Half-year report: SIX-listed Patrimonium Swiss Real Estate Fund continues to grow Read more
Investment Foundation: successful capital increases for real estate investment groups Read more
Sustainable Infrastructure: Next investment successfully completed Read more

Asset Classes

Real Estate

KEY FIGURES

  • CHF 3.25 bn
    Assets under Mgmt.
  • CHF 124 m
    Rental Income p.a.
  • 183
    Properties Owned
  • 5'900
    Rental Units
  • CHF 350 m
    Construction vol. p.a.
  • CHF 220 m
    Transactions vol. p.a.

Investment approach

Real-estate professionals using proprietary processes

 

Proactive property sourcing

We continually scout our markets for opportunities that match our investment criteria. This is done using our extensive partner network, which enables us to act swiftly and seize opportunities before they officially come to market.

Thorough due diligence

Due diligence is a key factor in successful real-estate acquisitions. We perform meticulous appraisals and valuations prior to each investment decision, and draw on our extensive network to assess a property's location, technical specifications, and legal status. We also evaluate the demographics and trends of the surrounding area. These findings are combined with our own appraisals of a property’s potential and sustainability.

Favorable financing terms

We work with top-tier banks and insurance companies to arrange the right financing structure. Our long-standing partnerships with these lenders help us obtain competitive rates and ensure that transactions run smoothly, paving the way to attractive long-term returns.

Discover our Investment Solutions: Swiss Real Estate Fund, Investment Foundation, Private Investment Solutions

Technical Teams

Teams of in-house experts

 

Our transactions and construction team

An active management approach works best when strategy and execution are under the same roof. Our successful real-estate operations also rely on the effective teamwork of our in-house experts for real-estate transactions and construction projects. These experts work closely with our fund and portfolio managers. By leveraging the synergies among these teams, we can deliver greater efficiency, speed, and risk management.

Cost-saving purchasing platform

Our clients benefit from our pooled purchasing platform - a purchasing center that can deploy significant economies of scale when selecting suppliers and buying goods and services.

Services for selected third parties

Our in-house construction team also provides services to selected third parties.

Real Estate Projects

Development

Caudray 32

In parallel with the renovation project at Caudray 34 – 36 in Renens, the Truststone Real Estate SICAV fund is developing a construction project. This involves demolishing the existing shopping ...

Residential

In development

Swiss healthcare properties

Bülach

Patrimonium Investment Foundation acquired the “Haus T” five-storey medical centre project at the beginning of 2023. The building is located just a few minutes’ walk from Bülach ...

Commercial

In development

Renovation

Wangenstrasse 86

The Patrimonium investment foundation has decided to convert part of this building in Bern-Bümpliz. The office space will be converted into furnished student accommodation and workshops, making the ...

Mixed

In development

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Healthcare properties

Contribution in kind

Rue Georges-Jordil (FR) and Rue Maunoir (GE)

AEVUM Investment Foundation has successfully completed a contribution in kind to the healthcare real estate investment group. The transaction included a mixed-use building in the center of Fribourg, ...

FR/GE

Existing asset

Care Home

Construction project "Carpe Diem" in Boudry

In November 2019, the Swiss Healthcare Properties Group acquired a building plot at Chemin des Repaires 3 in Boudry (NE) for the construction of a canton-approved 57 nursing bed
and an ...

NE

New construction

Medical center

Rive Droite, Orbe

At the end of 2020, the Swiss Healthcare Real Estate investment group acquired a plot of land in Orbe (VD) together with a new construction project to build 80 retirement flats and a medical centre. ...

VD

Development project

View all properties

Patrimonium Calendar

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Your investor profile

Qualified Investors

Important legal information

By accessing the website of Patrimonium Asset Management AG (“Patrimonium”) or any affiliated company mentioned on its website (the “Website”), you confirm that you have understood and agreed with the legal terms and conditions of the Website. If you do not agree with the terms and conditions, you must not access the Website. The Website contains information relating to a large number of financial instruments that are registered and managed in various jurisdictions. We therefore ask that you indicate your place of domicile before accessing any information about these instruments. Private investors’ access to any such information will be limited to the financial instruments authorised for sale to private investors in their country of domicile.

Local legal restrictions

None of the financial instruments referred to on the Website will be made available, nor will the corresponding prospectuses be distributed to persons residing in any country, state or jurisdiction where the marketing of such financial instruments would be contradictory to local law or regulation. Persons to whom such restrictions apply must not access the Website. Website users are responsible for ensuring that they are legally entitled to access the Website. Only the prospectuses, annual reports of the financial instruments and eventually the key information document(s) contain the information and specific details that may be required by the regulators of individual jurisdictions. None of the financial instruments listed on the Website is or will be registered in the United States of America under the 1933 Securities Act as amended. Therefore, none of them is intended to be offered, either directly or indirectly, in the United States of America (including its territories and colonies), to nationals and persons domiciled in the United States of America, to persons normally domiciled in the United States of America or to persons for the benefit of or in favour of US nationals (as defined in Regulation S of the 1933 Securities Act). Persons to whom such restrictions apply must not access the Website.

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Unless indicated otherwise, Patrimonium is the owner or holder of all rights associated with and components of the Website, including its data, charts and drawings. Any total or partial reproduction, representation, distribution or redistribution of the content of the Website through any process whatsoever without the prior written consent of Patrimonium is prohibited. The whole content of the Website is subject to copyright (all rights reserved). Patrimonium is a national and international registered trademark. Using the Website does not grant users any rights regarding its content, software, registered trademarks or any other element of the Website. Any reproduction or utilization of the Website or Patrimonium’s logo without the prior written consent of Patrimonium is prohibited.

No offer

The information and opinions disclosed on the Website constitute neither an invitation nor an offer to make or liquidate an investment, nor an invitation nor an offer to perform any other transaction. The information and opinions provided on the Website do not constitute recommendations or guidance for decisions concerning any investments and other matters and are not intended as advice in any way. Any investment decision must be based on an analysis of the associated risks (including but not limited to any legal, regulatory, tax or other consequences) as well as on the relevant, specific advice of an independent professional. The information provided is neither investment advice nor otherwise based on a consideration of the personal circumstances of the addressee nor is it the result of objective or independent research.
Investors should contact a qualified tax advisor for information about the possible tax-related consequences of holding, purchasing or selling shares in companies, funds or other investment vehicles.

Investment funds

The information about Patrimonium services and products given on the Website is not intended for any persons residing in a country or jurisdiction where access to such information or the publication of such information is forbidden by law.

For the Patrimonium Swiss Real Estate Fund – a Swiss collective investment scheme organised as a contractual fund under Swiss law – its fund contract, prospectus, key information document and latest interim and annual reports can be obtained free of charge and upon request from the fund management company and from the fund distributor(s).

For the Patrimonium Middle Market Debt Fund – a collective investment scheme organised under Luxembourg law and restricted to qualified investors – its prospectus, key information document (if applicable) and latest interim and annual reports can be obtained free of charge and upon request from the fund management company, the fund distributors or the fund representative in Switzerland. This Swiss representative is the Geneva office of Acolin Fund Services AG, located at Cours de Rive 6, 1204 Geneva, Switzerland. The fund’s paying agent in Switzerland is Banque Cantonale de Genève, located at 17 Quai de l’Ile, 1208 Geneva, Switzerland.

For the Private Credit Co-Investor Fund – a collective investment scheme organised under Luxembourg law and restricted to qualified investors – its prospectus, key information document (if applicable) and latest interim and annual reports can be obtained free of charge and upon request from the fund management company, the fund distributors or the fund representative in Switzerland. This Swiss representative is Credit Suisse Funds AG, located at Uetlibergstrasse 231, 8045 Zurich, Switzerland. The fund’s paying agent in Switzerland is Credit Suisse (Schweiz) AG, located at Paradeplatz 8, 8001 Zurich, Switzerland.

For the Patrimonium Private Equity Fund – a special limited partnership organised under Luxembourg law and restricted to qualified investors – its prospectus, key information document (if applicable) and latest interim and annual reports can be obtained free of charge and upon request from the fund management company, the fund distributors or the fund’s representative in Switzerland. This Swiss representative is the Geneva office of Acolin Fund Services AG, located at Cours de Rive 6, 1204 Geneva, Switzerland. The fund’s paying agent in Switzerland is Banque Cantonale de Genève, located at 17 Quai de l’Ile, 1208 Geneva, Switzerland.

No guarantee

The information and opinions disseminated on the Website are based on public information, data developed internally and other reputedly reliable sources. Patrimonium is as diligent as possible in compiling and updating the information on the Website. However, Patrimonium and its contractual partners do not furnish any guarantee (including liability towards third parties) with regards to the correctness, updating and completeness of the information and opinions disclosed on the Website.

The content of the Website is likely to be modified at any time and without notice. Furthermore, Patrimonium does not assume any responsibility and does not guarantee in any way that the functions on the Website will not be interrupted or that they are free of errors, that any errors are rectified or that the Website and its server are free of viruses or any other detrimental elements. Any of the information, performance data and other representations, links or other messages may be changed at any time without prior notice or explanation to users.

Performance and risk

Positive returns (value accretion) in the past are not a guarantee of positive returns in the future. In particular, there is no guarantee that an investor’s capital will be protected or that the value of employed capital or of shares will be equal to or greater than an investor’s original investment when the investor sells his shares or withdraws his capital. Investments in foreign currencies are exposed to the additional risk of unfavourable movements in exchange rates. If an investment is denominated in a currency other than your base currency, changes in the rate of exchange may have an adverse effect on value, price or income. The price and value of investments mentioned and any income that might accrue may fluctuate and may fall or rise. The value of such investments depends in part on the volatility of the corresponding exchange rates, and movements in these rates might bear negatively on the value of invested capital. The potential risks and returns of investments are also dependent on the managers’ investments policies and emphases. The value of investments may go up as well as down. Like any investment, an investment with Patrimonium has risks, in particular the risk of losing the amount invested. The risk factors of the financial instruments discussed on the Website are described in more detail in the fund prospectuses.

Exclusion of liability

Patrimonium and its contractual partners decline any liability (including negligence and third-party liability) for any direct, indirect or consequential loss or damage arising from reliance on this website, in connection with the information, performance data and other representations, links or other communications contained on the Website or related to the risks of financial markets. If nothing is indicated to the contrary, all figures are unaudited.

Website links

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Patrimonium shall not be liable for losses resulting from email messages that are received late or not at all. This also applies to other unprotected forms of communication whose function and risk exposure is similar to that of email messages.

Applicable law

Any legal relationship arising between Patrimonium and an individual or entity as a result of using the Website will be subject exclusively to Swiss law.