Surveys

 

Between aspiration and reality

Property management in foundations

The Famos survey from 2013 is the most comprehensive analysis to date on the subject of dealing with foundations that possess property assets. The survey’s findings were derived from a representative questionnaire about the commitment of foundations on the property market and about the objectives associated with the property investment.

German foundations currently have an acute problem: how are they supposed to safeguard their capital stock, plus the cash distributions for fulfilling the respective foundation’s purposes, in the light of the persistent low-interest phase while ensuring the lowest possible investment risk? According to the 2013 Famos survey, many foundations see the solution in property investments. But choosing the right investment properties and then managing them are confronting many foundations with challenges.

The 2013 Famos survey reveals the opportunities that foundations’ decision-makers see in property, how the properties in question are managed and what portfolio allocation is preferred.