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2019-04-19: Real estate funds very much in demand on the secondary endowment policy market

With around 64 per cent, real estate funds are the most traded asset class on the secondary market for closed-end funds.

The secondary endowment policy market for closed-end funds got off to a good start this year. In the first quarter of 2019 alone, the number of investments traded rose by 13 per cent to 2008. One asset class stands out in particular: real estate funds. According to a market analysis, real estate funds are currently the most traded asset class, with a share of brokered investments of around 64 per cent.

The other asset classes segment, in which 438 trading transactions were registered in the first quarter, grew even more strongly in percentage terms. An increase of more than 27 per cent compared with the fourth quarter of 2018. At 14 million euros, the nominal capital traded in this area was also eleven percent higher than in the previous quarter. The sum of purchase prices also rose - by ten percent to 6.5 million euros. The most traded asset class in this area was aircraft funds, followed by environmental funds and LV funds.

In the first quarter of 2019, a total of 286 trading transactions were recorded in the trading of ship investments. This represents an increase of more than 40 per cent compared with the previous quarter. The current share of traded funds in the overall market for ship funds was around 14 per cent.

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