Facts
InvestInvent Timber Real Estate Fund Switzerland
InvestInvent Timber Real Estate Fund Switzerland
Launch: November 2025
Fund type: Contractual fund
Focus: Timber real estate
Portfolio Management | InvestInvent AG |
External Valuer | Wüest Partner AG |
Fund Management | PvB Pernet von Ballmoos AG |
Custodian Bank | Banque Cantonale Vaudoise |
Auditor | Deloitte AG |
Currency | CHF |
Fund category | Real estate fund |
Income distribution | Distributing |
Redemption | Shares redeemable at year-end with 12 months’ notice |
Minimum investment | CHF 50,000 |
Investment horizon | Long-term (buy & hold) |
Investment strategy: The fund primarily invests in residential and selected mixed-use properties. The focus is on Core and Core+ assets. The main targets include existing buildings with the potential for vertical expansion or timber properties that are ready for construction, under construction or already completed. Additionally, the fund may acquire selected value-add properties at earlier stages, building land and older properties in need of renovation. The focus is on attractive assets in Switzerland. The fund primarily aims for long-term rental income as well as capital appreciation secondarily. |
We offer qualified investors, such as pension funds, energy providers and high-net-worth individuals, the opportunity to invest in timber real estate.
For these target groups, InvestInvent AG provides its expertise as a portfolio manager and acts as a FINMA-regulated asset manager.