Timber Real Estate Fund Switzerland
InvestInvent
InvestInvent
Residential and mixed-use properties built with timber offer superior climate and energy performance, appealing to both private tenants and businesses. Timber components can also be prefabricated and standardised, shortening the construction phase and simplifying logistics. This combination can offer investors consistently strong returns.
With the InvestInvent Timber Real Estate Fund Switzerland, professional investors with a long-term focus can invest indirectly in timber real estate.
The fund manager targets an average net initial yield of 2.5–3.5%, with the potential for capital appreciation of the properties in the fund.
Real estate investments are characterised by stable, long-term value growth. This means that the fund should be subject to less fluctuation than equities or bonds.
The fund is subject to the Swiss Collective Investment Schemes Act. This means that investors benefit from a clear legal framework and a high level of supervisory transparency.
The price of fund units is determined on the basis of the net asset value (NAV). This means that the unit price reflects the actual value of the properties held in the fund.
Due to the fund's focus on tax-relief for investors, investors benefit from tax advantages.
Energy-efficient timber buildings store more CO2 than is released during their construction, providing a climate-positive CO2 balance.
The fund primarily invests in residential buildings and selected mixed-use properties in Switzerland.
Following a buy & hold strategy, it primarily aims to generate long-term rental income, as well as capital appreciation secondarily.
The fund management focuses on Core and Core+ properties. Primary investment targets include existing properties with potential for vertical expansion or renovation as well as existing properties constructed using hybrid timber or timber construction methods.
Secondly, properties ready for or under construction using hybrid timber or timber construction methods are acquired. Additionally, the fund may acquire selected value-add properties in earlier phases, as well as building land and existing properties in need of renovation.
A timber multi-family building can store over 1,000 tonnes of CO₂.
The fund draws on more than 20 years of experience in special-purpose real estate, asset management and property operations.
Our team of experts carefully selects the projects – for example, our CEO Richard Marohn has a background in timber prefab and modular construction.
Before I invested in property, I built things out of wood myself. Nowadays, I combine both with substance and responsibility.
Richard Marohn, CEO InvestInvent AG