We invest our own
and client funds
in quality real estate projects

Investing our own funds alongside our client funds means that our interests are fully aligned with interests of our clients.

About us

Investment group Sympatia consists of a team of experts with many years of experience in financial markets, project management, economic and legal advisory. We have acted in the market for over 20 years. Besides substantial experience in investments and asset management, we have successfully completed many residential, commercial, and industrial real estate projects.

We are the second oldest securities broker in Slovakia authorized by the National Bank of Slovakia. Initially, we focused exclusively on investing in the financial markets. However, our commitment to bringing our clients stable and above-average returns regardless of market fluctuations led us to gradually reorient our focus to alternative investments outside of the financial markets. This has enabled us to bring our clients a significantly better return-to-risk ratio than the one provided by standard financial market instruments.

Residential, logistics, and commercial real estate projects and private equity investments are thus the core of our investment activities and the main instrument for investing both our own and our client’s funds. Investing our own funds alongside our clients’ funds gives our clients the additional assurance that our interests are fully aligned with their interests. It also provides a guarantee to our investors that we approach each project with maximum diligence and expertise, consider all associated risks, and ultimately invest only into projects we fully trust.

An essential part of our rigorous approach to each project is the meticulous analysis of all its aspects. Investors can be confident that we treat the entrusted funds as our own. One of our key principles is to invest only in quality projects that provide a sufficient “cushion” for any unexpected events and complications. This has enabled us to achieve positive absolute returns for Polaris Alpha Fund managed by Polaris Finance SICAV each year ever since its inception in 2011.

The key to successful project selection, effective implementation, and completion is a quality project team consisting of experienced financial analysts, project and investment managers, and construction experts with many years of experience and valuable know-how.

Such strong background allows us to analyse all key aspects of each project, make the right decisions and invest only into projects that provide sufficient reserve and financial cushion for a successful project exit with the required rate of return.

Besides the quality and security of each project, we also pay attention to the quality and security of our investment portfolio. Our project investments are well diversified into industrial, residential, and commercial real estate, and private equity investments. We also pay attention to geographical diversification. Our portfolio consists of projects and investments in several central and eastern European countries including Slovakia, Czech Republic, Croatia, Slovenia, and Romania.

Our clients have several options on how to participate in our investment activities and thus achieve stable and above-average returns on their investments. Options include bonds of specific projects, a portfolio made of several project bonds, and professional investor fund Polaris Alpha that offers an attractive portfolio of real estate and private equity investments.

The choice of a specific investment product depends on the investor’s preferences and the amount of initial investment. However, all our standard investment products have one thing in common – they provide stable and predictable long-term returns based on visible and tangible projects in the real economy.

This stability and predictability of returns is the key advantage in the current macroeconomic and financial markets environment characterized by zero to negative interest rates, extremely low bond yields, historically overvalued stock prices, and fears of rising inflation. In such an environment standard financial markets instruments tend to bring very low returns that do not even exceed inflation or are associated with disproportionately high risk. Many alternative investments are just pure speculations with no basis in reality.

On the contrary, real estate investments benefit from the environment of low interest rates, bring regular and above-average returns, serve as an inflation hedge and their risk is low if managed properly. Our focus on quality real estate projects in prospective industries is the most suitable investment strategy for the current environment.

Príhovor

Dear clients, dear partners,

the first half of 2022 was characterized by economic uncertainty, which was mainly caused by Russian invasion of Ukraine. The military conflict mainly affected commodity and capital markets. Stock indexes recorded heavy losses, while commodity markets have grown significantly. In recent days, however, some commodities have begun to lose their high valuation reacting to the recent news of a global economy slowdown. On the contrary, the energy market still maintains high valuations, due to record high gas and electricity prices.

Real estate, which is our main investment area, remains resilient. Despite all the negative factors, real estate managed to grow in its value again. It is driven by strong demand, which was the result of a lacking supply in the market and the relatively low cost of its financing. Of course, the situation on the real estate market is also affected by high input prices, transport and disruptions in supply chains.

Thanks to careful selection of suppliers and responsible budgeting, we manage to limit the negative effects of the above-mentioned factors. In addition, we have thought of all possible scenarios and have fairly set contractual terms and conditions that allow us to project the increased prices of building materials into the real estate selling prices, or its rents. Therefore, all our projects continue to be profitable and are progressing successfully.

In parallel with the completion of live projects, we are constantly looking for new investment opportunities. We focus primarily on locations that, due to their geographic position, political stability and constantly developing infrastructure, have the greatest potential to benefit from the ongoing structural changes in this decade. The territory of the Balkans, especially Croatia and Slovenia, is exactly such a location. We already have several existing projects in different phases based in these locations.

Currently, the Balkans is in the spotlight of many multinational companies, that perceive the advantages of its location on the world map. Today, the Balkans is proving to be the most suitable alternative to Ukraine. Membership in the EU and NATO rises an even greater demand for warehouse and logistics halls, in such high demand, that Balkan countries are still not able of satisfy. In addition, there are currently not enough companies in the Balkan market with the necessary experience and capacity to handle the existing demand.

Within the group, we are in an ideal position to make the most out of the given situation. We are one of the few foreign investors in the region. Our recently finished project for the construction of a large logistics park Zagreb 1 in Croatia with a total leasable area of 68,700 m 2 has been successfully completed and all leasable areas are already occupied by large international companies.

We also recently launched the construction of the Brnik 2 project. It is the second project at the Brnik – Ljubljana airport tailored for a major global client. In May 2022, we started the construction of production-warehouse and administrative premises with a total leasable area of 25,000 m 2 . At the same time, we concluded contractual documentation with the financing bank, thus ensuring 100% financial coverage for the project. All construction works are proceeding according to the schedule. The handover of the premises to the client for early use is scheduled for the Q2 2023.

Furthermore, we managed to lease 100% of the leasable area in the Rijeka 1 project. The project with a total leasable area of 17,300 m 2 has been fully leased to strong international logistics companies from May 2022, and we plan to start its construction during this summer, immediately after obtaining a valid building permit. Due to the strict schedule of the project, we have already produced more than 50% of the prefabricated buildings, so we are able to hand over the premises to the tenants for early use for their installation of internal equipment and technological units at the end of December 2022. Construction is scheduled to finish in Q1 2023.

Of course, we have been also active in the domestic market, where we try to apply our experience from previous projects. We are currently working on several promising acquisition opportunities, we managed to sign contract documentation for some of them at the beginning of 2022, and we are looking forward to construction. It probably didn’t escape your attention that our first residential project, Vajnorská 21, which is also our headquarters, received a nomination for the CE ZA AR 2022 Slovak Chamber of Architects Award.

We believe that thanks to these new high-quality projects with high added value, we will continue to be able to meet your expectations and bring you stable and above-standard returns with minimal risk, as you have been accustomed to for a long time.

Thank you for your trust.

Yours sincerely

Branislav Habán | CEO

Sympatia Group®

Management

Sympatia employs top experts from the financial and project sectors with many years of experience.

Branislav Habán

Branislav Habán CEO

Branislav Habán is the main partner and co-owner of the Sympatia Group. He has been operating on the financial market since year 2000, having held several leading positions in licensed capital market entities. He held the positions of Investment Specialist in Istro Asset Management, KD Investments and Senior Trader in Slovenská sporiteľňa and Erste Bank der oesterreichischen Sparkassen in Vienna.

Since 2008, he has worked in the private sector in various management positions in commercial companies in Slovakia and abroad. He is an expert in financial investment, trading in international financial markets and has expertise in sophisticated derivative products supported by practical experience in international financial institutions. He has completed numerous domestic and foreign vocational courses and internships, and in 2008 he also successfully passed the EUREX professional exam in London and obtained a license for trading in investment instruments.

Since 2009, under his leadership, Sympatia has gradually begun to focus on investing outside the financial markets, mainly in real estate and private equity. Over the last 12 years, Sympatia has invested in dozens of successful projects as an investor, and has implemented several of them itself.

In addition to investment experience, he is active in many domestic as well as foreign real estate and private equity projects as an investor or advisor. He also works as an advisor in foreign M&A transactions and in financing and refinancing various projects.

He is a graduate of the University of Economics in Bratislava, which he graduated with honors in 2001 and won the VUB Bank Award for the best diploma thesis.

At Sympatia Financie, he holds the position of CEO and Chairman of the Board. At Polaris Finance Sicav plc, he holds the position of director with direct responsibility for investing funds and managing real estate and private equity projects.

 

Marek Laššák

Marek Laššák Investment Director

Marek Laššák is responsible for strategy development, implementation and management of investments outside financial markets, including private equity investments., He also oversees the Group’s financial management. He has been working as an internal team member at the Sympathy Group since 2015, and began external project cooperation in 2012.

He gained his extensive knowledge and experience in finance, investment, investment management, corporate consulting and transaction consulting during his time at the international audit and consulting company EY and subsequently at the consulting company ProRate. During his career since 2005, he has participated in a number of investments and transactions in Slovakia, the Czech Republic and Poland, including projects of several market leaders in their industries.

He graduated from the Masaryk university, Faculty of Economics and Administration in Brno. He was a member of ACCA in the past and is a third level candidate for the CFA program.

Since 2015, he has been a member of the Supervisory Board.

Jana Habánová

Jana Habánová Managing Partner

Jana Habánová has been working in advocacy since 2003, she’s registered in the list of attorneys since 2008. In the past she worked in the law offices at HMG LEGAL, s.r.o., Noerr s.r.o. and as the head of the branch and managing partner of the law firms Schönherr Rechtsanwälte GmbH and Nemetschke Huber Koloseus Rechtsanwälte GmbH Slovak branches. In 2015, she founded Sympatia Legal, s.r.o.

She graduated from the Comenius University, Faculty of Law in Bratislava (2003). She has also completed an interdisciplinary post-graduate course at the European Kolleg Hamburg Master of European Studies with a focus on European businesses and international business transactions, several exchange study visits to the Republic of Austria, two internships in the Federal Republic of Germany and numerous domestic and foreign seminars.

Currently, she and her colleagues in Sympatia Legal provide legal advice to major domestic and foreign companies, including banks, funds, securities dealers, developers, retail chains, commercial companies and more.

She is the author of several professional articles as well as co-author of a part of the commentary from a prominent publisher of legal literature.

Branislav Habán 2Chief Executive Officer

Branislav Habán je hlavným partnerom a spolumajiteľom skupiny Sympatia. Na finančnom trhu sa pohybuje od roku 2000, pričom pôsobil na viacerých vedúcich pozíciách v licencovaných subjektoch kapitálového trhu. Zastával pozície investičného špecialistu v spoločnostiach Istro Asset Management, KD Investments a senior tradera v bankách Slovenská sporiteľňa a Erste Bank der oesterreichischen Sparkassen vo Viedni.

Od roku 2008 pôsobí v súkromnej sfére v rôznych riadiacich funkciách v obchodných spoločnostiach doma aj v zahraničí. Je expertom na finančné investovanie, obchodovanie na medzinárodných finančných trhoch a má odborné znalosti sofistikovaných derivátových produktov podporenú praktickými skúsenosťami z prostredia medzinárodných finančných inštitúcií. Absolvoval početné domáce aj zahraničné odborné kurzy a stáže, pričom v roku 2008 taktiež úspešne absolvoval odbornú skúšku na burze EUREX v Londýne a získal licenciu na obchodovanie s investičnými nástrojmi. Okrem investičnej praxe je aktívny v mnohých private equity projektoch ako investor, poradca a konateľ. Je absolventom Ekonomickej univerzity v Bratislave, ktorú ukončil v roku 2001.

V spoločnosti Sympatia Financie zastáva pozíciu výkonného riaditeľa a je zodpovedný za riadenie spoločnosti. Je zároveň predsedom predstavenstva spoločnosti. V spoločnosti Polaris Finance Sicav plc zastáva funkciu riaditeľa s priamou zodpovednosťou za finančné investovanie fondov a riadenie private equity projektov.

Branislav Habán 3 Chief Executive Officer

Branislav Habán je hlavným partnerom a spolumajiteľom skupiny Sympatia. Na finančnom trhu sa pohybuje od roku 2000, pričom pôsobil na viacerých vedúcich pozíciách v licencovaných subjektoch kapitálového trhu. Zastával pozície investičného špecialistu v spoločnostiach Istro Asset Management, KD Investments a senior tradera v bankách Slovenská sporiteľňa a Erste Bank der oesterreichischen Sparkassen vo Viedni.

Od roku 2008 pôsobí v súkromnej sfére v rôznych riadiacich funkciách v obchodných spoločnostiach doma aj v zahraničí. Je expertom na finančné investovanie, obchodovanie na medzinárodných finančných trhoch a má odborné znalosti sofistikovaných derivátových produktov podporenú praktickými skúsenosťami z prostredia medzinárodných finančných inštitúcií. Absolvoval početné domáce aj zahraničné odborné kurzy a stáže, pričom v roku 2008 taktiež úspešne absolvoval odbornú skúšku na burze EUREX v Londýne a získal licenciu na obchodovanie s investičnými nástrojmi. Okrem investičnej praxe je aktívny v mnohých private equity projektoch ako investor, poradca a konateľ. Je absolventom Ekonomickej univerzity v Bratislave, ktorú ukončil v roku 2001.

V spoločnosti Sympatia Financie zastáva pozíciu výkonného riaditeľa a je zodpovedný za riadenie spoločnosti. Je zároveň predsedom predstavenstva spoločnosti. V spoločnosti Polaris Finance Sicav plc zastáva funkciu riaditeľa s priamou zodpovednosťou za finančné investovanie fondov a riadenie private equity projektov.

Branislav Habán 4 Chief Executive Officer

Branislav Habán je hlavným partnerom a spolumajiteľom skupiny Sympatia. Na finančnom trhu sa pohybuje od roku 2000, pričom pôsobil na viacerých vedúcich pozíciách v licencovaných subjektoch kapitálového trhu. Zastával pozície investičného špecialistu v spoločnostiach Istro Asset Management, KD Investments a senior tradera v bankách Slovenská sporiteľňa a Erste Bank der oesterreichischen Sparkassen vo Viedni.

Od roku 2008 pôsobí v súkromnej sfére v rôznych riadiacich funkciách v obchodných spoločnostiach doma aj v zahraničí. Je expertom na finančné investovanie, obchodovanie na medzinárodných finančných trhoch a má odborné znalosti sofistikovaných derivátových produktov podporenú praktickými skúsenosťami z prostredia medzinárodných finančných inštitúcií. Absolvoval početné domáce aj zahraničné odborné kurzy a stáže, pričom v roku 2008 taktiež úspešne absolvoval odbornú skúšku na burze EUREX v Londýne a získal licenciu na obchodovanie s investičnými nástrojmi. Okrem investičnej praxe je aktívny v mnohých private equity projektoch ako investor, poradca a konateľ. Je absolventom Ekonomickej univerzity v Bratislave, ktorú ukončil v roku 2001.

V spoločnosti Sympatia Financie zastáva pozíciu výkonného riaditeľa a je zodpovedný za riadenie spoločnosti. Je zároveň predsedom predstavenstva spoločnosti. V spoločnosti Polaris Finance Sicav plc zastáva funkciu riaditeľa s priamou zodpovednosťou za finančné investovanie fondov a riadenie private equity projektov.

Branislav Habán 5Chief Executive Officer

Branislav Habán je hlavným partnerom a spolumajiteľom skupiny Sympatia. Na finančnom trhu sa pohybuje od roku 2000, pričom pôsobil na viacerých vedúcich pozíciách v licencovaných subjektoch kapitálového trhu. Zastával pozície investičného špecialistu v spoločnostiach Istro Asset Management, KD Investments a senior tradera v bankách Slovenská sporiteľňa a Erste Bank der oesterreichischen Sparkassen vo Viedni.

Od roku 2008 pôsobí v súkromnej sfére v rôznych riadiacich funkciách v obchodných spoločnostiach doma aj v zahraničí. Je expertom na finančné investovanie, obchodovanie na medzinárodných finančných trhoch a má odborné znalosti sofistikovaných derivátových produktov podporenú praktickými skúsenosťami z prostredia medzinárodných finančných inštitúcií. Absolvoval početné domáce aj zahraničné odborné kurzy a stáže, pričom v roku 2008 taktiež úspešne absolvoval odbornú skúšku na burze EUREX v Londýne a získal licenciu na obchodovanie s investičnými nástrojmi. Okrem investičnej praxe je aktívny v mnohých private equity projektoch ako investor, poradca a konateľ. Je absolventom Ekonomickej univerzity v Bratislave, ktorú ukončil v roku 2001.

V spoločnosti Sympatia Financie zastáva pozíciu výkonného riaditeľa a je zodpovedný za riadenie spoločnosti. Je zároveň predsedom predstavenstva spoločnosti. V spoločnosti Polaris Finance Sicav plc zastáva funkciu riaditeľa s priamou zodpovednosťou za finančné investovanie fondov a riadenie private equity projektov.

Our team

Milestones from our projects

2021

  • Successful completion of the Vajnorská 21 project
  • Start of construction of the Meridian 16 logistics park in Croatia
  • Commissioning of the Julianin Dvor residential project
  • Commissioning of the industrial project Dubnica 3
  • Commissioning of the industrial project Senica 2

2020

  • Commissioning of the Vajnorská residential project 21
  • Beginning of the construction of a family house project in Koliba
  • Beginning of the construction of the Jarná family house project

2019

  • Successful exit of the industrial project Dubnica 2
  • Successful exit of the industrial project Brnik 1
  • Commissioning of the residential project Roličky
  • Commissioning of the Elevens residential project
  • Investment in the production of active pharmaceutical ingredients and pure specialty chemicals
  • Investment in a company in the field of bio informatics

2018

  • Beginning of the construction of the residential project Vajnorská 21
  • Successful exit of the industrial project Dubnica 1
  • Successful exit of a residential project of family houses in Kittsee

2017

  • Successful exit of the Salonta industrial project in Romania
  • Successful exit of the Ineu industrial project in Romania
  • Successful exit of the industrial project Senec
  • Successful exit of a residential project of family houses in Bratislava
  • Beginning of the construction of the Elevens residential project

2016

  • Start of construction of the Salonta industrial project in Romania
  • Start of construction of the Ineu industrial project in Romania
  • Beginning of the construction of the residential project Roličky

2015

  • Start of construction of the Salonta industrial project in Romania
  • Beginning of the construction of a residential project of family houses in Bratislava
  • Start of the construction of a residential project of family houses in Kittsee

2014

  • Start of construction of the industrial project Dubnica 1
  • Attracting professional investors in group projects
  • Financing real estate projects through domestic and foreign bond issues

2013

  • First investments in real estate projects
  • Implementation of bonds for private equity projects

Legal disclosure

Announcements

We hereby inform our clients and business partners that, with effect from 1.8.2020, Sympatia Financie, o.c.p., a.s and other companies within Sympatia Group have changed their registered office to Vajnorská 21 A, 831 03 Bratislava. See the document for more information.

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