From the portfolio
Tucherpark, Munich
The urban district at Englischer Garten in Munich combines offices, a hotel and Bavaria’s first AI factory since 2026. This is precisely the approach of hausInvest: Real estate at locations that are developing.
hausInvestOpen to new avenues
hausInvest1 is the real estate investment company of Commerz Real - with 160 properties worldwide, for more than 50 years.
invest in real estate
Anyone who invests in hausInvest becomes a co-owner of office buildings in Paris, shopping centres in London or logistics areas in Munich - without having to take care of the administration themselves. The fund management selects the properties, develops them further and ensures that they remain let in the long term.
The result is that A return that has been positive every single year since the fund launched in 1972.2 Not because real estate has no risks, but because hausInvest is broadly diversified and consistently focuses on quality.
The target return is in the range of 2 percent p.a.3
The result is that A return that has been positive every single year since the fund launched in 1972.2 Not because real estate has no risks, but because hausInvest is broadly diversified and consistently focuses on quality.
The target return is in the range of 2 percent p.a.3
hausInvest in figures
ISIN DE0009807016
WKN 980701
Fund fact sheet
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Helpful Hints
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Mario Schüttauf
hausInvest fund manager since 2007
Openness, willingness to change and our view of people, their living environments and their needs characterise the pioneering spirit that makes hausInvest a future-proof investment.
News from the real estate world
The opportunities provided by hausInvest
- Conveniently and easily invest in solid real estate assets.
- Stable returns with low fluctuations in value (past performance is no guarantee for the future).
- Broad risk diversification of the properties across countries, locations, types of use and tenants.
- High occupancy rate
- In principle, shares are issued and redeemed via the fund company on a daily basis.4
- For this fund, 60 per cent of the income for private investors remains tax-free according to the current legal situation.5
The risks of hausInvest
- The values of real estate and liquidity investments may fluctuate.
- Risks of a real estate investment, such as occupancy rate, location, creditworthiness of tenants, project developments.
- Despite extensive currency hedging, a residual currency risk remains
- Redemptions of shares are subject to a minimum holding period of 24 months and a notice period of twelve months.4
- A fundamental risk with real estate funds is the temporary suspension of share redemptions due to insufficient liquidity up to an orderly dissolution of the fund.
- Shares acquired before 22 July 2013 may be liquidated more quickly to the detriment of shares acquired from 22 July 2013 onwards.
Website legal notice
This is a marketing advertisement. Please read the hausInvest prospectus and the key information document before making an investment decision. You can obtain this and other documents (e.g. the current annual and semi-annual report) free of charge in German in written or file form from your advisor or directly from Commerz Real Investmentgesellschaft mbH. You can also download the documents from the Internet at hausinvest.de/de/downloads/. Further information on sustainability-relevant aspects (in accordance with the Disclosure Regulation) can be found at hausinvest.de/rechtliche-hinweise. You can find a summary of your investor rights online in German at hausinvest.de/rechtliche-hinweise. This website is for information purposes only and does not constitute an individual investment recommendation or an offer to buy or sell securities or other financial instruments. This information does not replace individual investment advice.
1The capital management company of hausInvest is Commerz Real Investmentgesellschaft mbH; this is a subsidiary of Commerz Real AG.
2Calculated using the BVI method (excluding initial charge, distribution reinvested immediately). Past performance is not indicative of future returns.
3Calculated using the BVI method (excluding initial charge, distribution reinvested immediately). Past performance is not indicative of future returns. Target return statements are not indicative of future returns.
4Shares purchased from 22 July 2013 will have a minimum holding period of 24 months and a notice period of 12 months. For shares acquired prior to 22 July 2013, these deadlines must only be observed if the exemption limit of €30,000 per calendar half-year is exceeded. Redemption is not possible if the Fund Company has suspended the redemption of units due to legal requirements.
5Pursuant to § 20 para. 4 InvStG, it may be possible to assert the 80% partial exemption as part of the personal tax return. We refer to the publication on the foreign real estate ratio on the valuation day.