Portfolio and asset management for a Swiss pension fund

Active portfolio and asset management of a mixed portfolio (residential and commercial)

AREA provides the following services to an institutional client:

  • Active development and implementation of portfolio and property strategies

  • Implementation of reporting and controlling structures

  • Comprehensive reporting to the management and the board of trustees

  • Management of the annual valuation process

  • Implementation of growth strategies and processing of acquisitions

  • Preparation of portfolio budgets and multi-year investment plans

  • Conducting feasibility studies for existing properties

  • Initiation and support of development and construction projects (new construction and renovations)

  • Leading and supervising the property management

Your contact person at AREA