Contributing directly held properties to a Swiss fund can offer various advantages for both institutional and private property owners. Investors participate in the total assets of the property fund to the extent of the property contributed. This increases diversification and reduces risk at the same time.
In the case of a contribution in kind, the land registry transaction is identical to a classic purchase transaction, except that instead of a payment, the corresponding amount is received in the form of fund units.
We would be happy to introduce you to our company and the key figures of the real estate fund. Together with our internal and external legal and tax experts, we will develop a proposal on how such a contribution in kind could best be made for you.
Liquidity
Shares in real estate investment products are usually easier and quicker to sell than directly held properties.
Diversification
Thanks to their size and the diversity of the properties they hold, real estate funds are better diversified than smaller portfolios of directly held properties.
Premium
Shares in real estate funds are usually traded on the secondary market at a premium to their net asset value (NAV).
Resources
Managing direct property holdings usually requires more time and resources than holding and investing in shares in property funds.
Taxes
Swiss property funds with directly held property holdings offer private investors substantial tax advantages.
Get to know
The primary purpose of an initial non-binding consultation is to learn about your needs and outline possible ways of working together.
Selection
Definition of the property or real estate portfolio – an address and a current rent index are usually sufficient for an initial assessment.
Proposed solution
We assess the suitability of the properties you have selected and calculate a possible contribution value based on detailed and transparent criteria.
Agreement & offer
Once we have agreed on the contribution values, we will draw up a binding offer that covers all aspects of the contribution process and the legal and tax framework conditions.
Settlement
Thanks to our many years of experience in real estate, we ensure an efficient transaction process and accompany you through to notarisation and implementation in the fund.
In order to be included in the portfolio of PURE Swiss Opportunity REF (POS), a property must meet the following minimum criteria:
Types of use (Core & Value add)
Residential, office, retail, warehouse and logistics buildings, commercial properties, retirement homes, industrial, car parks
Investment size
Properties from CHF 7 million
Ownership situation
Sole ownership, co-ownership (majority position), condominium ownership (majority position)
Location
Locations with good transport links in economically strong regions, both within and outside major city centres (A and B locations)
Get In Touch To Know More
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