At a time when real estate investment foundations are difficult to access for new investors, contributions in kind offer a way to join them and an existing, homogeneous group of investors without reducing overall real estate allocation.
Contributions in kind offer several advantages for pension funds.
Advantages of contributions in kind
Types of contributions in kind
Tax considerations may play a role in selecting which the type of contribution-in-kind transaction is best for a pension fund. Two options are available:
Patrimonium Investment Foundation as your partner for contributions in kind
Swiss pension funds are increasingly looking for professional, efficient and performing investment solutions.
Patrimonium Investment Foundation, founded in 2009, runs two investment groups “Swiss Residential Properties” and “Swiss Healthcare Properties“. Our Foundation is an experienced, reliable partner for Swiss pension funds wishing to make contributions in kind. We offer:
Which properties are suitable for a contribution in kind to one of Patrimonium Investment Foundation’s investment groups?
How would we work together?
We support Swiss pension funds throughout the entire contribution-in-kind process.
If a pension fund is interested in joining the Patrimonium Investment Foundation, we will work through the following procedure:
Contributions in kind are possible in two investment groups at the Patrimonium Investment Foundation:
About Patrimonium Investment Foundation
Patrimonium Investment Foundation was established in 2009 and is aimed at tax-exempt pensions domiciled in Switzerland. It manages the investment groups “Swiss Residential Properties – Switzerland” and “Swiss Healthcare Properties” with assets of over one billion Swiss francs, and counts more than 150 Swiss pension funds among its investors. Patrimonium Asset Management AG, an asset manager of collective capital investments authorised by the Swiss Financial Market Supervisory Authority (FINMA), has been mandated as the managing company. Patrimonium Investment Foundation is a member of KGAST (Conference of Managers of Investment Foundations), ASIP (Swiss Pension Fund Association) and VIS (Swiss Real Estate Association).