A successful recipe for stable returns
The smarter real estate investment
With an asset swap, you retain all the advantages of a real estate investment while improving your diversification and increasing your investment return. Helvetica shows you, free of charge and without obligation, how you can easily transfer your property into indirect real estate investments.
With a tax-optimized asset swap to our investment foundation, Swiss pension funds choose to transfer their directly held real estate portfolio into indirect real estate investments.
Advantages
- Improved diversification
- Unchanged real estate ratio
- 100% tax neutral
- Secure and stable distributions
- External outsourcing of real estate management
- No costs for property management
Asset swaps are a flexible and transparent solution that transforms your properties into tradable indirect real estate investments. This can be more advantageous than selling the real estate.
Advantages
- Convert hidden reserves into liquid assets
- Change of investment strategy
- Flexible succession planning
- Increased liquidity
- External outsourcing of real estate management
- No costs for real estate management
You want to get the most out of your real estate. In this case, it is worth considering an asset swap to one of our successful real estate funds.
Advantages
- Quick and easy distribution of inheritance
- Increased liquidity
- No costs for the management of the real estate
- Long-term and stable income
Your benefits at a glance
You keep all the advantages of a property, pass on the costs of maintenance to us and also get the liquidity of a fund. Benefit from the following advantages:
- An asset swap brings you tax advantages
- Significantly better diversification
- Faster tradability of your real estate investments
- You relieve yourself of the tasks and duties of a real estate owner
- Consistent real estate ratio
- Secure and stable distributions
The first step is a non-binding discussion. We will get to know your situation and needs better, present our investment products to you and outline the initial framework conditions.
You define which property or which real estate portfolio you would like to contribute. The address and a current list of tenants are sufficient as initial information.
We check the suitability of the property you have selected and calculate a possible contribution value. We explain our proposal to you in detail so that it is transparent and comprehensible for you.
If there is agreement in principle regarding the contribution value, a detailed review and clarification of the legal and tax framework follows.
After an inspection of the property and in-depth analysis of the property documents, we submit a binding offer that includes all aspects of the contribution process and the general conditions.
In the event of an acceptance of bid, we clarify the legal and tax aspects and send you a draft purchase agreement. With the formal transfer of the property and the handing over of the share certificates of the investment group or the fund shares, the asset swap of the real estate is finalized.
Which properties are suitable for asset swap
In the course of a non-binding discussion, we analyse your property for suitability as an asset swap. If the properties met our requirements, we will work with you to determine a fair contribution value and optimize the legal and tax framework for your asset swap.
The following properties may be suitable for an asset swap:
- Residential and Apartment buildings
- Shopping centers, retail parks and supermarkets
- Office buildings, logistics and warehouses
- Special and operator real estate
Why you should make your asset swap with Helvetica
Attractive investment performance
Successful expertise
Entrepreneurial and hands-on
Independent and customer friendly
The Helvetica Swiss Opportunity Fund invests primarily in Swiss logistics properties, data centers and specialist stores. The fund units are tradable over the counter. Admitted for qualified investors only.
The Helvetica Swiss Opportunity Fund invests primarily in Swiss logistics properties, data centers and specialist stores. The fund units are tradable over the counter. Admitted for qualified investors only.
The Helvetica Swiss Living Fund invests in Swiss residential properties in good locations. The fund units are tradable over the counter. Admitted for qualified investors only.
Helvetica Life Investment Foundation primarily invests in new and sustainable residential real estate in well-developed locations in Swiss economic centers. The foundation serves exclusively as an occupational pension fund.
A personal service is our trademark
Are you interested in an asset swap? We are at your disposal at any time.
Dominik Fischer
Chief Investment Officer
T +41 43 444 70 93
dominik.fischer@helvetica.com
