With assets under management of CHF3.5bn, SFP Group ranks among the largest real estate asset managers in Switzerland next to Swiss banks and insurance companies.

Since 2001 we offer primarily institutional clients a broad spectrum of services revolving around the real estate theme. The management expertise of direct real estate investments is reflected in proprietary investment vehicles as well as in discretionary mandates of real estate portfolios. Furthermore, our portfolio managers exhibit a successful track record in active securities selection in the indirect real estate sector. At the same time, we cover the entire universe of listed and unlisted real estate securities (funds/stock companies) in Switzerland as well as in Europe (REITs), in addition to Swiss investment foundations. The capital markets segment rounds out our technical expertise with services in the fields of capital market structures/ placements, corporate finance/securities trading, and research/ advisory.

Investment principles & strategy

Swiss Finance & Property Group is a specialised investment and advisory property company, founded in 2001, with a focus on asset management.

Management and staff have since acquired more than 500 buildings in Switzerland and abroad. Overall, over CHF3. 5bn capital were procured. These funds were primarily used for investments in properties, property shares and property funds for our clients. Our corporate finance activities provide advice regarding mergers and takeovers, equity funds for the financing of pension funds in private and public capital markets, property sales and property sales with by lease-back.

In 2006, Swiss Finance & Property Funds AG was also established as an independent fund management company.

Strategic corporate development

The activities of the Swiss Finance & Property group focus on the following business segments:

• Direct property investments in Switzerland.
• Indirect property investments in Switzerland, Europe and global.
• Capital market transactions such as M&A, placements and consultancy.

The combined expertise in the specific business segments is encouraged through very close collaboration between the teams. Formal processes and bodies guarantee modern corporate governance.

COMPLIANCE STATEMENT
The information in this document is confidential and may not be disclosed to any other person without our prior approval. This presentation does not constitute a prospectus in the sense of Art. 652a or Art. 1156 of the Swiss Code of Obligations or Art. 50 of the Swiss Investment Fund Act. This document is a product of Swiss Finance & Property and is not research. We have prepared this document based upon information that we believe to be reliable but we make no representation or warranty, express or implied, that it is accurate, complete or up to date and accept no liability, other than for fraudulent misrepresentation, if it is not. Any proposed terms in this document are indicative only and remain subject to contract. Nothing in this document shall constitute or form part of any legal agreement, or any offer to sell or the solicitation of any offer to buy any securities. Investments in funds should only be undertaken following a thorough study of the latest corresponding sales prospectus, the fund regulations, and the basic legal information that these regulations contain. Past performance does not guarantee or indicate current or future value or earnings. The performance shown does not take account of any commissions and costs charged when subscribing and redeeming units. Swiss Finance & Property does not provide legal, accounting or tax advice. You must obtain your own independent advice on any legal, tax or accounting issues relating to these materials or any decision to undertake any of the actions, investments or transactions discussed or recommended herein. We may from time to time have positions in, and buy or sell, securities and investments identical or related to those mentioned in this document and may possess or have access to non-public information relating to matters referred to in this document which we do not intend to disclose. No person shall be treated as a client of Swiss Finance & Property, or be entitled to the protections afforded to clients of Swiss Finance & Property, solely by virtue of having received this document. Neither this document or any copy thereof may be sent to or taken into the United States or distributed in the United States or to any US persons. © Copyright 2003 – 2016, Swiss Finance & Property AG. All rights reserved.