Zurich Investment Fund Real Estate Direct Switzerland

Liegenschaft Luzern

ZIF Real Estate Direct Switzerland

A unique portfolio of Swiss real estate. Our experienced real estate specialists invest in existing properties in prime locations that generate stable long-term income.

ZIF Real Estate Direct Switzerland Annual report

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Existing properties only

Exclusively existing properties with stable cash income and low vacancy rates. Good diversification across different phases in the real estate life cycle with future investment and appreciation potential over the next few years.

An experienced team

A well-coordinated, successful team of 25 experienced economists, architects and attorneys. In the 2015, 2016 and 2021 IAZI Award we were recognized for "Best Performance."

Excellent locations

A real estate portfolio regionally diversified across 13 cantons. Excellent locations: Three quarters of the properties are located in the Zurich, Lausanne and Geneva regions.

Sustainability: key figures

By 2030, we aim to reduce CO2 emissions by 30 per cent. Find out what we have achieved together so far.

Portfolio insights

  • 66 existing properties in 3 tranches over 3 years
  • 75% of the properties are located in the top regions of Zurich, Lausanne and Geneva
  • Regional diversification across 13 cantons
  • 80% residential properties with a focus on stable rental income
  • Broad diversification over the real estate life cycle
  • Future investment and appreciation potential
Fewer details
More details

Value diversification

Broad property value diversification.

  • Largest property approx. CHF 50 million
  • Smallest property approx. CHF 3 million
  • Ø value: CHF 15 million

Life cycle diversification

Real estate properties are held across all phases of the real estate life cycle.

  • Good condition: 8 (12%)
  • Minor depreciation: 27 (41%)
  • Substantial depreciation: 27 (41%)
  • With attractive development potential for the next few years: 4 (6%)

Attractive yields

The focus is on stable, sustainable rental income.

  • 80% of rental income from residential usage
  • Gross annual rental income: over CHF 51 million 
  • Rental income from mixed-use and commercial properties (max. 20%)
  • 3 pure business properties

Attractive locations

Three quarters of the properties are within Switzerland's top regions and primarily in these urban locations:

  • 44% Zurich
  • 23% Lausanne
  • 9% Geneva

In all, 80% of the properties are located in core and core-plus locations

Wald und Wasser

Sustainability in figures 2021

Zurich Invest Ltd supports successful investments that have a positive impact on the environment and society at the same time. Find out what we have achieved in 2021.

Selected properties

Performance & Fund facts

 Name  ZIF Real Estate Direct Switzerland
 ISIN/security number  CH0433089270/ 43308927
 Investor group  Qualified investors pursuant to Art. 10 para. 3 and 3ter CISA, Art. 5 para. 3-5 and Art. 5 para. 1 FinSA
 Currency  Swiss Franc (CHF)
 Fund management/asset manager  Zurich Invest LTD
 Custody bank  Banque Cantonale Vaudoise (BCV)
 Listing / Trading  Off-market
 Accounting year  01.07. to 30.06.
 Distribution date  Within four months of the end of the financial year
 Issue date  14.12.2018

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  • Zurich Invest Ltd
    P.O. Box
    8085 Zurich