SFP Investment Foundation plans exclusive real estate investment group for COPRÉ: marking one of the largest transactions in recent years

With the launch of a new single-investor real estate investment group with a total volume of approximately CHF 1 billion, one of the major Swiss collective pension foundations is entrusting its real estate assets to Swiss Finance & Property Group (SFP Group). “This partnership represents a milestone for both organisations and ranks among the largest real estate transactions in the Swiss pension fund market in recent years,” says Alexander Vögele, President of the Foundation Board of the
SFP Investment Foundation.

The portfolio encompasses around 70 properties in 16 Swiss cantons, consisting predominantly of residential properties, complemented by selected commercial assets.

The transfer highlights the growth and performance of the SFP Investment Foundation, which was established in 2017. The SFP Group manages over CHF 12.0 billion in assets and is one of the leading independent real estate asset managers in Switzerland.

"With our proven real estate expertise and extensive experience, we are well positioned to support COPRÉ in reaching its investment goals. This mandate marks a big step in the development of our Investment Foundation," says Adrian Murer, CEO of Swiss Finance & Property Group Ltd. "Our collaboration with COPRÉ reflects a strong level of trust and confirms our strategy of offering tailored solutions for institutional investors," adds Nicolas Di Maggio, CEO of Swiss Finance & Property Ltd.

COPRÉ also sees strong benefits in the partnership. "With the SFP Group, we have found a strong and reliable partner who shares our long-term investment strategy. The collaboration offers us the security that our real estate assets will be managed professionally and sustainably. This allows us to secure stable long-term returns for our beneficiaries while consistently implementing our values of transparency, independence, and reliability," explains Pascal Kuchen, CEO of COPRÉ.

COPRÉ pursues a long-term real estate investment approach based on a broadly diversified portfolio throughout Switzerland. The focus lies on a stable income base, a prudent leverage strategy, and careful diversification by region and usage type. Measures such as continuous improvement in energy efficiency and reduction of CO₂ emissions contribute to securing and enhancing the long-term value base.

With the portfolio transfer to the SFP Investment Foundation, COPRÉ can continue to target these objectives effectively. The SFP Group has the expertise, structures, and know-how to safeguard and strategically grow COPRÉ’S real estate assets in the long term – whether through systematic realisation of energy efficiency potential, targeted investment management based on clear guidelines, or strong governance structures via the Investment Committee. With its experience in core and core+ investments, the SFP Group provides the foundation to operationally implement COPRÉ’s real estate strategy and to strengthen its positioning as a long-term oriented institutional investor.

This cooperation underscores the SFP Investment Foundation’s role as a growth-oriented player in the Swiss real estate market and demonstrates that professional external solutions can offer significant added value for pension funds.