Our Swiss Residential Properties Investment Group, established on 31 Dec. 2010, invests in residential property across Switzerland with a focus on areas with favourable demographic trends: the Lake Geneva, Basel, Bern, and Zurich regions as well as central Switzerland.
We focus on the low-risk, low- and medium-rent segments of the residential property market, comprised mainly of small and medium-sized apartments. Our investments consist of construction projects as well as existing buildings. We accept capital commitments and contributions in kind.
By drawing on the expertise of our in-house real-estate transaction and construction teams, we can pursue an active buy, build, and manage approach – thereby generating enhanced rental income and long-term capital appreciation.
The Swiss Residential Real Estate investment group is a member of KGAST’s aggregate real-estate index and residential sub-index. These indices are calculated and published every month, providing performance metric for real-estate investment groups managed by KGAST members. These indices cover only investment groups that invest in Switzerland.
Net Assets (CHF)1)
No. shares (CHF)1)
1) Calculated monthly
2) Values at 31 Dec. 2018
3) Calculated twice yearly (30 June and 31 December)
The Investment Groups’ net asset values are published by KGAST, Reuters and Bloomberg
Swiss Residential Properties Investment Group
Subscription contract and capital calls
31 Dec. 2010
01 Jan -31 Dec
Real Estate (as defined in Art. 53 Abs.1 lit c. of BVV2)
At each fiscal year-end with 12 months’ notice, at month-end per management decision
KGAST Immo-Index Wohnen
KGAST Immo-Index Gesamt
0.30% + VAT FY 2017-18
1% to the investment group
0.59% FY 2017-18
Patrimonium Asset Management AG
Wüest Partner AG
BDO SA, Zurich
Patrimonium Residential Opportunity I – a special purpose vehicle – acquired the old Coop warehouse in Crissier with a view to redeveloping the site. The project includes the construction ...
In October 2015, the Patrimonium Swiss Real Estate Fund and the Patrimonium Investment Foundation acquired the old weaving mill in Baar. It is Switzerland’s oldest weaving mill – and a listed ...
As part of this project, in the city of Basel, two buildings will be constructed. The one owned by the Investment Foundation will be composed of 117 apartments along with other rental units. The ...