What PERICON does

PERICON GmbH is an Austrian private investment boutique (GmbH) that specialises in tax-optimised real estate investment advisory, operating for more than twenty years from its headquarters in Graz and a consulting office in Vienna. The company is led by Managing Director Mag. Stefan Koller and serves three primary segments: high-income individual investors (professionals, business owners, executives) seeking retirement and wealth-building exposure through tax-advantaged real estate; property developers seeking to structure and capitalise residential projects via PERICON's investor network; and Austrian companies pursuing occupational pension scheme (betriebliche Altersvorsorge) solutions. The offering is concentrated on four product lines — Bauherrenmodelle (fractional developer models with 1/15 AfA accelerated depreciation and Land Steiermark subsidies), Anlegerwohnungen (residential rental apartments for pension planning), Beteiligungen & Fonds (direct participations and third-party funds including CORUM Origin with pan-Eurozone exposure), and Betriebliche Altersvorsorge — supported by subscription-based asset management, property administration via a rental pool (Mietenpool), and a 'Susi Sorglos' turnkey rental service. There is no proprietary technology platform; operations rely on established property management systems, financial planning tools, real estate databases, and a public Investment Comparison Calculator on pericon.at.

Revenue is generated through three streams: investment consulting and advisory fees for matching clients to tax-optimised property investments, project conceptualisation and structuring fees paid by property developers, and recurring managed-services fees from ongoing asset management, rental-pool administration, and investor reporting. Distribution is sales-led and consultative: prospective clients are acquired through the Immo Investment Talk podcast, GEWINN-magazine webinars, email newsletters, LinkedIn/Xing presence, and a referral channel anchored by Austrian tax advisor associations (ÖGSW, ASW, VWT) and a Vienna consulting partnership with TPA Steuerberatung; conversion happens via one-on-one appointments in Graz and Vienna. Pricing is project-dependent, with investment tickets ranging from approximately €30,000 (Bauherrenmodell equity) through €100,000+ (Zinshaus share, e.g., Murgasse 4) to €170,000+ for renovated Anlegerwohnungen (e.g., Feldkirchen at ~€2,900/m² net). Active project pipeline as of the latest data includes Petrifelderstraße 22, Murgasse 4, and Rochelgasse 34 in Graz, with the company also participating as a network partner in BVNet (occupational pension competence network) founded with AKTUAR Gruppe and TPA Steuerberatung.

The competitive position rests on a specialist tax-and-subsidy knowledge base (Bauherrenmodell, 1/15 AfA, regional Wohnbauförderung, Gewinnfreibetrag), a founder-led brand, and a multi-party ecosystem of project developers (Wesiak Group, Haring Group, Valuita, ICON Real Estate, Quantensprung Investments), legal advisors, and tax consultants. The company is privately held with no parent, no subsidiaries, no external funding, and no disclosed revenue or headcount figures.

Name

PERICON

Legal name

PERICON GmbH

Website

https://pericon.at

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

PERICON GmbH is an Austrian private investment boutique that advises high-income individuals, property developers, and companies on tax-optimised real estate investments, operating across Austria from Graz and Vienna with Bauherrenmodell, Anlegerwohnung, fund, and occupational pension product lines.

Ownership category

akta.pro rank

Product category

Tax-Optimized Real Estate Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Real Estate Market Research & Economic Advisory (Demand/Supply, Location Analytics) (BPAJANAD)

Keywords

• Tax-optimized real estate
• Investment advisory
• Retirement planning
• Real estate consulting
• Property investments

Headquarters

HQ city

Graz

HQ country

Austria

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Consulting and Advisory Services: PERICON generates revenue through consulting fees for advising clients on tax-optimized property investments including Anlegerwohnungen (investor apartments), Bauherrenmodelle (developer models), and direct investments. The company provides objective, independent advice with a focus on matching clients to suitable investment products.
2. Project Conception and Structuring: Revenue is earned by PERICON for conceptualizing and structuring real estate projects as investments for property developers. This includes developing investment structures, coordinating with partners, and managing the project lifecycle from conception through implementation.
3. Asset Management and Ongoing Services: PERICON provides ongoing asset management services for investors, including property management coordination, tenant management through rental pools (Mietenpool), and regular investor reporting. These services generate recurring revenue through management fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

PERICON is an Austrian investment boutique that advises clients on tax-optimized real estate investments, offering Bauherrenmodelle (developer/construction models with accelerated 1/15 AfA depreciation and Land subsidies), Anlegerwohnungen (long-term rental apartments for pension planning), direct participations and funds, and betriebliche Altersvorsorge (company pension schemes). The firm provides independent consulting, brokerage, project conception and structuring for developers, and ongoing asset management including the Mietenpool rental service.

Product overview

PERICON is an Austrian investment boutique specializing in tax-optimized real estate investment products. The company operates four core product lines: Bauherrenmodelle (tax-advantaged construction/investor models with accelerated depreciation and subsidies), Anlegerwohnungen (residential rental apartments for pension planning), Beteiligungen & Fonds (direct investments and real estate funds including CORUM Origin), and Betriebliche Altersvorsorge (company pension schemes). Supporting services include consulting and brokerage, project structuring for developers, and an investment comparison calculator tool. The company also produces the Immo Investment-Talk podcast as an educational resource. All products are offered through offices in Graz and Vienna, with a network of tax advisor partnerships.

Differentiator

Problem solved

Functional benefit

Brands

• Immo Investment Talk: A podcast for investors and those who want to become investors, hosted by PERICON CEO Stefan Koller, covering trends and market developments in the Austrian real estate sector.

Products and services

• Bauherrenmodell Tax-optimized real estate investment model where investors acquire fractional ownership in renovation/new construction projects as limited partners (Kommanditist) in project companies, benefiting from accelerated depreciation (1/15 AfA), public subsidies (e.g., Land Steiermark), and rental income. Aimed at Austrian high-income individuals, professionals, and self-employed seeking long-term retirement wealth via new-build or renovation residential projects.
• Anlegerwohnungen (Vorsorgewohnungen) Residential apartments acquired as long-term rental investments for pension planning, where investors purchase property rights and receive Mieteinnahmen (rental income) with professional property management services included. Targeted at individual investors seeking tangible, inflation-protected retirement income via professionally managed rental apartments.
• Beteiligungen & Fonds (Direktinvestments) Direct participations in real estate projects and funds with shorter to medium-term investment horizons, offering attractive returns versus traditional securities. Includes products such as the CORUM Origin fund (French real estate fund with 6% annual returns since 2012 across 167 properties in 13 Eurozone countries) for diversified international exposure.
• Betriebliche Altersvorsorge (Company Pension Schemes) Employer-sponsored pension solutions that allow Austrian companies to reduce labor-side costs while delivering employees 30%-60% more net pension than private savings alternatives, via indirect insurance models and the betriebliche Altersvorsorge framework. Offered through the BVNet competence network that PERICON co-founded.
• Beratung und Vermittlung (Consulting & Brokerage) Independent advisory and brokerage services for selecting appropriate real estate investments, including tax optimization analysis, financing consultation, and ongoing investor support. Offered to individual and institutional investors as the core deliverable of PERICON's Investment-Boutique model.
• Konzeption und Strukturierung (Project Concept & Structuring) Professional structuring and conceptualization of real estate projects as investment vehicles for property developers and real estate owners, including investment structure design, coordination with partners, and management of the project lifecycle from conception through implementation. Targeted at Austrian property developers.

Quantifiable outcome

• 30-60% more net pension compared to private savings
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered core and minor.

• Quantensprung InvestmentscoreStrategic or Co-development Partner · 1 January 2024PERICON partners with Quantensprung Investments as project partner/emitter for the Murgasse 4 Zinshaus investment. Quantensprung has structured and managed participation models for approximately 1,000 private and institutional investors with total transaction volumes of around €400 million since 2001.
• TPA SteuerberatungcoreStrategic or Co-development PartnerPERICON maintains a consulting partnership with TPA Steuerberatung in Vienna, providing office space for client consultations at ICON Vienna. TPA is a major Austrian tax advisory firm and founding partner of BVNet (occupational pension competence network).
• BVNet (Betriebliche Vorsorge Netzwerk)coreStrategic or Co-development PartnerPERICON is founding partner and coordinator of BVNet, a competence network for occupational pension schemes developed in close cooperation with AKTUAR Gruppe and TPA Steuerberatung.
• Wesiak GroupcoreStrategic or Co-development PartnerWesiak Group is a key development partner, specializing in property development, rental, and management for over 40 years with 140+ projects, making them the largest old-building renovator in Styria. Collaborated on projects including Leonhardstraße 2 and Färbergasse 5.
• Valuita GmbHminorStrategic or Co-development PartnerValuita GmbH is a property development partner for PERICON, having developed projects such as Kasernstraße 24 (Jakomini Verde) and Esserweg 33.
• Haring GroupcoreStrategic or Co-development PartnerHaring Group is the project partner for the City.Pulse Graz-Liebenau Bauherrenmodell, contributing to development and construction of the klimaaktiv-certified residential project.
• CORUM InvestmentscoreChannel Partner/ Reseller/ DistributorCORUM Investments is a French real estate fund company whose CORUM Origin product PERICON offers and advises on. The fund has delivered over 6% annual returns since 2012 with 167 properties across 13 Eurozone countries.
• Kanzlei Harald AltenbacherminorImplementation/ SI/ Consulting PartnerProperty management partner offering 'Susi Sorglos' (turnkey) rental management services for investor apartments, including tenant placement, ongoing management, and maintenance coordination.
• FSM Rechtsanwälte GmbHminorImplementation/ SI/ Consulting PartnerFSM Rechtsanwälte is a legal partner specializing in real estate and procurement law with 50+ employees. Partner Mag. Benedikt Stockert appears as podcast guest discussing legal aspects of real estate investments.
• Network Partners (ÖGSW, ASW, VWT)coreChannel Partner/ Reseller/ DistributorPERICON is a network partner/consultant for various Austrian tax advisor associations (ÖGSW, ASW, VWT), providing real estate investment expertise and referrals through their member networks.
• Hohenberg Rechtsanwälte GmbHminorImplementation/ SI/ Consulting PartnerLegal partner firm specializing in real estate law. Partner Mag. Wolfgang Gindl serves as PERICON client and references the firm as a professional partner.
• ICON Real Estate GmbHminorStrategic or Co-development PartnerICON Real Estate is a development partner for projects including Wiener Straße 249 (ALL.IN.ONE), providing property development and investor consulting services.
• WEGRAZ (Gesellschaft für Stadterneuerung und Assanierung)minorStrategic or Co-development PartnerWEGRAZ is a property renovation and urban renewal company. CEO Dieter Johs appeared as podcast guest discussing market trends and development opportunities.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Wealthcap: German investment boutique specializing in tax-optimized real estate funds for private investors. Closely comparable to PERICON in product structure (funds and direct participations) and target market (high-income private investors seeking tax-advantaged real estate), serving as a direct German-language-region counterpart.
• CORUM Investments: French real estate fund manager whose CORUM Origin product PERICON distributes and advises on. Closely comparable in offering Eurozone-wide tax-advantaged real estate fund products to private investors and represents a direct product-level peer.
• PROJECT Real Estate Investment Group: Germany-focused real estate developer and investment manager offering tax-optimized participations (PROJECT Wohnen, PROJECT Metropol). Directly comparable to PERICON's Bauherrenmodell and Anlegerwohnung offerings in combining development, structuring and investor distribution under one platform.
• ZBI Fondsmanagement: German residential real estate fund manager focused on closed-end AIF structures for private investors. Comparable to PERICON in pooling private capital into tax-optimized residential real estate vehicles with multi-year horizons.
• BVT Unternehmensgruppe: Germany-headquartered real estate investment boutique offering closed-end funds, AIF structures and direct participations to private investors. Comparable to PERICON's Beteiligungen & Fonds and Bauherrenmodell offerings in targeting private capital into tax-optimized real estate vehicles.

Broad incumbents

• Schoellerbank: Austrian private bank offering wealth management and investment advisory across multiple asset classes including real estate funds. Broader incumbent competitor to PERICON in serving Austrian high-net-worth clients, though not specialized in Bauherrenmodell structures.
• Erste Asset Management: Austria's largest retail-facing asset manager and part of Erste Group. Provides competing real estate fund products and wealth advisory for retail and HNW clients, representing a larger incumbent alternative to PERICON's boutique positioning.
• Wiener Privatbank SE: Austrian private bank providing wealth management and asset advisory. Comparable as a broader incumbent targeting the same Austrian HNW segment with diversified investment advisory, including real estate allocations.

Others

• IMMOFINANZ AG: Austrian-listed real estate investment company focused on retail and office properties across CEE. Not a direct competitor in advisory services but an adjacent capital-markets participant shaping Austrian/regional real estate pricing that affects PERICON's underlying deal economics.

Regional players

• Raiffeisen Immobilien: Austrian real estate brokerage and advisory arm of the Raiffeisen banking group. Comparable in intermediating Austrian real estate transactions to private clients, with broader geographic reach than PERICON but less specialized in tax-advantaged structures.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pericon-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PERICON