Opening for “Swiss Life Investment Foundation – Real Estate Switzerland Retirement and Healthcare ESG” completed successfully. Capital to be used for an attractive acquisition and to reduce the borrowing ratio.
Issue oversubscribed severaltimes over
Following the great interest shown in the opening of the real estate investment group at the beginning of the year, the opening from 25 March to 17 April 2025 seamlessly built on the success of the first opening. The targeted volume of around CHF 130 million was significantly oversubscribed, with 63 employee benefits institutions taking part in the opening.
The new capital is being used to expand the portfolio. This has made it possible to secure a senior centre in Lugano that offers its residents comprehensive care and support services. The capital is also being used to reduce the borrowing ratio. The entitlements with an equivalent value of around CHF 130 million will be issued on 6 May 2025.
Sustainable portfolio expansion
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. Together with the acquisitions in December 2024 (senior care centres in Frauenfeld and Ostermundigen) and March 2025 (medical centre in Zurich and age-appropriate residential property in Porza), the Lugano property has helped successfully expand the portfolio, systematically pursuing its strategic focus on care facilities and age-appropriate housing and further increase diversification.
Stephan Thaler, Managing Director of the Swiss Life Investment Foundation, says: “Since its launch in 2017, the sustained high level of interest from investors has underlined the economic attractiveness and social significance of the thematic investment group. Thanks to growth over the past 12 months, the value of the real estate portfolio with the latest expansion will reach around CHF 1 billion.”
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 real estate investment business, appropriate criteria are taken into account in both acquisition and management. Both investment groups have also participated in the annual GRESB (Global Real Estate Sustainability Benchmark) since 2018. Thanks to its continuous optimisation process, the “Real Estate Switzerland Retirement and Healthcare ESG” investment group scored 91 points out of 100 in the overall assessment in 2024 and was awarded the maximum of five stars.
Information
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