Direct Residential Real Estate Funds in Switzerland

[rolandinho]

@Jaime

Also why would it be no tax on distributions? I thought it would increase my taxable income.

There’s a few threads on RE (funds vs personal ownership). This is a good one to start with:

Real estate funds/ETFs: A Swiss Investors Perspective

I see there has been discussions about real estate but not really so much ETF REIT’s (Real Estate Investment Trusts). From my perspective I see them playing a small but not insignificant role in a balanced portfolio. I would like to include a REIT ETF fund in my portfolio if it makes sense for me. Ideally I would have liked to place around 10-15% of my portfolio into REIT funds but I’m also uncertain whether this is actually a wise decision for the Swiss investor paying Swiss taxes. As REIT’s a…

DRPF is indeed one of those RE funds which owns the properties “directly”, and so such an investment won’t appear in your taxable wealth, nor will the dividends be added to your taxable income. This is especially interesting for early retirees (various benefits).