Aerial view of a substation under construction in the evening light

Approach · 01

Investment Management

To us, investment management means translating knowledge of an asset into an investment that suits institutional investors. In infrastructure in particular, returns depend on technology, commercialisation and operations. That is why we invest with specialists who advise us and who plan, build and operate the assets. Due diligence and decisions remain with us.

Background

Why real assets need both

Infrastructure, energy and new segments of real assets follow different rules from conventional real estate. Returns depend on technology, commercialisation and operations, contracts run for decades, and for many assets there are hardly any comparable transactions.

Investing in these segments requires access to projects and the expertise of the companies behind these assets. At the same time, institutional investors need a partner that assumes responsibility for the investment and implements it within a regulated structure. We combine both.

Process

How we invest

Every investment goes through the same steps, regardless of the segment. This keeps decisions comparable and traceable.

Strategy

Together with you, we determine the segments, the risk-return profile and the time horizon of the investments.

Partner selection

We select partners on the basis of experience, market access and financial stability, and engage them contractually in clearly defined roles.

Acquisition due diligence

Every investment is subject to legal, technical and financial due diligence and is assessed for sustainability risks. Super Intelligence supports the analysis of the documentation.

Investment decision

The decision is taken by 2IP as the asset management company (KVG), within the investment conditions and the investment guidelines agreed with you.

Active management during the holding period

Throughout the entire holding period, we manage investments and partners: performance, income, risks and measures through to disposal.

Roles

Who is responsible for what

You know at all times who decides and who implements.

2IP is responsible for

Decisions on investment strategy and allocation
Selection and management of partners
Acquisition due diligence and investment decision
Risk and liquidity management
Valuation and reporting to investors and the supervisory authority

Specialists take on

Advice on strategy, allocation and investments
Project development and construction
Technical and commercial operation
Commercialisation and asset management on site
Maintenance and optimisation of the assets
Operational data in the platform standard

Real Assets

Where we invest

We invest on your behalf in Germany, in Europe and in other markets worldwide, with Core, Value-Add and Opportunistic strategies. The yardstick for every investment is a risk-return profile that matches your objectives, compatibility with your investment requirements and a partner with experience in the relevant market.

Infrastructure and energy

Energy storage, renewable generation, grids and digital infrastructure. Long-term, often contractually secured income, the level of which depends largely on operations.

Real estate

Residential, office, logistics and other types of use, in Germany and internationally. For most institutional investors, the basis of their real asset allocation.

Other Real Assets

Segments that become investable once structure, valuation and operations have been clarified, including financing secured by real assets.

Two people in conversation on a loggia overlooking a river, railway facilities and a substation in the evening light

Let us discuss your investment strategy

Whether an initial allocation or the expansion of an existing portfolio, we will discuss with you which real assets, which investment style and which structure match your objectives.

Get in touch