INVESTING IN REAL ASSETS

INVESTING IN REAL ASSETS

Arete Investment Group is a pan-European, independent, entrepreneurial, and concentrated asset manager. We provide disciplined investment management solutions to institutional investors, financial intermediaries, and high-net-worth individuals in real estate and energy infrastructure asset classes. Our approach and deep experience continue to deliver attractive long-term returns for our clients.

INVESTMENT STRATEGIES WITH EXCEPTIONAL TRACK RECORD

Our real estate investment strategy provides a differentiated access point to light industrial and concentrated logistics assets. We target core-plus and value-add properties through a well-positioned portfolio in strategic Western and Central Europe locations near major transportation hubs and key distribution centres. Our acquisitions are set to capture yield compression and rental growth driven by market-to-market opportunities in the next 4-5 years.

In the area of infrastructure we focus on forward-looking, interim distributions driven investment strategy, tailored for institutional-grade investors. We emphasise a comprehensive view of the energy infrastructure landscape. Broadly sourcing diversified opportunities in Central and Western European countries with a strong credit rating. The strategy targets growth in the renewables sector through balancing of solar photovoltaic, onshore wind energy, cutting-edge storage solutions and flexible generation technologies. 

History of Arete

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

2014

2024

  • FEBRUARY Mr. Jiří Król, an investment expert and manager with many years of experience in international investment institutions, became a member of the Supervisory Board of the investment fund ARETE INDUSTRIAL
  • MARCH Leading Czech logistics and technology company Zásilkovna took over the new premises in ARETE Park Plzeň Borská pole with an area of approx. 2,000 m2

2023

  • JANUARY Zásilkovna becomes the new long-term tenant in ARETE Park Plzeň, Borská pole
  • FEBRUARY We started the construction of the modern logistics hall at ARETE Park Rokycany II. Duvenbeck will be the tenant
  • MARCH The construction of a new hall within the industrial park ARETE Park Rokycany I was completed. The tenant is Raben
  • APRIL We completed the acquisition of a new modern industrial hall near Milovice in Central Bohemia
  • MAY We have completed the new hall within ARETE Park Plzeň, Borská Pole. GIENGER becomes the lessee
  • JUNE The ARETE INDUSTRIAL fund was ranked among the most profitable real estate funds for qualified investors in the ranking of Top real estate funds from the Hospodářské Noviny workshop
  • JULY We installed new photovoltaic power plants for ARETE Park Valašské Meziříčí and ARETE Park Rokycany I.
  • AUGUST We have completed the construction of a new hall within ARETE Park Valašské Meziříčí. The tenant is DB Schenker
  • SEPTEMBER We have completed the construction of a new modern industrial park in close proximity to Trenčín in Slovakia. The tenant is Linde Material Handling Group
  • OCTOBER ARETE INDUSTRIAL Fund became one of the first "light green" real estate funds in the Czech Republic according to the European SFDR directive 
  • NOVEMBER ARETE became the winner of the Best Real Estate Property Fund Manager of the Year category at the 23rd CIJ Awards Czech Republic 
  • DECEMBER We completed the construction of ARETE Park Rokycany II. The tenant is the German logistics company Thomas Duvenbeck Immobilien

2022

  • JANUARY Breeam certification for our Slovak asset ARETE Park Kežmarok
  • FEBRUARY We have started the development of a new logsitics park in Valašské Meziříčí - ARETE Park Valašské Meziříčí
  • APRIL We completed the acquisition of the production site in Beluša, Slovakia - the tenant is Booster
  • MAY We are starting the construction of a logistics park in the new Rokycany zone, right next to the D5 highway
  • JULY Our third fund once again brings our investors the highest annual return, the appreciation for 12 months as of 31/03/2022 reached 34.5%
  • NOVEMBER We completed the acquisition of a new logistics park in Slovakia in Dunajská Streda
  • NOVEMBER ARETE receives a prestigeous price, CIJ Awards SK 2022 - Best Asset Management Company
  • DECEMBER ARETE receives a prestigeous price, CIJ Awards CZ 2022 - Best Real Estate Property Fund

2021

  • JANUARY Industrial property of company HENGSTLER new in portfolio of our third fund. The third fund of the ARETE Group acquired a modern, highly specialized production facility with research and development center and with the potential for further development in Kežmarok, Slovakia. The investment exceeded EUR 10 million.
  • MARCH One of the largest real estate transaction completed: ARETE INVEST CEE II portfolio for 3 billion already in the hands of Cromwell!
  • MARCH ARETE receives a prestigeous price, CIJ Awards - Best Asset Management Fund
  • MARCH ARETE receives a prestigeous price, CIJ Awards – Best Warehouse Development > 10.000 m2
  • JULY The third fund of the ARETE group has secured bank financing from the Raiffeisen group.
  • JULY According to the evaluation of Hospodářské noviny as of 31 December 2020, the ARETE INVEST Subfund CEE II has been bringing its investors the highest appreciation for a long time - it has the highest average annual return for the entire period of the fund's existence (17,66%).
  • AUGUST The third fund of the ARETE group has completed the acquisition of a production and storage facility near Beroun, 20 km from Prague. This is the acquisition of a complex used for the production and storage of the Czech company Hronovský s.r.o.. The financial volume of the transaction exceeded almost EUR 10 million.
  • SEPTEMBER As part of the annual European Best of the HOF Awards 2021 the ARETE Group won the very prestigious Best Asset Management Company category.
  • OCTOBER The third fund of the ARETE Group has completed one of its key acquisitions this year - a production and storage facility in the Plzeň - Borská pole industrial zone. ARETE plans to invest almost EUR 20 million in the new park.
  • NOVEMBER PARTNERS Fond realitných investícií from the management company PARTNERS ASSET MANAGEMENT has decided to invest a significant part of its fund capital in the third fund of the ARETE group.
  • DECEMBER Just before the end of the year , the third fund of ARETE group completed the acquisition of the production area in Vráble, Slovakia, which is leased by Nanogate Slovakia, s.r.o.

2020

  • APRIL The ARETE INVEST CEE II sub-fund reigns supreme in the overall long-term statistics - it has the highest average annual return throughout the fund's existence (20.55 %)
  • JUNE The notification process has been completed for ARETE INDUSTRIAL in Slovakia, Germany and Austria. It can thus be actively offered to investors in these countries
  • SEPTEMBER New production halls in Uherské Hradiště and Košice for international tenants approved, investments reached almost EUR 20 million
  • DECEMBER ARETE Group sells Cromwell European Real Estate portfolio for €113.2 million. The companies have signed a contract, the transaction should be completed in the first quarter of next year.

2019

  • BŘEZEN Založen nový investiční fond ARETE INDUSTRIAL zaměřený na nákup, provoz a výstavbu industriálních nemovitostí ve střední Evropě
  • DUBEN ARETE úspěšně dokončilo výstavbu nové budovy v logistickém areálu v Novém Mestě nad Váhom pro skupinu Factcool, mezinárodní síť internetových obchodů s módou
  • KVĚTEN ARETE INVEST Podfond CEE II se umístil na prvním místě v oficiálním žebříčku Hospodářských novin mezi fondy kvalifikovaných investorů v ČR s nejvyšší průměrnou výnosností za poslední tři roky ve výši 30 % p.a.
  • PROSINEC ARETE INVEST Podfond CEE II se umístil v oficiálním žebříčku Hospodářských novin mezi fondy kvalifikovaných investorů v ČR jednoznačně na prvním místě s nejvyšší průměrnou výnosností za poslední tři roky.

2018

  • MARCH ARETE established another investment fund ARETE INDUSTRIAL, focused on acquisition of yielding assets and development of industrial real estate in Central Europe
  • APRIL ARETE successfully completed the construction of a new logistic hall in the logistic park Nove Mesto nad Vahom for the Factcool Group, an international network of fashion stores
  • MAY Hospodářské noviny has announced ARETE INVEST Subfund CEE II as a a clear first with the highest average return for the last three years amounting to 30 % p.a. in its official rankings comparing investment funds of qualified investors in Czech Republic
  • DECEMBER Hospodářské noviny has announced ARETE INVEST Subfund CEE II is still a clear first with the highest average return for the last three years in its official rankings comparing investment funds of qualified investors in Czech Republic

2017

  • JANUARY ARETE INVEST CEE II proactively launches its business in Slovakia, investment in the purchase of a company owning industrial premises in Žilina
  • MARCH The purchase of two companies that own A-class premises in Nové Mesto nad Váhom
  • MAY We are one of the first within the territory of the Czech Republic to successfully start closing the economic and legal issues of the ARETE INVEST CEE sub-fund (while achieving the appreciation of investors´ funds in excess of 39% p.a. for the period of 26 months of the active portfolio administration of the sub-fund ARETE INVEST CEE)
  • JUNE ARETE INVEST received Special award for innovation and transparency on Czech investment market from associaton Czech Top 100 tracking the most significant and successful companies in Czech republic every year

2016

  • FEBRUARY With the approval of the Czech National Bank, ARETE INVEST establishes already the second investment sub-fund ARETE INVEST CEE II
  • APRIL The purchase of the first three companies owning industrial real estate (Uherské Hradiště, 2x Lovosice) for this second sub-fund. The first financed company owned by the investment fund in the structure of SICAV within the UniCredit Bank Group within the territory of the Czech Republic
  • JULY The purchase of two more companies owning industrial real estate in Písek for the portfolio of ARETE INVEST CEE II
  • SEPTEMBER The successful sale of the residential portfolio owned by the first sub-fund ARETE INVEST CEE to an investment fund with a foreign banking structure
  • NOVEMBER ARETE INVEST entered the Alternative Investment Management Association in London as a second Czech member: www.aima.org

2015

  • JANUARY The purchase of a residential portfolio for the sub-fund ARETE INVEST CEE with a size of about 300 housing units, opening the active administration of assets and their continuous appreciation. Procuring financing the a sub-fund by a bank (the first company financed within the territory of the Czech Republic owned by an investment sub-fund in the structure of SICAV; in cooperation with the Raiffeisenbank Group)

2014

  • JULY ARETE INVEST registered on the Czech National Bank list of investment funds
  • OCTOBER Establishment of fund for qualified investors ARETE INVEST
  • DECEMBER With the approval of the Czech National Bank, ARETE INVEST creates the company´s first sub-fund – ARETE INVEST CEE (as one of the very first ones within the structure of the new legal regulations of SICAV within the territory of the Czech Republic)

WE ARE GROWING AND EVOLVING

The AUM of the currently open fund ARETE III is EUR 233 million, with a target volume of EUR 500 million. Its portfolio includes 11 parks, with 18 creditworthy tenants, 201 thousand m2 of leasable space and space under construction. We build our logistics and industrial parks to a high technological and environmental standard. We are one of the first so called "light green" real estate funds according to the European SFDR directive, in line with our ESG strategy. Our plans for the future are no different. In addition to growing our portfolio and fund value, we plan to expand our activities to include new funds.

Key personel

Robert Ides

Robert Ides

Co-founder

Robert Ides

Co-founder

Robert has over 12 years of international management consulting background with focus on complex MA and strategic projects.

Robert Ides
Lubor Svoboda

Lubor Svoboda

Co-founder

Lubor Svoboda

Co-founder

Lubor has 20 years of top management experience in real estate and corporate acquisitions in the financial and regulated environment.

Lubor Svoboda
Martin Konečný

Martin Konečný

Group CFO

Jiří Król

Jiří Król

Member of the Supervisory Board

Miroslav Barnáš

Miroslav Barnáš

Investments

Alica Koblovská

Alica Koblovská

Chief Legal Officer

Josef Vojta

Josef Vojta

Capital Markets

Testimonial

"I have included the investment in ARETE in my investment portfolio because I believe in the appreciation of industrial real estates and I see long-term stability in it."

Jan Zadák

Jan Zadák

Investor, former president of EMEA Enterprise Services, Hewlett-Packard

"I have included ARETE in my investment portfolio because I believe in the capital appreciation of industrial properties in Central Europe."

Jayesh Parekh

Jayesh Parekh

Senior Advisor, Jungle Ventures Board Member, Sanctum Wealth Management

"Among the other allocations in my investment portfolio, the investment in Arete CEE II investment shares shone from the very beginning, and did not stop shining until this year's divestment."

JUDr. Ing. Petr Šrámek

JUDr. Ing. Petr Šrámek

Lawyer

Offices