Profile
1291 The Swiss Investment Foundation was founded in 2018 and, with its two investment groups, offers nationwide access to attractive and sustainable real estate investments. 1291 The Swiss Investment Foundation is advised by Nova Property Fund Management AG.
With the Occupational Pension Supervisory Commission (OAK BV) as its supervisory authority, the investment foundation is a member of the Conference of Managers of Investment Foundations (KGAST).
Foundation Board and Executive Management.
Focus & Strategy.
1291 The Swiss Investment Foundation invests in property across Switzerland. Acquisitions cover both residential and non-residential real estate like offices, retail units, commercial premises and logistics centers. The focus is on achieving the right balance of real estate in different locations and with different uses, with a focus on the residential sector. Sites are selected primarily on the basis of property market cycles, economic power and forecasts, politics and the legal/tax situation. Property location and quality are key factors for reletting, long-term profitability and opportunities to increase value. All properties in the portfolio shall meet key sustainability requirements and thus contribute to ESG in the long term.
The investment group Real Estate Switzerland invests in selected residential, office, service, retail and commercial properties across Switzerland. The investment focus is clearly on residential real estate, with a target quota of at least 60%.
In the investment group Sustainable Real Estate Projects Switzerland, the investment focus is on developing and expanding a diversified sustainable real estate portfolio made up of new construction projects and project developments with a residential share of at least 60% too.
Investment Process
Build upon our clever investment process.
Investment Decisions
The foundations of successful real estate investments.
Contributions in kind
Contributions in kind as access to diversification and expertise.
Holding direct real estate investments increasingly presents a challenge for owners. Topics such as Environmental, Social, and Governance (ESG) considerations, optimization of vacancies and renovations, maximization of potential, as well as ongoing regulatory and political changes, are becoming ever more important. Direct real estate held by pension funds is also often historically concentrated regionally, creating concentration risks. Through a contribution in kind, better geographical and usage-related diversification can be achieved, improving the risk-return profile of the investment.
When contributing assets in kind to 1291 The Swiss Investment Foundation, the properties are transferred, and in return the owner receives shares in the Switzerland Real Estate investment group. Direct real estate holdings are thus partially converted into indirect real estate investments in a tax-efficient manner. A contribution in kind gives investors access to larger real estate investment volumes that are managed professionally and efficiently. Throughout the entire contribution-in-kind process, our experts provide guidance and support.
Advantages of a contribution in kind
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