Swissinvest verdient mehr und prüft Kapitalerhöhung

11.09.2025 10:22

Der Swissinvest Real Estate Fund von Pensimo meldet eine deutlich höhere Anlagerendite und mehr Gewinn. Laut Mitteilung prüft die Fondsleitung eine Kapitalerhöhung von 65 Millionen Franken im vierten Quartal 2025.

Die Anlagerendite stieg von 2,82 auf 6,38 Prozent. (Bild pd)

Der Marktwert des Immobilienportfolios beträgt per 30. Juni 2025 1,39 Milliarden Franken und liegt damit rund 7,7 Prozent über dem Vorjahresniveau. Dies ist laut Mitteilung im Wesentlichen Ausdruck der getätigten Investitionen sowie einer marktbedingten Diskontsatzsenkung von 5 Basispunkten auf 2,67 Prozent.

Der Mietertrag beläuft sich auf 49,4 Millionen Franken, was einen Anstieg von rund 8 Prozent gegenüber dem Vorjahr bedeutet. Die Mietzinsausfallrate erhöhte sich bedingt durch anstehende und laufende Bauprojekte auf 3,64 Prozent (Vorjahr: 2.89%).

Die Anlagerendite stieg im abgelaufenen Geschäftsjahr auf 6,38 Prozent, nachdem sie 2023/24 nur 2,84 Prozent betragen hatte. Insgesamt resultierte ein markanter Gewinnsprung: Der Gesamterfolg erreichte 54,2 Millionen Franken nach 22,8 Millionen im Vorjahr. Die Investoren sollen erneut eine Ausschüttung von 4,55 Franken pro Anteilsschein erhalten. Das entspricht einer Ausschüttungsrendite von 2,16 Prozent.

Die Fondsleitung prüft für das vierte Quartal 2025 eine Kapitalerhöhung von rund 65 Millionen Franken. Mit dem frischen Geld will Swissinvest laut der Mitteilung bestehende Projekte finanzieren, weitere Liegenschaften erwerben und Fremdkapital reduzieren. Bereits in der Berichtsperiode waren vier Liegenschaften mit einem Volumen von knapp 50 Millionen Franken erworben worden.

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