The owner-managed Capital Bay Group combines fully regulated real estate investment business with all real estate services and a strong operator ...
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The owner-managed Capital Bay Group combines fully
regulated real estate investment business with all real estate
services and a strong operator platform.
CAPITAL BAY GROUP Q4.2021
1
At a glance.
Capital Bay Group is the only fully integrated investment manager in Europe with an exclusive
and strategic alliance to an operator platform with strong brand diversification.
Fund & Investment Real Estate Technology Operation
Management Management
• EUR 1.5 bn AuM • EUR 5.5 bn AuM Creation of a unique, digital • 9 strong brands
platform covering all services from
• 9 Funds • 200+ employees worldwide • 3,750+ employees worldwide
trading to construction and property
• 30+ employees worldwide
management. • 70+ Assets under Operation
• 10,000+ Units under Operation
Capital Bay Fund Management Capital Bay GmbH PropTech Platform The Operator Portfolio
CAPITAL BAY GROUP Q4.2021
Capital Bay Fund Management Capital Bay covers the entire real Capital Bay's mission is to drive 360 Operator GmbH covers all
offers individual investment estate value chain. Develop, build, digital innovation in the real estate operator concepts from Junior to
solutions in funds, separate accounts management - all from a single industry. That's why we create a Senior Living and everything in
and other management structures source. Fully vertically integrated. unique environment for passionate between. Suitable for every phase of
for investors from all over the world. Digital. Sustainable. real estate innovators. From the life. Individual. Flexible. Dynamic.
Fully licensed. Regulated. industry, for the industry.
Experienced.
2
At a glance.
Schweiz
Zürich
Luxembourg Germany
7.0 230+
Luxembourg Berlin (HQ),
Potsdam, Munich,
Hamburg, Luebeck, United Arab Emirates
Frankfurt a.M., Abu Dhabi
Billion EUR Assets Specialists China
under Management worldwide Dusseldorf, Hong Kong
Nuremberg,
Leipzig, Dresden,
18 9
Ludwigsburg,
Stuttgart,
Heilbronn, Hanover
Locations Funds under
worldwide Management
350+ 10,000+
CAPITAL BAY GROUP Q4.2021
Investors & Clients Units under
weltweit Operation
Capital Bay Offices
3
CAPITAL BAY FUND MANAGEMENT
Fully licensed Fund, Investment and global Capital Management
CAPITAL BAY GROUP Q4.2021
Capital Bay Group offers professional and semi-professional investors the full range of direct and indirect regulated and non-regulated real estate
investments. Capital Bay Fund Management Sarl, a fully regulated, independent Alternative Investment Fund Manager (AIFM) based in Luxembourg,
serves these national and international investors in all areas of indirect real estate investments. Capital Bay Group manages direct investments through its
German group companies. In addition, with its exclusive cooperation partner, 360 Operator GmbH, the Capital Bay Group has access to a platform for the
operational management of operator properties.
4
MANAGED FUNDS
Luxembourg regulated funds
€ 400m GAV (total,
Development Fund I currently in distribution /
liquidation) GAV
Development Fund Development Fund CB SMART LIVING GERMANY FUND
€ 240m (current) GAV
The Fizz Take-Out Fund Freiburg II München
€ 405m (target) GAV Frankfurt II
CB Smart Living Germany Fund € 70m (current) GAV
CB Re Minority Fund € 560m (current) GAV
€ 44.5m (current) GAV
SPA Living + Europe
€ 900m (current) GAV
CB Staytoo Fund € 134m (current) GAV
€ 390m (current) GAV
CB Europe Secured Whole Loan Fund
€ 500m (target) GAV
Minority Fund Minority Fund Fizz Take-Out Fund
German regulated funds
Düsseldorf Pentahotel, Braunschweig Hannover
€ 180m (current) GAV
CB Wohnimmobilien Deutschland
CAPITAL BAY GROUP Q4.2021
€ 300m (target) GAV
€ 40m (current) GAV
Private Placement Ahrensburg
€ 40m (target) GAV
Currently in placement process
Senior Living I € 200m (target) GAV
Sozialfonds € 100m (target) GAV
PropTech Fund € 100m (target) GAV SPA Living + Europe Private Placement CB Wohnimmobilien Deutschland
Leipzig Ahrensburg Stuttgart
Storage Fund € 200m (target) GAV
5
OUR PRODUCT GROUPS
Whole Loan Fund
We structure real estate investments in
core and niche asset classes into
mainstream financial products.
Daycare
Bond
Asset Backed
4Society Fund Retail & Micro
Securities
CB
Shopping Mall &
PropTech Fund Kern-Asset-Klasse Micro
CB FINANCIAL Wohnen / Wohnen+ EXPANDED NICHE
PRODUCTS (Micro) ASSET CLASSES
Retail (Food
Selfstorage
CAPITAL BAY GROUP Q4.2021
centric)
Mezzanine
Convertible Logistic Office Fund
Equity Fund
6
360 OPERATOR: OUR MACRO PLATFORM FOR MICRO LIVING
• 9 STRONG BRANDS
• 70+ ASSETS UNDER OPERATION
• 10,000+ UNITS UNDER OPERATION
• 3,750+ EMPLOYEES WORLDWIDE
The 360 Operator Platform develops holistic
commercial and residential operator concepts and
brands. It thus offers a flexible range of services and
spaces to suit every phase of life and every lifestyle.
The in-house macro platform currently integrates
nine operator brands with more than 70 properties
and over 10,000 units. It is the exclusive partner of the
Capital Bay Group. The aim of 360 Operator is to
develop and commission cyclically dynamic brands
that cover the entire life cycle - from daycare centres
CAPITAL BAY GROUP Q4.2021
to care facilities.
7
THE BRAND WORLD OF
360 OPERATOR PLATTFORM
8
5 REASONS FOR CAPITAL BAY
Vertical fully integrated platform Method, Technology and IREBS
01 04
Capital Bay Group is the only fully integrated investment Our foundation is based on the "Dynamic Method" developed
manager in Europe with an exclusive and strategic by George Salden. We take the right actions at the right time.
alliance to an operator platform with strong brand
diversification. Capital Bay's mission is to drive digital innovation in the real
estate industry and is building the foundation for a proptech
transaction ecosystem with 21st and OnSite ImmoAgent.
Fully licensed Fund, Investment and
02 Capital Bay is establishing a new training course for transaction
Global Capital Management management at the IREBS Real Estate Academy from Q3/2022,
As a fully regulated AIFM in Luxembourg, Capital which will enable certification of the transaction process.
Bay Fund Management allocates capital from
domestic and foreign investors to German and
European niche markets.
From the niche to the mainstream
05
Capital Bay's financial products are niche products in
CAPITAL BAY GROUP Q4.2021
Holistic investments asset classes, in investment classes as well as in
03 geography and financing structure and focus on the off-
Full responsibility from start to finish. All
services from a single source - from the fund market area with little competition.
manager to the local property manager.
Their transformation into mainstream financial products
creates special, risk-adjusted investment opportunities for
investors.
9
OUR HISTORY
Our success story from the founding in 2016 until today:
Five years of Capital Bay.
CAPITAL BAY GROUP Q4.2021
10ORGANIGRAMM
CENTRIFUGE HOLDING
GMBH
CAPITAL BAY 360 OPERATOR
GROUP SA GMBH
CB INTERNATIONAL
FUND MANAGEMENT CAPITAL BAY GMBH CB TECHNOLOGY HERZ
GMBH GMBH FLÜGLER
STUDENT +YOUNG
CAPITAL BAY MANAGEMENT COMPANIES: 21st REAL ESTATE
SERVICED LIVIING
STUDENT LIVIING
GMBH
WAREHOUSING
PROFESSIONAL
PROFESSIONAL
CAPITAL BAY FUND
SELF STORAGE
COMMERCIAL
CB TRANSACTION
RESIDENTIAL
RESIDENTIAL
MANAGEMENT SARL
CHILDCARE
ONSITE IMMOAGENT
LIFESTYLE
SERVICED
CB INVEST | CB CAPITAL CB HEALTHCARE AQUISITION
GMBH
LIVING
LIVING
CB ASSET
CB PROPERTY
CB IMMOBILIENVERWALTUNG Coming TIBADO Coming
CAPITAL BAY GROUP Q4.2021
soon CARE soon
CB CONSTRUCTION & DEVELOPMENT
CB FACILITY | CB SERVICE
CORPORATE LIVING
& SERVICED SLIVER
OUTPATIENT CARE
SERVICED LIVING
LIFESTYLE HOTEL
NURSING HOME
CB PROCUREMENT
INDEPENDENT
CB SALES
LUXURY
LIVING
11BOARD OF DIRECTORS
GEORGE CHRISTOPH
ROLF ROLF
SALDEN GEISSLER
ENGEL SCHNEIDER
CEO CIO
CFO COO
Capital Bay Group Capital
Capital Bay
Bay Group
Group Capital Bay Group
As CEO of Capital Bay, George Salden As CFO, Rolf Engel is responsible for Rolf Schneider is COO of Capital Bay,
is mainly responsible for M&A, Finance & Treasury and the Group’s managing the entire group‘s
marketing and strategic personnel Funds Business. As Executive operating activities, which include
development. He has over 20 years of Chairman of Capital Bay Fund asset management, construction &
industry and managerial leadership Management, he also manages the development, property management,
experience and has steered a fully regulated business in facility management as well as most
transaction volume of over EUR 7 Luxembourg. In 2011, he was one of CB departments. He is also
billion. He is the author of the book the two founders of the International responsible for the digitalization
CAPITAL BAY GROUP Q4.2021
Die Dynamische Methode (The Campus Group, which he successfully process of Capital Bay’s operations.
Dynamic Method) as well as the established in various senior He joined from Austrian listed
inventor and co-founder of the management positions until his property investor Conwert
evaluation and transaction software move to Capital Bay in 2019. As a Immobilien Invest SE, where he
and the emerging company former CEO and board member of served as managing director of the
UVALUATE, later 21ST. various commercial banks, firm’s German operations, managing
international brokerage houses and real estate assets of some EUR 1.8
affiliates, he has extensive experience billion.
in international capital markets,
investment banking and venture
capital. The graduated physician, MBA
holder and real estate economist (ebs)
can look back on a transaction volume
of more than EUR 10 billion. 12FUND AND INVESTMENT MANAGEMENT
ROLF THORSTEN THORSTEN RÜDIGER
ENGEL STEFFEN JOERSS KIMPEL
Executive Chairman Risk & Compliance Finance & Operations Sales EMEA & ASIA PACIFIC
of the Board & Board Member & Board Member & Board Member Capital BAY
Conducting Officer Conducting Officer Conducting Officer Fund Management
Luxembourg
As Executive Chairman, Rolf Engel is As a Board Member, Thorsten Steffen As a Board Member, Thorsten Joerss Rüdiger Kimpel is a Board Member
responsible for the Group's fund is responsible for Risk Management, is responsible for Portfolio responsible for the expansion of the
business and the fully regulated Compliance, Legal & Administration Management, Finance and AIFM's fund business. This applies in
business in Luxembourg. In 2011 he and IT. The real estate specialist can Operations. He has more than 30 particular to fundraising with
was one of the two founders of the look back on 20 years of professional years of professional experience in international institutional investors.
International Campus Group, which he experience in Real Estate & Private the regulatory environment (BaFin The business graduate comes from
successfully built up in various Equity and a transaction volume of and CSSF) and in particular in asset Corestate Group, where he has
management positions until his move more than 2 billion euros. Prior to management for institutional and managed over EUR 3 billion of AUMs
CAPITAL BAY GROUP Q4.2021
to Capital Bay in 2019. As a former that, he was Managing Director of private clients. Most recently, he as the responsible portfolio manager
CEO and board member of various Grant Thornten ABAX Investment worked as Director Sales and for the AIFM. Kimpel has more than
commercial banks, international Services, Managing Director and Operations for the International 15 years of experience in fundraising
brokerage houses and investment Member of the Board of Aviva Campus Group since 2015. In in the real estate and PE sector and in
companies, he has extensive Investors Luxembourg and most addition, Joerss was CEO of Murphy funds in leading positions at
experience in international capital recently Director Risk and Compliance & Spitz and SysTrade Capital AG as companies such as CapitalDynamics,
markets, investment banking and the for the International Campus Group in well as Director Sales and Trading at Gerling Investment (now Talanx) and
investment business / venture capital. Luxembourg Hornblower Fischer AG. Merrill Lynch (now Blackrock). Over
The medical graduate, MBA and real the past 15 years he has acted as
estate economist (ebs) can look back Managing Director for over EUR 10
on a transaction volume of more than billion in transaction volumes.
EUR 10 billion.
13REAL ESTATE MANAGEMENT
ANDREAS STEPHANIE OLIVER
SIELEMANN KÜHN MÜLLER
Managing Director | Healthcare Director | Residential Managing Director
CB Healthcare Aquisition CB Transaction CB Asset Management GmbH
Management GmbH Management GmbH CB Property Management GmbH,
CB Immobilienverwaltung GmbH
Andreas Sielemann ist Director der CB Stephanie Kühn ist Director der CB Oliver Müller ist Managing Director
Healthcare Aquisition GmbH und Transaction Management GmbH und der CB Asset Management GmbH,
verantwortet die Akquisitions- verantwortet den Bereich Residential. der CB Property Management GmbH
geschäfte von Pflege-Immobilien. Er Sie betreut Bestandskunden und baut sowie der CB Immobilienverwaltung
kommt von der Immac Gruppe, das Mandatsgeschäft aus. Intern GmbH und blickt auf eine über 15-
Marktführer für Investitionen in strukturiert Sie die Entwicklung der CB jährige Berufserfahrung in
Healthcare-Immobilien in Transaction Academy und unterstützt namenhaften Immobilien-
Deutschland. Dort war er von 2017 bis die Digitalisierung des Ankaufs- unternehmen zurück. Er war unter
CAPITAL BAY GROUP Q4.2021
2019 als Head of Transactions für den prozesses, in Zusammenarbeit mit anderem Prokurist und
Ankauf von stationären dem PropTech 21st Real Estate Geschäftsführer in der Bilfinger Real
Pflegeeinrichtungen, Kliniken sowie GmbH. Vor Ihrem Wechsel zur Capital Estate Gruppe (heutige Apleona) und
betreuten Wohnanlagen zuständig. Bay war sie für die Arbireo Capital AG zuletzt COO der VIVANIUM Real
Bei der HSH Nordbank AG & Dr. Lübke & Kelber GmbH tätig. Estate Services. In dieser Zeit hat er
verantwortete der 55-Jährige, in den Frau Kühn kann auf eine deren Entwicklung maßgeblich
Jahren 2013 bis 2016 den Berufserfahrung von knapp 15 Jahren geprägt und war verantwortlich für
Gesundheitsbereich mit einem verweisen und betreute Transaktionen ein Immobilienvermögen
Gesamtportfolio im Wert von rund 1,5 von 1 Mrd. Euro. verschiedenster Assetklassen im
Mrd. Euro. Sielemann blickt auf einen Asset und Property Management von
Track-Record von insgesamt 300 Mio. über 6 Milliarden Euro.
Euro zurück.
14CONTACT & DISCLAIMER
Capital Bay GmbH
Sachsendamm 4/5
10829 Berlin
Germany
info@capitalbay.de
T +49 30 120866 20
This summary of information contains statements, analyses, forecasts and concepts which serve as non-binding information. This compilation does not constitute tax, legal or other advice and does not
constitute an offer for the management of assets or recommendation/advice for asset disposals. The opinions expressed are current opinions as of the date stated in these documents. Some of the
information contained in the compilation is based on and/or derived from information provided by third parties. It is always assumed that the information provided is correct and complete and comes
from trustworthy sources. No guarantee is given for the correctness and completeness of the information in the information compilation. It does not replace individual counselling. Capital Bay GmbH,
Sachsendamm 4/5, 10829 Berlin and its subsidiaries - hereinafter referred to as CB&T - is not liable for future economic developments in general, for current assessments of the real estate market and
CAPITAL BAY GROUP Q4.2021
future developments of the real estate market, for changes in the legal situation, for court decisions or generally for the actual realisation of the economic income assumed in this document. Regardless of
the legal nature of the claim asserted, CB&T exclude their liability unless a guarantee has been given for the nature of the information provided or a defect has been fraudulently concealed. This exclusion
of liability shall not apply to claims for damages - irrespective of the legal basis - if CB&T, its legal representatives or vicarious agents have breached their obligations through gross negligence or wilful
intent and to the strict liability prescribed by law. Insofar as the floor plans include measurements and equipment, such equipment serves illustrative purposes and is not included in the sales price. Please
note that the presentation of floor plans is not necessarily scalable. It is explicitly mentioned that the condition of a certain building must correspond to the age of the building. This document and the
information contained therein is intended solely for the recipient. Their disclosure to third parties is prohibited. If the customer breaches this obligation and a third party or other persons to whom the
third party has passed on the information conclude the main contract, the customer is obliged to pay CB&T the commission agreed with him plus the applicable VAT. Sales negotiations are conducted
exclusively through Capital Bay. Inspections are possible at any time, but after prior consultation with our sellers. Modifications and a prior sale is reserved. Should one or more of the above provisions be
invalid, this shall not affect the validity of the remaining provisions. This shall also apply if one part of a provision is invalid but another part is valid. The invalid provision shall be replaced by a provision
between the parties which comes as close as possible to the economic interests of the contracting partiesand which otherwise does not contradict the contractual agreements.
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