Swiss Indirect Real Estate Investments

This report provides a comprehensive performance and valuation analysis of Swiss indirect real estate investment vehicles, including listed funds, non-listed companies, and investment foundations as of June 2026.

Key Takeaways

• 1.The average premium for listed Swiss real estate funds stood at approximately 34.53% at the end of June 2026.
• 2.Geopolitical uncertainties persist, contributing to a challenging market environment for real estate investment vehicles.
• 3.Higher long-term interest rates are historically correlated with lower premiums (Agio) and discounts (Disagio) for Swiss real estate funds.

Table of Contents

• Investment universe
• Key figures for Swiss real estate funds (SXI Real Estate® Funds Broad)
• Performance of listed Swiss real estate funds
• Market review
• Total Return Index
• Agios and Disagio of the Swiss Real Estate funds
• Agio development since October 2008
• 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
• Premium/discount of Real Estate investment companies
• Historical development of Premiums and Agios
• Distribution yield of Real Estate investment companies
• Key figures for KGAST Real Estate Investment Foundations
• Contact information
• Disclaimer

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial