Real Estate Investment · Long-term Value

Building wealth that
lasts.

Real estate portfolio in the Karlsruhe region & Rhine-Neckar.
Buy & Hold — conservatively calculated, long-term oriented.

Strategy
Buy & Hold
Region
KA & RN
Focus
Residential
Target (5-10y)
10–20 WE
01

Who We Are

Hauke Lüdemann

Analysis & Strategy

M.Sc. Physics (Heidelberg & KIT). Software Developer at zollsoft (healthcare IT). Handles acquisition, broker relationships, and builds tools to support our investment decisions.

Natalie Lüdemann

Operations & Coordination

B.Sc. Business Informatics (HS Karlsruhe). SAP Inhouse Consultant at dmTECH, 10+ years. Manages tenant relations and portfolio operations.

02

Investment Strategy

Long-term Growth

We think in decades, not quarters. Every investment must carry itself long-term and fit the overall portfolio.

Cashflow Focus

Every property needs a clear path to positive cashflow — at the latest after two rent adjustments.

Active Management

Careful selection, targeted rent development, and professional management. Happy tenants are the foundation for stable income.

Conservative Calculation

Three-scenario analysis for every acquisition. We only invest when the worst case remains manageable.

03

Growth Plan

Phase 1 ✓

Foundation (2023–2026)

First apartments acquired. Processes established. Key experience gained. ✓ Completed.

← Phase 2

Expansion (2026–2029)

Growing to 5–10 units. Focus on properties with development potential in our target regions.

Phase 3

Scaling (2029–2034)

Target: 10–20 units. Professionalization of property management. Passive income stream.

04

Scenario Analysis

Faktor Best Case Base Case Worst Case
Mietentwicklung +2 % p.a. +0,5–1 % p.a. Stagnation
Mietausfall < 1 % 2–3 % 3–5 %
Wertsteigerung +2–3 % p.a. +1 % p.a. Stagnation
Annuität nach Zinsbindung < 5 % 5–6 % 8 % (Stresstest)
Sonderumlage Keine Bis 5.000 € 10–20.000 €

“Every acquisition must remain manageable even in the worst case — for the bank, the tenants, and for us.”

05

Financing & Legal

Bank Partnership

Desired Structure
  • Eigenkapital Kaufnebenkosten
  • Zinsbindung Mind. 10 Jahre
  • Anf. Tilgung 1,0–1,5 %
  • Sicherheiten Grundschuld
  • Sanierung Mitfinanziert
Partnership Approach
  • check Complete documentation per acquisition
  • check Transparent portfolio communication
  • check Reliable servicing of all loan rates
  • check Long-term relationship, not bank hopping
  • check 1–3 acquisitions per year

Legal Setup

Vehikel eGbR
Ehegattenschaukel

Tax-free sale after 10y holding period. New depreciation on new purchase price.

Skalierbare Struktur

New eGbR every 1–2 years for clean phase separation.

GmbH-Option

Efficient conversion possible when the portfolio requires it.

06

Portfolio Details

Detailed information about our properties, financials, and legal structure is available on request.