The Swiss Healthcare Properties investment group of the Patrimonium Investment Foundation is carrying out a capital increase of CHF 50 million with a subscription period until April 30, 2025.
The capital increase is intended for strategic acquisitions in a market with strong growth forecasts. The expected net cash flow yield is 4% per annum.
Capital Increase – Swiss Healthcare Properties Investment Group
- Target Volume: up to CHF 50 million
- Subscription Deadline: April 30, 2025
- Capital Call Dispatch: May 16, 2025
- Issue Price: NAV on May 31, 2025 plus 0.5% distribution commission*
- Issue of Claims: May 31, 2025
- Valor / ISIN: 28252771 / CH0282527719
*For capital commitments of CHF 10 million or more, the distribution commission is 0.25%
Healthcare Real Estate, an Attractive Investment Sector for Pension Funds
- High Demand Due to Demographic Developments: Demographic change is leading to a steadily increasing need for healthcare real estate in Switzerland.
- High and Stable Net Cash Flow Yields: The investment yield results largely from rental income secured by long-term, indexed lease agreements.
An investment in the Swiss Healthcare Properties investment group’s portfolio, launched in 2015, is particularly attractive for Swiss pension funds today:
- NAV-based Entry: Access to a high-growth market segment in which the portfolio holds a specialist position.
- Strategic Acquisitions: The capital increase is intended for the acquisition of healthcare and senior housing properties that align with the portfolio’s investment strategy.
- Strong Performance: Since its launch, the portfolio has achieved an annualized investment yield of 5.2%.
- Expected Yield: The expected net cash flow yield is 4%, supported by a high EBIT margin, the core-shell concept, and long-term, fully indexed lease agreements (WAULT over 15 years).
With assets totaling CHF 469 million, the portfolio has strong growth potential. It comprises 17 properties, with 76% of them having medical usage.
Attractive Projects
The portfolio is developing forward-looking projects that positively contribute to the investment yield:
- Kriens: New construction of senior apartments, completion in June 2025
- La Chaux-de-Fonds: Senior apartments, completion in 2026
- Freiburg: Senior apartments, completion in 2027; new construction of senior apartments and a patient hotel, completion in 2028
- Brunnen: Expansion of a clinic and new construction of senior apartments, completion in 2030
- Crissier: New construction of senior apartments, completion in 2030
Please contact investor@patrimonium.ch for more information.