Helvetica to launch new real estate investment fund with hybrid strategy
Helvetica launched its first regulated real estate investment fund, the Helvetica Swiss Commercial (HSC), in December 2016, and is now launching a new Swiss commercial real estate investment fund. The HSO fund, regulated by FINMA, is a contractual real estate fund under Swiss law which is open to qualified investors only. The HSO Fund invests in commercial properties throughout Switzerland and follows a hybrid investment strategy which combines high value appreciation potential and stable revenues.
“I believe this is the first real estate investment fund in Switzerland following a hybrid investment strategy. As a result, the HSO Fund is able to deliver appreciation potential and stable annual dividends“, says Hans Holdener, CEO and Managing Partner.
The first issuing of shares for the HSO fund is aimed at investors whose investment policy is linked to strict qualitative investment criteria and guidelines which focus on both dividends and value appreciation potential. Due to its very attractive risk profile, the HSO fund is suited to institutional investors. Moreover, the Fund Management expects listing to take place by 2023.
«At the start of the new fund, we have again secured a very attractive portfolio consisting of 8 properties. Thus, we can already promise a dividend payment of 5% for the first fiscal year 2019. With the HSO, we offer institutional investors a stable dividend as well as potential for value appreciation." Based on current economic forecasts, I consider the timing of the HSO to be very good,“ adds Hans R. Holdener.
The subscription period starts on October 8, 2018. Further details concerning the initial issue will be given in a separate announcement at the beginning of the subscription period.
For further information
| Hans R. Holdener CEO und Managing Partner Tel. + 41 43 544 70 80 E-Mail hrh@HelveticaProperty.com | Gianni Peduzzi CFO, Head Corporate Services Tel. + 41 43 544 70 84 E-Mail gp@HelveticaProperty.com |
About Helvetica Property Investors AG
Helvetica Property Investors is an independent partner-owned and managed real estate fund management company regulated by the Swiss Financial Market Supervisory Authority FINMA. Helvetica Property Investors offers the full spectrum of real estate investments, including investment strategies, investment property selection, deal structuring, acquisitions, financing, portfolio management and sales. The firm offers both direct and indirect real estate investments in Switzerland on behalf of its clients. Helvetica Property Investors acts as fund and asset manager for both the Helvetica Swiss Commercial and the Helvetica Swiss Opportunity real estate fund.
About Helvetica Swiss Opportunity Fund
The Helvetica Swiss Opportunity fund (HSO) is a regulated open contractual real estate investment fund under Swiss law, which is authorized by the Swiss Financial Market Supervisory Authority, FINMA, and is open to qualified investors. The fund invests in commercial real estate and pursues a hybrid investment strategy in good locations throughout Switzerland. The focus of the fund is on commercial real estate with high potential for value appreciation and properties with special usages and stable long-term rental income. The hybrid strategy combines high capital value appreciation potential with stable income to achieve an attractive risk-adjusted return.