Arete is perfectionArete is a balanceArete is the top performanceArete is high art

The ancient Greek word arete (Àρετή) means perfection, balance, top performance

Glass artwork of the Czech sculptor: RED, RUDOLF BURDA, rudolfburda.com

Our principles

Expertise
/
Simplicity
/
Openness
/
Tangibility

Portfolio

At the moment, the portfolio of the sub-fund Arete Invest CEE II comprises land covering an area of 405 thousand m² and an 110 thousand m² leasable area consisting of industrial and logistic complexes. The current occupancy rate in the portfolio is 96%. The value of these assets exceeds 82 million EUR, and we expect its further growth – not only owing to the new acquisitions of industrial real estate, but also to the further development of the existing portfolio within the planned development in expansion lands.

The structure of our lessees is diverse, which contributes to the good diversification of the portfolio – less than 50% of it is used by companies involved in logistic and warehousing, including e-commerce companies, one fifth is used in the retail clothing business, less than one fifth in the car industry and the rest is used in other industrial businesses.

Basic information

  • Fund:
    ARETE INVEST investment fund
    with variable capital, Inc.
    Company Register kept by the Municipal court in Prague, File no. B 20183
  • Sub-Fund:
    Invest CEE Arete II
  • Management Company:
    AVANT Investment Company, Inc.
  • Auditor:
    Deloitte Audit, Ltd.
  • Depository:
    Czech Savings Bank, Inc.
  • Companies fund with ČNB:
    July 29, 2014
  • Frequency of valuation:
    Annual
Mandatory Notification

About us

We are a growing transparent fund focused on investment in completed and already-leased commercial real estate generating regular revenues in the form of rent: manufacturing and logistic parks and business centers or administrative buildings. We proactively focus on real estate whose construction has already been completed and which has a stable structure of lessees that can be appraised. We work in the region of the Czech Republic and Slovakia. Our primary objective is to maintain the value of investments in the long term and their gradual appreciation based on active administration and development.

We pay out regular dividends above the level of usual appreciation of investments in the form of the purchase of stock four times a year totaling at least 5 % p.a.

At the same time, we pay attention to suitable diversification against existing and potential risks. We are a Czech fully licensed investment company with variable capital (SICAV). We work under the supervision of the Czech National Bank and the depository bank. Owing to all these factors above, we offer the unusual appreciation of investment while ensuring the maximum safety of invested funds.

Arete history

2014
  • 7/2014- ARETE INVEST registered on the Czech National Bank list of investment funds
  • 10/2014- Establishment of fund for qualified investors ARETE INVEST
  • 12/2014- 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)
2015
  • 1/2015- 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
  • 1/2015- 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)
2016
  • 2/2016- with the approval of the Czech National Bank, ARETE INVEST establishes already the second investment sub-fund ARETE INVEST CEE II
  • 4/2016- The purchase of the first three companies owning industrial real estate (Uherské Hradiště, 2x Lovosice) for this second sub-fund
  • 4/2016- 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
  • 7/2016- The purchase of two more companies owning industrial real estate in Písek for the portfolio of ARETE INVEST CEE II
  • 9/2016- 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
  • 11/2016- ARETE INVEST entered the Alternative Investment Management Association in London as a second Czech member: www.aima.org
2017
  • 1/2017- ARETE INVEST CEE II proactively launches its business in Slovakia, investment in the purchase of a company owning industrial premises in Žilina
  • 3/2017- The purchase of two companies that own A-class premises in Nové Mesto nad Váhom
  • 5/2017- 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 of100 % p.a. for the period of 26 months of the active portfolio administration of the sub-fund ARETE INVEST CEE)
  • 6/2017- 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
2018
  • 1/2018- ARETE INVEST CEE II further expands its portfolio, investing in the purchase of an industrial building in Vyškov
  • 6/2018- ARETE INVEST was awarded by Czech Top 100 association for the second time. ARETE INVEST was given the Special Award for dynamic capital appreciation and transparency in the segment of real estate funds
  • 7/2018- ARETE INVEST became the associate member of Czech Capital Market Association as a first real-estate investment fund
  • 7/2018ARETE INVEST launched the construction of another hall at its Slovak industrial and logistics site in Nové Mesto nad Váhom
  • 12/2018- ARETE INVEST receives a prestigeous prize, CIJ Awards - Best Perfomance Fund Manager
2019
  • 3/2019- Arete established another investment fund Arete Industrial, focused on purchase, operation and construction of industrial real estate in Central Europe
  • 4/2019- 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
  • 5/2019- Hospodářské noviny has announced Arete Invest 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
Close
Lubor Svoboda
Founder / Chairman of Administrative Board

Lubor has 14 years of top management experience in real estate, and corporate acquisitions in the Czech financial and regulatory environment. He is well known in the industry and has wide-ranging contacts with developers, banks and real estate trade agencies.

Robert Ides
Founder / Member of Administrative Board

Robert has a management consulting background that focused on complex M&A and strategic projects in cross-border environments. He was exposed to and drove numerous value enhancing initiatives for multinational financial companies over the last 10 years.

Tomáš Novotný
Member of investment Committee

Tomas has over 12 years of real estate experience with a focus on logistics and industrial segments; having worked previously at reputed powerhouses such as P3 Logistics Parks and CTP Invest across the CEE region. His core expertise includes both asset management and development of portfolios valued at over EUR 2.5 billion covering over 3 million sqm.

Karel Bartes
Member of Investment Committee

Karel’s core competencies and skills cover strategic business analysis and planning, CRM and project management. His 8 years of regional real estate experience includes wide ranging interactions and contacts with construction suppliers, developers, private and institutional investors and stock exchange listed real estate funds.

Sam Shergill
Member of Administrative Board / Member of Investment Committee

Sam Shergill is a Business Consultant & Entrepreneur with 20 years of experience in Media & Marketing with leading multinational companies in Asia, U.S. & Europe. He also cofounded one of Asia’s largest Cable TV entertainment channels in a JV with SONY Pictures Entertainment. Sam holds an MS Degree in Mass Communications (Syracuse University, New York) and an MBA (University of Poona, India).

Luděk Olexa
Member of Investment Committee

Ludek has over 15 years of experience in consulting and top management in ICT sector. He managed multiple strategic ICT projects and he was in charge of large international sales teams in CEE.

Martin Konečný
Member of Investment Committee

Martin contributes to the board with over 25 years of expertise in finance, project management, risk management at KPMG, Citibank and P3. Martin has been responsible for finance, operations and risk management at P3 Logistics Parks while managing portfolio with over € 3 billion AUM for nine years.

Tomáš Vyčichlo
Member of Investment Committee

Tomáš has over 11 years of experience with design, project management, and facility management of real estates. He worked as a project manager in CTP Invest and Head of Real Estate in OBI and Technical Asset Manager v Immofinanz.

Ondřej Pieran
Member of Investment Committee

Ondřej has 8 years of experience in management of real estate and other alternative investments funds at the leading alternative investment fund manager with AuM of CZK 24 billion.