PMT Swiss Real Estate L-QIF

We add value by strategically selecting and realising development projects. Selective sales of newly completed projects aim to further optimise returns and cash flow. The combination of visionary developments and a long-term perspective allows us not only to offer investors exclusive participation in high-growth projects but also to generate sustainable returns. Investors thus benefit from the advantages and flexibility of the L-QIF. The fund is designed as an open-end collective investment scheme.

A contribution in kind to the PMT Swiss Real Estate L-QIF enables real estate developers and companies to participate in the fund. In return, the current property owners receive fund units. This enables investors to diversify their portfolio, benefit from professional management and potential tax advantages.

Contributions in kind offer a range of benefits, depending on the target group: 

• Pension funds can generally transfer real estate to the fund without tax affects – an efficient way to optimise their investment structure. 
• Companies, on the other hand, can benefit from the sale and leaseback option, which frees up tied up capital while allowing them to use their real estate at the same time.
• By contributing real estate to funds, Asset Managers can include it in their portfolios as “bankable assets” - and thus pursue a more flexible and institutionally compliant investment strategy.
• Families and foundations stand to benefit from simplified asset management and clear succession arrangements, which is particularly beneficial when dividing up an estate.