Income & Growth · From $3,500
Real Estate Fund
An income-and-growth vehicle investing in curated properties across prime locations — professionally selected, professionally managed, Swiss-overseen.
Direct ownership is operationally heavy. Pooled exposure with disciplined selection is materially easier — and, properly managed, safer.
The Case for Real Estate
Four reasons it sits in every considered portfolio.
Steady Income
Predictable cash yield from rents — quarterly distributions or reinvestment, your choice.
Capital Growth
Long-term appreciation linked loosely to economic growth and demographic demand.
Inflation Linkage
Lease structures and replacement-cost dynamics provide partial inflation protection.
Tangible Asset
Bricks, mortar, and land — the simple comfort of an asset you can stand inside.
Income & Capital Growth
A dual-return profile.
The fund targets a dual-return profile: regular distributions from rental income, plus NAV growth as properties appreciate and lease rolls reset at higher market rents.
The discipline is balancing the two — neither prioritising cash yield at the expense of long-term quality nor reaching for capital gains by underwriting aggressive assumptions.
Real estate's correlation profile complements traditional equity and fixed income allocations, reducing overall portfolio volatility. The diversification shows up most usefully during stress periods.
Property Selection
Disciplined criteria, not fashion.
Underwriting includes on-the-ground evaluation, market-rent verification, and stress testing against vacancy and rate scenarios.
Location Quality
Stable, supply-constrained markets across Europe with selective opportunistic exposure elsewhere.
Tenant Profile
Credit-worthy tenants and long lease structures that survive economic stress.
Active Management
Maintenance, tenant relations, lease optimisation, and capital improvement compound the asset over time.
Real Estate Fund — Key Terms
Headline economics. Full fund documentation is available on request from your FS&T advisor.
- Minimum Investment
- $3,500
- Strategy
- Income & growth
- Geography
- Prime European markets
- Distributions
- Quarterly (or reinvest)
- Valuation
- Semi-annual, independent
- Reporting
- Quarterly, property-level
Property-level transparency on every holding. Independent surveyors set valuations.
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Building a complete allocation.
Invest in Real Estate Today
Income, growth, and Swiss oversight.
Discuss a Real Estate Fund position with a senior advisor. Professional management, transparent reporting, and unobtrusive ongoing care.