Institutional Investors
Our Target Group
Institutional Real Estate Investors
Pension Funds and Retirement Schemes
Pension funds represent a core segment of our institutional investor base. They seek long-term, stable returns to meet future pension liabilities.
Insurance Companies
Life and non-life insurers allocate substantial capital to real estate to meet regulatory requirements under Solvency II and to generate recurring cash flows. SUVA is among the major investors, with a real estate portfolio exceeding CHF 3.5 billion. SUVA
Asset Managers / Capital Management Companies (KVG)
Firms managing real estate assets on behalf of third parties, such as Union Investment, DWS.
Sovereign Wealth Funds
A prominent example is the Bürgenstock Resort, owned by the State of Qatar through Katara Hospitality, a subsidiary of Qatar Investment Authority.
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Endowments and Foundations
nstitutions investing capital long-term to finance specific purposes. Notable examples include university endowments such as Harvard University and Yale University.
Family Offices
Entities managing the wealth of ultra-high-net-worth families, often investing opportunistically in real estate. A shift in preferred asset classes is currently observable.
Banks and Savings Institutions
Invest both for proprietary portfolios and as consortium partners.
Real Estate Investment Trusts (REITs)
Listed companies that own, manage, or finance real estate assets, typically distributing high dividends.
Hedge Fonds
Primarily US-based funds with a higher risk appetite, investing in real estate equities or direct assets on a short- to mid-term basis. Compliance remains a central consideration.
We maintain long-standing relationships with several of these well-known institutions.
Private Equity Real Estate Funds
Raise capital to acquire, optimize, and exit real estate assets (e.g. value-add or opportunistic strategies). These investors are generally open to temporary investment structures, as often required by developers.
In response to market demand, we have developed a model that is increasingly preferred by this investor group in the form of a digital bond.
SICAV – Société d’Investissement à Capital Variable
Investment companies with variable capital, widely used in Switzerland and Luxembourg for real estate investments.
Investment Vehicles for Institutional Investors
Institutional investors deploy specific structures to access real estate:
- Special funds: Tailored vehicles for a limited number of large institutional investors
- Open-ended real estate funds: Broader access, including institutional tranches
- Closed-ended real estate funds: Designed for specific large-scale projects
- Listed real estate / ETFs: Indirect exposure via capital markets
- Digital bonds: A digital structure representing a classical bond instrument
These investors typically focus on major asset classes such as office, retail, logistics, hospitality, and residential real estate.
The Digital Bond as a Bridge Technology
Key characteristics of this model:
Tokenization of Real Assets
Unlike purely synthetic instruments, the token is backed by a tangible underlying asset, namely real estate.
Land Register Security
A decisive risk mitigation factor for institutional investors. The registration of a land charge in favor of bondholders or a trustee significantly reduces default risk.
Programmed Cash Flows
Through smart contracts, rental income (cash flow waterfall) can be automatically distributed with priority to bondholders. This enhances transparency and reduces administrative overhead.
When Complexity Requires Clarity
If you are assessing a situation
where structure, capital, and execution
must be precisely aligned,
we can provide an initial evaluation.