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

Our clients can be sure that thanks to the investment of our equity, our interests are fully aligned with their interests.

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 19 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 economic and business environment remained challenging in the first half of 2021. The first months of the year were marked by continued severe restrictions related to the strong wave of the COVID-19 pandemic, while the subsequent rapid recovery of the world’s largest economies caused a sharp rise in the prices of many key commodities including building materials. However, for Sympatia Group, the first half of 2021 has been successful despite these challenges and marked by dynamic growth.

One key to the Sympatia Group’s success is the strategic placement of investments in real estate projects in the area of logistics and residential housing. These are the sectors with great long-term prospects which have not been negatively affected by the pandemic but have instead continued benefiting from current environment.

The mass transition of consumers to online shopping requiring a quality logistics background and the simultaneous efforts of exporters to streamline supply chains have, after the pandemic outbreak, led to a further increase in the already strong demand for quality logistics real estate. Transition to work-from-home arrangements and the overall increase in time spent at home resulted in the strengthening of demand for new housing, while the number of newly completed properties decreased due to the slowdown or even suspension of some construction projects. This development has deepened the huge excess of demand over supply, which pushes up residential property prices in Slovakia for many years already.

Residential and logistics real estate projects that make up the majority of our investment portfolio are thus enjoying very strong demand and we can complete them successfully.

One of our largest investments is the construction of a top logistics centre in Zagreb, Croatia. This project, with its excellent location close to the airport, has attracted huge interest from potential tenants ever since its inception. Its construction began successfully in February this year and, to date, over 70% of the planned space has been leased to strong international companies in logistics and retail. The project of a production-warehouse hall in Slovenia, which is in the permitting process phase, has already been fully leased to a renowned multinational company.

Our domestic projects of R&D centres connected to production and storage premises also progress successfully. The R&D centre with an area of almost 2 000m2 in Dubnica has been successfully completed and handed over to a client for long-term lease while the R&D centre in Senica is currently in the final phase of construction with expected completion and handover to the client in the following quarter.

Work on our residential projects also continued, as in the previous year, without interruptions or significant delays despite significant pandemic restrictions in the first quarter. In our flagship project Vajnorská 21, completed at the end of last year, all apartments have been handed over to new owners, and new tenants – grocery store Delia, craft bakery Kruh and café La Putika – have started their operations in the commercial premises of the building. Other residential projects also successfully advance according to their plans and time schedules.

We are proud that the quality of our buildings is appreciated not only by their residents and tenants but also by industry experts. The project of luxury villas Roličky we financed won an award in the international architectural competition BIG SEE Awards and advanced onto the finals of the prestigious competitions CE ZA AR, BigMat Award, and Grand Prix. The Vajnorská 21 project was included among the TOP 50 buildings in Slovakia 2020/2021.

The current macroeconomic and market environment is characterized by zero to negative interest rates, extremely low bond yields historically exceptionally overvalued stocks, 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. On the contrary, real estate investments benefit from the environment of low interest rates, bring regular and above-average returns, and serve as an inflation hedge. Moreover, if managed properly, their risk is very low.

We are therefore convinced that our focus on quality real estate projects in prospective industries is the most suitable investment strategy for the current environment and will allow us to continue to bring you stable and above-average returns with minimal risk.

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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