Spezialfonds posted a 2021 annual total return of 7.0%, up from 5.9% in 2020. The improved result was driven by a robust capital growth of 3.9%.
Key highlights of the INREV Annual German Vehicles Index:
- The INREV Annual German Vehicles Index posted a 2021 annual total return of 4.2%, up from 3.7% recorded in 2020
- At 2.2%, the performance of Publikumsfonds remained relatively stable in 2021, albeit slightly down from the 2.3% recorded in 2020
- Germany focused strategy vehicles remained the best performer across all regional strategies, while global strategy funds showed the biggest year-on-year improvement in performance
- Despite a dip in annual total return of 38 bps, residential focused funds continue to outperform all other single sector strategies (11.1%), closely followed by industrial / logistic focused vehicles (10.4%)
View a detailed analysis via the German Vehicles Index Analysis Tool or download the report, Excel and snapshots below.
The INREV German Vehicles Annual Index covers the performance of non-listed real estate vehicles domiciled in Germany on an annual basis.
The 2022 version covers the full year 2021.