Transaction History
Selected transactions
Energy & Digital Infrastructure Fund I
Swissroxx Fund I — Luxembourg RAIF. Grid-scale battery storage and AI data centres across DACH and Central Europe.
Commercial Portfolio Securitization
Switzerland MBS transaction.
Residential Portfolio Securitization
Switzerland institutional targets.
Industrial Property Securitization
Automotive industry global market leader property.
Residential Portfolio Securitization
Institutional investor placement, Switzerland.
Commercial Portfolio Securitization
Six major European cities MBS transaction.
Hotel Portfolio Securitization
Three prime properties across Switzerland and the UK.
Residential Portfolio Securitization
Germany institutional targets.
Covered Bond – Private Placement
Institutional investor product.
Prime Asset Property Securitization
Mortgage-backed bond structure.
Residential Portfolio Securitization
Structuring and issuance of mortgage-backed corporate bonds, Germany.
Real Estate Portfolio Securitization
Mortgage-backed bond issuance.
Zero Bonds
Placement with professional insurance institutional investors.
Investment Company
Accompaniment and coordination of the foundation process.
Equity Investment
Profit participation certificates as equity instrument.
Closed-end Real Estate Fund
Concept including BaFin approval, issuance and management.
Zero Bond – Private Placement
Real estate project development issuance.
Corporate Bonds
Structuring and issuance of mortgage-backed corporate bonds.
Closed-end Real Estate Fund
Conception and ongoing management via private placement.
Covered Bond – Private Placement
Conception within an investment product for institutional investors.
Promissory Note Loans
Investment product conception for institutional investors.
Joint Venture
Structuring and management of structure, including sale of real estate portfolio.
Voices from Senior Managers
Selected references
Asset Management"In our capacity as capital allocator, we specialised in investments in Germany across the retail, healthcare, logistics and corporate real estate segments. The management team engaged with us as a negotiating party at equal status in a major real estate portfolio allocation." (2012)
Hospitality"As an operator of a large international hotel group, we rely on internationally experienced players with a high level of market expertise. In our engagement with the management team, we found these qualities confirmed." (2016)
Real Estate Development"Thanks to the experience of the management team and the investment partners they recommended, we were able to expand our offering for institutional customers in multi-storey residential construction." (2025)
Sector Coverage
Eight sectors, one standard
Pension Funds & Public Sector
Supplementary Pension Funds · Public-Sector Institutional Investors
Transactions structured to meet strict liability-matching requirements and public accountability standards.
Asset Management
International Asset Managers · European Real Estate Investment Platforms
Bilateral execution at negotiating-party level across retail, healthcare, logistics, and corporate real estate mandates.
Hospitality & Leisure
International Hotel Groups · European Hospitality Operators
Portfolio refinancing, development finance, and asset repositioning for internationally recognised hotel operators.
Real Estate Developers
Residential & Commercial Developers · Germany · Switzerland · Austria
Senior and mezzanine debt structured for projects from land acquisition through construction completion.
Maritime Operators
Dry Bulk Operators · Tanker & Specialty Segments
Asset-backed financing structured as capital market instruments, not bilateral bank loans.
Family Offices
Swiss Single-Family Offices · European Private Investors
Bespoke bilateral structures with full transparency on transaction economics and asset-level reporting.
Aviation
Private Aviation Operators · High-Class Private Jet Fleets
Financing of premium private aviation assets — from fleet acquisition to aircraft portfolio structuring — arranged as institutional-grade capital market instruments.
Energy & Infrastructure
European Energy Transition Specialists · Grid Infrastructure Operators
Energy transition investments alongside sector specialists — spanning advanced battery systems, grid infrastructure and technology-driven energy assets across European markets.