About us

  

10 real estate investment products and external mandates

Sustainable and diversified strategy

More than CHF 23 bn assets under management

More than 80 experienced employees in Basel, Zurich and Lausanne

75 years of track record

More than 1100 properties throughout Switzerland

UBS «Sima» largest Swiss real estate fund

UBS «Foncipars» oldest Swiss real estate fund

Our mission

We are the Swiss real estate business of UBS Asset Management and have been managing real estate responsibly for over 75 years. Our respect for people, ideas and potential give us the passion to create attractive investor prospects, valuable living, working and residential space and promising real estate solutions. For the benefit of society and the environment.

Our existing real estate portfolios, currently consisting of six listed funds, one unlisted fund and two investment groups, contain, together with external mandates, more than 1100 properties with a market value over 23 billion Swiss francs (as of December 31, 2019). One of our most important objectives is development focused on sustainability. We will continue to focus our attention on this issue and push developments in this area for the benefit of both our clients and our real estate investment solutions.

Our commitment

Sustainability is a key issue for the Swiss real estate arm of UBS Asset Management. This topic will also become increasingly important for the real estate sector as a whole due to rising energy requirements worldwide, the higher costs associated with this, and increasing public awareness of the need to preserve the environment. As a responsible investor with many years of experience, we will also continue to focus our attention on this issue in the future, leveraging progress in this area for the benefit of both our clients and our real estate investment solutions.

Our clients

Together with our business partners we evaluate, advise on and implement sustainable and attractive solutions for real estate transactions and projects. These include: Acquisition and disposal of properties, project development, asset swaps, sale and rent back, public private partnerships (PPP), energy solutions, «James – serviced residences» and much else.

Our team

Our interdisciplinary team of experts consisting of experienced portfolio managers, real estate managers and agents, architects, and fund accounts

  • manage, augment, and optimize our existing Swiss real estate portfolios with expert knowledge and a far-sighted approach
  • look after and optimize our indirectly-held real estate investment products and develop new, needs-oriented real estate investment solutions
  • create market- and client-oriented solutions for our business partners and evaluate, support, and achieve promising real estate projects
  • provide access to direct and indirect investments at the global, regional, and country level
Our company

The global real estate business of Real Estate & Private Markets manages over CHF 100 billion worldwide.

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Real Estate Switzerland

In order to proceed, you must confirm that you are a qualified investor based in Switzerland.

Disclaimer

For marketing and information purposes by UBS

For qualified investors only.
Only tax-exempt occupational pension schemes under pillar 2 and pillar 3a domiciled in Switzerland and patronal welfare funds (in accordance with BVG) are authorised investors in the UBS Foundation for the Investment of Pension Fund Assets investment groups. The investment groups of UBS Investment Foundation 2 (AST 2) and UBS Investment Foundation 3 (AST 3) are only open to occupational pension plans domiciled in Switzerland that are entered in the register of occupational pension plans in accordance with Art. 48 and Art. 61 of the Swiss Federal Law on Occupational Retirement, Survivors’ and Disability Pension Plans. In accordance with the memorandum of understanding concluded in 2004, the investment groups are only subject to withholding tax on dividends from US and possibly other foreign equities if they do not meet this precondition.

UBS funds under Swiss law.

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