Pension Fund

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SOKA-DACH

SOKA-DACH was founded in 1960 as a joint institution of the Zentralverband des Deutschen Dachdeckerhandwerks and Industriegewerkschaft Bauen-Agrar-Umwelt.

SOKA-DACH

SOKA-DACH was founded in 1960 as a joint institution of the Zentralverband des Deutschen Dachdeckerhandwerks and Industriegewerkschaft Bauen-Agrar-Umwelt. It functions as the central service provider for social security obligations in the roofing sector, handling both training levies and company pension contributions. The fund deploys capital across real estate funds focused on mixed-use properties in Germany and international markets, alongside a portfolio of alternative investments and diversified equity holdings. Positions are held primarily through the ZVK vehicle, which reported total assets of 1.37 billion EUR at the end of 2023, with the smaller ZVW vehicle adding 49.8 million EUR. Geographic exposure centers on Germany with supplementary international allocations. The organization employs 100 staff at its Wiesbaden headquarters and participates in industry networks including the Arbeitsgemeinschaft für kommunale und kirchliche Altersversorgung. It maintains service relationships with PKS Software, SVA System Vertrieb Alexander, and Willis Towers Watson for IT, infrastructure, and actuarial support. SOKA-DACH is structured as a mandatory joint institution under German collective bargaining law, which separates its mandate from discretionary family or corporate offices and ties its governance directly to trade association and union oversight.

General information

Firm type

Pension Fund

Year founded

1960

Location

Region

Europe

Country

Germany

City

Wiesbaden

Corporate office

Gustav-Stresemann-Ring 7 a, Wiesbaden, Hessen, Germany

Principals

Yvonne Dobner

Member of the Management Board

Christian Schneider

Member of the Management Board

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at SOKA-DACH?

Yvonne Dobner and Christian Schneider serve as members of the Management Board and oversee operations including asset management.

How does SOKA-DACH source proprietary deal flow?

The fund accesses investments through its role as a joint institution of the roofing trade collective bargaining parties and via external consultants such as Willis Towers Watson.

Does SOKA-DACH participate in fund commitments or only direct deals?

The entity holds indirect real estate exposure through specialized Immobilienfonds and maintains positions in alternative investments and diversified equity funds.

Where does the underlying wealth come from?

Contributions originate from mandatory levies paid by approximately 14,500 roofing businesses on behalf of 64,000 employees under collective agreements.

What is SOKA-DACH's known posture on co-investments alongside external GPs?

No specific co-investment policy is disclosed; holdings are executed through fund vehicles and investment shares managed by third parties.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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