Patrimonium: Kapitalerhöhung klar überzeichnet

15.05.2025 13:19

Die Anlagestiftung Patrimonium meldet ein Wachstum in allen Anlagegruppen. Die jüngste Kapitalerhöhung bei «Gesundheitsimmobilien» war deutlich überzeichnet und weitere Gruppen planen frisches Geld aufzunehmen.

Ein Objekt der Anlagegruppe Gesundheitsimmobilien Schweiz in Freiburg. (Bild pd)

Im Geschäftsjahr 2024 steigerte die Anlagegruppe Wohnimmobilien Schweiz das Anlagevermögen um 81,3 Millionen Franken auf 969.4 Millionen Franken oder plus 9,2 Prozent. Die Anlagegruppe schloss das Geschäftsjahr mit einer Anlagerendite von 3,4 Prozent ab. Mit der im November 2024 erfolgreich durchgeführten Kapitalerhöhung sei eine solide Finanzierung zukünftiger Akquisitionen sowie laufender und geplanter Sanierungs- und Umnutzungsprojekte gewährleistet, heisst es dazu.

Die Anlagegruppe Gesundheitsimmobilien Schweiz konnte im Geschäftsjahr 2024 das Anlagevermögen um 43,3 Millionen Franken auf 471,4 Millionen Franken (+10%). Das Geschäftsjahr 2024 schloss mit einer Anlagerendite von 1,85 Prozent ab.

Die Kapitalerhöhung der Anlagegruppe Gesundheitsimmobilien Schweiz stiess sowohl bei neuen als auch bestehenden Anlegern auf grosses Interesse. Sie wurde mit Zusagen von insgesamt 81 Millionen Franken deutlich überzeichnet. Ein erster Kapitalabruf in Höhe von 50 Millionen Franken erfolgt im Mai und dient dem weiteren Ausbau des Portfolios durch strategische Akquisitionen.

Die Anlagegruppe Nachhaltige Infrastruktur (evergreen) wurde im Februar 2024 erfolgreich lanciert. Für den kommenden Juni ist gemäss Patrimonium eine Kapitalerhöhung dieser Anlagegruppe vorgesehen.

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