Zurich Investment Foundation Real Estate USA

Invest in commercial and residential properties in the United States. The attractive risk-return profile of core real estate and a focused strategy make this option particularly suitable for long-term investment.

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key sectors

>80%

core real estate

most attractive economic regions

Focus on four sectors Quality real estate Highly attractive economic regions

Benefits for investors

Attractive returns and appropriate diversification
Tax-optimized investment vehicle
Unique access to Zurich's in-house real estate asset manager in the U.S.

Focused strategy and disciplined approach
Conservative risk profile
Proven and successful investment process

Fewer details

More details

Innovative structure

Structured especially to meet the needs of pension funds
Tax-optimized and tax-efficient
Tax-shielded investment income
Tax-shielded capital gains

Local expertise – international know-how

Broad and sophisticated analysis process
Local network of 26 firms and over 180 specialists
Collaboration between Zurich Alternative Asset Management LLC and Zurich Invest Ltd
More than 150 years of real estate experience in total

Sustainability

Global and local market conditions
Holistic risk analysis
ESG factors taken into account
Aim is to acquire certified properties

Portfolio construction

Target allocation of approx. 1/3 residential and 2/3 commercial real estate
Focus on the largest U.S. economic regions
Specific risk analysis for the individual markets
Conservative risk profile: 80% rental income, 20% capital gains

Selected properties

Industrial property in Charlotte, NC, USA

Name		Zurich Investment Foundation Real Estate USA
Investment category		Real estate (as per Art. 53 (1) c, BVV 2
Structure		Direct, 100% ownership, Zurich investment group, OAK-regulated
Risk profile		Min. 80% Core
ISIN / security number		CH0448058799 / 44 805 879
Accounting currency		US dollar (USD)
Currency risks		Not hedged
Benchmark		NCREIF (NFI-ODCE Index)
Administration fee (GAV)		0.7%
Front-end load		1,5%, (max. 5.0% according prospect)
Subscription authorization		Occupational pension institutions ("qualified foreign pension fund")
Minimum amount		USD 1 million
Accounting year		January 1 to December 31
Income distribution		Annual (foundation council decision after 5 years)
Provider and administrator		Zurich Invest Ltd, Zurich
Wealth management		Zurich Alternative Asset Management LCC
Custody bank		State Street Bank International GmbH, Munich, Zurich branch

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