INVESTIKA Real Estate Fund surpasses CZK 20 billion under management

INVESTIKA Real Estate Fund, an open-ended real estate mutual fund, has achieved a major milestone, managing over CZK 20 billion in assets by the end of 2024. After nine years of steady growth, the fund now boasts more than 80,000 retail investors from the Czech Republic and Slovakia, solidifying its position as the leading non-bank real estate fund in both countries and the second-largest open-ended real estate fund for retail investors in the Czech Republic.

Petr Čížek, Chairman of the Board of Directors at INVESTIKA, reflected on the fund’s remarkable progress: “We founded INVESTIKA Real Estate Fund in 2015 with a vision to make investing accessible to everyone, enabling them to grow their wealth through secure, passive investment in commercial real estate. Today, with over 80,000 investors and CZK 20 billion in managed assets, that vision has become a reality. Our conservative approach, offering annual returns of 4-6%, combined with a low entry threshold of CZK 100, makes this fund accessible to all.”

Diverse Portfolio Spanning Four Countries

INVESTIKA’s success is built on a robust and diverse real estate portfolio, comprising 50 properties across the Czech Republic, Poland, Croatia, and Spain. These properties, leased to around 350 tenants from various economic sectors, generate consistent rental income that underpins the fund’s long-term annual return target of 4-6%.

Key assets include:
• Poland: Office and logistics complexes in Warsaw and regional cities.
• Czech Republic: Office buildings such as Avenir E and Karla Englis 4 in Prague, the Bohemia Business Centre in Pilsen, and the Galerie Butovice shopping mall in Prague.
• Croatia and Spain: Luxury residential properties with high development potential.

Poland currently represents the largest portion of the portfolio, reflecting INVESTIKA’s strategic focus on high-demand office and logistics assets in Central Europe.

Commitment to Sustainability and ESG Standards

INVESTIKA Real Estate Fund is also at the forefront of sustainability initiatives, aiming to enhance the environmental performance of its portfolio. Since 2022, the fund has voluntarily monitored the sustainability of its properties, investing over CZK 100 million in 2024 to implement energy-saving measures and reduce carbon footprints.

This year, nearly all of the fund’s properties in the Czech Republic and Poland are expected to achieve BREEAM environmental certification. These efforts align with the fund’s newly adopted ESG strategy, approved by the Board of Directors in October 2024, which sets a clear roadmap for ongoing sustainability improvements.

Looking Ahead

With a geographically diversified portfolio, a strong commitment to ESG principles, and a growing base of retail investors, INVESTIKA Real Estate Fund continues to lead the way in providing accessible and sustainable investment opportunities in commercial real estate. As the fund celebrates its milestone, it looks poised to maintain its trajectory of steady growth and robust returns.