Business model

Investis Group is a dedicated real estate investor specialising in residential properties within the Lake Geneva region. The Group’s strategy targets high-yielding residential assets, primarily located within the commuter zones of Geneva and Lausanne. Its overarching goal is to achieve sustainable growth — both organically and through selective acquisitions — while maintaining a prudent and conservative financial structure.

In 2024, Investis completed a significant strategic realignment by divesting its Real Estate Services segment. As part of this transaction, the Group acquired a minority shareholding in PHM Group’s parent company, which took over the entire segment. Following this divestment, Investis sharpened its focus on expanding its property portfolio in the Lake Geneva region, particularly in the mid-priced residential segment where it already holds a strong market position.

As of year-end 2025, the portfolio consisted of 207 properties with a total market value of CHF 2,238 million. The residential properties included 3,067 housing units. Persistent housing shortages across the region continue to fuel strong demand for affordable living, supporting the Group’s growth and income stability.

Investis pursues a long-term buy-and-hold strategy underpinned by selective acquisitions and disciplined asset management. This approach ensures steady value creation and sustainable growth over time. Concentrating on residential real estate in the Lake Geneva region positions the Group within an area characterised by robust demand, driven by favourable demographics and sound macroeconomic fundamentals.

The focus on medium-income tenants represents a pragmatic and resilient strategy, serving a key market segment that benefits from ongoing population growth and urbanisation. Continuous portfolio optimisation — through renovations, repurposing, and other value-enhancing initiatives — further strengthens asset quality and long-term returns.

Investis aims to secure attractive, sustainable returns and long-term capital appreciation. The Group actively manages its portfolio to maintain and enhance value by minimising vacancy rates, optimising costs, and implementing targeted, cost-efficient refurbishment projects.

A core component of this approach is improving the quality of the apartments and the energy efficiency by reducing the carbon footprint of the property portfolio, in line with Switzerland’s national sustainability targets. In addition to refurbishment work, the Group pursues construction measures such as conversions and vertical extensions to increase lettable residential space.

Investis maintains a robust balance sheet, targeting a gross loan-to-value (LTV) ratio of around 40%, ensuring flexibility and resilience. This conservative approach allows the Group to capitalise on investment opportunities as they arise.

The financing strategy relies on well-diversified funding sources, including fixed-rate bonds listed on the SIX Swiss Exchange, private placements with institutional investors, and loans from Swiss banks. All financing is unsecured, providing additional financial independence. For short-term liquidity needs, Investis utilises credit lines with multiple Swiss banking partners.

This diversified structure supports financial stability and enables swift adaptation to changing market conditions.

Investis enters 2026 with a clear strategic focus, a strong capital base, and a high-quality residential portfolio in one of Switzerland’s most attractive markets. The Group’s disciplined buy-and-hold strategy, supported by selective acquisitions and active portfolio management, ensures stable and sustainable growth. By focusing on mid-priced residential properties in high-demand regions, the Group benefits from strong demographic trends and the enduring resilience of the Swiss housing market.