The Development of the Real Estate Investment Fund for the Purpose of Regional Development

2011 ◽  
Vol 9 (3) ◽  
pp. 265-281 ◽  
Author(s):  
Alenka Temeljotov Salaj ◽  
Jerica Jančar ◽  
Mojca Štritof Brus ◽  
Gorazd Trpin
Keyword(s):  
Real Estate ◽  
Regional Development ◽  
Housing Stock ◽  
Investment Fund ◽  
Real Estate Investment ◽  
Investment Funds ◽  
Public Funds ◽  
Non Profit ◽  
The Real Estate ◽  
Private And Public

In this research, an attempt is made to present the field of real estate funds in Slovenia, to point out the differences between private and public real estate funds, and explore some possibilities of public-private partnerships in this field. ‘Consumers in Europe’ (2009) Eurostat data shows that in 2007 Slovenia belonged to the states which had more than 80% of owner occupied dwellings in their total housing stock, 4.8% of the stock presents commercial rental units and only 1.3% of the stock consists of non-profit rental apartments. This issue is being examined in order to establish whether an introduction of Real Estate Investment Funds to Slovenian legislation and their cooperation with public funds could contribute to solving the problematic lack of rental apartments in Slovenia, especially in the non-profit segment.

scholarly journals Closed-End Real Estate Funds in Comparison with other Investment Opportunities in Poland

2017 ◽  
Vol 25 (1) ◽  
pp. 19-31 ◽  
Author(s):  
Rafal Wolski ◽  
Magdalena Załęczna
Keyword(s):  
Real Estate ◽  
Real Estate Market ◽  
Investment Fund ◽  
Investment Funds ◽  
Real Estate Markets ◽  
The Real Estate ◽  
The Real Estate Market ◽  
Commercial Market ◽  
Dynamic Growth ◽  
And Performance

Abstract The first closed-end real estate investment funds in Poland began to appear in 2004, along with the development of the capital market and the real estate market. The funds invested both in the housing market and in the commercial market. In general, they encouraged potential investors to purchase investment fund units by pointing to positive results obtained by similar funds in other countries, as well as the dynamic growth of prices in domestic real estate markets. However, the analysis of the performance of closed-end real estate funds in Poland shows that they have failed to earn satisfactory rates of return. The aim of the study was to compare their performance with the profitability of other investment instruments in the 2004 to 2014 period. In addition, the authors aimed to establish why closed-end real estate funds had failed to succeed in Poland, by analyzing, among other things, their institutional context. The study was based on a comparison of the characteristics and performance of particular funds, and also analyzed the profitability of selected alternative investments.

scholarly journals CONDUCTING OF FORENSIC ECONOMIC EXAMINATIONS ON TAXATION REGARDING ASSET MANAGEMENT MANAGING ASSETS OF MUTUAL FUNDS - MUTUAL VENTURE INVESTMENT FUND AND CORPORATE INVESTMENT FUNDS

2019 ◽  
Vol 19 (1) ◽  
pp. 389-398
Author(s):  
S. Kozub
Keyword(s):  
Real Estate ◽  
Asset Management ◽  
Corporate Investment ◽  
International Standards ◽  
Investment Fund ◽  
Investment Funds ◽  
The Real ◽  
Record Keeping ◽  
The Real Estate ◽  
Venture Investment

The order of taxation of operations of company is considered from the management of asset-mi, that carries out a management the assets of institute of the general investing - a ration venture investment fund and corporate investment fund during realization of judicial economic examinations. At determinations of accosts got from the sale of the real estate by property of institute of the joint investing upon termination of building of dwelling-house; warranty payments for the objects of the real estate, that is got on the basis of previous agreements of purchase-sale and after entering into the contracts of purchase-sale of apartments on the basis of preliminary agreements of payment of cost of such apartments. For example, the operation of taxation is considered on the basis of preliminary agreements of purchase-sale in future after entering into the contracts of purchase-sale of apartments on the basis of preliminary agreements that is set off in payment to the cost of such apartments. During realization of research on the indicated question an important value has, circumstances, that the facilities got by preliminary agreement of purchase-sale join in the assets of institute of the joint investing after their put in paying for the principal contract of purchase-sale of the real estate confess incomes from operations with the assets of fund in accordance with the international standards of record- keeping and fall under the action of privilege and indicated methodical approach it is appropriate to use for conducted corresponding economic researches after materials of tax verifications.

A renda fundiária urbana: uma categoria de análise ainda válida

GEOgraphia ◽  
2010 ◽  
Vol 10 (19) ◽  
pp. 24
Author(s):  
Adriano Botelho
Keyword(s):  
Real Estate ◽  
Urban Space ◽  
Capital Accumulation ◽  
Urban Land ◽  
Sao Paulo ◽  
Spatial Segregation ◽  
São Paulo ◽  
Land Rent ◽  
Investment Funds ◽  
The Real Estate

Resumo: Renda fundiária urbana é uma categoria pouco explorada pela maioria dos estudos mais recentes sobre o urbano. Porém, essa categoria oferece uma possibilidade de abordagem do urbano que permite a análise de fenômenos importantes, como a hierarquização dos usos do solo, o papel do setor imobiliário para a acumulação do capital e para a reprodução das relações de produção capitalistas, além de ser importante para o entendimento do processo de segregação sócio-espacial e fragmentação do espaço no urbano. Assim, levando-se em consideração os estudos passados e as dificuldades que ainda hoje permanecem, a questão da renda fundiária é retomada no presente artigo. Como forma de viabilização da análise da questão da renda fundiária urbana foi realizado um estudo de caso sobre uma modalidade de intervenção no urbano por parte do setor imobiliário em aliança com o mercado financeiro no município de São Paulo: os Fundos de Investimento Imobiliário e a Securitização de Recebíveis Imobiliários.  THE URBAN LAND RENT: A CATEGORY OF ANALYSIS STILL VALID Abstract: Urban land rent is a category little explored by most recent urban studies. However, this category offers a possible approach for urban space that allows the analysis of relevant phenomena, like hierarchy in land use, the role of the real estate industry for capital accumulation and for reproduction of relationships in capitalist production, besides its importance in understanding the socio-spatial segregation and fragmentation process. In this sense, taking into account earlier studies and difficulties that still remain, this article aims to analyse the problem of land rent. To make this analysis possible, we present a case study about a kind of urban intervention by real estate agents in association with the finance market in the city of São Paulo: Real Estate Investment Funds and Real Estate Bonus. Keywords: Urban Land Rent, Fragmentation, Socio-Spatial Segregation, Urban, Real Estate Financing, Reproduction of Capital.

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