase of two companies that own AAA-class premises in Slovakia (Nové Mesto nad Váhom)
  • 5/2017- We are one of the first within the territory of the Czech Republic to successfully start closing the economic and legal issues of the ARETE INVEST CEE sub-fund (while achieving the appreciation of invested funds in excess of100 % p.a. for the period of 26 months of the active portfolio administration of the sub-fund ARETE INVEST CEE)
  • 06/2017- ARETE INVEST received Special award for innovation and transparency on Czech investment market from associaton Czech Top 100 tracking the most significant and successful companies in Czech republic every year
2018
  • 1/2018- ARETE INVEST CEE II further expands its portfolio, investing in the purchase of an industrial building in Vyškov
  • 6/2018- ARETE INVEST was awarded by Czech Top 100 association for the second time. ARETE INVEST was given the Special Award for dynamic capital appreciation and transparency in the segment of real estate funds
  • 12/2018- ARETE INVEST receives a prestigeous prize, CIJ Awards - Best Perfomance Fund Manager
  • 6/2018- ARETE INVEST became the associate member of Czech Capital Market Association as a first real-estate investment fund
  • 7/2018ARETE INVEST launched the construction of another hall at its Slovak industrial and logistics site in Nové Mesto nad Váhom in July. Value of the investment is 11 million EUR
2019
  • 3/2019- ARETE established another investment fund ARETE INDUSTRIAL SICAV a.s., focused on purchase, operation and construction of industrial real estate in Central Europe
  • 4/2019- ARETE successfully completed the construction of a new logistic hall in the logistic park Nove Mesto nad Vahom for the Factcool Group, an international network of fashion stores
  • 5/2019- Hospodářské noviny has announced ARETE INVEST Subfund CEE II as a a clear first with the highest average return for the last three years amounting to 30 % p.a. in its official rankings comparing investment funds of qualified investors in Czech Republic
  • 12/2019- Hospodářské noviny has announced ARETE INVEST Subfund CEE II is still a clear first with the highest average return for the last three years in its official rankings comparing investment funds of qualified investors in Czech Republic

Basic information

  • Fund:
    ARETE INDUSTRIAL SICAV a.s., IČ: 080 31 444, company registered at City Court Prague 27. 3. 2019 under B 24315
  • Legal status of the fund:
    Joint stock company with variable capital (SICAV)
  • Supervisory body:
    Czech National Bank
  • Management company
    AVANT investiční společnost, a.s.
  • Depository:
    Komerční banka, a.s.
  • Auditor:
    KPMG Česká republika Audit, s.r.o.
  • Minimum investment:
    EUR 200.000*
  • Fund Currency:
    € (Euro)
  • ISIN of Investment shares:
    CZ0008043916, CZ0008043924, CZ0008043932
  • Valuation frequency:
    Quarterly
  • Investment strategy of Arete Industrial:
    Income generating industrial real estate combined with futher development potential in central Europe, project companies risk mitigation and portfolio optimization
  • Taxation:
    5 % corporate income tax
  • Investment shares
    Book-entry investment shares
  • Materials for download:
    Annual Report 2019 (Czech language only)
Mandatory Notification
* The fund rules allow you to invest from € 50,000, possibly under € 200,000 to get personal approval.
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Lubor Svoboda
Chairman of Administrative
Board

Lubor has 17 years of top management experience in real estate and corporate acquisitions in the Czech financial and regulatory environment.

 

Robert Ides
Deputy chairman of Administrative
Board

Robert has over 12 years of international management consulting background with focus on complex M&A and strategic projects.

 

Karel Bartes
Member of Administrative
Board

Karel’s competencies and skills include strategic planning, CRM and project management. His 12 years of real estate experience covers private and institutional investors, qualified investors funds and stock exchange listed real estate funds.

 

Martin Konečný
Member of Administrative
Board

Martin contributes to the board with over 25 years of expertise in finance, project management, risk management at KPMG, Citibank and P3. Martin has been responsible for finance, operations and risk management at P3 Logistics Parks while managing portfolio with over € 3 billion AUM for nine years.

 

Tomáš Novotný
Member of Administrative
Board

Tomas has over 12 years of real estate experience with a focus on logistics and industrial segments; having worked previously at reputed powerhouses such as P3 Logistics Parks and CTP Invest across the CEE region. His core expertise includes both asset management and development of portfolios valued at over EUR 2.5 billion covering over 3 million sqm.