The Patrimonium Swiss Real Estate Fund has demonstrated strong financial growth and a commitment to sustainable practices, positioning itself as a promising investment opportunity in the resilient Swiss real estate market.

Target Information

The Patrimonium Swiss Real Estate Fund (SIX: "PSREF") is a publicly traded real estate investment fund listed on the SIX Swiss Exchange. As of the first half of the 2023/24 financial year (April 1 to September 30, 2023), the fund has demonstrated significant growth, with rental income increasing by over 7% compared to the previous half-year. The net asset value (NAV) per unit rose from CHF 147.33 to CHF 149.04, following a distribution of CHF 4.00. These improvements can be attributed to effective portfolio management and ongoing investments.

During the first six months of this financial year, total revenues rose from CHF 23,797,799 to CHF 25,660,205, reflecting a 7.83% increase. This positive trend is forecasted to persist, supported by a lower vacancy rate and rent indexation, which positions the fund for enhanced revenue generation, notably in the re-letting of vacant space at Chemin du Chêne 3-5 in Renens/VD, with a potential rent increase exceeding CHF 3 million.

Industry Overview in Switzerland

The Swiss real estate market remains robust, characterized by high stability and demand, particularly in residential properties. With over 75% of the Patrimonium Swiss Real Estate Fund's income derived from residential assets, it benefits from a strong ren