Capital raising of the “Vertina Wohnen” investment group
The Vertina Investment Foundation is raising capital for the "Vertina Wohnen" investment group with a target volume of CHF 50 million by 26 May 2023. The new capital will be used for the further expansion of the portfolio.
The foundation, which was established in March 2022, was able to notarise 6 properties within a year. The portfolio, which focuses primarily on new buildings, has a market value of around CHF 60 million as of 31 December 2023. After completion of the projects, the market value will be around CHF 117 million. The new capital will be used for the focused expansion of the portfolio. Two real estate projects with an investment volume of CHF 70 million were secured for this purpose.
With its strategy, the Vertina Investment Foundation reconciles the requirements of investors and the needs of tenants. It has the knowledge and experience to combine high-yield real estate with responsibility for the environment. With its focus on future-oriented residential buildings in well-developed locations, the foundation aims for maximum sustainability.
Details on capital raising
| Target volume | CHF 50 million |
| Subscription volume | Minimum CHF 0.5 million |
| Issuing premium | 1.0% (in favour of assets) Relevant NAV as of payment date |
| Security number / ISIN | 116 503 599 / CHE116 503 599 4 |
| Allocation process | Subscriptions up to CHF 20 million will receive a full allotment. The remaining subscriptions may be reduced proportionally in case of oversubscription. |
| Subscription period | Start: 20 March 2023, End: 26 May 2023 |
Existing and new investors who are permitted to invest in tax-exempt foundations in accordance with Swiss legislation and the Articles of Association of Vertina Investment Foundation may participate in the capital raising.
Detailed information on the investment foundation and the “Vertina Wohnen” investment group can be found at: www.vertina.ch