About us

10 Real estate investment products and external mandats

Sustainable and diversified strategy

More than CHF 23 bn assets under management

More than 80 experienced employees in Basel, Zurich and Lausanne

75 vears of track record

More than 1100 properties around Switzerland

UBS «Sima» largest Swiss real estate fund

UBS «Foncipars» oldest Swiss real estate fund

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 focussed 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

Sustainability is a key issue for the Swiss real estate arm of UBS Asset Management – development that is oriented toward sustainability is one of our most important objectives. 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 future, leveraging progress in this area for the benefit of both our clients and our real estate investment solutions

Together with our business partners we evaluate, advice 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 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

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

Distribution Partners

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Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS Asset Management Switzerland AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

This document contains statements that constitute “forward-looking statements”, including, but not limited to, statements relating to our future business development. While these forward-looking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations.

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