Real estate funds/ETFs: A Swiss Investors Perspective

[FunnyDjo]

You have a similar thread of holding EPRA in 3rd pillars.
As these companies distribute high dividends it will optimise taxation.

However I find it weird are all these holdings are already present in VT

REIT ETFs in pillar 3a

The question will be why do you want to increase the REIT allocation from your traditional portfolio ? The top 10 holdings of CSIF (CH) III Real Estate World ex CH - Pension Fund ZB are already present in VT (even if their weight average between 0,10 to 0,06%)… You can search them in the HOLDINGS section and there is 9,823 of them as of 01/31/2024. Also traditional companies already own real estate within their investments allocations (e.g. Amazon owns storage, LVMH owns shops …).