Zurich Investment Fund Real Estate Direct Switzerland

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.

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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.

Go to key figures

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

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.

Learn more

Selected properties

Via Castausio / Via Trevano, Lugano - Tranche 1

Winkelrainweg, Oberengstringen - Tranche 1

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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Many Swiss pension funds have been strongly represented in the real estate investment class for many years.

Zurich Invest AG has successfully launched ZIF Real Estate Direct Switzerland.

After allocation of the shares, the fund will receive funds amounting to approximately 400 million Swiss francs.

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The new fund from Zurich Invest Ltd will give pension funds and other qualified investors the unique opportunity to make large-scale investments in high-yielding properties.

Zurich Invest AG is launching a new real estate fund.

With ZIF Real Estate Direct Switzerland, we are giving qualified investors unique access to high-quality existing Swiss real estate properties in top locations.