Insights > Deals
Patrimonium proposes merger of Swiss residential funds
2 November 2026 | Investment | Switzerland | TBC | Operational
The proposed combination would create a Swiss property portfolio worth more than CHF1.8 billion, with completion targeted for summer 2027.
Key details
Asset type | Operational |
Location | Switzerland |
Capacity | Undisclosed |
Party 1 | Patrimonium Swiss Real Estate Fund |
Party 2 | Sustainable Real Estate Switzerland |
Value | Undisclosed |
Source: Patrimonium
Sustainable Real Estate Switzerland would first be converted into a contractual property fund before merging into Patrimonium's listed fund. Both steps require FINMA approval, while the conversion also requires shareholder approval.
Strategic context
The proposal follows Patrimonium Holding's acquisition of Sustainable Real Estate AG on 10July 2026. The proposed merger represents a further step in integrating the two businesses, that would expand the listed fund's presence in German‑speaking Switzerland.
The expected operational savings have yet to be realised and remain subject to management's projections.
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