I have no idea about this information. I think they have decent properties in Zurich area but I am also not a real estate PRO. For me everything looks decent 
Should have been a comment in this thread, that’s usually where my analysis starts and ends. Can’t find it though. Or I imagined it. Or my memory malfunctions. Or a bit of everything.
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Replying to an old message, but @DRPF , would you mind sharing where you got that screenshot from? ( I’d like to get the updated data presented in that table)
That was crédit suisse report on real estate funds, I don’t know if something alike is still published.
By the way does anyone know how we can get the news below automatically?
Google (AI part of search engine) gave me the direct link when looking for the information (next distribution).
You can subscribe in swissfundata, it’s the official source.
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This may be a useful alternative:
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Hi, quick question for my understandig: are these simply actively managed real estate funds or Swiss REITs in CHF?
They are REITs (they own/manage buildings)
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Hey folks, I saw that my ERRES and RSF in IBKR got a "Trading Restricted”, “No Opening Trades: EU Retail FA PRO only”. Anyone know what is up with these? Do we need to be accredited investors now? I see nothing obvious mentioned in swissfunddata.ch
that it not related to Switzerland. I have the same for some/all my funds
Any clue what it means then? These weren’t restricted for me as of a week or so ago and Googling the messages got me nothing.
Are you CH resident on IB UK?
Yes, double checked that, cause that was the first thing I could think of.
Also restricted here, maybe contact support they probably messed something up (eu Investor access shouldn’t matter for us, given the execution only nature of the relationship)
The scope of the restriction is to prevent retail clients from trading in-scope products that are intended for distribution only with professional advice.
These instruments are only available to retail clients of Professional Advisors.
The restriction is applicable to your account as all our clients that reside in Switzerland hold an IBUK Account.
Thank you in advance for your understanding.
Sounds like it is intentional, though I don’t understand the distinction …. (especially considering e.g. DRPF or VTI are not restricted …)
If you feel like it, you could probably escalate (e.g. ask which jurisdiction is preventing access, if it’s an issue with UK or with CH, or EU).
If it’s CH then it’s bogus and likely a mistake.
edit: it would also help to know the jurisdiction to know how to qualify for professional status (e.g. in CH it’s fairly straightforward if you have wealth above the limit)
Pressed them, got this back
Please note that this issue is not related to KID Documents.
In fact, for example, I may see that ERRES has a KID. We have the KID Document on file in our database.
However, this restriction is imposed to restrict instruments where the manufacturer/issuer indicates retail distribution only with professional advice.
So not really seeing any options unfortunately.
edit: I can of course try for professional status, but not sure about the implications of that (also wealth is only 1 for a 2 out of 3 requirement?)
For Switzerland it’s either 2M wealth or 500k + domain specific knowledge. The implications is that they don’t have to protect you as much (for a broker like ib I don’t think it makes a difference)
But I still think they’re being stricter than the CH regulations (which always allow execution only), did they say they were doing this due to UK or to CH regulations?
I asked about that, the quoted message is what I got, so I think it is about the issuer specifying stuff, not regulations?