The investment scope is focused on Swiss commercial opportunities. SREO provides both regional diversification and specificity to properties throughout Switzerland. Priority is given to properties with promising value creation potential, often stemming from strategic repositioning. SREO aims to achieve a target net IRR of 12% for investors.
About
AB ALTERNATIVE FUND SICAV-SIF – SWISS REAL ESTATE OPPORTUNITIES sub-fund (SREO) is a Specialized Investment Fund (SIF) structured as an Investment Company with Variable Capital (SICAV-SIF) in Luxembourg. To establish and manage this innovative investment fund, Swissroc and Arab Bank Switzerland have combined the complementary talents of their teams. This strategic alliance dedicated to investors propose a unique vision for lucrative opportunities.
Vision
Exclusive partnership
For SREO, Swissroc and Arab Bank Switzerland have decided to combine their expertise to create an innovative investment fund. This strategic alliance brings together specific and complementary talents. Explore how this partnership paves the way for unique new opportunities.
Approach
SREO’s approach centers on a value-add strategy, targeting commercial real estate spaces throughout Switzerland, making it accessible even to foreign investors. Special attention is given on properties showing substantial value-creation potential through strategic repositioning actions, developement and/or refurbishment works, etc.
Arab Bank (Switzerland) Ltd. is a FINMA-regulated Swiss bank, headquartered in Geneva, offering traditional wealth management services for high-net-worth individuals. In 2022, Arab Bank (Switzerland) Ltd. and Gonet & Cie SA signed a strategic business partnership agreement, combining their products and services in the interest of their respective clients.
The new banking group is an important actor in the Swiss wealth management and private banking industry, with AUM in excess of CHF11bn and a capital of more than CHF 600m. The Portfolio Manager boasts proven experience since 2015 managing real estate funds across Europe and more recently in structuring real estate club deals in Switzerland for a value in excess of CHF 400m.
Portfolio track record
Office building in Wiesbaden (Germany)
32% net IRR, 3.1x equity multiple, 8.5% distribution yield
Repositionning of a warehouse in Melzo (Italy)
32% net IRR, 1.5x equity multiple
Logistics asset in Schipol airport (the Netherlands)
20% net IRR, 1.8x equity multiple
2 Club-Deals in Switzerland
2 Club-Deals launched in Switzerland. 1 in Renens, 1 in Vernier
Luxembourg
Management of 1 real estate umbrella structure in Luxembourg
Known for its expert knowledge and diverse skill set that spans the entire real estate value chain, Swissroc Asset Management SA has established itself as a trusted partner for both institutional and private clients.
Specializing in organizing, structuring, and actively managing real estate investment opportunities, projects, and products, Swissroc Asset Management SA proudly stands as a local asset manager. Its experienced team has a proven track record in capturing and delivering on Swiss real estate opportunities.
Asset manager track record
SIO
Swissroc Industrial Opportunities (CH) SA owns, manages, and operates a diversified portfolio of logistics and light industrial assets in Switzerland. The portfolio comprises 16 real estate assets actively managed by Swissroc Asset Management and an representing more than CHF 200m of AUM. Sio-ch.com
NEAVITA
Swissroc Asset Management is launching in 2024 a new investment product focusing on multi-generiational residences. It will be a very particular opportunity, addressing the multiple variables equation of aging population, new community life-style and systematic housing scarcity.
Direct Investment (Club Deals):
Direct Investment (CLub Deals): Over the past few years, Swissroc Asset Management successfully aquired and delivered residential, office and commercial direct opportunities, representing more than CHF 100m of AUD with IRR north of 15%.