immo!nvest – Die Plattform für Standorte und Immobilien

Tag: Kapitalaufnahme

  • Investment foundation raises fresh capital for residential property

    Investment foundation raises fresh capital for residential property

    According to a press release dated 4 May, the Vertina Real Estate Investment Foundation is raising fresh capital until 6 July 2026. The target volume is set at between 60 and 80 million Swiss francs. This may be increased if there is sufficient demand. The funds are earmarked for additional property investments as well as for ongoing and planned developments.

    The capital raising is taking place after the foundation has fully and sustainably invested the funds entrusted to it as part of its seventh capital issue. Following the completion of four transactions in the first quarter of 2026, the portfolio currently comprises 13 properties, including four near-new existing properties, a new-build that is almost complete, and eight project developments. Upon completion of all ongoing projects, a market value of around CHF 350 million is expected. As at 31 March 2026, the residential share stands at 99 per cent.

    Launched in May 2022, the Vertina Investment Foundation invests directly in near-new residential properties in Switzerland that meet high sustainability standards. To this end, the foundation cooperates with the Markstein Group, a property services provider covering portfolio management, construction management, transaction management and marketing. The foundation focuses on providing marketable housing with the lowest possible environmental impact. With a consistent value creation approach, the investment strategy aims to generate stable and reliable long-term returns for investors.

  • Helvetica plans capital increase for the Helvetica Swiss Living Fund

    Helvetica plans capital increase for the Helvetica Swiss Living Fund

    The capital increase enables investors to invest in the residential fund with one of the highest distribution yields of all Swiss residential funds. The fund management considers this an extremely attractive window of opportunity to enter the undervalued Swiss residential market.

    Investments are made in the most attractive regions
    The HSL Fund invests in easily accessible regional economic centres with a rapidly growing population and good public transport connections. According to the latest study “Transaction Market Switzerland, Outlook 2023” by JLL, 46 per cent of the investors surveyed expect the best risk/return ratio in the residential sector to be in precisely these locations. The aim is to invest for the most part at attractive yields that improve the portfolio ratios. Priority acquisition criteria are properties with low rent ratios, ideally around 30 percent, and gross yields of over 4 percent. Helvetica’s large network ensures access to the best purchase opportunities.

    Market rents will rise sharply
    Record population growth, inflation and the strong demand for housing will inevitably lead to rising rents. Accordingly, the Helvetica Swiss Living Fund is ideally positioned for an increase in market rents thanks to its low rent levels. Thanks to the natural tenant fluctuation of around 15 percent per year, the existing rents can be successively adjusted to market rents and inflation. With a rent quantile of currently 39 percent, the level of rents is in the lowest price segment and thus ensures a very high payout capacity in the long term. Swiss residential real estate is thus very crisis-resistant and offers stable cash flow and long-term value appreciation.

    One of the highest-distributing residential funds
    Helvetica has repeatedly demonstrated that it can generate sustainable growth even in a difficult market environment. The Helvetica Swiss Living Fund grew by 63 percent in the 2022 financial year and, with a real estate portfolio of over CHF 818 million and 1,850 first-class flats, is one of the largest unlisted residential funds in Switzerland. For the 2022 business year, a distribution of CHF 3.45 per unit could be made, which represents an increase of 1.5 percent compared to the previous year.

    Outlook
    For the 2023 financial year, the fund management aims to increase the distribution by a further 5 centimes compared to the previous year and is targeting CHF 3.50 per fund unit.