Business model and strategy

Investis is a Swiss real estate company focused primarily on owning and managing its own property portfolio, especially residential real estate in the Lake Geneva region.

• Core assets: the portfolio is weighted heavily toward mid-price residential apartments, supplemented with a smaller portion of commercial properties
• Geographic focus: properties are located in the commuter-belt areas around Geneva and Lausanne, where demand is strong and migration above average
• Revenue streams: revenues are primarily derived from rental income, while operating profit is further supported by gains from strategic asset disposals and increases in property valuations
• Strategic approach:

1. Buy-and-hold: Investis aims for stable, long-term income and capital growth
2. Acquisitions and portfolio optimisation: selective acquisitions drive growth, diversification, and yield, supported by renovations that enhance asset quality and tenant comfort.
3. Financial profile: maintaining prudent financial leverage and conservative diversification of the risk profile

Investis believes that long-term value creation is inseparable from responsible environmental, social and governance (ESG) performance. The sustainability strategy is built on the conviction that financial success must go hand in hand with positive social and environmental impact, and that every facet of the operations contributes to this purpose. The Group embedes ESG principles into its core identity – across property life cycles, decision-making and stakeholder engagement.

A central pillar of Investis’ approach is materiality: understanding which ESG issues matter most to both the stakeholders and to the Group itself. This dual perspective – combining what is financially material with what is materially impactful on the environment and society – guides the priorities, resource allocation, and performance metrics.

Investis is committed to ambitious environmental targets, aligned with Switzerland’s 2050 Energy Strategy, and regional climate plans such as the Climate 2030 framework in Geneva. This includes reducing greenhouse gas emissions, improving energy efficiency and minimising resource consumption across our real estate portfolio. Existing measures – upgrading and replacing heating systems, installing more efficient windows, improving thermal insulation of the buildings, modernising building systems, and using eco-labelled products – are already underway.

In terms of social responsibility, Investis aims to foster inclusive, safe, and healthy environments – for its tenants, its employees, and the wider communities in which it operates. Governance practices are structured to ensure transparency, ethics, integrity, and that sustainability oversight is embedded at senior levels.

Investis continuously monitors evolving societal expectations, regulatory landscapes, scientific insights, and stakeholder feedback, refining its ESG ambitions and implementation accordingly. The objective is to be forward-looking, resilient, and adaptable – ensuring that Investis remains a sustainable, responsible, and trusted leader in its sector.