Bank J. Safra Sarasin - Real Estate Hub Switzerland : Öffnung der Anlagegruppe «Immobilien» der AVENIRPLUS Anlagestiftung Donnerstag, 15. Februar 2024 - 15:01
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AVENIRPLUS Anlagestiftung | ||||||||||||
Öffnung der Anlagegruppe «Immobilien» der AVENIRPLUS Anlagestiftung Die Anlagegruppe «Immobilien» konnte auch im letzten Geschäftsjahr die Wachstumsstrategie erfolgreich fortsetzten. Das Portfolio umfasst 33 Liegenschaften mit einem Marktwert von rund CHF 256.5 Mio., einer Wohnquote von rund 70% und einer attraktiven Cash-Flow-Rendite von 2.8%. Investment Case
Die Anlagegruppe investiert in konjunkturresistente Wohnimmobilien mit einem klaren geografischen Fokus auf den Raum Bern, wo die Anlagestiftung von der hervorragenden Vernetzung sowie lokalen Verankerung des Managements profitieren kann. Neben Neuakquisitionen wird laufend nachhaltiges Wertsteigerungspotenzial im Bestandsportfolio ausgeschöpft. Mit diesem Ansatz kann die Anlagegruppe nicht nur die Mieterträge steigern und Aufwertungen erzielen sondern auch nachhaltig Emissionen reduzieren und den definierten CO2 Absenkungspfad umsetzten.
Um das Portfolio weiter zu diversifizieren, prüft die Anlagegruppe aktuell zwei Liegenschaften an bester Lage in der Berner Altstadt, im Umfang von rund CHF 30 Mio. und einer Bruttorendite von ca. 3.8%. Weiter soll die Fremdkapitalquote auf das Zielniveau von 15-20% gesenkt werden und Potenziale im Bestandsportfolio genutzt werden.
Vorteile eines Investments
Eckdaten und Konditionen
Kontakt
Angaben zum Immobilienportfolio, Jahresbericht und Factsheet sind auf der Webseite der Anlagestiftung verfügbar. Weitere Informationen entnehmen Sie bitte den folgenden Dokumenten:
§ Prospekt § Statuten und Stiftungsreglement
Ihr Kundenberater bei der Bank J. Safra Sarasin AG oder Ansprechpartner direkt im JSS Real Estate Hub stellt Ihnen die Anlagestiftung in einer Präsentation gerne näher vor, beantwortet allfällige Fragen und unterstützt Sie bei der Platzierung von Zeichnungsaufträgen.
Freundliche Grüsse
Bank J. Safra Sarasin AG JSS Real Estate Hub
Tel +41 58 317 37 13
Tel +41 58 317 37 17
Tel +41 58 317 37 70
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