Swiss Indirect Real Estate Investments

This report provides a comprehensive statistical update on the Swiss indirect real estate market as of May 31, 2026, covering listed funds, property companies, and investment foundations.

Key Takeaways

• 1.The Swiss indirect real estate fund market recovered at the end of May 2026, closing up 0.92% compared to the previous month.
• 2.The average premium (Agio) for Swiss real estate funds remained high at approximately 34.7%, with an inverse relationship to long-term interest rates.
• 3.Several major funds including Immo Helvetic and SF Sustainable Property carried out capital increases during May 2026.

Table of Contents

• Investment universe
• Key figures for Swiss real estate funds (SXI Real Estate® Funds Broad)
• Performance of listed Swiss real estate funds
• Agios and Disagio of the Swiss Real Estate funds
• Secondary market Swiss property funds
• Distribution yield of Swiss Real Estate funds
• Comparison of total expense ratios (TERREF MV)
• Third-party borrowings
• Key figures for Swiss property shares (Real Estate® Equities Broad)
• Key figures for KGAST Real Estate Investment Foundations

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial