«Immobilien Wohnen Schweiz»: Kapitalerhöhung überzeichnet

14.11.2025 10:07

Die Zurich Invest AG hat für die Anlagegruppe «Immobilien Wohnen Schweiz» der Zürich Anlagestiftung eine Kapitalerhöhung in Höhe von 570 Millionen Schweizer Franken erfolgreich durchgeführt. Das starke Interesse führte laut Mittteilung zu einer Überzeichnung.

Die Kapitalerhöhung war deutlich höher als zunächst geplant und trotzdem sehr gefragt. (Bild pd)

Laut eigenen Angaben plante die Zurich Invest zunächst eine Kapitalerhöhung in der Höhe von 400 Millionen Schweizer Franken. Während der Kapitalerhöhung bot sich die Gelegenheit, das Portfolio über die geplanten Investitionen von 400 Millionen Schweizer Franken gezielt zu erweitern: Für weitere rund 170 Millionen Franken hat die Anlagegruppe zusätzliche Liegenschaften in den Regionen Zürich, Genfersee, Ostschweiz und Tessin mit überwiegender Wohnnutzung erworben. Aufgrund dieses erfolgreichen Zukaufs erhöhte sich das Volumen der Kapitalerhöhung von ursprünglich 400 auf 570 Millionen Schweizer Franken.

«Von der Aufstockung des Volumens profitieren alle Anlegerinnen und Anleger», erläutert Portfolio Manager Marek Dobias. «Die neuen Liegenschaften sind sowohl strategisch als auch renditeorientiert auf unsere Portfoliostrategie ausgerichtet, stärken die regionale Portfoliodiversifikation und fügen sich somit nahtlos in unser bestehendes exklusives Immobilienportfolio ein.»

Nach Abschluss der Kapitalerhöhung beläuft sich das Gesamtvermögen der Anlagegruppe auf rund 4,8 Milliarden Schweizer Franken. Die 15 neu erworbenen Immobilien zeichnen sich durch hohe Vermietungsquoten und stabile Einkommensströme aus. Die Bruttoanfangsrendite liegt bei rund 3,53 Prozent.

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