Patrimonium Investment Foundation Exceeds Growth Expectations in 2024
Deal News | May 15, 2025 | Zurmont Management AG
In its 2024 financial report, Patrimonium Investment Foundation showcased substantial growth across its various investment groups, capitalizing on favorable economic conditions and strategic acquisitions. Real estate assets under management exceeded CHF 1.4 billion, with notable developments in Swiss Residential and Healthcare Properties Investment Groups. The former boosted its portfolio with acquisitions totalling CHF 63 million, while the latter increased its assets under management by CHF 43.3 million, expanding its regional and operational diversification. The Sustainable Infrastructure Investment Group, launched in early 2024, concluded its first year positively, already preparing for further capital increases. Across all its ventures, Patrimonium underscored a commitment to long-term value and sustainable investments, amid declining inflation and interest rates.
Sectors
- Real Estate
- Private Equity
- Sustainable Infrastructure
Geography
- Switzerland – The investments and operations discussed are primarily based in Switzerland, involving Swiss residential, healthcare, and infrastructure assets.
Industry
- Real Estate – The article focuses on the growth and development within real estate investment groups, particularly in residential and healthcare properties.
- Private Equity – Patrimonium Investment Foundation, managed by Zurmont Management AG, reflects activities typical of private equity with capital increases and strategic acquisitions.
- Sustainable Infrastructure – This new venture by Patrimonium targets infrastructure investments contributing to decarbonization, indicating a focus on sustainability.
Financials
- CHF 1.4 billion – Total real estate assets under management by Patrimonium as of 2024.
- CHF 81.3 million – Increase in assets under management for the Swiss Residential Properties Investment Group in 2024.
- CHF 43.3 million – Increase in assets under management for the Swiss Healthcare Properties Investment Group in 2024.
- CHF 63 million – Total purchase price for the acquisition of three properties by the Swiss Residential Properties Investment Group.
- CHF 81 million – Commitments received for the oversubscribed capital increase of the Swiss Healthcare Properties Investment Group.
- CHF 50 million – Initial target volume for the Swiss Healthcare Properties Investment Group capital increase.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Patrimonium Investment Foundation | Target Company | Company | An investment foundation actively managing real estate and infrastructure assets, reporting significant growth and capital increases. |
| Zurmont Management AG | PE Firm | Company | The management company overseeing Patrimonium Investment Foundation, facilitating capital growth and strategic investments. |
| Steiner AG | Development Partner | Company | Involved in constructing one of Patrimonium’s healthcare facilities, facing debt restructuring. |
| West Partner AG | Valuation Advisor | Company | Provided valuation adjustment for Patrimonium’s Blach healthcare facility. |