News

2016-2017 Annual Report of the Realstone Swiss Property fund

29. June 2017

Value creation strategy pays off: fund assets and revenues increase

 

Lausanne, 29 June 2017 – Realstone Swiss Property fund ended its ninth year on 31 March 2017 with revenues of CHF 47.55 million, a 16.9% increase versus the previous year. The property portfolio comprises 57 buildings in 14 Swiss cantons and had a total value of CHF 985 million, for a 2.3% year-on-year rise.

 

The fund created value mainly by delivering 138 residential units between the Sommerrain project in Ostermundigen (BE) and the Bruggerstrasse 7 project in Wildegg (AG). During the financial year, the fund continued its strategy of adding value to the property portfolio, in particular through renovations. This policy, which was implemented in 2014, is now paying off, as rental income has increased by CHF 6.1 million (+15.8%).

 

The return on investment at the end of the 2016-2017 financial year stood at 4.43%, and a dividend of CHF 3.80 per unit will be distributed out of net income.

 

Effective value creation

Realstone Swiss Property fund’s value-creation strategy focuses primarily on tenants’ needs and is implemented through dynamic portfolio management. This entails both renovating and increasing the density of existing buildings. During the 2016-2017 financial year, the fund invested CHF 14.6 million in renovations, raising the overall rental value of the property portfolio by 0.92%. In addition, 43% of the portfolio properties offer value-creation potential.

 

Promising outlook

Given the attractive locations of its investments, Realstone Swiss Property fund has a bright financial outlook. To counter the risk of an increase in the vacancy rate, Realstone SA invests in well-connected urban centers, close to both infrastructure and jobs. The fund’s management plans to continue acquiring, managing and optimizing its portfolio of buildings with the long-term aim of enhancing and preserving them, in the interest of its investors and its tenants.

 

Property holdings: a safe haven

At a time of negative interest rates, property investments are a safe haven more than ever before. These investments offer very attractive revenue-optimization solutions.

Realstone Swiss Property fund’s main objective since inception has been to provide unitholders with a regular and stable dividend. As the fund owns its buildings directly, it is liable for all taxes on both income and assets. Unitholders are tax-exempt in this regard and not subject to withholding tax when income is distributed.

 

Media contact
Sébastien Bourqui, bourqui@cpc-pr.ch – Phone : 022 552 46 46

 

LEGAL DISCLAIMER These documents and their appendices have been prepared for information purposes only and are not legally binding. These documents do not, under any circumstances, constitute a recommendation to buy nor should they be considered as a basis for making any investment. The past performance of investment funds is no indicator of current or future performance. Performance data do not take account of the commissions and fees incurred on the issue and redemption of units. Information provided on websites cannot be deemed to constitute advice on any legal, tax or other matters. We strongly recommend that anyone considering making an investment in these funds should seek professional advice (from a professional financial intermediary) before making any investment decision.

 

Realstone Swiss Property : 2016-2017 dividend announcement

28. June 2017

28 June 2017

Realstone SA is pleased to announce that it will pay a dividend of CHF 3.80 per unit for the 2016-2017 financial year for the Realstone Swiss Property Fund (RSPF).

 

The ex-date will be 29 June 2017 and the payment date will be 3 July 2017.

 

For unitholders: 

 

Realstone Swiss Property: Ticker symbol: RSPF / ISIN Code: CH0039415010

Return on property assets (Coupon No. 15): CHF 3.80* net

Custodian bank: Banque Cantonale Vaudoise (BCV), Place Saint-François 14, 1001 Lausanne, Switzerland

 

*not subject to withholding tax

 

Contact:

Violaine Augustin-Moreau, Executive Director

violaine.augustin-moreau@realstone.ch

Tel. 058 262 00 13

www.realstone.ch

Realstone Development Fund: Listing on the SIX Swiss Exchange (30th of June 2017)

28. June 2017

Detailed information is available in the « Realstone Development Fund » section of our publications (available in French only).

 

We will be pleased to provide you with any additional information which you may require.

Realstone Development Fund: Result of the 2017 capital increase – successful issue of new units

15. June 2017

This transaction is intended solely for qualified investors, who will find detailed information in the Realstone Development Fund section of our publications.

 

We will be pleased to provide you with any additional information which you may require.

Grand Prix Realstone from the 9th to 11th June: the legendary multihulls ‘D35’ of Lake Geneva compete in Versoix, Geneva

8. June 2017

Once more, Realstone will proudly support the third stop of the D35 Trophy, a racing circuit established since 2004 that showcases the best of the lake’s regatta specialists aboard ‘Décision 35’ catamarans.

 

Nine top level and engaged teams have already started the season, characterized by a very tight competition where each team is capable of claiming first place. 

 

As main sponsor of the professional crew “Realteam Sailing”, Realstone has a strong passion for sailing and shares its values of precision, team spirit and excellence. By further supporting the renowned lake competition, Realstone contributes to the development of Switzerland’s potential as a sailing nation.

 

D35 Trophy 2017 Schedule
5th to 7th May: Gd Prix BMW Emil Frey de Genève
19th to 21th May: Open de Versoix
9th to 11th June : Grand Prix Realstone de Versoix
10th June: Genève Rolle Genève
17th June: Bol d’Or Mirabaud
1st to 3rd Sept: Open de Yacht Club, Genève
8th au 10th Sept: Gd Prix Alinghi de Crans
22th au 23th Sept: Gd Prix de Clôture, Genève

For more information : http://d35trophy.com  &  www.realteam.ch

Salon PPS on 7-8 June 2017 in SwissTech Convention Center (Lausanne)

31. May 2017

The publishing company EPAS is organizing the next Salon PPS at the SwissTech Convention Center in Lausanne.

 

We invite you to come and visit us at our booth, N° 14. Realstone also offers complimentary passes to the event. Let us know your interest by email to info@realstone.ch and we will send you the passes in return.

 

For further information: http://www.pps-salon.ch/fr/home/

 

Salon Professional PPS
SwissTech Convention Center
Quartier Nord de l’EPFL
Route Louis-Favre 2, CH – 1024 Ecublens

 

Opening Hours:
Wednesday, June 7, 2017 10:00 until 18:00
Thursday, June 8, 2017 10:00 until 17:00

Realstone Development Fund 2017 capital increase and listing on the SIX Swiss Exchange

22. May 2017

Realstone SA is pleased to announce a new capital increase for its Realstone Development Fund.

 

The purpose of this transaction is to finance the property portfolio’s future growth and the acquisition of investment opportunities in urban centres.

 

Realstone Development Fund will be listed on the SIX Swiss Exchange at the end of June, subject to FINMA’s approval of the changes made in the fund agreement and to the exchange’s approval of the listing request. 

 

This transaction is intended solely for qualified investors, who will find the necessary detailed information in the Realstone Development Fund section of our publications.

Realstone Development Fund : 2016 results

11. April 2017

Publication of the “Realstone Development Fund” 2016 results.

This fund is intended solely for qualified investors, who will find the necessary detailed information in the Realstone Development Fund section of our publications.

Should you require any additional information, the fund management company will be happy to assist.

Finanz'17 & IMMO'17 - Realstone SA

18. January 2017

On February 1st and 2nd IMMO'17, the Real Estate forum at FINANZ'17, is taking place in the Kongresshaus Zürich (for further information go to https://www.finanzmesse.ch) . We invite you to meet us at booth V.16. We are looking forward to see you there !

Reminder Tax return 2016

12. January 2017

The Fund management company recalls that the « AFC (Administration Fédérale des Contributions) » has fixed the tax value of our funds Realstone Swiss Property, Realstone Development Fund and Realstone Prime & Trophy as at 31.12.2016.

 

Our funds benefit from tax advantages for unitholders. You will find the tax value for your income tax form, in our « Publications » section concerning each fund.

Realstone Swiss Property publishes its half-year report 2016

6. December 2016

Successful exercise as per September 30, 2016! The Realstone Swiss Property fund yields a net asset value of CHF 120.81 per share. The published results are in line with the projected forecast of the fund management.

The half-year report is now available on the link below:  http://realstone.ch/sites/default/files/RSP_RapportSemestriel_300916_FR.pdf

Realstone Funds: change in fund manager

7. November 2016

Lausanne / Zurich, 7 November 2016 – Realstone SA will delegate fund management of the Realstone Swiss Property and Realstone Development Fund to Solvalor fund management SA. The aim is to further enhance and make optimal use of the skills within the Realstone Holding SA Group, which wholly owns fund management companies Solvalor fund management SA and Realstone SA.

This change is in keeping with the Realstone fund's management strategy, which was under the responsibility of Julian Reymond up until now. Mr. Reymond will become the new Executive Director responsible for Fund Management at Solvalor fund management SA.

This change, which is subject to approval by the Swiss Financial Market Supervisory Authority (FINMA), shall take effect on 1 December 2016.

Realstone Swiss Property: Result of the 2016 capital

29. September 2016

Successful issue of new units

Detailed information is available in the « Realstone Swiss Property » section of our publications.

We will be pleased to provide you with any additional information which you may require.

Prix Bilan de l’Immobilier 2016 : Realstone SA wins award for the “Sébeillon” residential complex in Lausanne

15. September 2016

Realstone SA is pleased to announce that Swiss business magazine Bilan has just awarded the new “Sébeillon” development in Lausanne the Prix Bilan de l’Immobilier 2016 for best residential complex.

 

A jury of 11 important figures in Swiss real estate assessed a number of criteria, including environmental responsibility, social quality and site integration.

 

The nine award categories were open to properties delivered in French-speaking Switzerland between 1 January 2015 and 31 August 2016.

 

The awards were presented on 13 September in Geneva by Bilan magazine, in partnership with SVIT Romandie.

 

More information on the winning properties can be found in today’s ImmoLuxe supplement and on the following website: www.bilan.ch.

 

Yours sincerely,

 

Realstone SA

Realstone Swiss Property : 2016 Capital Increase

25. August 2016

Realstone SA is pleased to announce a new capital increase for its Realstone Swiss Property Fund. Proceeds from the issue will be used primarily for major investments aimed at renovating and increasing the density of existing buildings and to complete current construction projects. Please find the detailed information in the Realstone Swiss Property Fund section of our publications.

Realstone Swiss Property : 2015-2016 dividend announcement

21. June 2016

Lausanne, 21 June 2016

Realstone SA is pleased to announce that it will pay a dividend of CHF 3.80 per unit for the 2015-2016 financial year for the Realstone Swiss Property Fund (RSPF).

The ex-date will be 24 June 2016 and the payment date will be 28 June 2016.

 

For unitholders: 

Realstone Swiss Property: Ticker symbol: RSPF / ISIN Code: CH0039415010

Return on property assets (Coupon No. 14): CHF 3.80* net

Custodian bank: Banque Cantonale Vaudoise (BCV), Place Saint-François 14, 1001 Lausanne, Switzerland

 

*not subject to withholding tax

 

Contact:

Julian Reymond, Executive Director

julian.reymond@realstone.ch

Tel. 058 262 00 00

www.realstone.ch

Realstone Swiss Property Fund: 2015-2016 results

21. June 2016

Realstone Swiss Property Fund continues to expand its portfolio and consolidate its dividend thanks to the Fund’s dynamic management approach.

 

The Fund Realstone Swiss Property ended its eighth year with revenues of CHF 40.7 million, a 15.1% increase versus the previous year. At 31 March 2016, the property portfolio comprised 55 buildings in 14 Swiss cantons and had a total value of CHF 962.9 million, a 30% year-on-year rise. This solid growth was driven by a number of acquisitions, including a major one located in Horgen Oberdorf, in Zurich Canton. During the financial year, the Fund continued its strategy of rejuvenating the portfolio by making significant investments in both renovations and new projects, including the one of Ostermundigen in Bern Canton (124 residential units). “Two years ago we decided to rejuvenate the Fund’s property portfolio,” said Esteban Garcia, Chairman of Realstone Holding SA. “This strategy is now paying off, as our rental income is up and the market value of our portfolio is expanding.” The Fund intends to raise a further CHF 100 million in capital in the second half of 2016 to support its value-creation strategy.

 

Effective value creation

Realstone Swiss Property Fund’s value-creation strategy focuses primarily on tenants’ needs and is implemented through dynamic portfolio management. This entails both renovating and increasing the density of existing buildings. During the 2015-2016 financial year, the Fund invested CHF 13.3 million in renovations, raising the overall rental value of the property portfolio by 1.55%. The value-creation potential is now equal to 46% of the total market value of the Fund’s property portfolio.

 

A stable and attractive investment

Realstone Swiss Property Fund’s main objective since inception has been to provide unitholders with a regular and stable dividend. The 2015-2016 payout is CHF 3.80 net per unit. In today’s highly volatile and negative-interest-rate environment, property investments are more attractive than ever in terms of income optimization.

 

As the Fund owns its buildings directly, it is liable for all taxes on both income and assets related to the property holdings; unitholders are tax-exempt in this regard and not subject to withholding tax when income is distributed. Unitholders are only liable for wealth and income tax on Fund assets not directly invested in real estate.

 

Investors find property funds appealing for several reasons: portfolio diversification, lower management fees, transparency, liquidity, security, estate-planning advantages and tax optimization.

 

Promising outlook

Given the attractive locations of its investments, Realstone Swiss Property Fund has a bright financial outlook. To counter the risk of an increase in the vacancy rate, Realstone SA invests in well-connected urban centers, close to both infrastructure and jobs. The Fund’s management plans to continue acquiring, managing and optimizing its portfolio of buildings in the most attractive regions of Switzerland with the long-term aim of enhancing and preserving them, in the interest of its investors and its tenants.

 

Our annual report is available in our publications section (available in French/German only).

Realstone Development Fund 2016 Capital Increase

14. April 2016

Realstone SA is pleased to announce a new capital increase for its Realstone Development Fund. The purpose of this transaction is to finance the acquisition of a real-estate project and to reduce the debt carried by the fund. This transaction is intended solely for qualified investors, who will find the necessary detailed information in the Realstone Development Fund section of our publications.

Realstone Development Fund, 2015 results

6. April 2016

Publication of the “Realstone Development Fund” 2015 results

This fund is intended solely for qualified investors, who will find the necessary detailed information in the Realstone Development Fund section of our publications.

 

Should you require any additional information, the fund management company will be happy to assist.

Realstone performs an important acquisition in Horgen

9. December 2015

Realstone purchased this site of 6.2 hectares in Horgen Oberdorf (Zurich area), previously owned by Credit Suisse through its funds Realstone Swiss Property &  Realstone Development.

 

Press release:

http://www.realstone.ch/sites/default/files/medias/communiquespresse/Realstone_Communiqu%C3%A9_Horgen_20151209.pdf

Realstone Swiss Property publishes its half-year report 2015

8. December 2015

 

The half-year report is now available on the link below:

http://www.realstone.ch/sites/default/files/Realstone_RSP_SemesterReport_2015_de_report_v2015-12-04.pdf 

 

Contact Realstone SA

Julian Reymond - CFO

058 262 00 40

julian.reymond@realstone.ch

Realstone SA @ IMMO’16

25. November 2015

On February 3th and 4th IMMO'16, the Real Estate forum at FINANZ'16, is taking place in the Kongresshaus Zürich (for further information go to https://www.finanzmesse.ch) . We invite you to meet us at booth V.16. We are looking forward to see you there !

Realstone Development Fund 2015 Capital Increase

30. September 2015

The subscription period for the Realstone Development Fund shares was completed on September 22.

This transaction is intended solely for qualified investors, who will find the necessary detailed information in the Realstone Development Fund section of our publications.

Should you require any additional information, we remain at you entire disposal.

Sébeillon is now open for market

17. September 2015

The online registration of the 358 apartments located in the heart of Lausanne is now open for market:  www.sebeillon.ch.                                           

We provide the opportunity to discover the project, located 95 Rue de Genève in Lausanne,  with our specially arranged office onsite, where our realtors of de Rham & Cie SA and Rilsa SA await you. ( Schedules available online: http://sebeillon.ch/contact/ )  

The specially adapted apartements for the disabled are marketed by the company Alterimo in Crissier 021 694 30 20.

For more information online, click here: www.sebeillon.ch.

Realstone Development Fund - 2015 Capital increase

9. September 2015

In order to complete current projects and finance new ones, and to reduce its debt levels, the real estate fund « Realstone Development Fund » launches a capital increase.

Detailed information for qualified investors only is available in the publication section of the "Realstone Development Fund".

Please feel free to contact us for any further information and any questions regarding this announcement.

Realstone Swiss Property lance une nouvelle émission de capital

15. June 2015

Lausanne/ Zurich, le 19 mai 2015 –  Fidèle à sa stratégie de création de valeur, le fonds Realstone Swiss Property prévoit d’importants investissements sur son parc immobilier. Ces opérations seront financées par une émission de capital planifiée au mois de juin 2015, laquelle permettra de poursuivre le rajeunissement du parc immobilier, par des rénovations et des transformations, ainsi que par la réalisation de nouveaux projets de construction. Cette stratégie, en totale adéquation avec les principes qui régissent le fonds Realstone Swiss Property depuis ses débuts en 2008, consolide également son potentiel de distribution de dividende aux porteurs de parts pour les prochaines années.

La direction de fonds entend ainsi poursuivre sur sa lancée visant à acquérir, gérer et optimiser un portefeuille d’immeubles dans un but de conservation et de mise en valeur à long terme des biens situés dans les régions les plus attractives de Suisse, dans l’intérêt des investisseurs et des locataires.

La période de souscription s’étendra du 15 juin 2015 au 23 juin 2015,  la date de libération étant fixée au 30 juin 2015. S’agissant du rapport de souscription, il est de cinq parts détenues donnant droit à une nouvelle part. Les droits de souscription seront cotés en bourse. Le prix de souscription sera communiqué ultérieurement.

Communiqué de presse

Realstone Swiss Property - Annonce des résultats 2014-2015

10. June 2015

En sept ans, la performance du fonds Realstone Swiss Property approche les 95%

 

Le fonds Realstone Swiss Property clôture son septième exercice par une progression positive de tous ses indicateurs clés. Les revenus sont en hausse de 12.7% sur l’exercice précédent à CHF 34.3 millions. La fortune totale du fonds, constitué de 51 objets, s’élève à CHF 740 millions au 31 mars 2015, soit une progression de CHF 69.2 millions sur un an. Depuis son lancement en 2008, le fonds poursuit une stratégie de création de valeur visant l’acquisition d’immeubles dans des emplacements de premier ordre en centres urbains, d’une part, et présentant un potentiel d’amélioration de l’état locatif par la rénovation et/ou la densification, d’autre part. Parallèlement, la réalisation de nouveaux projets de construction contribue au rajeunissement du parc immobilier dont l’âge économique moyen est passé de 30.2 au 31 mars 2013 à 27.5 années aujourd’hui. La part des immeubles en cours de construction ou de rénovation s’élève actuellement à 9.3% du portefeuille global.

 

265 communes d’intérêt stratégique
« Notre modèle ayant fait ses preuves dans trois grandes régions que sont l’Arc lémanique, l’espace Mittelland et la Suisse du Nord-Ouest, nous comptons développer notre stratégie d’investissement à l’échelle nationale et plus particulièrement en Suisse alémanique. Dans ce but, nous avons identifié 265 communes d’intérêt stratégique parmi les plus attractives du pays en raison d’une accessibilité aisée, d’un dynamisme économique et démographique important, de la présence d’infrastructures de qualité et d’une fiscalité attractive », relève Hervé Mützenberg, CEO de la direction de fonds Realstone SA. « Notre présence renforcée en Suisse alémanique s’accompagnera de la mise en place d’une organisation ad-hoc d’ici à la fin de l’année » poursuit Hervé Mützenberg.

 

Distribution de dividende stable
Depuis sa création et conformément au principal objectif du fonds, Realstone Swiss Property vise une distribution de dividende régulière et stable aux porteurs de parts. Celle-ci s’élève à CHF 3.80 net par part pour l’exercice 2014-2015.  

 

Approche dynamique et portefeuille équilibré
Dans un environnement économique marqué par des initiatives et des interventions réglementaires ayant un impact direct sur le marché immobilier en Suisse (révision de la LAT, taux d’intérêts historiquement bas, durcissement des conditions d’accès au crédit et abandon du taux de change plancher), la stratégie de création de valeur de Realstone Swiss Property s’avère judicieuse. Fermement résolu à poursuivre la progression de son rendement, Realstone Swiss Property met l’accent sur l’amélioration de sa rentabilité en capitalisant sur un portefeuille équilibré, constitué majoritairement d’immeubles présentant à court ou moyen terme un potentiel d’augmentation de la valeur locative.

 

Le rapport annuel est disponible dans nos publications.

Annonce du montant du dividende relatif à l'exercice 2014/2015

8. June 2015

Realstone SA a le plaisir d’annoncer la distribution d’un dividende de CHF 3.80 par part, relatif à l’exercice 2014/2015 pour le fonds immobilier Realstone Swiss Property (RSPF).

La date ex est fixée au 10 juin 2015 et le paiement aura lieu le 12 juin 2015.

 

Pour les porteurs de parts : 

Realstone Swiss Property: symbole de valeur: RSPF / N° ISIN: CH0039415010

Rendement de la fortune immobilière (Coupon N°13) : CHF 3.80* net

Banque dépositaire : Banque Cantonale Vaudoise, Place Saint-François 14, CH-1001 Lausanne

 

*non soumis à l’impôt anticipé

 

Pour tout contact:                          

Hervé Mützenberg, CEO

herve.mutzenberg@realstone.ch

t. 058 262 00 00

www.realstone.ch

Realstone Development Fund publishes its 2014 Annual Report

28. April 2015

The fund Realstone Development Fund allows qualified investors access to a diversified portfolio of real estate and construction projects of high quality. It is one of the first Swiss real estate fund to invest in sustainable projects and objects located in economically strong urban Switzerland.

 

The annual report 2014 for Realstone Development Fund provides detailed information on the establishment of its strategy, its business, governance and financial performance. It contains audited information.

 

This annual report is available to qualified investors in our publications section.

Realstone Prime & Trophy publishes its 2014 Annual Report

28. April 2015

The annual report 2014 for Realstone Prime & Trophy provides detailed information on the establishment of its strategy, its business, governance and financial performance. It contains audited information.

 

This annual report is available to qualified investors in our publications section

Realstone Development Fund: Dividend distribution

27. April 2015

Realstone SA has set the terms of the dividend distribution for the year 2014.

 

The detailed information for qualified investors only is available in the publication section of the "Realstone Development Fund".

 

We would be pleased to provide with any further information.

 

Realstone Prime and Trophy: Dividend distribution

27. April 2015

Realstone SA has set the terms of the dividend distribution for the year 2014.

 

The detailed information for qualified investors only is available in the publication section of the "Realstone Prime and Trophy".

 

We would be pleased to provide with any further information.

Rappel déclaration d'impôts 2014

14. April 2015

La direction de fonds rappelle que L'AFC (Administration Fédérale des Contributions) a fixé la valeur fiscale du fonds au 31.12.2014 des fonds Realstone Swiss Property, Realstone Development Fund et Realstone Prime & Trophy.

 

Nos fonds bénéficient d'avantages fiscaux pour les porteurs de parts. Vous trouverez la valorisation pour votre déclaration de revenus, sous la rubrique « Publications » du fonds y relatif.

Realstone Swiss Property: distribution de dividende relatif à l’exercice 2014/2015

2. April 2015

Le dividende du fonds Realstone Swiss Property relatif à l’exercice clôturé au 31 mars 2015 sera distribué en date du 10 juin 2015 (date ex), soit immédiatement après la publication des comptes annuels du fonds. Cette nouvelle pratique sera également appliquée aux prochaines distributions.

 

Le montant du dividende sera communiqué au plus tard le 8 juin 2015.

 

La direction de fonds est à votre disposition pour tout complément d’information.

 

Pour tout complément d’information :

Hervé Mützenberg

Téléphone : +41 58 262 00 00

E-mail : herve.mutzenberg@realstone.ch

 

Pour les porteurs de parts :

Realstone Swiss Property : Code SIX : RSPF / N°ISIN : CH0039415010

Banque dépositaire : Banque Cantonale Vaudoise, Place Saint-François 14, CH-1001 Lausanne

Finanz‘15: Rendez-vous with Realstone SA of 4 to 5 February 2015

6. January 2015

“The best of both worlds” is probably the best way of expressing the essence of a successful fusion. Until 2014, Zurich hosted two separate financial fairs – the annual “Fonds” event and the “Structured Products Forum” – both of which have traditionally been held at the Kongresshaus.

 

The Funds Fair, which opened its doors for the 16th time on February 5 and 6, 2014, has attracted over 130’000 visitors since its foundation. The Structured Products Forum (formerly Structured Products Fair) has welcomed about 25’000 visitors in its six years of existence and took place most recently in autumn 2013.

 

Join us on VO2 stand to discover our products in order to diversify your portfolio and optimize your long-term performance.
 

Hours:
Professional Investor 's Day : Wednesday from 10h to 18h
Public Day: Thursday from 10h to 18h

Address:
Kongreshaus Zürich
Claridenstrasse 5
8002 Zurich

Contests on our stand:
Simply swipe your card in the box on site to take part in the draw which will take place on February.

• The Fund Barony of 12 bottles Dezaley Grand Cru AOC

We look forward already to meet you at our stand VO2 in Zurich!

www.finanzmesse.ch

Source: Finanz’15

 

New Year wishes

16. December 2014

Realstone SA extends its warmest Season’s Greetings and wishes you a Happy New Year 2015! Thank you for your trust.

 

We’re moving!

From the 16th of January 2015, our new offices will be at Avenue d’Ouchy 6, Lausanne.

Realstone Swiss Property publishes its half-year report 2014

28. November 2014

Lausanne, 28 November 2014

The Realstone Swiss Property Fund publishes its third quarter ended September 30 2014 half-year report, in line with its strategy. After a year 2013/2014 marked by significant renovating operations, the results of the first half of 2014 already showed growth in rental income consolidating the future potential distribution of the fund.

 

This half-year report is now available on the link below:

http://www.realstone.ch/sites/default/files/pdf/Realstone_RSP_SemesterReport_2014_fr_30092014.pdf

 

Contact Realstone SA

Philippe Frossard - Fund Management

058 262 00 40

philippe.frossard@realstone.ch

 

Realstone SA has appointed two new members to its management

10. November 2014

These appointments were approved by the Swiss Financial Market Supervisory Authority (FINMA) on 23 October 2014. Mr. Michel Narbel joined the management of Realstone SA as head of "Real Estate Management and Development". Mr. Julian Reymond joined the management as head of "Finance and Risk Management". The management of Realstone SA welcomes these appointments which complete the skills of the team. We invite you to discover the comprehensive profiles of our members and our new organization on our website: http://www.realstone.ch/en/realstone-sa/team .

Realstone Prime and Trophy: 2014 Capital increase

29. September 2014

In order to continue its development, the real estate fund " Realstone Prime and Trophy " will provide a capital increase for 2014.

 

The detailed information for qualified investors only is available in the publication section of the "Realstone Development Fund".

 

For further information, we are of course at your disposal for any questions related to this announcement.

Realteam wins Grand Prix SAP and finishes 2014 Vulcain Trophy in second place

23. September 2014

Realteam stepped onto the Vulcain Trophy podium for the third consecutive year over the weekend after winning the final event of the season on Saturday.

 

Geneva, 22 September 2014 – The Swiss team, led by Jerome Clerc, closed the 2014 Decision 35 season in style this weekend, winning the Société Nautique de Genève’s Grand Prix SAP and finishing second overall in the Decision 35 Vulcain Trophy season championship, making this a podium finish for the third year in a row.

 

The Decision 35 fleet enjoyed good conditions off the Société Nautique de Genève for the final five races of the season over the weekend. Realteam’s result rewarded the work the team has put in throughout the year: “This was the one to win,” skipper Jerome Clerc said about the weekend’s competition. “The team really deserved a win after the tricky season that we have had on this circuit. We worked well this week and it paid off! We know we can do better than we have in the last few Grand Prix events. The team has really gelled together well and we were able to show what we can do.”

 

Consistency has been the name of the game for Realstone this season and four podium finishes in eight Grand Prix put them in second place overall in the season championship. “We managed to finish on a high,” said Jerome. “Over the last three years we have got more and more consistent and are still very much in the game. The objective this year was to win, we didn’t quite get there, but we will come back even stronger next year with the same goal!”

 

The Grand Prix SAP marked the end of the Decision 35 season for Realteam. The crew, supported by Realstone and TeamWork, travel to Nice, France, next for the penultimate round of the Extreme Sailing Series (Act 7) from 2-5 October.

 

 

Grand Prix SAP – results 

1. Realstone 1 2 (7) 1 3, Total 7

2. Veltigroup 3 1 2 (5) 5, Total 11

3. Zen Too 6 4 1 (8) 1, Total 12

4. Ladycat Powered by Spindrift Racing 2 3 4 3 (9), Total 12

5. Racing Django (9) 5 5 2 4, Total 16

6. Okalys 5 (8) 6 4 2, Total 17

7. Mobimo 4 6 3 (7) 7, Total 20

8. Oryx (10) 9 9 6 6, Total 30

9. Team Tilt 7 7 8 (9) 8, Total 30

10. Ylliam - Comptoir Immobilier 8 19 (11) 11 11, Total 40

 

Vulcain Trophy 2014 – results 

1. Alinghi 1 5 1 1 3 1 1 11, Total 24

2. Realstone 4 2 2 4 2 5 6 1, Total 26

3. Ladycat Powered by Spindrift Racing 2 3 6 6 1 4 2 4, Total 28

4. Zen Too 6 4 5 5 5 3 5 3, Total 36

5. Mobimo 3 6 3 2 4 2 9 7, Total 36

6. Team Tilt 5 1 4 3 6 6 8 9, Total 42

7. Veltigroup 8 7 7 7 10 7 3 2, Total 51

8. Okalys 7 9 8 8 7 10 4 6, Total 59

9. Racing Django 11 10 9 10 8 9 7 5, Total 69

10. Oryx 9 8 10 9 9 8 11 8, Total 72

11. Ylliam Comptoir Immobilier 10 11 11 11 11 11 10 10, Total 85

 

 

Realstone crew – Grand Prix SAP

Jerome Clerc – helmsman

Arnaud Psarofaghis – mainsail trimmer

Cedric Schmidt – trimmer

Nils Palmieri – floater

Denis Girardet – tactics

Thierry Wasem – bowman

Tanguy Leglatin – coach

 

 

Photo : © Vulcain Trophy et Loris von Siebenthal/Vulcain Trophy

Realstone Prime and Trophy: Dividend distribution

11. September 2014

Realstone SA has set the terms of the interim dividend distribution for the year 2014.

 

The detailed information for qualified investors only is available in the publication section of the "Realstone Prime and Trophy".

 

For further information, we are of course at your disposal for any questions related to this announcement.

Realstone Swiss Property continues its controlled growth

24. June 2014

 

Lausanne / Zurich, 24 June 2014 - Realstone Swiss Property Fund closes its sixth year with an increase in revenues of 11.7% over the previous year to CHF 31.3 million. The total assets of the fund, invested in twelve cantons, amounted to CHF 671.3 million at March 31, 2014 against CHF 564.1 million a year earlier. This positive development is the result of a detailed and regular analysis which allowed the acquisition of seven items for a total of CHF 74.7 million as well as the complete renovation of three objects of the existing portfolio, for a total cost of CHF 11.1 million. These investments were financed by a capital increase of CHF 87.3 million, successfully conducted in September 2013 to further bring the debt ratio to 32.5%, against 37.2% in the same period last year.

 

"This exercise was a new opportunity to demonstrate our ability to renovate and remodel existing buildings in order to create value in a sustainable way. This commitment is also reflected by the selective acquisition of new objects, including a magnificent construction project in accordance with the Minergie Label in the Bern region. It will complement the portfolio Realstone Swiss Property with the construction of 143 residential units spread over three buildings in the town of Ostermundigen, neighbouring the city of Berne ", says Esteban Garcia, Chairman of Realstone SA.

 

Stability of investment returns
"Since its inception, the Realstone Swiss Property fund provides an average annual investment return of 5.5%, including  the distribution of a regular dividend of CHF 3.80 per share net for the year 2013-2014. As the main objective of the fund, the regular distribution to unitholders is assured thanks to new acquisitions and construction and renovation of buildings", explains Hervé Mützenberg, CEO of Realstone SA.

 

Investment strategy and outlook
The fund confirms its targeted investments in the region of the Golden Triangle (Berne, Basel and Zurich) and a willingness to reduce the average age of its housing portfolio. The Fund management will continue its strategy to acquire, manage and optimize a portfolio of properties for the purpose of conservation and enhancement of long-term assets located in the most attractive regions in Switzerland, in the interest investors and tenants.

 

 

For any question: info@realstone.ch

 

 

Warnings
The information contained in this press release are not guaranteed and can not be considered as the basis for an investment decision or investment. Historical performance and portfolio composition are no guarantee for the future evolution and composition of the fund. The performance data does not take account of the commissions and issue and redemption fees.

Second place for Realteam at Swiss Bol d’Or Mirabaud 2014

16. June 2014

The Realteam Decision 35 crossed the Bol d’Or finish line after a 5 hour, 41 minute and 24 second race against some of the giants of Swiss sailing on Saturday. Ladycat powered by Spindrift Racing won the 76th edition and Alinghi completed the podium behind Realteam, in third place. This excellent result reinforces Realteam’s second place overall on the Vulcain Trophy Decision 35 season championship leader board as the fleet reaches the season halfway mark.

 

Geneva, 15 June 2014 – Realteam, led by Jerome Clerc, crossed the Bol d’Or finish line at 15:41 on Saturday afternoon, just three minutes behind Ladycat powered by Spindrift. Conditions for the Lake Classic were superb with 15 knots for the leg up to Le Bouveret and up to 25 knots on the return to Geneva.

 

The Realteam crew established themselves at the front of the fleet right off the start line at 10:00 along with Alinghi and Mobimo.

“We thoroughly enjoyed ourselves,” said skipper Jerome Clerc back ashore. “It was a magnificent Bol d’Or! The race was won on the first leg, off Lausanne, when the transition between the ‘Bise’ and the ‘Rabat’ (a thermal) was very difficult to manage,” he described.

 

So difficult in fact that the fleet came to an almost total stop for an hour testing the navigators’ nerves to the hilt. “We thought that the ‘Bise’ would dominate but the thermal filled in and that paid off for Ladycat and Veltigroup out in the middle of the Lake, first,” he went on.

 

 
Unable to catch the leaders after this turning point in the race, Realteam stayed focussed and continued to push hard to finish in second place overall (Veltigroup received a penalty). “Even though it was pretty windy, it wasn’t that physically challenging as there weren’t many manoeuvres during the race,” described Jerome.

 

With three consecutive Decision 35 podium finishes, this result is all the more important as it counts for points towards the Vulcain Trophy, the D35 annual championship. With four events behind them and four to go, the Bol d’Or heralds the halfway mark of the Decision 35 season. Alinghi is currently holding the top spot on the leader board while Realteam is in second place overall going into the second phase. “We are very happy with this result going into the next round. We have everything to play for in the second half!” declared Jerome.

 

But first, Realteam will travel to St Petersburg in Russia on Saturday for Act 4 of the Extreme Sailing Series.

 

 

www.realteam.ch

 

Realstone Prime and Trophy: 2013 Annual Report & Dividend

30. April 2014

Realstone SA announced the conditions for the payment of the dividend for the "Prime and Trophy Fund".

Qualified investors will find detailed information, like the 2013 annual report and the related dividend information, in the "Publications" section of our website.

Realstone SA remains at your disposal for any further information you may have.

 

 

Realstone Development Fund publishes its 2013 Annual Report

29. April 2014

The fund Realstone Development Fund allows qualified investors access to a diversified portfolio of real estate and construction projects of high quality. It is one of the first Swiss real estate fund to invest in sustainable projects and objects located in economically strong urban Switzerland.

 

The 2012th Annual Report for  Realstone Development Fund provides detailed information on the establishment of its strategy, its business, governance and financial performance. It contains audited information.

 

This annual report is available to qualified investors in our publications section.

RSP: Announcement of dividend on the second half of fiscal 2013/2014

18. March 2014

 

Realstone SA announces a dividend of CHF 1.90 per share (RSPF) for the second half of fiscal year 2013/2014 its real estate fund Realstone Swiss Property (RSPF).

 

To recap, the first dividend was paid on 12. September  2013 for an amount of CHF 1.90. - per share, which generates a dividend of CHF 3.80. - per share for the financial year of 2013/2014.

 

The distribution date for 2012-2013 is 20 March 2014

Ex Date: March 20, 2014.

 

To unitholders:

Realstone Swiss Property: Code SIX: RSPF / No. ISIN: CH0039415010

Performance of real estate assets (coupon No. 12): CHF 1.90 * net

Custodian: Banque Cantonale Vaudoise, Place Saint-François 14, CH-1001 Lausanne

 

* not subject to withholding tax

 

 

Realstone Swiss Property: 2013 Tax Return

7. March 2014

The Realstone Fund Management would like to remind that the shareholders of the Realstone Swiss Property Fund are exempted from taxation.

 

Please note that the value of the fund was set at CHF 0.99 per share for your 2013 taxation by the Swiss Federal Tax Administration (FTA).

 

The document with the latest tax values (31.12.2013) for your tax return is published by the Federal Administration and available as follows:

 

2013 Tax Return (PDF)

 

 

Realstone Swiss Property: Dividend distribution for the second half of fiscal year 2013/2014

19. February 2014

 

The Fund Management Realstone SA has fixed March 20, 2014 the date of the next dividend payment and ex date for the year 2013/2014.

 
The dividend will be announced March 18, 2014. 

 

 

For more information :

Philippe Frossard

Phone : +41  58 262 00 00

E-mail : philippe.frossard@realstone.ch

 

 

To unitholders:

Realstone Swiss Property: Code SIX: RSPF / No. ISIN: CH0039415010

Custodian: Banque Cantonale Vaudoise, Place Saint-François 14, CH-1001 Lausanne

 

 

© MAXPPP

 

Fonds‘14 - Competition

17. February 2014

Congratulations to Mrs. Eva Fenger who was won our competition during Fonds’14 in Zurich.

 

 

She won a beautiful "Caisse de Baronnie" of Dezaley!

 

Realstone SA wishes Mrs. Fenger a great wine tasting.

 

See you next year for Fonds’15:  https://www.fondsmesse.ch

 

« NZZ Equity » Yearbook Real Estate 2013

9. January 2014

The annual 2013 Real Estate Directory “NZZ Equity" is the reference book regarding the Swiss Real Estate market.

 

This book includes interviews and analysis on the most important real estate projects in Switzerland, including a statement about Realstone’s Valouest and Domaine du Parc.

 

Available for sale (available in German only): http://www.nzz-libro.ch/nzz-equity-yearbook-real-estate-2013.html

 

 

Source: NZZ

 

 

 

Realstone: Season's Greetings

9. December 2013

Realstone SA extends its warmest Season’s Greetings and wishes you a Happy New Year 2014 ! Thank you for your trust.

Realstone Swiss Property : Semestrial Report 30.09.13

29. November 2013

The non audited Semestrial Report 30.09.13 of the fund Realstone Swiss Property provides detailed information on its financial results.

 

The Realstone Swiss Property Semestrial Report available here (in french):

http://www.realstone.ch/sites/default/files/factsheet/Realstone_RSP_SemesterReport_2013FR.pdf

 

For information: info@realstone.ch

 

 

Realstone Swiss Property : Successful capital increase

26. September 2013

The subscription period for the new shares of the fund Realstone Swiss Property ended September 20, 2013.

The aim of the fund management has been achieved since 766'323 new shares issued were subscribed. The release date was: 27 September 2013.
 

The proceeds of the offering will be used, first, to acquire, manage and optimize a portfolio of properties in a for conservation and enhancement of long-term assets located in the most attractive regions in Switzerland, and secondly, to continue the policy of reducing the mortgage debt.

 

Realstone Development Fund: Press Release Valouest

30. August 2013

In order to continue its development, the real estate fund "Realstone Development Fund" will provide new housing in Lausanne.

 

The detailed press release for qualified investors only is available in the publication section of the "Realstone Development Fund" : Press Release 29.08.13

 

For further information, we are of course at your disposal for any questions related to this announcement.

Realstone Swiss Property: 2013 Emission and interim dividend

14. August 2013

Following the communication of 25 June 2013, the fund management Realstone SA confirms its willingness to proceed with a capital increase of the RSPF with subscription rights. The subscription period runs from 12 September 2013 to 20 September 2013, release date set for 27 September 2013. The subscription ratio is 4 old shares which give the right to subscribe for one new share of the fund Realstone Swiss Property. The subscription price will be announced later. The strategy of the issue will aim to pursue further investment to acquire, manage and optimize a portfolio of properties with a view to conservation and enhancement of long-term assets located in the most attractive regions in Switzerland, and the application of the policy to reduce mortgage commitments in accordance with the new requirements of CISO revised on 1 March 2013.

 

As part of this transaction, the fund management decided on the advance payment of an interim dividend for the financial year 2013/2014 of CHF 1.90 per share net (coupon No.11). The ex-dividend date is schduled on 9 September 2013 and the coupon payment will be executed on 12 September 2013.


 
SIX Code: RSPF / ISIN: CH0039415010
Performance of real estate assets (coupon No. 11): CHF 1.90 net
Custodian: BCV, Place Saint-François 14, CH-1001 Lausanne

 

Contact:

Realstone SA

Philippe Frossard

Tel.: +41 58 262 00 00

Mail: philippe.frossard@realstone.ch

Please click here to download our latest: RSP Factsheet July 2013

 

Realstone Swiss Property: Factsheet June 2013

15. July 2013

The fund Realstone Swiss Property, which ended its fiscal year on 31st of March 2013, published in June its audited annual report. Net income for the year 2012/13 the fund amounted to CHF 11'712'465. - And allowed the distribution of a dividend of CHF 3.80 per share in March 2013. With an annual return of more than 9.6% since its launch in 2008, the fund Realstone Swiss Property is among the most successful of the Swiss Real Estate Fund. The Swiss fund management company Realstone SA also decided to do a capital increase with subscription rights. The new shares will be offered at the end of the third quarter 2013. Details will be communicated soon. This capital increase will allow the fund manager to do further acquisitions of investment properties and to refinance mortgages. On June 1st 2013, the fund Realstone Swiss Property acquired 3 new buildings for the amount of CHF 27'685'000. - located in Pratteln, canton of Basel-Land, in Wyhlenstrasse 10-22. This building has 124 apartments and 105 parking spaces.

 

Please click here to download our latest: RSP Factsheet June 2013

Realstone Swiss Property Fund publishes its 2012/2013 Annual Report

27. June 2013

The audited 2012/201 Annual Report of the fund Realstone Swiss Property provides detailed information on its governance, strategy, operations and financial results.

 

In five years of existence, the real estate fund Realstone Swiss Property is one of the most successful Swiss property market funds.

 

Realstone Swiss Property Annual Report available here (in french):

http://www.realstone.ch/sites/default/files/factsheet/RSP-RapportAnnuel-2013_fr.pdf

 

For information: info@realstone.ch

 

Realstone Swiss Property: Presentation of results 2012/13

17. June 2013

Realstone SA is pleased to invite you to the presentation of its results Realstone Swiss Property Fund to be held on:

 

• Tuesday, June 25 in Lausanne

• Wednesday, June 26 in Zurich

 

We will present our 2012/13 and expose our strategy for the future.

 

Following these presentations, we will gladly answer questions from participants.

 

We would be happy to meet you on this occasion and of course remain at your disposal for any questions related to this announcement. Please contact us by phone or email confirm your interest by Friday, June 21, 2013:

 

Telephone : +41 58 262 00 00

E-mail : raffaella.bidawid@realstone.ch

 

 

Realstone Development Fund: Results of the capital increase

22. May 2013

The subscription period for the new Realstone Development Fund shares, for qualified investors only, was completed on May 8.

 

The detailed results of this capital increase are available in our publications in the "Realstone Development Fund" section of our website.

 

For further information, we are of course at your disposal for any questions related to this announcement.

Realstone Swiss Property among the best Swiss Real Estate Funds

2. May 2013

The survey of the best 25 Swiss Real Estate Investment Funds led by the Swiss magazine BILAN assigns Realstone Swiss Property in third place of the "15 Best Swiss Real Estate Funds“.

 

In honor of this ranking: the benefits of this asset class, due to its good stability, low correlation with other investment classes and reduced risk.

 

Considering the average of the last thirty years, Real Estate Funds have made a dividend yield of more than 3.5% and an overall performance (gain distribution course) exceeding 6%.

 

A result that rewards our commitments and motivates our desire to progress.

Realstone Development Fund: 2013 Capital increase

1. May 2013

In order to continue its development, the real estate fund "Realstone Development Fund" will provide a capital increase for 2013.

 

The detailed information for qualified investors only is available in the publication section of the "Realstone Development Fund".

 

For further information, we are of course at your disposal for any questions related to this announcement.

Realstone Development Fund publishes its Annual Report 2012

10. April 2013

The fund Realstone Development Fund allows qualified investors access to a diversified portfolio of real estate and construction projects of high quality. It is one of the first Swiss real estate fund to invest in sustainable projects and objects located in economically strong urban Switzerland.

 

The 2012th Annual Report for  Realstone Development Fund provides detailed information on the establishment of its strategy, its business, governance and financial performance. It contains audited information.

 

This annual report is available to qualified investors in our publications section.

Salon PPS on 17-18 April 2013 in MCH Beaulieu Lausanne

5. April 2013

The Company Publishing EPAS is organzing the next Salon PPS Salon in MCH Beaulieu Lausanne. During these two days, about 1000 visitors will learn about the latest news of the second pillar.

 

The increasing numbers recorded in recent editions confirms that the PPS Salon became an important platform and meeting place for all stakeholders in the second pillar.

 

We invite you to visit us at our booth. 66a - Hall 2, to meet our team. Realstone also offers the possibility to go to the event for free. Let us know your interest by email to info@realstone.ch and we will send you a free admission (limited) in return.

 

For further information: http://www.pps-epas.ch

 

Salon Professional PPS

MCH Beaulieu Lausanne

April 17, 2013 - April 18, 2013

Program: http://www.pps-salon.ch/programme/

 

Opening Hours:

Wednesday, April 17, 2013 10:00 until 18:00

Thursday, April 18, 2013 10:00 until 17:00

 

Photo Copyright: MCH Beaulieu Lausanne

Realstone Swiss Property: Announcement of the 2012 dividende amount

20. March 2013

 

Realstone SA announces the amount of the 2012 dividend for its real estate fund Realstone Swiss Property (RSPF).

 

The distribution date for 2012-2013 is 21 March 2013

Ex Date: March 21, 2013.

 

To unitholders:

Realstone Swiss Property: Code SIX: RSPF / No. ISIN: CH0039415010

Performance of real estate assets (coupon No. 10): CHF 3.80 * net

Custodian: Banque Cantonale Vaudoise, Place Saint-François 14, CH-1001 Lausanne

 

* not subject to withholding tax

Realstone Swiss Property: 2012 Tax Return

11. March 2013

The Realstone Fund Management would like to remind that the shareholders of the Realstone Swiss Property Fund are exempted from taxation.

Please note that the value of the fund was set at CHF 0.86 per share for your 2012 taxation by the Swiss Federal Tax Administration (FTA).

The document with the latest tax values (31.12.2012) for your tax return is published by the Federal Administration and available as follows:

2012 Tax Return (PDF)

 

Realstone Swiss Property: 2012 Dividend distribution

10. March 2013

The Realstone Fund Management has set the date March 21, 2013 for the next dividend and ex-date and the 2012 exercice.

 

The amount of the dividend will be announced March 19, 2013.

 

For more information, please contact:

Philippe Frossard, Directeur

Tel. : +41 58 262 00 00

E-mail : philippe.frossard@realstone.ch

 

Sailing: Realstone Main Sponsor of Realteam

8. February 2013

Built around the successful team who claimed the D35 championship in 2012 with the Realstone Sailing boat, a new professional sailing team has announced their entry into the 2013 Extreme Sailing Series – Realteam. The team, sailing under the Swiss flag, will make it eight boats on the start line for Act 1, beginning in less than four weeks in Muscat, Oman, March 5th.

 

Led by skipper and Team Director Jérôme Clerc, a multihull expert having won the D35 Vulcain Trophy and the Bol d’Or in 2012, Realteam have ambitious goals for 2013. The crew intends not only to defend its D35 title on Lake Geneva but also to make their mark in the Extreme Sailing Series global tour, where, along with two-times winners of the America’s Cup Alinghi, it will represent the second Swiss entry. 

 

The crew supporting Clerc will be made up of former young talents from the Geneva Regatta Training Centre, who will each have the opportunity to compete at one or more of the eight Acts throughout the 2013 Extreme Sailing Series global tour. Arnaud Psarofaghis, trimmer with Groupe Edmond de Rothschild in 2012 and Nils Palmieri will share the role of main trimmer, Bruno Barbarin, who sailed with Alinghi at the final Act of 2012 in Rio de Janeiro, and Denis Girardet tactics, Cédric Schmidt and Bryan Mettraux headsail trim, and Thierry Wasem will take the bowman position. 

 

A dedicated Realteam website www.realteam.ch will be online at end February 2013.

 

www.vulcaintrophy.ch

www.extremesailingseries.com