Propelle Group provides clients with deep insight and practical guidance across three cornerstone industries: real estate, energy and technology. We help you understand the landscape, assess opportunities and risks, and focus on the segments best aligned with your goals.
Real estate is a foundational asset class for investors seeking diversification, income and long-term growth. It offers competitive risk-adjusted returns and typically exhibits lower volatility than equities or bonds, making it a powerful tool for balancing portfolio risk. Real estate investments can take many forms, from direct property ownership and development to participation in real estate investment trusts, each offering unique benefits and considerations.
Diversification and portfolio stability
Potential for steady cash flow and income
Tax advantages and inflation hedging
Tangible asset value and control over investment decisions
Within the real estate sector, residential properties, such as single-family homes, multi-family units, and apartments, stand out for their accessibility and resilience. Residential real estate offers investors the opportunity to generate consistent rental income, benefit from property value appreciation, and leverage tax advantages specific to housing assets.
Direct ownership or REIT participation
Long-term value appreciation in growing markets
Diverse strategies: traditional rentals, vacation properties, house hacking, etc.
Active management requirements for direct ownership, or passive exposure via REITs
We guide clients through evaluating real estate markets, understanding local regulations, and structuring investments to maximise returns and minimise risks.
The energy industry is undergoing a historic transformation, shaped by the global shift toward sustainability and decarbonisation. Traditional energy investments have long offered income and defensive characteristics, but today’s landscape is defined by rapid innovation and new policy incentives. Investors must navigate evolving technologies, regulatory frameworks and market dynamics to capture opportunities and manage risks.
Exposure to essential infrastructure and global demand
Opportunities for income and capital appreciation
Portfolio diversification through sector-specific trends
Green energy, including solar, wind, hydro and emerging renewables, is at the forefront of the energy transition. Investments in green energy not only support climate goals but also offer compelling economic benefits: cost reductions, government incentives and growing demand from both consumers and corporations.
Project-based investments and green infrastructure funds
Participation in the growth of renewable capacity and technology
ESG integration and reporting
Navigating policy incentives, subsidies and regulatory changes
We help clients evaluate energy projects, understanding the risk-return profiles and aligning portfolios with sustainability objectives.
Technology is the engine of modern economic growth and innovation. The industry encompasses everything from established software and hardware companies to digital infrastructure and data-driven services. Investing in technology provides access to high-growth markets, but also requires careful assessment of disruptive trends, business models and regulatory environments.
Exposure to innovation and long-term growth drivers
Access to scalable businesses and global markets
Diversification beyond traditional industries
Emerging technologies, such as artificial intelligence, machine learning, robotics, 5G and digital infrastructure, are transforming industries and creating new investment frontiers. These innovations offer the potential for outsized returns but often come with higher risk and complexity.
Early-stage opportunities
Evaluating the adoption curve, scalability and competitive landscape
Understanding regulatory and ethical considerations
Balancing risk and reward in fast-evolving markets
Our advisors help clients identify promising trends, assess the viability of new technologies and build strategies that capture the upside while managing inherent risks.
A mid-career entrepreneur seeking to diversify personal wealth beyond core business holdings.
The client had accumulated significant capital through a successful business exit but was unsure how to balance growth, risk and liquidity across multiple asset classes. He was particularly interested in opportunities in real estate and green energy but lacked a cohesive investment strategy.
Conducted a thorough discovery session to understand the client’s financial goals, risk tolerance and time horizon.
Reviewed existing holdings and identified concentration risks.
Provided comparative analysis of residential real estate and green energy investment opportunities, including market trends and regulatory considerations in the Czech Republic.
Recommended a phased allocation plan, blending direct property investments with exposure to green energy funds.
Coordinated with legal and tax advisors to ensure optimal structuring.
The client’s diversified portfolio achieved a gross rental yield of 6.2% on Prague residential property. His green energy investments also performed above market benchmarks, resulting in stronger income and capital growth than typically seen in the local market. The client reported increased confidence in his investment decisions and greater financial security.
A professional couple in Budapest, approaching retirement and seeking clarity on how to transition from active income to financial independence.
The clients had accumulated savings in various accounts and pension schemes but lacked a unified retirement plan. They were concerned about market volatility, inflation and ensuring a reliable income stream throughout retirement.
Faciliated a comprehensive financial review, including pension assets, TBSZs and other investments.
Led risk assessment and lifestyle planning exercises to determine sustainable withdrawal rates.
Provided scenario modelling for different retirement income strategies, including annuities, drawdown and property income.
Offered guidance on tax-efficient withdrawals and succession planning.
Established a schedule for regular reviews to adjust the plan as market and personal circumstance evolved.
With a tailored investment strategy, the couple secured an annual income of €52,000. Their portfolio was diversified and regularly reviewed to manage risk and adapt to market changes, giving them confidence that their investments would support their desired lifestyle.
A senior executive based in Poland, recently relocated from abroad, seeking to invest personal and family wealth in alignment with new residency status.
The client faced complex cross-border considerations, including currency exposure, local investment regulations and integration of foreign and domestic assets. They also wanted to prioritise sustainable investments in line with personal values.
Collaborated with the client’s legal and tax advisors to clarify residency and reporting requirements.
Assessed the client’s global asset base and identified opportunities to consolidate and optimize holdings within Poland.
Provided due diligence on local real estate and green energy projects, highlighting regulatory frameworks and ESG factors.
Developed a step-by-step investment plan, including risk management and ongoing compliance monitoring.
The client’s restructured portfolio delivered a 7% rental yield on Warsaw property. The technology investment allocation also generated higher-than-average returns, providing a reliable income and long-term growth. The client benefitted from a more efficient, higher-performing portfolio, with the assurance that his investments were well-positioned for future opportunities.
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