10%
Qualified Investor Fund with an average appreciation of 10,3% per annum*
Investment strategy
By investing in the real estate market, primarily in the Czech Republic, we target above-standard appreciation of invested funds. Within five years, an investor can achieve up to 60% appreciation of the share they invest in InveStone Funds SICAV a.s. The fund invests in residential and commercial real estate at various stages of development, as well as in already-completed projects. It develops rental housing projects, which it then sells to specialized investors upon completion. It also purchases residential properties in early stages of construction, and occasionally invests in future projects that require changes to zoning plans.
The fund's investments can additionally be focused on projects in selected countries of the European Union. Those who, for any reason, need funds before reaching the optimal five-year investment horizon, have the option of transferring their investment shares to another entity (after the approval of the Investment Company) or they can redeem the investment shares. However, this redemption may be subject to an exit fee (see the statute for more information). It offers investors who will participate in residential construction with significant deposits the possibility of buying apartments in pre-sale, i.e., much before the apartments are introduced to the retail market.
Targeted appreciation after 5 years
In residential and commercial properties
Hint
Are you weighing up investing in an apartment directly vs. through an investment fund?
The estimated return is subject to investment risk. Although the forecasts are based on reasonable assumptions and take into account various real estate market scenarios, they may not always be a reliable indicator of the future performance of the Fund and are therefore not a guaranteed future return.
Why invest in the InveStone fund?
Above-average return on investment shares of up to 10,3% per annum
You invest alongside the fund’s founders, who put up their own money
Professional asset management
5% income tax rate for investment funds
Project portfolio
Výhledy Liberec
A new apartment building which will become a central landmark in the urban area of Staré Pavlovice’s in Liberec, and boasts beautiful views of Ještěd peak and its famous tower.
The Výhledy Liberec project will offer 26 apartments of 1+kk, 2+kk and 3+kk disposition, The rooms pass to the terrace through a large French window, and the terraces feature ceramic tiles.
Arkalycká Residential Building
The Arkalycká multifunctional building will be directly connected to the Háje metro station on Prague’s metro line C. Although it is closely adjacent to existing commercial arcades, it is designed to be architecturally, operationally and structurally independent. Partially-subterranean basement of the garage without perimeter walls forms the base of the building, above which the residential sections “levitate”.
The building’s flats have mostly standard layouts of 1 to 3 bedrooms, with lofts on the 8th floor. Total amount is 80 flats
Harrachovka
Apartment hotel with 52 units.
The reconstruction of the existing accommodation facility will create 52 new, high-standard mountain apartment units, together with indoor parking and a wellness area.
InveStone thinks about your financial future
Option to withdraw after three years or to transfer shares to another person at any time
Starting with a CZK 5 million investment, you get the right of first refusal to buy an apartment in the fund’s projects
Invest in properties that have lasting value
After just three years, income from fund shares is exempt from income tax
10% * per year, we aim for minimal appreciation
We focus on ongoing projects in the plannig or building permit phase and our own development.
Supervisory board of the fund
“We are contributing existing projects that are underway, and our own cash, into InveStone, and we are opening up the possibility for you to add your funds to our own. Our founders’ deposits will only ever appreciate in value once the fund has achieved a return of at least 5% per annum – whereas your deposits will appreciate from the very beginning. So come and join us!”
– the InveStone founders
InveStone Funds SICAV a.s., a fund for qualified investors, was founded by four long-time business partners and friends: Ondřej Hartl, Martin Kral, Karel Slavíček and Jiří Stopka. In today’s highly volatile market, they share the same vision: to invest in real projects that can be touched. Real estate represents lasting value that is subject to few market fluctuations. This is why they founded InveStone Funds SICAV Inc. – to bring investment opportunities in real estate that offer attractive yields and are not speculative.
Over two decades, all four have successfully invested in a number of real estate projects. As developers, they have designed and built multiple residential properties with their companies. They have gained experience in interior design and retail sales. They have been involved in the development, leasing and management of residential homes and commercial space. Now they want to turn that experience into superior appreciation on the investments you entrust to the fund – up to 60% over five years.
Ondřej Hartl
FUND CO-FOUNDER
Ondřej Hartl has extensive experience in real estate development. In his companies, such as Zender Property, he is involved in the acquisition and management of income-producing residential and commercial properties. At the same time, he is involved in the development of land for residential construction. He is also an active and successful investor in other industries.
Martin Král
FUND CO-FOUNDER
Originally trained as an actuary and economist, Martin Král has been in the real estate business for nearly two decades. In his companies, he acts as co-investor and developer, responsible for project management, covering architect, designer and general contractor tendering to bank financing, lease management, financial and the coordination of all subcontractors.
Karel Slavíček
FUND CO-FOUNDER
Karel Slavíček has been involved in real estate market for the last twenty-five years. His domain of expertise is land development and residential construction. His company, EDIFICE Construction and Consulting, specializes in managing real estate projects from the position of an investor.
Jiří Stopka
FUND CO-FOUNDER
A mechanical engineer by education, most of Jiří Stopka’s career has revolved around thatwhich has always attracted him the most - interior design. Since 1990, he has been the owner of STOPKA, a successful family business that designs complete private interiors of the highest quality all over the world - from Prague, Switzerland, London to the Maldives and the Caribbean.