Ad hoc announcement pursuant to Art. 53 LR
Patrimonium Holding AG, Baar (ZG), the parent company of Patrimonium Asset Management AG, will acquire Sustainable Real Estate AG, Zurich (ZH), as of 1 July 2026. As of 1 January 2027, Patrimonium Asset Management AG will, subject to approval by FINMA, become the fund management company and asset manager of the listed real estate fund Sustainable Real Estate Switzerland (SIX: SRES), which has total assets of approximately CHF 475 million. Through the acquisition of Sustainable Real Estate AG, Patrimonium will also integrate its partnership with the German company Quadoro Investment GmbH, for which Sustainable Real Estate AG acts as distribution partner and sustainability adviser for three open-ended real estate funds with total assets of approximately EUR 785 million.
Sustainable Real Estate AG is the entrepreneurial shareholder of Sustainable Real Estate Investments SICAV and the asset manager as well as distributor of the listed real estate fund Sustainable Real Estate Switzerland (SIX: SRES). The company is authorised by FINMA as a manager of collective assets and offers pension funds and institutional clients comprehensive services in the real estate sector.
As at 31 December 2025, the real estate fund Sustainable Real Estate Switzerland had total assets of approximately CHF 475 million, comprising 30 residential properties in Switzerland that meet high sustainability standards. Sustainable Real Estate Switzerland is included in the Swiss Sustainable Real Estate Index, the first sustainability index for existing Swiss real estate properties.
In addition, Sustainable Real Estate AG acts as distribution partner and sustainability adviser for three open-ended real estate funds with total assets of approximately EUR 785 million (31 December 2025) managed by the German capital management company Quadoro Investment GmbH, based in Offenbach am Main, Germany, which is active in several European countries.
Patrimonium Asset Management AG is a FINMA-authorised fund management company which, with 70 professionals, manages assets of more than CHF 5 billion (31 December 2025) across the asset classes real estate, private credit, infrastructure and private equity. Its real estate assets under management in Switzerland currently amount to more than CHF 3.7 billion. It is the fund management company of the listed real estate fund Patrimonium Swiss Real Estate Fund (SIX: PSREF). In Germany, Patrimonium is present with its own residential real estate fund.
Through the transaction, Patrimonium Holding AG will become the sole entrepreneurial shareholder of Sustainable Real Estate Investments SICAV. Likewise, as of 1 January 2027, Patrimonium Asset Management AG will assume the fund management and asset management functions for the real estate fund Sustainable Real Estate Switzerland. Both steps are subject to approval by FINMA.
This acquisition will enable Sustainable Real Estate Investments SICAV to benefit from significant economies of scale in property management, development, sourcing and construction management. Patrimonium will strengthen its position in the real estate market and benefit from Sustainable Real Estate AG’s expertise in sustainability. In the coming months, further internal synergies and efficiency potential, as well as the possibilities and interest in combining currently separately managed real estate vehicles, will be examined.
In Germany, the long-term advisory and distribution agreements concluded with Quadoro Investment GmbH, which specialises in real estate and infrastructure investments, and relating to assets of approximately EUR 785 million, will be taken over.
Christoph Syz, CEO and Co-Founder of Patrimonium Asset Management AG, says: “The acquisition of Sustainable Real Estate AG creates interesting synergies and efficiency gains for both companies and strengthens our position in the real estate market, particularly in German-speaking Switzerland.”
Klaus Kämpf and Marco Scheurer, Managing Directors of Sustainable Real Estate AG, say: “We are very pleased to contribute, together with our team and our expertise, to the joint success within the Patrimonium Group in the coming years.”
Contact
François Hutter
Head of Marketing & Media Relations
E: media@patrimonium.ch
T: +41 58 787 00 08
Patrimonium Asset Management AG
Patrimonium Asset Management AG (“Patrimonium”) is a fund management company authorised by the Swiss Financial Market Supervisory Authority FINMA and specialised in private markets. Patrimonium offers qualified and professional investors investment opportunities in real estate, private credit, private equity and infrastructure. With 70 professionals and offices in Lausanne, Zurich and Zug, Patrimonium manages assets of CHF 5 billion (12.2025). www.patrimonium.ch
Sustainable Real Estate AG
Sustainable Real Estate AG is the fund provider and asset manager of the real estate fund Sustainable Real Estate Switzerland. In addition, the company acts as sustainability adviser and distribution partner for European real estate funds. Sustainable Real Estate AG holds a FINMA authorisation as a manager of collective assets and complies with the AMAS requirements regarding transparency and disclosure for collective assets with sustainability relevance.
Furthermore, Sustainable Real Estate AG offers comprehensive services, including portfolio management, asset management and sustainability advisory, in the real estate asset class for pension funds and institutional clients. The team has been jointly advancing the topic of sustainability in real estate for more than 15 years. Sustainable Real Estate AG has developed its own systems for the sustainability assessment of locations and buildings and develops sustainability strategies for real estate investment vehicles. The company acts as sustainability adviser to real estate funds with a volume of approximately CHF 1.2 billion in seven countries. www.sustainable-real-estate.ch
Sustainable Real Estate Switzerland
The real estate fund Sustainable Real Estate Switzerland was launched in 2015 and invests throughout Switzerland in properties with a focus on residential use. The portfolio currently comprises 29 existing properties.
The fund pursues a sustainable investment policy based on an integration approach, taking ecological and social issues into account in investment decisions and throughout the entire life cycle on the basis of targeted processes and data analyses; climate alignment, aiming to meet the statutory requirements applicable in Switzerland and the net-zero target by no later than 2050 with a binding plan to achieve this target; and the exclusion of certain commercial tenants in accordance with the AMAS self-regulation on transparency and disclosure for collective assets with sustainability relevance.
Quadoro Investment GmbH
Quadoro Investment GmbH is regulated as a capital management company under the German Capital Investment Code (KAGB) and offers institutional and private investors access to professionally managed investment products with a focus on real asset investments in the areas of real estate and renewable energy. www.quadoro.com
Disclaimer
No offer
The information contained in this document does not constitute, in particular, (i) an invitation, offer, solicitation, recommendation or decision-making aid to buy or sell financial instruments or to make an investment or enter into any other transaction; (ii) investment, legal, tax or other advice, and does not take into account the personal circumstances of the recipient; or (iii) the result of objective or independent financial analysis.
Disclaimer of liability
The information contained in this document is not legally binding. All information and opinions reflect the subjective view of Patrimonium as at the reporting date and may change at any time without notice. The information and analyses contained in this document have been prepared by Patrimonium with the greatest possible care and to the best of its knowledge and belief, and have been compiled from sources deemed reliable. However, Patrimonium does not provide any warranty as to their accuracy, reliability, completeness or timeliness and accepts no liability for any direct or indirect losses or other damages, including consequential damages and damages suffered by third parties, arising from the use of this information. Unless otherwise stated, all figures are unaudited.