Awards and ratings

Union Investment stands for active portfolio management, transaction reliability and long international experience. The qualities that define us and our real estate solutions also impress rating agencies and see us performing strongly in many competitions.

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Innovation prize for First Store by Alexa

Union Investment and Sonae Sierra have received the European Innovation Award for Retail 2018 from the German Council of Shopping Centers for the First Store by Alexa competition – a “casting show” for retailers. According to the jury, the winners “have been able to position themselves in the start-up and newcomer scene as innovation partners in the retail space through this competition, thereby gaining a competitive advantage.”

DealofDecade

Deal of the Decade Award for Pegasus

Trade journal PropertyEU recognised Union Investment with the Deal of the Decade Award for the best portfolio deal of the past ten years. The Pegasus portfolio comprised 54 properties and was sold in 2007 for EUR 2.56 billion to Morgan Stanley and IVG Immobilien. Pegasus remains one of the largest portfolio transactions ever carried out in Germany. In explaining its decision, the jury stated that the deal was “an example of perfect timing and good organisation of a complex transaction.”

 

Scope Rating 2017

Current Scope Rating: Union Investment and its funds convince even in difficult times

The coronavirus pandemic did not change Union Investment's real estate asset management quality. For the fourth year in a row, Scope awarded the highest possible rating "AAA (AMR)" (as at June 2020). Union Investment is hereby certified as having excellent asset management quality. Among other things, the excellent operational asset management is highlighted, which is again evident in the high letting rates among the mutual funds. The very high quality of systems and processes in asset management and risk control is another reason for the excellent assessment. According to Scope, Union Investment also has a market-leading role in the ESG area and positions itself as a driver of innovation in the area of ​​digitization.

The open-ended real estate funds have lived up to their reputation as an anchor of stability in the coronavirus pandemic, according to Scope. The performance of our five open-ended real estate funds for private and institutional investors was positive in the first quarter. Nevertheless, the general economic crisis does not leave our funds unscathed, which is reflected in this year's industry rating by Scope Analysis (as at June 2020).

UniImmo: Deutschland - Alexa Berlin

UniImmo: Deutschland

Our Germany fund recieved an "a + (AIF)" rating. The fund has the best sustainability and financial structure rating among open-ended real estate funds. Scope considers the very high sustainability orientation and the certification quota in the existing portfolio to be value-preserving measures that ensure the marketability of the properties.

UniImmo: Europa  - Barcelo Raval Barcelona

UniImmo: Europa

The good quality of our classic Europe fund was also confirmed with an "a (AIF)" rating. The fund receives the highest grade for its geographical diversification. Scope also certifies that the property portfolio has a very good location quality. Sustainability and financial structure ratings remain high and are among the top 5 in the industry.

UniImmo:Global -  One Coleman

UniImmo: Global

Our international fund received the grade "bbb (AIF)" from Scope. The fund scores above average in terms of its regional diversification and the fungible property size structure. Scope also rates sustainability as above average. The high certification rate of more than 75% is emphasized

UniInstitutional European Real Estate - Stibbe Court

UniInstitutional European Real Estate

Scope awarded our institutional Europe fund a Rating of "a (AIF)". The fungible property sizes and the slightly above-average regional diversification are emphasized. The occupancy rate fell by 0.8 percentage points compared to the previous year, but is now a very good figure at 97.4%. The ratings of sustainability and financial structure are above average.
 

UniInstitutional German Real Estate: Haus am Fluß WQ1 Bremen

UniInstitutional German Real Estate

Scope rates our Germany fund for institutional investors with "a (AIF)". The fund achieved the highest rating in terms of country risk and occupancy rate. The latter could be increased again from the very high level of the previous year and is now 99.5% - the top value in the industry comparison. The financial structure is also at the top of the current rating

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