Funds overview
Your added value
- Time saved by outsourcing the purchase/sale, management and development of properties
- Diversification: by a number of properties, different locations and types of use, which results in constant income together with lower risk
- Liquidity directly from launch (over-the-counter trading)
- Fund share = security certificate = easily transferable (succession planning)
- Improvement in cost structure
- Supervised by FINMA
- Potential premium on share-price (Agio)
- Tax-efficient investment vehicle, unit holders domiciled in Switzerland exempt from income and wealth tax except for a negligible portion of the other income
Anlageprozess
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Sourcing
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Investment criteria
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Portfolio Management
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Was uns als Investoren auszeichnet
We invest with common sense and strive to identify high-quality properties, in terms of location and property quality, that will generate sustainable long-term returns for our investors:
- We have passion for real estate as an asset class.
- We take our time before investing and conduct thorough research, including site visits, on all properties considered for our portfolio.
- We only invest in properties for which we have a clearly defined business plan. We know our properties from A to Z.
- We do not compromise on quality and resist the temptation to act hastily.
- We learn from mistakes and remain humble.