There are several reasons for switching from direct to indirect property investments.
Holding direct property investments is becoming more costly. Stricter regulatory requirements with regard to sustainability and changing market conditions tie up management resources and require new skills – in addition to the investments that need to be planned to reduce energy consumption.
Indirect property investments offer interesting advantages over direct property ownership. The swap from direct to indirect property investment can be carried out in a cost- and tax-optimised manner via in-kind contributions.
As a leading Swiss asset manager, Patrimonium is a reliable partner for in-kind contributions. Patrimonium manages a property portfolio of over CHF 3.1 billion with more than 14,000 rental properties and offers several property vehicles that are suitable for a contribution in kind (12.2023)
Patrimonium offers property vehicles for various investor profiles.
Vehicle | Segment | AuM (CHF mio. / (12.23) | Investor profile |
Patrimonium Swiss Real Estate Fund (listed) | Living | 1,176 | Private and institutional investors |
TrustStone Real Estate SICAV (listing planned) | Residential, commercial | 106 | Qualified private & institutional investors |
Patrimonium Investment Foundation- Residential property | Living | 896 | Swiss pension schemes |
Patrimonium Investment Foundation – Healthcare properties | Clinics, doctors’ surgeries, retirement homes | 420 | Swiss pension schemes |