Following the merger of the three real estate funds UBS LivingPlus, UBS Hospitality and Residentia effective 30 September 2026, units of the merged UBS LivingPlus are traded on the SIX Swiss Exchange for the first time today. The merger was implemented retroactively as of 30 June 2026.
The result is a broadly diversified Swiss real estate fund that invests specifically in residential and living spaces designed for a changing demographic structure:
Total assets exceeding CHF 4 billion
Broadly diversified portfolio comprising 154 properties across Switzerland
Investments across all residential use categories (traditional housing, retirement and senior living, as well as student and short-stay accommodation)
Thanks to direct property ownership, dividends are tax-free for investors domiciled in Switzerland.
Source: UBS Asset Management, Global Real Assets (GRA); consolidated pro forma data from the latest annual reports of UBS LivingPlus, UBS Hospitality and Residentia as of 30 June 2026.
UBS LivingPlus: Living spaces for every generation
Broad diversification across housing types and regions
The combination of the three predecessor funds has created a broadly diversified portfolio covering different housing needs and stages of life. It includes traditional residential properties as well as retirement and senior living, care and healthcare properties, student accommodation, furnished housing and multigenerational concepts. Traditional housing accounts for approximately 42% of the portfolio, retirement and senior living for around 15%, and student and short-stay accommodation for around 9%. For operator-managed properties, the fund works with established partners. Across the portfolio, the weighted average unexpired lease term (WAULT) exceeds ten years, supporting stable rental income over the long term. The fund also remains broadly diversified across regions, with a continued strong presence in Ticino.
This does not constitute a guarantee by UBS Asset Management.
Source: UBS Asset Management, Global Real Assets (GRA)
UBS LivingPlus investment focus
- Green – Residential properties
- Purple – Commercial properties
- Blue – Mixed-use properties
- Yellow – Building land / properties under construction
The fund team
The fund team
The new fund team combines many years of experience in portfolio management, construction and development, asset management, and accounting and controlling, together with expertise from all three predecessor funds.
Front row:
Bettina Heinzmann, Urs Frey, Stefanie Zihlmann
Back row:
Medina Hafizovic, Rino Buess, Karol Interewicz, Cédric Maillard
Portfolio highlights
Lease extension with an international educational institution in Leysin
- Leased to the Swiss Hotel Management School (SHMS)
- Lease extended to 2040
- Market values of the two buildings:
- “Mont-Blanc”: CHF 16.0 million.
- “Belvédère”: CHF 17.3 million.
- Campus serving 1,500 to 2,000 students from more than 80 countries
Acquisition of Torre Ovest in the “PSE” sports and events complex in Lugano
- Part of the PSE urban development project in the Cornaredo district
- Construction scheduled to begin in September 2026
- Completion: early 2029
- Investment volume: CHF 42.0 million
- Use: 4,122 m2 of office space / 2,059 m2 of hotel space
- Hotel leased to B&B Hotels under a 15-year lease agreement
Marketing material
Source: UBS Asset Management, Global Real Assets (GRA); Data as of 30 June 2026. This does not constitute a guarantee by UBS Asset Management.
Information on the product’s investment objectives, risks, fees and costs, together with further detailed information, is set out in the prospectus (or the relevant offering document), which should be read carefully before investing.