Paloma Invest

Paloma Invest is a focused investment boutique for structured acquisitions and professional buyer representation — combining capital strength with professional transaction management.

Buyer Representation

Alongside our own principal acquisitions, we selectively support clients as strategic buy-side representatives, guiding transactions from sourcing and opportunity screening through structuring, negotiation, and closing. Our approach is highly selective, discreet, and aligned with long-term capital objectives.

We represent family offices, institutional investors, and select private clients throughout the entire acquisition process. Acting exclusively on the buy-side, we ensure alignment of interests, disciplined underwriting, and rigorous evaluation of opportunities according to each client’s strategic framework and risk profile.

Throughout the transaction lifecycle, we manage negotiations and coordinate legal, tax, financing, and technical advisors to ensure disciplined execution through signing and closing. Clients benefit from a structured transaction process that reduces execution and process risks, enhances negotiating leverage, and consistently improves economic and contractual terms.

Leveraging expertise developed across more than EUR 1 billion in transaction volume, we enable pragmatic judgment, market-tested structuring capabilities, and confident navigation of complex negotiations. Clear decision-making frameworks and transparent communication facilitate rapid execution and efficient internal approvals.

Complementary Services: We also provide tailored investment advisory services, including financing structuring and risk management, to optimize transaction outcomes.

Investment Advisory

Our investment advisory services are designed to optimize capital efficiency, enhance downside protection, and support long-term strategic objectives. We develop tailored investment and structuring solutions, preparing and evaluating acquisitions through financial feasibility analyses, comprehensive due diligence, and robust validation of the investment case.

A core focus is financing structuring. We design and negotiate whole-loan solutions, mezzanine and subordinated components, as well as senior / mezzanine / equity structures. Hybrid and layered financing concepts are implemented where appropriate to enhance flexibility and return potential while maintaining prudent risk management. In parallel, we provide debt advisory services, including bank meetings, financing process coordination, term sheet negotiation, and optimization of economic and covenant terms.

Our institutional-grade financial modeling includes cash flow projections, scenario and sensitivity analysis, and comprehensive investment case development. We also design exit strategies, assessing hold-versus-divest scenarios and strategic value enhancement opportunities.

Clients benefit from disciplined investment analysis, strategic financing solutions, and actionable insights that reduce risk and improve returns. Our approach combines rigorous preparation, market-tested structuring expertise, and clear communication to facilitate confident decision-making and efficient execution.

Complementary Services: We also act as buy-side representatives for select clients, guiding transactions from sourcing to closing and ensuring alignment with broader investment objectives.

Direct Acquisitions

Paloma Invest regularly acts as a direct principal buyer, independently or with selected co-investors. Transactions are guided by a clear value-creation thesis, disciplined underwriting, and a long-term investment perspective.

We invest in residential properties and portfolios, hotels, boarding houses, and operator-free hospitality assets. Office and mixed-use buildings with redevelopment potential are also targeted, particularly where active management and strategic restructuring can unlock value.

In development, we acquire residential sites from approximately 5,000 m² GFA, with or without zoning or building rights, and are comfortable managing complex planning and entitlement processes.

Opportunistic and value-creation situations are central to our strategy. We actively evaluate assets with vacancy, operational inefficiencies, maintenance backlog, or repositioning needs, including operating hotels or properties without established operators. Value-add and distressed assets are also pursued where structured capital, active management, or redevelopment can enhance performance.

Target markets include Germany (Top 7 cities plus Berlin and Munich commuter belts), Spain, and Italy (Venice, Verona, Mestre, Milan, Florence, Rome, Genoa, Turin, and Padua).

NPL & Distressed Assets

Paloma Invest focuses on acquiring non-performing portfolios, NPLs, and structurally stressed assets, aiming for swift, discreet, and efficient resolutions. Our approach combines financial expertise, operational insight, and pragmatic structuring to unlock value in complex situations.

What We Acquire

Non-performing real estate loans (NPLs)
Secured and unsecured claims
Properties in special situations (vacancy, rent freezes, refurbishment needs)
Distressed portfolios and individual assets
Assets in insolvency, restructuring, or separation contexts

Our Unique Approach

Rapid decision-making, often within days
Strong capital base for direct acquisitions and closings
Discreet negotiations without public marketing
Deep experience with banks, administrators, and creditors
Structuring of complex takeovers, workouts, and repositioning

Detailed Services

Collateral and valuation analysis
Structuring acquisition processes (true sale, asset deal, loan transfer)
Management and resolution of complex problem situations
Development and implementation of workout and recovery strategies
Tailored repositioning and exit planning
Redevelopment and operational repositioning of distressed assets

This integrated methodology enables Paloma Invest to manage risk effectively while unlocking value in challenging environments.

Redevelopment

We develop and implement value-creation and repositioning concepts for existing properties, combining strategic planning with hands-on execution. Our tailored solutions maximize operational efficiency and investment returns.

Our services include the redevelopment of hotels, offices, and mixed-use assets, as well as office conversions into micro-living or serviced living. We also target health and education uses, hybrid and mixed-use concepts, densification, adaptive reuse, and building extensions.

Feasibility analyses and value-add strategies ensure projects are financially viable and aligned with market demand. Exit planning covers Core and Core-Plus strategies, repositioning for sale or long-term hold, and partial-area utilization or asset break-up where appropriate.

By integrating strategic planning, market insight, and execution expertise, we guide projects from concept to repositioning to a well-defined exit, maximizing value for clients and partners.

Energy Investments

Paloma Invest is strategically active in sustainable energy, focusing on photovoltaics (PV) and technical energy optimization within real estate. Our approach integrates sustainability with financial performance, enhancing both asset value and operational efficiency.

Services include potential analyses for rooftop and ground-mounted PV systems, profitability assessments, and advisory on subsidies and incentive programs. We structure and implement energy projects end-to-end, integrating them into broader redevelopment and asset strategies.

We maintain strong partnerships with EPC firms, technical service providers, and operators to deliver turnkey solutions that combine cutting-edge technology, regulatory compliance, and long-term operational reliability. These initiatives create sustainable, value-enhancing energy solutions tailored to each property and investment scenario.