Helvetic Estates

Brief Portrait

Who is Helvetic Estates?

Helvetic Estates AG was founded in September 2007 and is a joint-stock company under Swiss law with headquarters in Bern.

Where does Helvetic Estates invest?

Helvetic Estates AG invests in residential and commercial real estate that offers stable earnings. All investment properties are located in Switzerland.

Facts And Figure

Founded
September 2007
Business year
1 January – 31 December
Securities number
355 38 51 (not listed)
Investment focus
Lucrative residential and commercial real estate in a good condition and with an attractive ROI as well as residential properties with development potential.
Investment decisions
The Board of Directors is responsible for all investment decisions.
Portfolio Manager
Daniel Fluri
Stocks
Common registered shares of CHF 437.-. The principle of "one-share-one-vote" applies.

Share capital
CHF 18’471’990.00
NAV
intrinsic value per share: CHF 1’330.00 (December 2021), currently published value Increase since launch, after taxes: 37.5%
Issuance
The share premium (agio) is determined by the Board of Directors when new shares are issued.
Information
Statutory duty of information in accordance with the Swiss Code of Obligations.
Revaluations
Revaluations are not possible due to accounting practice, even if higher estimates from independent valuation experts are available.
Auditor
BDO Visura
Reports
Annual reports

The Team

Daniel Fluri

Member and Delegate of the Board of Directors Responsible for the Real Estate Portfolios

Jonas Jenni

Chartered Real Estate Trustee Property Manager

Barbara Jüni

Administration

Board Of Directors

Peter J. Schmid
Chairman of the Board of Directors

Attorney-at-Law, LL.M. Founding partner of Schmid Attorneys at Law with offices in Bern and Zurich.

Dr.iur. Georges Bindschedler
Deputy Chairman of the Board of Directors

Attorney-at-Law and Notary, more than 25 years experience in banking and trusteeship as well as in management consulting. Serves on the boards of various companies.

Daniel Fluri
Member and Delegate

Federally Certified Estate Agent, over 20 years professional experience in the property business, specialises in the active management of real estate assets.