04 February 2025 | SFP AST Swiss Real Estate

SFP Investment Foundation: Capital raise of the SFP AST Swiss Real Estate investment group

Press releases

The SFP Investment Foundation is raising capital for the SFP AST Swiss Real Estate investment group in the period from 17 February to 14 March 2025.

  • Capital raise to expand portfolio in line with strategy
  • Target volume CHF 60 to 80 million
  • Subscription period: 17 February to 14 March 2025
  • Payment date: 14 April 2025

 

The new assets will enable the development of a promising pipeline, the targeted further development of the existing portfolio and the acquisition of additional properties in line with the strategy.

As of today, two residential properties in the cities of Geneva and St. Gallen with a purchase price of CHF 34 million have been secured. Further properties with a volume of over CHF 110 million are under review. The development pipeline of the existing portfolio amounts to over CHF 40 million.

In line with the strategy, the focus of further growth remains on high-quality properties in excellent locations. Around 85% of the portfolio are currently invested in properties in major cities and their surrounding areas (approx. 65% in the KGAST mixed category).

Existing and new investors who are allowed to invest in tax-exempt investment foundations under Swiss law and the articles of association of the SFP investment foundation can participate in the capital raise.

 

Details of the capital raise

Objective Target volume CHF 60-80 million
Subscription volume

Minimum of 100 units for full allocation

Issue price Applicable NAV as at the payment date, plus 1.00% dilution hedge (to be credited to the investment group) and 0.25% sales commission 
Payment date (value date) 14 April 2025
Security number / ISIN 43753274 / CH0437532747 
Allocation process All subscriptions will receive full allotment up to a maximum volume of CHF 120 million.
Subscription period Start: 17 February 2025
End: 14 March 2025

 

We will present further details on the capital increase and the successful 2024 financial year in the online presentation on 17 February 2025 or in a personal meeting.

The subscription form and the declaration of participation are available for download here.

 

Further information

The annual report and the prospectuses for the different investment groups are available at www.sfp-ast.ch.

Contact

Portrait Philippe Rothlin
Philippe Rothlin

Managing Director
SFP Investment Foundation

Head Shared Services

Portrait Patrick Sege
Dr Patrick Sege

Head Client Relationship Management & Marketing

Portrait Matthias Flückiger
Matthias Flückiger

Portfolio Manager Real Estate Direct
SFP AST Swiss Real Estate

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