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STRATEGY and investment policy

Investis aims to be the market leader for residential property in the Lake Geneva region and for real estate services throughout Switzerland. The Company is also targeting continued successful growth with a conservative financing profile in its “Properties” residential property business, as well as further expansions of its “Real Estate Services” business, both organically and trough acquisitions, by means of the following measures:

Continuation of buy-and-hold strategy through selected investments in the Properties segment

Investis is keen to continue its long-term buy-and-hold strategy, and to further expand the scope of its residential property portfolio through acquisitions and selected development projects. In view of the positive demographic trend and favourable macroeconomic factors, the Group plans to maintain its focus on residential property for a target audience with mid-range incomes in the Lake Geneva region, particularly in the metropolitan areas of Geneva and Lausanne.

Preservation and growth of portfolio values through active portfolio management

The investment focus is on properties and projects with sustainable, attractive returns and long-term value enhancement potential. Investis seeks to preserve and increase the value of its real estate portfolio through active portfolio management. A high level of occupancy and constant cost optimisation enable value to be systematically preserved and increased. Investis is also involved in realising targeted and cost-efficient renovation projects, including optimising energy efficiency. This is in addition to constructional measures such as the extension of rentable floor space through additional storeys and conversions.

Income growth through a broad range of real estate services across Switzerland

The Real Estate Services segment generates attractive added value for Investis and its stakeholders. The Group also seeks national recognition by offering real estate services across Switzerland. In addition, the Group intends to add further offerings to its range of services in its Property Management and Facility Management activities.

Greater efficiency and enhanced quality through digitalisation

Digitalisation of internal processes permit shorter and more efficient process flows. Staff are thus free to concentrate on activities that add more value, such as advising clients. Investis also intends to push ahead with the digitalisation of client interfaces in order to improve its service offering.

Solid financing strategy with a sound capital base

The Group is solidly financed and targets a gross loan-to-value ratio (LTV) of under 40%. In addition, the Group strives to optimise its financing structure on a continuous basis and use the most suitable financing sources over the long term, including opportunities presented by the capital market.