Building Poland’s Leading Institutional Real Estate Platform
Operational Alpha. Institutional Governance.
25% GP Commitment.
30 years
execution track record
1,000,000+
sqm delivered
Luxembourg institutional structure
Macro-Convergence
Buying growth at a discount
>3.5% average annual GDP growth over the last 20 years
Almost 3x the EU average, consistently outperforming developed European markets.
Trend and convergence projected to continue for the next 10 years
Structural Supply Gap
1,5 Million units missing
84% Home-ownership
Low leverage
Strong Economy and Labor Market
2,9% - very low unemployment
High entrepreneurial environment
Mature legal and financial System
High-Alpha Growth Corridor: Local access and execution drive performance within a stagnating European landscape
PL: 3.5% Cumulative GDP Growth vs. 1.5% Eurozone
200
100
2,5x
faster
2010
2015
2020
2025
2030
The Window
International Money seeking Institutional Standards
Connecting with Strong Local Partners with proven track record
Accessing attractive Off-Market Opportunities
↓ Strategic Capital Partners (SCP) Access
Three distinct competencies integrated into one platform: Industrial Depth, Operational Alpha, and Institutional Structure. Anchored by massive GP Commitment
GP Commitment
(vs 1-2% market avg)
01
The Key and the Engine
Early Off-Market Deal access as central Ecosystem Player and Long-term Development experience with access to leading GC.
Track record
Over 1,000,000 sqm of delivered space provided the network for off-market origination.
02
The Value Add
Active management, not passive holding. Focus on NOI optimization, leasing velocity, and technical maintenance.
Role
Transforms "buildings" into "performing assets".
03
The Structure
Luxembourg-based capital markets architecture. Ensures governance, reporting, and risk oversight separate from execution.
Role
Turns local assets into a globally investable financial products.
↓ Strategic Capital Partners (SCP) Access
Scroll ↑
The Creation Engine
Off-Market Sourcing
Proprietary pipeline via a 25-year local network.
Margin Capture
We capture the development margin by acting as the GC's strategic client.
Governance
Strictly Arm's Length. Contracts are market-tested to ensure cost efficiency.
The Optimizer
Off-Market Sourcing
Proprietary pipeline via a 25-year local network.
Margin Capture
We capture the development margin by acting as the GC's strategic client.
Governance
Strictly Arm's Length. Contracts are market-tested to ensure cost efficiency.
The Structurer
Off-Market Sourcing
Proprietary pipeline via a 25-year local network.
Margin Capture
We capture the development margin by acting as the GC's strategic client.
Governance
Strictly Arm's Length. Contracts are market-tested to ensure cost efficiency.
The Enabler
Off-Market Sourcing
Proprietary pipeline via a 25-year local network.
Margin Capture
We capture the development margin by acting as the GC's strategic client.
Governance
Strictly Arm's Length. Contracts are market-tested to ensure cost efficiency.
↓ Strategic Capital Partners (SCP) Access
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Founders Fund is not for holding assets. It is for creating them. It is also the only entry point to capture value from the platform build-out, not just asset yield.
Purpose
The engine designed to capture the “Development Alpha” by seeding future strategies. Rapid deployment into pre-screened pipeline (€150m already identified)
Mechanism
Assets are incubated, de-risked, and transferred in-kind at FMV to Evergreen Funds once they are stabilized and re-valued.
Binary Access
Once this fund closes, the entry point to the "Incubation Layer" is gone forever. Future investors only see the Strategy Funds.
Benefit
Investors get exposure to the entire pipeline before it is segmented into specific buckets.
The Incubation Engine
Structure:
Closed-end & Short Duration
Target size:
€50–100 million
Maximum life:
4 years
Target life:
≈18–24 months under base case
Polish Assets are managed in Poland, governed by the Fund Platform, managed in Luxembourg
The Role-Model
Polish entities execute (build/manage). Luxembourg entity governs (risk/valuation/reporting).
Audited Transfer
No internal mark-ups. Transfers require external RICS valuation + PwC audit confirmation.
Valuation Integrity (new point TBC)
We separate the creation of value from the measurement of value. While Poland builds, valuations are executed by external RICS valuers and verified by the auditor (PwC), removing internal bias.
Institutional Partners
↓ Spotlight (Green Island (Szczecin)
Selective Concentration without Economic Dilution Uses deal-specific SPVs for high-conviction assets exceeding fund limits. Enables scalable exposure to trophy deals with no fee stacking and mirrored economics.
Spotlight
Green Island (Szczecin)
Mix use
15’ City
15-18%
net IRR
The Concept
Systematic Co-Investment rights for key LPs (Sidecars).
Example
“Green Island” Project. A tangible example of a deal too large for the fund alone, ideal for co-invest.
No Fee Double-Dipping:
Co-investments offered on preferential fee/carry terms for Fund LPs.
Control
Allows LPs to double down on specific high-conviction assets without blindly increasing fund exposure.
Info
Investment value
€150M+
Investment volume
100k m2
cash after 5 yrs
10-12%
conservative underwriting
Residential, Commercial, Offices, PRS, Hotels
Info 2
Berlin’s and Prague’s Maritime Gateway
Western/Central CEE Logistics corridor
The North-South Spine - links the Baltic Sea with the Adriatic ports
Deep Sea + Inland Port
Directly at E65 corridor, S6 Baltic corridor and the CE59 rail network
Map
↓ Capital Flywheel
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RTC operates a data-driven capital flywheel where asset access, execution intelligence, and capital velocity reinforce each other, each contributing ~1% IRR at portfolio level, delivering a structural 2–3% IRR uplift while reducing downside risk.
Asset Access ~+1% IRR
Improves entry pricing, underwriting capacity, and deployment speed.
Owns:
Proprietary and advantaged deal sourcing
Data-enhanced underwriting and screening
Faster IC throughput and decisioning
Earlier capital commitment vs. intermediated markets
Economic Effect:
Better entry basis
Higher hit-rate per analyst
Reduced aborted deal costs
Faster deployment of committed capital
IRR Driver :
Entry pricing improvements
Earlier deployment
Execution Intelligence ~+1% IRR
Protect margins and reduce volatility across development and asset management.
Owns:
Development execution control (CapEx, timelines)
Asset management OPEX optimization
Portfolio-level operational intelligence
Leaner asset management per € AUM
Reduced external advisor dependency
Economic Effect:
Faster stabilisation
Higher NOI margins
Lower operating volatility
Higher scalability of the platform
IRR Driver :
CapEx / timeline discipline
OPEX efficiency at asset management level
Capital Velocity ~+1% IRR
Compress time and increase capital recycling efficiency
Owns:
Exit timing intelligence
Liquidity optionality (partial exits, refinancing)
Broader buyer / capital market access
Faster redeployment of realised capital
Economic Effect:
Shorter effective hold periods
Reduced forced-sale risk
Higher IRR at similar MOIC
IRR Driver :
Timing and recycling effects
Real Asset Data & Intelligence Core
Improves entry pricing, underwriting capacity, and deployment speed.
Enables
Scalable underwriting capacity
Cross-asset and cross-fund comparability
Faster IC decisions
Institutional reporting & governance
Learning effects across cycles
Without the data core:
The flywheel does not accelerate
IRR uplift does not compound
Platform scalability breaks
We are not looking for passive LP capital. We are building the platform with Partners.
Who we are looking for
Family Offices & Entrepreneurial Capital looking to enter or grow their asset base in Poland.
Investors seeking a strong operational partner to deploy and manage capital, not just allocate it.
Ambassadors who open further access to their networks.
The Partnership Model
Joint Building: Co-building Poland’s leading Real Asset Platform. Active Role: Participation in the Advisory Committee. Transparency: Full look-through on pipeline and strategy formation.
Alignment
We treat SCPs as "Founding Partners" of the ecosystem, not just clients.
$37,5M available
$12,5M commited
4 tickets left
Preferred Deal Access, active Participation and GP-Carry Pool participation. Strictly limited to Strategic Capital Partners participating in the Founders fund
Skin in the Game
GP commitment 25% is far above Industry average of 1-2%
SCP Terms
Preferred and automatic transfer to Strategy Funds
First-look on all new offerings
Co-Investment Opportunities
Advisoryy Committee Seat
The Opportunity
50 Mio closed-end fund
Over 60% in Prime and Value-add (Value protection)
Transfer to Strategy
Funds starting 2027 onwards
Ticket sizes of 5 Mio (15% Carry Participation) or 10 Mio (20% Carry Participation)
First closing Q2 2026
Target Returns
12-15%
Multiple 1,6 to 1,8
Plus upside optionality by increased alpha
Timeline & Offer for SCP
Partners
fig. 1
