History

 

 

• 2023

  With its latest project “Aventon Mikasa”, the BVT Residential USA Series has now invested in 30 Class-A apartment projects with a total of 9,200 apartments.

• 2022

  BVT is extending its offering with the addition of the “Luxemburger Fonds” (Luxembourg fund) in the segment Residential USA (Luxemburger S.C.S. SICAF-RAIF). The group publishes its first ESG report.

• 2019

  With “BVT Residential USA 11 GmbH & Co. Geschlossene Investment KG", BVT now also offers private investors an alternative investment fund regulated according to the German Capital Investment Code (KAGB).

• 2018

  In addition to the previously established US branch in Atlanta, Georgia, BVT opens additional office in Boston, Massachusetts.

• 2017

  With a fund size of more than 100 million of equity, the special AIF “BVT Residential USA 10”, invests in the development of three residential complexes in Greater Boston.

• 2015

  “BVT Residential USA 9 GmbH & Co. Geschlossene Investment KG" is the first alternative investment fund (AIF) of the Residential Series to launch which is regulated according to the German Capital Investment Code (KAGB).

• 2013

  The German Capital Investment Code (KAGB), implemented in 2013, opens up a whole new world for closed-end investment concepts. BVT sets the course for the future with the formation and approval (2014) of its own investment management company derigo GmbH & Co. KG.

• 2008

  The BVT Retail USA Portfolio Fund offers private investors the opportunity to invest in a broadly diversified portfolio of 34 Walmart shadow-anchored shopping centers in 14 US states.

• 2004

  In association with leading US developer Fairfield Residential LLC, a special product line is launched to develop high-end apartments: the BVT Residential USA Series gives BVT investors an opportunity to invest in the high-yielding US real estate sector.

• 1994

  The US Retail Income Fund Series, which invests solely in “neighborhood shopping centers”, is launched in association with Bayerische Vereinsbank. In the same year, the US project development funds are pooled under the name BVT Capital Partners Series.

• 1982

  Acquisition of the first apartment complex in Nashville in form of a private placement in April 1982.

• 1979

  The BVT Public Storage Funds are structured and distributed in Germany and subsequently the Netherlands and Switzerland in cooperation with Public Storage, Inc., the world’s largest operator of self-service storage space. This is the first genuine series of project development funds that enables investors to participate in the entire value creation process from the outset. Later extended to include shopping centers, office buildings, apartment complexes and other US commercial properties.

• 1976

  Harald von Scharfenberg lays the foundations for today’s BVT Group as one of the first German providers of private equity investments in the US by establishing the first companies in Germany and the USA.