Information on the target
Swiss Recap is pleased to announce the successful closing of a sale and leaseback transaction involving two premium senior housing properties located in Stadel, within the Greater Zurich area, and Saint-Imier in the Canton of Bern, Switzerland. The seller, Tertianum, is a market-leading provider of senior housing and living solutions in Switzerland. This transaction highlights the growing demand for quality senior living facilities in the region.
The portfolio consists of two modern senior residence facilities that collectively offer 6,600 square meters of rentable space. Both properties are under long-term lease agreements with Tertianum, ensuring stable and inflation-protected cash flows, supported by a financially robust tenant. This strategic positioning enhances the attractiveness of the investment for potential buyers.
Industry overview in the target’s specific country
The senior housing industry in Switzerland has been experiencing significant growth, driven by an aging population and increasing demand for high-quality living options for seniors. As the population ages, the need for specialized housing solutions that cater to the unique requirements of elderly residents has become more pronounced. This trend is expected to continue, creating a favorable environment for investments in senior living facilities.
Switzerland's healthcare system is renowned for its quality and efficiency, which further bolsters the attractiveness of senior housing investments. The country offers a robust regulatory framework that supports the development and operation of senior living facilities, ensuring that they meet high standards of care and safety. This regulatory environment provides investors with confidence in the long-term viability of their investments.
Moreover, the Swiss economy remains stable, characterized by low unemployment rates and a high standard of living. This economic stability contributes to the resilience of the senior housing market, as residents are more likely to afford premium living options. The combination of demographic trends and economic factors positions the Swiss senior housing sector as a compelling investment opportunity.
The rationale behind the deal The rationale for this sale and leaseback transaction is rooted in the strategic alignment between the seller and buyer. By divesting these properties, Tertianum can unlock capital while retaining operational control through long-term leases. T…