Investment Haftungsfallen

Thursday, 8. May 2014

‘Come to the advisers responsible times’, says Andreas Greiling, at the Fund initiator United investors responsible for the first Fund of funds ‘ the kind of investment portfolio 1’. Hamburg, 02.08.2012. Because in addition to the usual disclosure about the opportunities and risks of an investment they would enter into in the future even more than previously on the goals and desires of customers and this document accordingly. In doubt”, so Greiling, shall be construed that you always to the detriment of, because the customer can usually not even decide what he wants, he relies on getting an offer so appropriate requirements.” Not so with the first Portfolio Fund of the Hamburg-based emission House. Here is the big advantage is that the customers free can choose six asset classes in the segment of the closed-end funds and three direct investments in real estate, renewable energy and transport/logistics together with its advisers after own discretion, experience and knowledge of and set their own priorities.

This allows a comfortable situation for investment advisors. Because they can in their consulting documentation hold on what they have agreed in the conversation with the customer and why. A special advantage is the kind of investment the extremely favourable cost structure of the Fund. All target funds be purchased without any premium or other charges. The investment rate is therefore 100 per cent and possible refunds will be credited without deduction of investment company. The management keeps the current remuneration also low here and participates in a fair profit sharing.

“With the kind of investment portfolio 1′ we have created an investment offer, the both entrants in this market provides a good starting point but also professional investors”, Greiling says. Now, clearly, that this Fund is suitable to be used in the context of occupational pensions to back cover. A participation is possible already at 5,000 euros plus five per cent premium. In the planned Period of about eleven years annual yields between five and seven percent should be generated.

Managing Director

Wednesday, 7. May 2014

Only 18 months duration at 8.25 percent after tax yield p.a. Hamburg, September 14, 2011. “It is the pride of Majorca the Kameha Bay portal for its reconstruction the Hamburger emission House United investors with the Fund of cosmopolitan estates Mallorca” took over the procurement of equity. “The industry service capital-market internally praises rightly, United investors have optimized the revenue opportunities and safety elements and at the same time reduce the risks.” This has been possible thanks to a concept where the developer only gets back his already invested 7.5 million euros, if the investors have earned their income by 14.5 percent after taxes within the next 18 months. So far, 70 percent of the 10.8 million equity could be placed. Hauke Bruhn explains this offer also many large investors interested, so that we are with the average amount of drawing bills significantly ahead of the market”, as Managing Director of United investors.

It offers everything to heart and To satisfy mind, because as a leading hotel often the world on the Balearic Islands, with a secured lease for 20 years and a cost estimate with high risk discount, deserves the yield from the Fund already today as well. Hotel operators will be the LH & Management AG, which specializes in international lifestyle hotels & resorts. In addition: A current amendment for Mallorca enabled the developer an area increase by ten percent, which promises an optimization of space efficiency and thus higher income. As a result, this ensures the level of return for investors, because the purchase price is of course also on the potential revenue of the hotels. A further award of the hoteliers Carsten K. Rath shows that this portal in the best hands Kameha Bay. He has been to many already received titles, for example, the innovation award of the German tourism industry, most recently as hotel manager of the year 2011 “honored.

So also a holistic is healing intelligently Concept”ensure that adapts to the hotel in its offer of the respective season and thus is in demand throughout the year. For example, you may want special health pavilions during the winter months”offer to enable so preventive or treatment measures in an exclusive environment. The interior design of the also award-winning architect Marcel Wanders this completes the highly exclusive overall impression, which it never lack in comfort. A participation in the cosmopolitan estates Mallorca is still”possible. The minimum contribution is 25,000 euros, which may be waived in some cases. A premium does not apply. While the only small residual maturity of the Fund and the predictable cash are likely to be particularly interesting”, Banu says. The Hamburg-based issuers on a successor Fund, which should be announced after the closure of this participation design due to the wide interest.

Stocks Astound Investors

Friday, 2. May 2014

) After their recent nosedive, the crude oil prices in a slight upward trend have returned to LEIPZIG. (Ceto) Crude oil prices in a slight upward trend are returned to their recent nosedive. The commodity exchanges reported yesterday at times quotations of under 76 dollars (WTI) and under $99 (Brent), the contracts in the early trading today for 82 or 105 dollars were traded. The volatility is likely to remain first get; nothing is safe on the stock markets at present. The impetus for rising prices came yesterday from the U.S. inventory data of the American Petroleum Institute. Due to the economic situation, market participants actually originated by increasing stocks. Announcing the figures, the significant reduction of in crude oil inventories surprised however, also diesel, heating oil and gasoline were less.

Investors now waiting for the details of the energy authority DOE. However: The fundamental economic and financial problems, which became acute during the last few weeks, change also some barrels more or less nothing. “People can dream but a world up, in which certain problems are hidden. Esyoil expert Dr. Klaus Bergmann to judge the financial scene is definitely able to”. In the short term, but in addition he sees “Some downside potential” in the development of price – despite commodity speculators. But first the local heating oil consumers must accept a small Downer in terms of slightly more appealing cover costs after days of bliss. The yesterday’s soaring of crude oil prices striking here…

Berlin PROJECT

Tuesday, 29. April 2014

The two real estate development funds continue their expansion and diversification strategy real values 11 and 12. Bamberg, 3rd September 2012: While the Fund together have invested Berlin, Hamburg, Munich and Nuremberg in the first four months of their placement in over 10 objects in the metropolitan regions, the market entry in the Juister street / corner follows now Sylt road in Wiesbaden. The plot of land located in the District of Dotzheim has a total area of 4,400 square meters and is located in the new development area as one of the last undeveloped land in the outskirts of nature with stunning view. About 48 high-quality apartments with as many parking spaces in two – or three-storey construction plus season floor should be created. The sales volume is over 13 million euros. The district Dotzheim is the second largest district of Wiesbaden with over 26,000 inhabitants and has a very good infrastructure with a well-developed village. The area is characterised by an attractive landscape planning. PROJECT Fund concept AIFM compliant thanks of the PROJECT security concept and a high diversification of object in at least 15 different objects in each Fund in the most sought after real estate locations indicating Federal Republic, the investment on a high degree of security.

In addition, the Bamberg underwriter protects its investors in accordance with the AIFM reform due to the 100% equity capital principle prohibiting any financing through bank loans. PROJECT investors are therefore always secured by debt-free land. In the first four months since the placement start one time investment funds real values 12 made 10 investments, the real values 11 rates savings fund four investments. The conceptually related blind pool is in fact no longer existent in the case of the one time investment fund at the present time.

Investment

Saturday, 19. April 2014

Investment concept proves itself; There are unplanned payouts to investors 2010 Constance / Cham (Switzerland), 31.08.2011. good news for investors in the Fund initiator global invest. Due to the good economic situation, management decided to offer not only the distributions for the first half of 2011 to carry, but also in 2010 acceded shareholders distributions soon. Initially the upcoming shareholder meeting must decide on this. Generally the Fund concept was that only from the year 2011 distributions amounting to 15 per cent are to investors be paid every six months. We would not discriminate against investors of the first hour due to the good economic base and therefore have suggested that they have a claim on the 15 per cent per annum for the year 2010, and also pro rata from the month following the deposit of the deposit”, Helge Quehl said the global invest group. Global invest thus follows his motto one fair partnership with investors on a corporate basis. The global invest wind farm opportunity Fund 1 opts for the short-term realization of wind farm projects in Poland.

Thanks to the close cooperation with gwp German wind power are doing success promising locations searched, evaluated and finally prepared as possible wind farm. While the lead-time of such projects with around three years is rather, gwp projects also pre-engineered in the cooperation brings however and therefore a relatively quick profit realization is possible”, explains Helge Quehl. Another advantage: By investing in the development of wind power projects, the Fund has no risk of the operator. Rather invest opts for global in cooperation with gwp German wind power, one of the space deer in the Polish market, suitable projects to be implemented quickly. Global invest can also to point out that gwp has a long list of interesting projects in the pipeline. Supply of investment opportunities is so provided. When appropriate Access to capital is possible”a variety of projects to be implemented quickly, Dr. Helmut Kahlert is confirmed by the gwp.

This utilizes the funds, without however leaving the protection of the invested capital disregard. Because the vast majority of the Fund’s capital flows as a priority to use loan with an interest rate of eight percent to the parent company”gwp and is in addition each shock to 125 percent through projects or secured by the assignment of other valuable rights (such as through management rights, etc.). So, only a small part is through a direct investment in the project development company Hosea in the risk”made but also with the corresponding yields. And they are very high in this business. This intelligent security architecture”at attractive yield prospects of scores global invest wind farm opportunity Fund 1 in its segment with a unique opportunity / risk structure. Information about the company:

Hollenbach Management

Saturday, 19. April 2014

Medium-sized companies praise Germany; “Mood significantly better a fast readjustment for mid-market request financing experts currently in the context of the implementation of current banks lending standards better known under the keyword Basel III. If banks for a premium middle-class credit must hold more capital than for bonds, everyone can calculate how little attractive business with corporate loans for banks will be in the future”, warns Professor Hans Jorg Schmidt-Trenz as Chief Executive of the Chambers of Commerce. That is not only more expensive, but in many cases unaffordable financing for German medium-sized companies. As that of the German medium-sized companies has clearly expanded its equity position in recent years and thus significantly better not also helps. Many experts, such as Michael Hollenbach as Director of the Swiss SAM Management Group AG (SAM AG) request therefore customized”solutions. It may however not be that the entrepreneur credit for this reason fails because it is too expensive in terms of refinancing in comparison to other investments, which can make the banks in Germany,”thinks the head of SAM Management Group AG (SAM AG).

He emphasizes this, economic growth and financial viability in direct dependence. The mood among German SMEs is good, according to Creditreform outright record just currently. Well, half of the companies surveyed described the current business situation as very good or good, only a few feel the market situation as poor”. This mood has improved significantly with the previous year. In 2010, only slightly more than a third of respondents were similarly optimistic. Chief Executive Officer Professor Hans Jorg Schmidt-Trenz also confirmed an increase in new of projects as well as a recognizable sales increase.

For comparison, can currently about one-third of all medium-sized companies point to a clear increase in sales, there were only 19.4 percent in the spring of 2010. At the same time, the proportion of companies decreased clearly, who complain about sales. An interesting positive market development should not over it fool, that the financial situation is still very tense”, says Hollenbach, the Director of SAM Management Group AG (SAM AG). The Chief of the Chambers of Commerce in Germany is of the same opinion. It was obvious that the banks could take a significant influence on, continues the economy cracked on now or you just would shut off the air. The SAM Management Group AG (SAM AG) has it on the financing of economically attractive projects and specialized companies in growth phases and iterates through all phases of development with their management. The examination on feasibility on the basis of the existing business plan, necessary additional documents, as well as in the form of intensive discussions. Our main focus is in the area of OTC enterprises, which have generally more trouble refinancing, although to the Growth drivers in Germany include”, explains Director Hollenbach of SAM Management Group AG (SAM AG). Independent surveys confirm that there are not only the medium-sized enterprises, which represent the backbone of the German economy and thus the prosperity of the population, there are, which create the most jobs at the same time. That Germany can draw on in addition the full, regards the innovativeness, it also owes the smaller and medium-sized enterprises. Germany would be without the resourceful smaller companies long ago not there, where it stands today”, Director Hollenbach know of SAM Management Group AG (SAM AG).

Federal Law

Thursday, 20. March 2014

Bundesfinanzhof recognizes subsequent interest in the income from rental and leasing at the BFH decided that interest payments for a loan that was originally recorded for the financing of cost of real estate for rent, can be deducted principle even as subsequent advertising costs in the income from renting and leasing, if the building is sold, the proceeds of the sale but not enough, in order to discharge the loan liability. By judgment of 20 June 2012 IX R 67/10 the Bundesfinanzhof (BFH) has decided that interest payments for a loan that was recorded originally for the financing of the cost of real estate for rent can deducted in principle even as subsequent advertising costs in the income from renting and leasing, if the building is sold, the proceeds of the sale but not enough to pay off the loan liability. “This decision so that so-called scrap real estate bought and in the meantime with loss have sold which also impact for investors”, the Heidelberger stressed investor lawyer Mathias Nittel. The plaintiffs in the case decided by the Federal fiscal court had 1994 acquired a residential building, rented this and this income. In 2001, he sold the building at a loss. With the proceeds, loans made at the acquisition of the building could not completely be replaced; Thus the plaintiffs dispute year 2004 interest on the originally recorded liabilities had to spend.

The IRS not recognized that asserted “additional interest” by the plaintiff in relation to its income tax assessment for 2004 as advertising costs. The BFH the plaintiff was right. The asserted interest be not taken unfairly in calculating the income from renting and leasing. For the victims of scrap property, this means that they even after a loss-making sale of the interest paid on the remaining residual loans tax reduced take apartment in approach. Lawyer Nittel: “thus the complications of the scrap property be alleviated at least a little bit.” Do you have questions about your scrap property? You want to know whether what your chances are to enforce claims for compensation? Call us, we are happy to help you.

Inca Fund

Wednesday, 19. March 2014

Fund concept offers continuous distributions and attractive profit opportunities through the allocation of mezzanine capital to mid-sized companies in Wiesbaden, 29.09.2011. After its successful launch in Germany, the Wiesbaden underwriter Inca launches invest in Austria as well and has an official permission from the competent authority caught up with this is according to the capital market law in the neighbouring country of Austria. We follow this desire and demand by business partners, may be even across the United Kingdom”, says Tamer Zincidi, responsible management within the group for sales questions. The Inca INVEST mezzanine GmbH & co. has specialized in KG on the targeted selection of companies in growth situations and mezzanine capital in the form of, for example, from typical offers these companies investments or participating loans to breastfeed. Of the planned total of EUR 30 million equity participation will Inca raise here in Austria four million.

We want us the local market conditions as a young company in the field of investment appropriate approach”, explains Zincidi. A participation is possible as a one time investment from a drawing sum of 2,500 euros plus five per cent premium. The runtime is encouragingly short seven years up to the 31.12.2018. A total a total return is to be achieved at this time based on my initial investment without agio by 150 percent. The investment rate is about 90 percent without the premium. During this period, Inca wants to participate in up to 20 small and medium-sized companies with investment sizes between 0.25 and EUR 5 million per investment. The distribution model unusual for such investments is interesting. So investors on the paid deposit (excluding premiums) from the first year will receive distributions by six percent annually after taxes.

Total it envisages the Fund concept, with the exception of current remuneration, as long as the managing limited partner exclusively all profits to investors to come out until they have received their paid a deposit (excluding premiums) and all Vorabausschuttungen accumulated over the years. Until then, management and investors projecting profits share in the ratio of 20:80 so clearly for the benefit of the investors. A target company after the decision by management and Advisory Board to fund launch in Austria already is clear: it is the project of DNP printing-Sony, which become the market leader in the installation of photo kiosks and photo terminals in German-speaking countries due to certain acquisitions. This business area has a rapidly growing market. The Inca Fund provides a portion of its capital of Admiral Beteiligungsverwaltungs AG in and benefited from the fact that such customers – is so far mostly agree with Admiral drugstores – contractual minimum quantities of consumable materials. This creates the actual profit. The exciting thing here is: the Admiral Beteiligungsverwaltungs AG is also refinanced over a Europe-wide approved bond (WKN A1EWR6, ISIN DE000A1EWR69), which dates back to the same House. Benefit investors of the Inca INVEST mezzanine GmbH & co. KG so not only by a broad spread in different target investments, but also by the fact that their funding on the part of specialists from Wiesbaden was also stopped on several legs. It provides investment security while continuing to leverage the opportunities that are available without a doubt selected medium-sized companies. For more information,

Financial Investment Intermediaries

Tuesday, 18. March 2014

Old farts don’t need to learn the running – amendment of financial investment intermediaries and investment law was decided some financial investment intermediaries and investment advisers have recorded it with relief. The draft of law on the amendment of the financial investment intermediaries and investment law adopted currently by the Bundestag on 27 October 2011 will include a so-called “old hares”rule. This was not part of the original concept, but was incorporated into the Bill by the Finance Committee. In the future, financial investment intermediaries require according to the new section 34f GewO of the permit by the competent authority, i.e. the labour inspectorates of the countries.

Permission is however among other things to fail, if the facts justify the assumption that the financial investment intermediaries reliability required for the operation of commercial does not own or he does not prove successfully dropped test by one before the Chamber of Commerce and industry that he for the mediation of and advice on financial assets necessary Has expertise on the technical and legal foundations, as well as about the customer service. People must not prove according to the present decision, however a competence test, continuously employed or self-employed worked since January 1, 2006 as investment broker or investment advisor. This concerns those, for example the conclusion of contracts for the purchase of unit certificates of an investment management company or the investment stock corporation or of publicly offered shares in one and convey of securitised assets to a corporation or partnership, as well as those providing investment advice within the meaning of 2 paragraph 6 sentence 1 Nr. 8 KWG operate. By one due to 34 g GewO new to complete legal regulation of the Federal Ministry of Economics and technology new information, consulting and documentation requirements are added, including the disclosure of commissions and other benefits. This an “old hand” can evade nor, such as the requirement to register at the Register the register authority. The mentioned requirements itself, but partly also their employees not only the financial investment intermediaries and investment advisers.

The opposition sharply criticized the now present “old hares”rule. As an “old hand” could have a long time as a mediator before him, without ever a competence to be tested. On the other hand, they feared a devaluation of the qualifications of younger advisers and intermediaries. With their arguments the other groups could not penetrate but ultimately. At an early stage, purveyors of financial assets and investment advisor should strive for a preparation for the upcoming legislation and the increased requirements related. In particular, it is recommended to them, to contact, who can advise you on the legal issues and are facing a lawyer qualified in this area. Negligence in this area are quickly punished by disgruntled investors.