The Patrimonium Swiss Real Estate Fund reported over 4% growth in rental income and strategic property acquisitions, positioning itself for continued profitability in the Swiss residential market.

Target Information

The Patrimonium Swiss Real Estate Fund (SIX: PSREF) is a prominent real estate fund that is publicly traded on the SIX Swiss Exchange. During the first half of the 2024/2025 financial year, which spans from March 31, 2024, to September 30, 2024, the fund has demonstrated significant growth, particularly in rental income. The fund reported an increase in rental revenue exceeding 4% compared to the previous financial year, alongside a marked improvement in the net asset value (NAV) per unit.

The fund's net asset value rose from CHF 145.47 as of March 31, 2024, to CHF 147.29 by September 30, 2024. This growth can be attributed to a combination of strategic property acquisitions, effective management, and a reduction in the vacancy rate within its portfolio.

Industry Overview in Switzerland

Switzerland's real estate market has been characterized by a strong demand for residential properties, driven by both population growth and a favorable economic climate. The country faces a significant shortage of housing, pa

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Patrimonium Swiss Real Estate Fund

invested in

Residential properties in Vaud

in 2024

in a Other Private Equity deal

Disclosed details

Transaction Size: $21M

Revenue: $27M

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