German Sherpa · Capital investment in real estate

Preferred List for Capital Investment in Real Estate

Register here to be considered for our preferred list. Please fill in the form below and send the required documents so that we can review your situation.

Go to the registration form

What we need from you

Before you register

Your equity in Germany, minus possible debts such as private loans and leasing contracts, has to be 30,000 euros or more. Please have the following documents ready. You can upload them with the form, or send them by email.

Schufa agreement

Signed by both partners.

Salary slips

The latest one and the last December slip of the previous year.

Proof of equity

For example bank statements or a screenshot of your online banking. It must be less than one month old and show your or your partner’s name and the date.

Tax assessment

All pages of your latest tax assessment notice (Steuerbescheid).

Passport and residence permit

For you and your partner.

Registration

German Sherpa registration form

How to get on the preferred list

First name * Last name *

Date of birth *

Email * Mobile phone *

Partner (optional)

Please only enter your partner's details if your partner is happy for us to have them.

First name (partner) Last name (partner)

Date of birth (partner)

Email (partner) Mobile phone (partner)

Your total equity in Germany minus possible debts (private loans and leasing contracts) has to be 30,000 euros or more.

Residence and work

Residence status *Job title *Job type *Residence status (partner)Job title (partner)Job type (partner)City (residence) *Church tax (Kirchensteuer) *

Income

Gross salary (annual, EUR) *Net salary (monthly, EUR) *Gross salary (annual, EUR) (partner)Net salary (monthly, EUR) (partner)

Housing

If you are a tenant: monthly rent incl. utilities (Warmmiete, EUR)If you live in your own property: type of propertyPurchase date of your propertyMonthly instalment (home loan, EUR)Value of your property (EUR)Open home loan amount (EUR)

Any further real estate properties in Germany: type, value, remaining home loan, monthly rental income (cold rent) and monthly instalment

Loans and leasing

Private loans, leasing contracts: remaining amount in total (EUR)Private loans, leasing contracts: monthly instalment (EUR)

Assets and investment

Total equity you have in Germany (EUR) *One-time equity you want to invest in real estate (EUR) *Monthly amount you want to invest into real estate (EUR) *

Documents (optional – PDF, JPG, PNG, Word or Excel, up to 5 files, 6 MB each, 10 MB in total) Any other information you want to share (optional)

Please do not send account numbers, ID documents or health details through this form.

I agree that German Sherpa / Finanzkanzlei Marcel Plum may store my details to assess my request. I agree that they may forward my details to a cooperation partner within Swiss Life Select for this assessment. I can withdraw this consent at any time by email. More in our privacy policy. *