Quality investments straightforward results.

Altera manages two Dutch property portfolios. Institutional and professional investors invest in high-quality residential or retail properties. Altera’s clear and appealing product that strikes the perfect balance between financial performance and social impact lets us stand out from the crowd, particularly due to our competitive cost level.

Sector portfolios

Our main point of focus is the core profile and generating solid and predictable returns. The following characteristics also apply:

unlisted, semi-open ended funds with an indefinite term
high-quality real estate tailored to the needs and wishes of tenants
core risk profile, no leverage and no property development risks
low management costs (35 – 37 basis points, low TER and REER)
leading performance in the field of sustainability & ESG

Accession and withdrawal can take place per quarter against Net Asset Value (NAV). The NAV is determined every quarter based on external valuations that are performed four times per year for the entire portfolio.

Investments in residential properties

Rental homes in the mid-price range are currently in demand. These properties play a key role in the Dutch housing market. Affordable and sustainable homes in the right location are essential to a thriving housing market. Altera’s mission is to contribute in significant and meaningful ways to ensuring the availability of these types of homes.

1.3% 2022 Residential total return

Investments in retail properties

Retail stores play an important role in society, especially when they are located in residential areas. Neighbourhood shopping centres and supermarkets are great for everyday grocery shopping but they also serve a social purpose. Good retail investments meet current demands and boost local quality of life in neighbourhoods. Reason for Altera to focus on finding the right place for the right retail format.

9.4% 2022 Retail total return

Retail

Latest news

Up to date information about residential & retail

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