R.O.I. GmbH is the personal investment company of Ulrich Urban. He started his career in 1982 when he worked for the Deutsche Bank as a corporate account manager. After 7 years he became self employed as a consultant. In his further development he got in touch with the real estate business and founded his single family office R.O.I GmbH in 2002. Today the main functions are: Participation and consulting in growth-oriented real estate projects, companies and start-ups, management of own and external real estate companies and serving as holding company for real estate portfolio companies in its own interest. Activities are rooted in Berlin, Thuringia and Saxony. When seeking for new investments, the company acts industry agnostic but focuses on start ups in Series A. Private equity investments focus on companies situated before a leap in growth or on turn-around situations. Investment tickets usually range from €50k to €1M. An interesting exemplary investment is moio.care. The company develops an intelligent plaster with an integrated sensor module. Inside are sophisticated sensor, evaluation and mobile radio technologies that enable a completely flexible and mobile use. “The moio” permanently processes sensor information and interprets it independently. Another portfolio company is CI-HUB GmbH which operates and develops software that uses artificial intelligence to automate the adaptation of advertising media in DAM, MAM, PIM, MRM, or CMS systems.

Key facts about R.O.I. GmbH – The Ulrich Urban Single Family Office

  • Family: Ulrich Urban
  • Location: Berlin – Germany
  • Investment Focus: Real Estate, Venture Capital: Tech, AI, Software, B2B, Healthcare, Renewables
  • Notable Investments or Holdings: CI-Hub GmbH, Moio GmbH
  • Website: http://www.roi-berlin.de/
  • Executives: Ulrich Urban

Picture source: Adam Vradenburg 

Relevant Lists:

Most of the real estate professionals are aware of the importance of single family offices. However, many investors, estate agents, asset managers and project developers face the challenge of identifying those hidden investment vehicles. This is where we come in by identifying the most relevant single family offices in Europe and compiling them in a comprehensive database. You can easily download this as an Excel list and start addressing them directly. To give you an impression of the family offices included in the list, we would like to present three Swiss companies below.

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#1: Occident Group, Zug – focused on office and residential properties with long-term investment horizon

One special feature of Single Family Offices is their long-term investment focus. A company that conveys this perfectly is the Occident Group from Switzerland. The portfolio consists of office and residential properties in Vancouver, Vienna, Graz and others. Led by Patrizia Schützenhöfer, Occident invests sustainably and meaningfully. While the family’s entrepreneurial focus of the Schützenhöfer was on Eastern Europe, the German-speaking region is particularly interesting for the Family Office. This applies not only to real estate investments, but also to venture capital investments in young companies. If you are looking for a long-term investor that looks behind the surface, Occident Group might be the perfect partner.

#2: COFRA Holding, Zug – real estate investments and asset management by Brenninkmeijer‎ family through Redevco

COFRA Holding is one the largest and most important Single Family Offices in Switzerland. Led by the Brenninkmeijer family, COFRA Holding comprises several high-calibre investment companies. When it comes to real estate, Redevco is the relevant investment arm. The value of the portfolio is EUR 7.5bn and Redevco has 306 assets under management. The real estate company is active in twelve markets across Europe and focuses on the development of city centres and high streets. Redevco does not only acquire properties, but also manages and develops them.

#3: Genico Family Office, Zug – family-led property investor in Switzerland and England (Silvertown project in London)

The third single family office of our list is also located in Zug. Genico Family Office is the investment vehicle of Andrea and Andreas Georgiadis and focuses on private equity as well as on real estate investments. In contrast to the other listed family offices, Genico’s investment volume in the real estate sector is significantly lower. The company invests primarily in residential properties in the canton of Zug. In addition, Genico holds a stake in the large-scale Silvertown real estate project in London. Thanks to a high occupancy rate, the real estate investments ensure recurring income in attractive markets. As a relatively small family office, the Genico Family Office might be a valuable partner for co-investors, real estate developers, brokers and many more.

Picture source: Claudio Schwarz | @purzlbaum

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Proventus is the life’s work of Robert Weil, one of Sweden’s most unorthodox investors. In 1969 with only 20 years, he started his first investment company Weilinvest which would later be renamed to Proventus. He and his company were an active driver of the professionalisation, internationalisation and improvement of transparency of the Swedish capital market. As an investment company they acquired in their 50 years of existence various companies. After the acquisition of the companies, they reformed and optimized them, held them and sold them later. Notable examples are the Swedish toy company BRIO, later sold to Ravensburger. In another transaction Weil acquired Götabanken (one of the most important financial actors in the Swedish finance system) and later sold it to SPP, Sweden’s largest insurance company. They also did a restructured PUMA in 1990, replacing the management and restructuring the company to later sell their shares to an American Investor. Robert Weil has outspoken political views against nationalism, antisemitism and supports several Jewish organisations worldwide, also comments on politics in the most important newspaper in Sweden, Dagens Nyheter.

The company structure of Proventus as of today is twofold. One part is comprised of Proventus Capital Partners which is an alternative banking institution, providing loans between 10 million and 100 million to mid-sized companies who are not able to raise equity for expansions and acquisitions. They invest in all sectors without a specific industry focus. Northern countries like Scandinavia, the British Isles and Germany are core countries for Soventus Capital Partners. The capital to make these investments comes from 5 funds which received capital from various pension funds and the mother company Proventus AB. The strategy is to provide a tool tackling deficits in the financial sector, where companies are left without adequate access to classical financial institutions and loans. The four funds combined comprise of capital around 20 billion euros for direct lending.

The second smaller branch is called Proventus Invest and operates in two ways. One branch of Proventus Invest operates as a hedge fund, doing opportunistic investments in mispriced companies in order to sell them in the short-medium term with a bonus. Second, the company focuses on longer-term investments in companies or asset around the Nordic region.

Key facts about the Proventus Single Family Office

  • Family: Robert Weil
  • Estimated wealth: EUR 500 mio.
  • Location: Stockholm, Sweden
  • Investment Focus: Real Estate, Private Equity, Capital Markets/Financial Products
  • Notable Investments or Holdings: Puma, Gotabanken, Kaefer, Meltwater
  • Website: http://www.proventus.se/

Picture source: Jon Flobrant

Single Family office lists related with this article

Awilhelmsen has its roots in the shipping industry and was established by Anders Wilhelmsen in 1939. From there on, the company started various new ventures: co-founding the world’s second largest cruise operator Royal Caribbean Cruise Line, providing services for the oil industry and entering the real estate market. In 2000, the group was reorganized as a Family Office. Today there is still a strong focus on the shipping industry, but there are also investments in retail companies and stock markets.

Awilhelmsen Capital is part of our real estate single family office database.

Key facts about the Norwegian Single Family Office Awilhelmsen Capital

  • Family: Wilhelmsen
  • Estimated wealth: 3300
  • Location: Stockholm, Sweden
  • Investment Focus: Private Equity, Real Estate, Financial Markets
  • Notable Investments or Holdings: Royal Caribbean Cruises Ltd., Power International AS, Awilco AS
  • Website: https://www.awilhelmsen.no

Picture source: Arvid Malde

Single Family office lists related with this article

In 2015 Filip Balcaen sold his company (IVC, a company that produces vinyl floor coverings) to the American group Mohawk. After setting up IVC in 1997 he was the CEO of the company and actively pushed the firm’s growth. This exit makes Balcaen to one of the richest Belgians. His Belgian Single Family Office manages the assets and is active in multiple sectors (Real Estate, PE, Financial Markets, Renewables).

Baltisse is part of our real estate single family office database.
Baltisse is part of our private equity single family office database.

Key facts about the Balcaen Single Family Office Baltisse NV

  • Family: Filip Balcaen
  • Estimated wealth: EUR 1.0bn
  • Location: Sint-Denijs-Westrem, Belgium
  • Investment Focus: Real Estate, Private Equity, Capital Markets, Renewables
  • Notable Investments or Holdings: Galleria Inno (Hasselt), Rosenstiel (Luxembourg), Origis Energy, Stevia One
  • Websitehttps://www.baltisse.com

Picture source: Roya Ann Miller

Single Family office lists related with this article

The Blokker family is one of the most famous families in the Netherlands. Through the family-owned Blokker Holding the family owns several chains of stores such as Blokker, Casa, Maxi Toys, or Xenos. However, the family is also an active investor in Real Estate and Private Equity with their Dutch Single Family Office HB Capital. In Real Estate the Blokkers are focusing on Retail, Distribution, Offices and Housing. Futher, the SFO is looking at companies with values from EUR 50M to EUR 250M in order to invest.

HB Capital is part of our real estate single family office database.
HB Capital is part of our private equity single family office database.

Key facts about the Blokker Single Family Office HB Capital

  • Family: Blokker
  • Estimated wealth: EUR 1.4bn
  • Location: Laren, Netherlands
  • Investment Focus: Real Estate, Private Equity, Capital Markets
  • Notable Investments or Holdings: Bol.com B.V., Intergas Verwarming B.V., IV-Groep
  • Websitehttp://hbcapital.nl

Picture source: Vishwas Katti

Single Family office lists related with this article

The Brenninkmeijers are a secretive German-Dutch family with a Swiss-based Single Family Office as a Holding. The family wealth has its origins in the retail company C&A (named after the brothers Clemens and August). The family controls multiple companies through their holding. Redevco manages the real estate investments, Bregal the private equity investments. Highly affiliated with the Cofra Holding is the “Anthos Family Office” which even owns a full banking licencse (and also serves as a family office for the Brenninkmeijers).

Key facts about the Brenninkmeijer Single Family Office Cofra Holding

  • Family: Brenninkmeijer
  • Estimated wealth: 30000M€
  • Location: Windhagen, Germany
  • Investment Focus: Real Estate, Private Equity, Retail
  • Notable Investments or Holdings: C&A, Espace du Palais (Rouen), Buchanan Street (Glasgow)
  • Websitehttp://www.cofraholding.com

Picture source: Tran Mau Tri Tam

Single Family office lists related with this article

Wirtgen Invest is a German Single Family Office, located near the city of Bonn. The SFO originated in the sale of the family-owned construction machinery manufacturer “Wirtgen Group” to John Deere for 4.4B€ in 2017. The Wirtgen brothers Jürgen and Stefan are heading the family investment group with a broad investment focus. Besides real estate and capital markets, the SFO is also investing in Energy and Venture Capital. Energy is one of their strong assets, being a field where they operate 3 solar parks in the Czech Republic, furthermore a wind park in Poland and a further wind park in Sweden. Generating sustainable energy and securing energy stability for future generations. In the real estate sector, they own three absolute prime real estate objects in Cologne. They have a team of more than 20 members, to manage the fortune of the family most effectively and were able to secure the support of the former head of investment at the private bank Warburg, Jörg Rahn as an executive. Regarding the venture department, the focus is on mid-sized companies with clear core competence and market leadership or realistic chances to become a market leader. Digitalisation and effective management of the existing assets is a key focus and very high on the current Agenda of the Family Office. But it is not all about increasing wealth, Wirtgen Invest also has a philanthropical part, supporting the German NGO “Kind in Not” with a centre for therapy for handicapped kids in the rural Indian state of Madhya Pradesh.

Wirtgen Invest is part of our venture capital single family office database.
Wirtgen Invest is part of our real estate single family office database.

Key facts about the Single Family Office Wirtgen Invest

  • Family: Wirtgen
  • Estimated wealth: 1500M€
  • Location: Windhagen, Germany
  • Investment Focus: Real Estate, Energy, Venture Capital, Capital Markets
  • Notable Investments: Bazaar de Cologne, Opern Passagen, Altes Eichamt
  • Website: https://www.wirtgen-invest.de

Picture source: Nico von Nordheim

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