Holding direct real estate investments is becoming more expensive.
Stricter sustainability regulations and new market conditions are mobilizing additional internal resources and requiring new skills – in addition to the investments that need to be planned to reduce energy consumption.
Against this backdrop, pension funds are reviewing their real estate strategy and the geographical allocation of their portfolio, and assessing the possibility of transforming direct real estate investments into indirect real estate investments.
Indirect real estate investments offer a number of advantages to pension funds wishing to make their real estate strategy more efficient and profitable.
The exchange of a direct real estate investment for an indirect real estate investment can be carried out in a cost- and tax-optimized way by means of a contribution in kind to an investment foundation.
Patrimonium Investment Foundation’s “Swiss Residential Properties” and “Swiss Healthcare Properties” investment groups are particularly well suited to this type of transaction.
Advantages of indirect real estate investment via an investment foundation
Patrimonium, a partner for contributions in kind
Founded in 2009, the Patrimonium investment foundation, with its two real estate investment groups, is a reliable partner for pension funds when it comes to contributions in kind.
Patrimonium manages a real estate portfolio of over CHF 3.1 billion, with more than 14,000 rental properties, and has already carried out several contribution-in-kind transactions.
The company’s professional property management and many years of experience in contribution-in-kind transactions enable it to support pension funds throughout the entire process.
Examples of contribution-in-kind transactions carried out with Patrimonium Investment Foundation:
Lugano, Rione Madonnetta (Swiss Residential Properties Investment Group)
Basel, St. Jakobstrasse (Swiss Residential Properties Investment Group)
Fribourg, Georges-Jordil / Geneva, Rue Maunoir (Swiss Healthcare Properties Investment Group)
The following objects are suitable for contribution in kind to Patrimonium Investment Foundation
“Swiss Residential Properties” Investment Group
Main features of the investment group :
“Swiss Healthcare Properties” Investment Group
Main features of the investment group :
How is a contribution in kind made?
We assist investors throughout the contribution-in-kind process by following the steps below:
A contribution in kind to the listed Patrimonium Swiss Real Estate Fund may also be considered.
Contact us for a non-binding consultation.