Investment Focus: Real Estate
Thursday, 2 March 2023 Reading time : 3 minutes
In this webcast, Curdin Summermatter, Head of Sales Structured Products, together with Jan Elmer, Senior Portfolio Manager Asset Management, will give you an insight into the topic of "Real Estate".
As a constant source of income and for diversification reasons, real estate is now an integral part of most investment strategies. In order to participate in the real estate market, indirect investment vehicles such as real estate funds are suitable in addition to the classic, direct investment in real estate. In the course of the recent rise in interest rates, the valuations of indirect real estate investment vehicles in particular have changed. While these traded at a premium for several years, many of these instruments now carry a discount. Other relevant factors that are increasingly influencing real estate investment strategies include construction activity, immigration and regulations. Furthermore, it is important to distinguish between direct and indirect property ownership, especially within indirect real estate funds. In this context, the different tax treatment is a key aspect. Swiss investors are exempt from income tax on real estate funds with direct property ownership, except for a negligible portion of the remaining income. Therefore, these funds are considered tax-efficient.
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