Sustainably outperforming an institutional real estate portfolio. Strategy, execution, reporting, with no conflicts of interest.
We take on active portfolio management on behalf of institutional clients (pension funds, foundations, funds, family offices). Our mandate covers strategy definition, operational execution and reporting, acting as a direct extension of the owner. We identify sources of value creation, secure long-term revenues and improve portfolio returns.
Technical, financial, leasing and ESG diagnosis. Set-up of a dedicated SharePoint as a document-sharing platform.
Defining an investment roadmap, decision-making process and authority limits, real estate policy validated with governance bodies.
Operational oversight of property managers and service providers, contract management, performance optimisation.
Structured deliverables, dashboards, statement verification, accounting consolidation.
Annual strategy review, with adjustments based on market, portfolio and objectives evolution.
Consolidated portfolio view: financial performance, rent roll, service charges, works, ESG indicators. Concise dashboard delivered to the investment committee and management.
Detailed asset-level view: characteristics, rent roll, financial performance, energy monitoring and decarbonisation trajectory.
Pension funds, institutional foundations, real estate funds, family offices and private investors holding directly-owned Swiss real estate requiring professional management.
Our six service lines work in parallel, all serving a single portfolio strategy.
Our Transactions team sources target acquisitions aligned with the strategy. When securitisation becomes relevant, our Structuring team designs the dedicated investment vehicle upstream of the roll-out.
Our Project Management team oversees the renovations and works set out in the strategy, our Valuations measure the change in value, our Commercial Leasing team re-lets vacant space.
Our 360° team manages your real estate portfolio end-to-end: asset management, project management, valuation, transactions, commercial leasing. Complimentary.
Let's talk in full confidence.