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Samla Premises II Fund

The strategy of the Samla Toimitilat II (Samla Premises II Fund) is to invest mainly in €3-20M size properties that are too difficult for most private investors due to the amount, property type or development need. The geographical focus of the Premises II Fund is on growth centres outside Kehä III in areas that are for the most part excluded from the investment strategies of major players. The goal is to diversify the portfolio into nursing, social and health care, premises and logistics sites.

The fund’s target return is 8-10 %. The initial target return is 6-12%, depending on the property and tenants. The acquisition targets are acquired, in principle, based on cash flow calculations. The annual profit distribution target is 5-6%.

 

2.4

Cumulative total return

9.8

Annualised total return

Past performance is not a guarantee of future returns. The fund's value may rise or fall, and there is a risk that you will not get your invested funds back. You should become acquainted with the fund agreement and key information document before investing in funds. You can obtain the fund agreement and key information document from the fund’s management company. Nothing presented on this page is not, and should not be taken as, an investment recommendation, investment advice, offer or encouragement to buy or sell financial instruments. As an investor, you yourself bear the full responsibility for the risk related to utilising the information provided on this page when making an investment decision.

Premises II sites

Two day care centres in Kuopio
Office space built in 1990, located in Vantaa
Premises in Jyväskylä city centre
€3-20M
The size category of the investments is
mostly €3-20M
10 years
The fund's term is approx. 10 years.
31.12.2021
New investors and investments are involved until 31/12/2021.
€100M
The target size is 100 million euros, of which the share of equity is at most €50M.
Commercial and business premises
The goal is to diversify the portfolio into nursing, social and health care, premises and logistics sites.
8 - 10 %
The fund's target return is 8-10%. The profit distribution target is 5-6% annually.

The focus is on rapidly growing growth centres

The geographical focus of the Samla Toimitilat II Fund is in growth centres outside Kehä III. An ideal investment has a ready cash flow and also development potential in the future.

Commercial properties in gridlike areas are the priority. The goal is to diversify the investments into nursing, social and health care, premises and logistics sites.
  • Jyväskylä
  • Kuopio
  • Tampere
  • Turku
  • Lahti
  • Oulu
  • Seinäjoki
  • Vaasa

The example shows the performance of the current Samla Toimitilat Ky Fund

Investors’ target returns can be exceeded by active management and development of the properties. In addition to cash flow sites, Samla Capital’s knowledgeable team along with its extensive cooperation network is continuously looking for properties that can be converted into profitable and interesting investments for investors through, for example, changes to their designated use, changes to the development plan and renovations.

Investors’ return on equity can be improved by the managed use of debt – the debt amount is on the average

50-60% of the portfolio’s value. By investing in real estate, tenant satisfaction and stability increases. Investing also enables an increase in the utilisation rates by making the properties attractive also for new tenants.

A balanced distribution of tenants with good solvency and liquidity combined with the target average maturity of 4-5 years for the lease agreements provide a solid basis for cash flow. The accrued profits are distributed to investors, in principle, on a quarterly basis.

 

The example below shows the performance of the Samla Toimitilat Ky Fund:

 

Past performance is not a guarantee of future returns. The fund's value may rise or fall, and there is a risk that you will not get your invested funds back. You should become acquainted with the fund agreement and key information document before investing in funds. You can obtain the fund agreement and key information document from the fund’s management company. Nothing presented on this page is not, and should not be taken as, an investment recommendation, investment advice, offer or encouragement to buy or sell financial instruments. As an investor, you yourself bear the full responsibility for the risk related to utilising the information provided on this page when making an investment decision.

Experiences of Samla funds

Teemu Tapper

Teemu Tapper

“I decided to become an investor, because the investment strategies of both Samla funds work in practice. Samla’s knowledgeable team has successfully implemented the investment strategy, enabling a good and steady fund performance. I can confidently let Samla Capital take care of my property investments and warmly recommend Samla’s solutions also to other investors.”

Pasi Valoranta

Pasi Valoranta

”Through active work, Samppa Lajunen has been able to find attractive investments into which investing alone would not be possible.”

Sari Harvia-Jyllinmaa

Sari Harvia-Jyllinmaa

”Samla Capital is a reliable, entrepreneur-driven and hardworking real estate investment company with strong know-how and the ability to find profitable investments in Finnish growth centres. It’s great to be involved in Samla’s story, and the returns are brilliant.”

Want to learn more?

Samppa Lajunen
Samppa Lajunen
Purchases and portfolio management

samppa.lajunen(at)samla.fi
+358 40 555 2638