Strategy

What we do

Three disciplined verticals. One mandate: every acquisition stress-tested against our proprietary dataset of Dutch traffic flows, lease comparables, and demographic shifts.

The mandate

Dutch Estate Capital invests in institutional-grade Dutch real estate on behalf of professional investors. We target a blended 9% annualised return on invested capital, paid quarterly from contracted lease income, indexation, and realised gains on transformation assets — with a fully-funded debt service coverage of ≥1.6× before any distribution is released.

We focus on assets where Dutch capital is structurally resilient, and where active stewardship — not financial engineering — drives the return.

Fuel Stations

01 · Infrastructure

Essential roadside assets on long-term leases to creditworthy operators. We acquire below replacement cost across the Randstad and A-road corridors and underwrite forward-looking optionality for EV charging and convenience retail.

Forward Thesis

We believe the arrival of fully self-driving cars and robotaxis will turn the forecourt into a multi-use logistic and passenger hub — charging, micro-fulfilment, parcel lockers, F&B and short-stay mobility — expanding the real-estate use types each plot can monetise.

Retail Anchors

02 · Repositioning

High-footfall, defensive retail in Dutch secondary cities anchored by essential tenants. We re-tenant, reset rents to market, and lift sustainability ratings to compress exit yields to institutional grade.

Adaptive Reuse

03 · Transformation

Obsolete commercial and industrial buildings converted to housing, hospitality, or logistics. Conservatively underwritten and executed with seasoned Dutch development partners. Targeted realised gains support the fund's blended 9% yield.

How we underwrite

  • Proprietary data. Anonymised Dutch traffic telemetry, live lease comparables and a transformation model tuned to local planning regimes.
  • Local execution. A Hilversum-based asset-management team with on-the-ground tenant relationships and Dutch-language counterparty access.
  • Conservative leverage. Fund LTV capped at 55%, DSCR ≥1.6× before distributions, and stress-tests run on every acquisition.
  • Institutional reporting. Quarterly investor reporting, annual investor day in Amsterdam, and direct access to the asset-management team.

Where to next

Review the open subscription on Dutch Fuel Stations Fund I, read our latest investor reporting, or learn about our partners.