Swiss Life Investment Foundation: Opening of the “Real Estate Switzerland Retirement and Healthcare ESG” investment group

The Swiss Life Investment Foundation is planning an opening to issue entitlements in the “Real Estate Swit-zerland Retirement and Healthcare ESG” investment group of up to approx. CHF 100 million. The capital will be used to reduce the borrowing ratio, purchase new properties and make sustainable investments in the portfolio. The subscription period will run from 4 October to 17 November 2023. The entitlements will be issued on 5 December 2023.

In December 2023, the investment group is planning to acquire a recently completed age-appropriate residential property with a market value of around CHF 90 million. The purchase would increase portfolio diversification and earnings stability. The apartment building in Regensdorf is a good-quality property in a good location. The 130 apartments are fully let. The five buildings were constructed to be accessible in accordance with the SIA 500 standard and enable age-appropriate living. The development is located in a quiet, leafy residential district with excellent access to public transport and close to shopping and recreational areas.

The “Real Estate Switzerland Retirement and Healthcare ESG” investment group invests in age-appropriate residential properties, care facilities, healthcare properties and institutions promoting health in Swiss cities and their suburbs.
The NAV-based investment group has a history of stable and positive performance in terms of both income and value. The selective expansion of the portfolio with its clear focus on quality has paid off: since its launch in 2017, the “Real Estate Switzerland Retirement and Healthcare ESG” investment group has achieved a per-formance of 4.96% per year (as at 31 August 2023). In a challenging market environment, the advantageous diversity of uses and the focus on active lettings management are reflected in an above-average occupancy rate of 98.5% (as at 31 August 2023). As at the end of August 2023, the investment group held 14 properties with a market value of around CHF 500 million.

Stephan Thaler, Managing Director of the Swiss Life Investment Foundation, says: “With the opening, we are offering investors an attractive themed investment opportunity that takes demographic trends into account and creates spaces that enable people to live self-determined lives for longer.”

Responsible investment

Since 2018, Swiss Life Asset Managers has been a signatory to the UN Principles for Responsible Investment (UN PRI). Environmental, social and governance (ESG) factors are systematically integrated into the investment and risk management processes at Swiss Life Asset Managers. In the investment business with real estate and infrastructure investments, appropriate criteria are taken into account in both acquisition and management.

The “Real Estate Switzerland Retirement and Healthcare ESG” investment group has also participated in the annual GRESB (Global Real Estate Sustainability Benchmark) since 2018. The investment group has been awarded the “Green Star” rating every year since 2019 – an acknowledgement of good ESG integration in real estate investments. 

Information

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