Because Values Are More Than Numbers.

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.

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.

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.

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.

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.

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.

Yes. On request, we arrange suitable property financing for you – tailored to your investment, your liquidity and your goals. This way you receive the property and its financing from a single source, with one dedicated contact. Dr. Thomas Ulsamer is licensed as a real estate credit intermediary under Section 34i of the German Trade Regulation Act (GewO).

With a care property, you acquire an apartment in an inpatient care facility that an operator leases on a long-term basis. In assisted living, residents live independently in their own barrier-free apartments and book services or care as needed. Both forms of investment benefit from demographic change – which one suits you better, we clarify in a personal consultation. You can find more about assisted living as a capital investment (in German) at kapitalanlage-betreutes-wohnen.de.