immo!nvest – Die Plattform für Standorte und Immobilien

Tag: Marktwert

  • Capital raising of the “Vertina Wohnen” investment group

    Capital raising of the “Vertina Wohnen” investment group

    The foundation, which was established in March 2022, was able to notarise 6 properties within a year. The portfolio, which focuses primarily on new buildings, has a market value of around CHF 60 million as of 31 December 2023. After completion of the projects, the market value will be around CHF 117 million. The new capital will be used for the focused expansion of the portfolio. Two real estate projects with an investment volume of CHF 70 million were secured for this purpose.

    With its strategy, the Vertina Investment Foundation reconciles the requirements of investors and the needs of tenants. It has the knowledge and experience to combine high-yield real estate with responsibility for the environment. With its focus on future-oriented residential buildings in well-developed locations, the foundation aims for maximum sustainability.

    Details on capital raising

    Target volumeCHF 50 million
    Subscription volumeMinimum CHF 0.5 million
    Issuing premium1.0% (in favour of assets) Relevant NAV as of payment date
    Security number / ISIN116 503 599 / CHE116 503 599 4
    Allocation processSubscriptions up to CHF 20 million will receive a full allotment. The remaining subscriptions may be reduced proportionally in case of oversubscription.
    Subscription periodStart: 20 March 2023, End: 26 May 2023


    Existing and new investors who are permitted to invest in tax-exempt foundations in accordance with Swiss legislation and the Articles of Association of Vertina Investment Foundation may participate in the capital raising.

    Detailed information on the investment foundation and the “Vertina Wohnen” investment group can be found at: www.vertina.ch

  • Portfolio value of the HSC Fund slightly higher than in the previous year

    Portfolio value of the HSC Fund slightly higher than in the previous year

    The acquisitions from the previous year contributed to earnings for the whole year for the first time. This led to an 8.2% increase in rental income from CHF 38.8 million to CHF 42.0 million. The market value of the real estate portfolio increased by 0.8% to CHF 750 million at the end of the previous year. This increase in market value was mainly achieved through letting successes and dedicated asset management. Due to various acquisitions in the 2020 financial year and the associated one-off increases in value, last year’s investment return was 6.9%. Since there were no acquisitions in 2021, correspondingly fewer revaluations were achieved with slightly higher net returns, resulting in an investment return of 5.4% in 2021.

    As of December 31, 2021, the fund comprised 35 properties with a total rentable area of over 300,000m2. Further information on the HSC Fund can be found in the factsheet as of December 31, 2021. The annual report will be published on March 15, 2022.