瑞士金融与地产集团(SFP)投资项目简介
瑞士金融与地产集团(SFP)投资项目简介 瑞士金融与地产集团(SFP)简介 SFP总部位于瑞士苏黎世,是一家领先的房地产和基础设施投资公司。SFP管理资产超过96亿瑞郎,擅长直接和间接房地产投资、基础设施解决方案和资本市场交易。其专业领域包括管理大型房地产项目以及提供量身定制的投资解决方案。SFP拥有广泛的网络和强大的市场影响力,已成为瑞士和欧洲房地产市场的重要参与者。 基金概览 1. SF零售地产基金(瑞士) 物业类型:瑞士具有优质租户组合(如Lidl、Denner、Migros)的创收零售物业,约70处房产。 策略:投资位于黄金地段,以必需品零售为主,有长期租约的物业。 启动时间:2015年 上市:2017年在瑞士证券交易所上市,股票代码为SFR SW 总收益率:5.48%(2023年) 管理资产(AUM):9.04亿瑞郎 最低投资额:1股(110瑞郎)[2] 投资窗口:11月/12月 年管理费:0.48%–0.70% [1] 2. Next Gen Stays基金(西班牙和葡萄牙酒店组合) 物业类型:在西班牙和葡萄牙重新开发酒店资产,满足年轻旅行者的需求。 策略:再开发增值类项目,灵活的管理协议,计划项目稳定后退出。 启动时间:2024年 上市:否 回报:净内部收益率15%以上,年现金收益率5%-7% 投资期限:5年,可延长2年 目标投资总额:2.5亿欧元,已筹集股本:6000万欧元 最低投资额:50万欧元 [2] 投资窗口:9月/10月,筹集6500万欧元 费用:年管理费:总资产值的1%,年行政费:总资产值的0.15%-2%,绩效:利润的10%-15% [1] 3. VIGA RE A/S基金(哥本哈根住宅基金) 物业类型:丹麦哥本哈根的住宅物业,距离市中心20分钟车程。 策略:优+级优质资产投资,瞄准稳定的住宅需求,优化租金。 启动时间:2021年 上市:否 回报:净内部收益率10%-13%,无杠杆收益率4% 最低投资额:25万欧元 [2] 投资窗口:10月/11月 费用:年管理费:总资产价值的0.5%,年行政费:总资产价值的0.15%,绩效:15%,门槛为5% [1] 4. SFP英国定制租赁物业(BTR)基金 物业类型:英国高需求城市的私人租赁行业(PRS)物业,重点关注中端市场租赁物业。单一资产,共360套公寓。 策略:增值收购和开发,配备专业管理,目标客户为年轻的专业人士。 启动时间:2022年 上市:否 年回报率:投资资本的8.5% 增资:2025年春季 费用:年管理费:0.6%,年行政费:0.2%,绩效:全部利润的9% [1] 其他投资机会概述 A. 上市公司投资 概述:上市公司持有价值约7.5亿瑞郎的优质瑞士房地产资产组合,主要位于巴塞尔和苏黎世。该公司专注于黄金地段物业,提供稳定性和长期价值。 市值:5.44423亿瑞郎 投资机会:最低500万瑞郎,持有更多股份可获对上市公司的多数控制权[2] 回报:免税股息收益率为3.5%-4%,每年支付 B. 量身定制的投资项目 概述:为大额资本(例如2.5亿瑞郎以上)提供定制投资方案,使投资者能够建立定制的房地产投资组合。 定制:选择资产类型、地点、风险和目标收益率(例如3%-6%)。 投资组合管理:SFP负责寻找、收购和开发投资组合,投资者可在公司执行策略时参与重大决策。 如您希望了解有关SPF投资项目的更多详情,欢迎联系雷梭勒客户经理: ☎️ 400-006-7726
📧 asianoffice@lasoleille.com [1] 可根据要求提供详细的费用结构。 [2] 通过雷梭勒完成的对任何SFP投资产品的最低投资额为500万瑞士法郎。 Original English Text Swiss Finance & Property Group (SFP) Investment Profile Overview of Swiss Finance & Property Group (SFP) Based in Zurich, Switzerland, SFP is a leading real estate and infrastructure investment firm. With over CHF 9.6 billion in assets under management, SFP excels in direct and indirect real estate investments, infrastructure solutions, and capital market transactions. Their expertise includes managing large-scale real estate projects and providing tailored investment solutions. SFPs extensive network and strong market presence make them a prominent player in both Swiss and European real estate markets. Overview of Funds: 1. SF Retail Properties Fund (Switzerland) Focus: Income-generating retail spaces in Switzerland with strong tenant profiles (e.g., Lidl, Denner, Migros). Approximately 70 properties Strategy:Investments in essential goods-focused retail properties in prime locations with long term leases Launch: 2015 Listed: SIX Swiss Exchange (2017) under the ticker SFR SW Gross yield: 5.48% (2023) Assets Under Management (AUM): CHF 904 million Minimum Investment: 1 share (CHF 110) Capital Increases: November/December Management Fee: 0.48% – 0.70% [1] 2. Next Gen Stays Fund (Spanish & Portuguese Hotel Portfolio) Focus: Redevelopment of hotel assets in Spain and Portugal catering to younger travellers. Strategy: Value-add redevelopment projects with flexible management agreements and planned exits post-stabilization Launch: 2024 Listed: No Returns: Net IRR of 15%+, annual cash yields of 5%-7% Investment Term: 5 years with two potential 1-year extensions Total Target Investment Volume: EUR 250 million, Equity Raised to Date: EUR 60 million Minimum Investment: EUR 500,000 [2] Investment Window: September / October raising EUR 65 million Fees: Management: 1% on GAV, Admin: 0.15-2% on GAV p.a, Performance: 10-15% on profit [1] 3. VIGA RE A/S Fund (Copenhagen Residential Fund) Focus: Residential properties in Copenhagen, Denmark, within a 20-minute commute to the city centre Strategy: Core/core+ investments targeting stable residential demand and rental optimization Launch: 2021 Listed: No Returns: Net IRR of 10%-13%, unlevered yield of 4% Minimum Investment: EUR 250,000 [2] Investment Window: October/November Fees: Management: 0.5% on GAV, Admin: 0.15% on GAV p.a, Performance: 15% with 5% hurdle [1] 4. SFP UK Build-to-Rent (BTR) Fund Focus: Private Rental Sector (PRS) properties in high-demand UK cities, focusing on mid-market rental properties. Single asset deal 360 apartments Strategy: Value-add acquisitions and developments with professional management, targeting young professionals Launch: 2022 Listed: No Yearly Return: 8.5% of the invested capital Capital Increases:Spring 2025 Fees: Management: 0.6% on GAV, Admin: 0.2% on GAV p.a, Performance: 9% of all profit [1] Overview of Other Investment Opportunities: A. Investment in the Publicly Listed Company Overview: The publicly listed company holds a robust portfolio of premium Swiss real estate assets, mainly in Basel and Zurich, valued at approximately CHF 750 million. The company specializes in prime locations, offering stability and long-term value Market Cap: CHF 544.423M Investment Opportunities: CHF 5 million minimum, with larger stakes potentially securing majority control of the listed company [2] Returns: Tax-free dividends yield of 3.5% - 4% paid yearly B. Tailor-Made Mandates Overview: Customized investment solutions for larger capital (e.g., CHF 250 million+), allowing investors to build a bespoke real estate portfolio Customization: Choose asset types, locations, risk, and target yields (e.g., 3%-6%) Portfolio Management: SFP handles property search, acquisition, and portfolio development, with investors able to be involved in major decisions while the firm executes the strategy [1] Detailed fee structure available upon request. [2] Through La Soleille, the minimum investment amount for any SFP investment offering will be CHF 5 million. 本文转载自瑞士雷梭勒家族办公室,如有侵权,敬请告知删除。 Sooswiss为您提供 瑞士方向私人管家式的定制服务: 1)家族传承 2)财富管理 3)投资咨询 4)企业服务 5)居留计划 6)国际教育 更多资讯请登录网站 www.sooswiss.com