Capital investments

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In connection with consulting services and the design of investment funds or other capital investments, the consideration of tax issues is ultimately important to ensure that the investment is attractive. The capital investment team at Rödl & Partner with its interdisciplinary orientation has extensive tax expertise with national and cross-border arrangements and can draw on extensive experience in the field of tax consulting in more than 200 projects with an investment volume of more than 19 billion euros.

 

We provide consulting services for numerous investment companies, capital management companies, issuing houses, institutional and other investors, in particular owner-managed family companies and real estate companies with their investments in different domestic and foreign asset classes. Questions relating to investments and tax range from the investment idea to its implementation and subsequent exit.

 

An important area of tax consulting especially concerns the conception and implementation of investment funds or (closed) alternative investment funds and other structured investments. In addition, we offer our clients tax solutions for alternative forms of finance in particular for the acquisition of real estate, e.g. through (mortgage) bonds, participation rights, silent partnerships or certificates. Our services for the conception always consider the individual requirements or targets of the respective investors or investor groups. This in particular includes the following services:
  • Tax feasibility studies 
  • Tax conception 
  • Tax transaction consulting (including tax due diligence, tax clauses in contracts)
  • Profitability calculations and forecasts 
  • Tax support for the preparation of the prospectus 
  • Expert opinions on tax matters 
  • Exit solutions designed to mitigate tax


Close cooperation with our tax experts outside Germany allows us to offer tax consulting regardless of whether an investment is to be made inside or outside of Germany. In the course of the tax consulting for the conception, the interdisciplinary consulting approach naturally also observes the legal supervisory requirements for the capital investment which are established in close consultation with an experienced team of lawyers in the area of capital investment law. In this respect clients benefit from a single contact person who coordinates the interdisciplinary teams required for the successfully implementation of the project.


In addition to the tax consulting services in the traditional areas of real estate and renewable energy we also support our clients in the areas of asset class infrastructure, private equity, venture capital and aeroplanes. Our range of services in the area of capital investments includes the following:

 

Contact

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Frank Dißmann

Partner

+49 911 9193 1020
+49 911 9193 7020

Send inquiry

Contact Person Picture

Christian Conreder

Partner

+49 40 2292 975 32
+49 40 2292 977 99

Send inquiry

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