Wealth Needs Trust
In a world full of options, only one thing matters in the end: the feeling of having made the right decision.
With over 25 years of experience, we guide a deliberately small circle of clients through complex investment questions.
With us, products are not the focus – you are.
„Your goals, our experience, a shared path"
Trust
Like solid ground beneath your feet. Clear words, honest communication and reliable action. You can feel it with us: You are in good hands.
Personal Proximity
Like a good conversation at the kitchen table. We take time for your questions, your goals, your story. Committed, approachable, honest.
Quality
Like a house that endures for generations. Solid concepts, quality execution, sustainable planning. We think beyond the notary appointment.
Sustainability
Like a tree that grows today and protects tomorrow. Our investments create value for people, places and future generations.
The Right Property for Your Wealth Strategy
Every property tells a story, but not every one suits you. We help you find exactly the investments that match not only your wealth but also your values. Whether care property, heritage building or financing concept: with us, substance, clarity and your personal life situation take centre stage.
Dr. Thomas Ulsamer
25 Years of Experience at Your Side
I do not work with hundreds of clients. I work with a select few. Intensively, personally and with the goal that your capital investment truly suits you.
As a specialist in real estate capital investments, I have guided hundreds of clients through their investments. From the initial analysis to the successful transfer of assets to the next generation.
Personal advice tailored to your situation
Access to a select network of partners
Long-term guidance for your investments
“For a select few, we do everything!”
Frequently Asked Questions
Your questions. Our answers. Transparent and understandable.
Why do you only serve a few clients?
"For a select few, we do everything" – this is not a phrase, but our principle. Anyone who wants to secure wealth sustainably needs personal advice at eye level, not mass processing. We take time for every client and accompany you from the first conversation to the notarial conclusion. Quality over quantity – that is what sets us apart.
How does an investment in a senior residence work
You acquire one or more apartments within a senior residence or care facility and lease them on a long-term basis to a professional operator. The operator handles management, letting and maintenance. You receive regular rental income without having to worry about operational details. Long-term lease agreements of 20 to 25 years ensure predictable returns for decades.
What tax advantages do heritage properties offer?
With listed heritage properties, you can deduct up to 90% of renovation costs over 12 years for tax purposes (§7i EStG). For investors in the top tax bracket, this means up to 42% of the investment sum flows directly back from the tax office. This makes historic residences and townhouses particularly attractive for those who want to intelligently reduce their tax burden.
What is the preferred occupancy right?
With the purchase of a care property, you not only gain a solid capital investment, but also an important security advantage: the contractually guaranteed preferred occupancy right. In the event of care needs – whether for yourself or a close relative – it allows you to skip waiting lists and receive preferential access to an available care place in the facility. This way, you secure early access to qualified care – exactly when it is truly needed.
How secure is my investment in a care property?
Senior residences are considered recession-proof: Germany is aging, and the number of people requiring care will increase by over 50% by 2050. Government-guaranteed care rates secure the operator's income and thus your rent. The key factors are an experienced operator, a well-thought-out concept and a good location. This is exactly where we support you with over 25 years of experience in making the right choice.
Do I have to handle management or tenants myself?
No. The entire operational management – from occupancy to administration to maintenance – is handled entirely by the operator. For you, this means predictable income without administrative effort, without tenant stress, without vacancy risk.
Why are care and heritage properties worthwhile for high earners?
Care and heritage properties offer high earners an attractive combination of tax advantages, reliable rental income and long-term value stability. Through government-subsidized depreciation options, inflation-protected income and demographic change, investments with substance emerge – ideal for anyone who wants to build wealth sustainably while benefiting from tax advantages. Especially for people with foresight, they are a strategically sensible addition to the asset portfolio.
How exclusive are your property offerings?
Our properties are not mass-market. Whether a historic townhouse in an established location or a modern senior residence with an experienced operator – we work exclusively with carefully vetted partners and hand-picked projects. Many properties are not publicly offered at all, but are exclusively brokered to our client circle. Contact me to learn about current opportunities.