Swiss Listed Real Estate Chartset

A comprehensive data-driven overview of the Swiss listed real estate market as of June 2026, highlighting a 5% YTD return for stocks versus a slight decline for funds.

Key Takeaways

• 1.Swiss real estate stocks significantly outperformed real estate funds in early 2026, posting a 5.0% YTD total return compared to -0.3% for funds.
• 2.Both stocks and funds are trading at substantial premiums (Agios) over their Net Asset Values, weighted at 32.3% and 33.4% respectively.
• 3.The total market capitalization of the Swiss real estate fund universe reached 76.45 billion CHF by June 1, 2026.

Table of Contents

• Swiss listed real estate - overview
• Overview – Swiss listed real estate
• Total return – long-term view
• Total return – short-term view
• Swiss listed real estate - equities
• Real estate shares: Average premiums
• Real estate shares: Turnover
• Swiss listed real estate - funds
• Real estate funds: Performance by segment
• Real estate funds: Average agios
• Real estate funds: Turnover
• Real estate funds universe – reference list
• Real estate funds: Sustainability overview
• Contact
• Risk information

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