The fund takes direct ownership of the properties; unit holders are therefore not liable for Swiss income or wealth tax on the portion of the fund’s assets that is invested in real estate.
In view of the wealth tax (e.g. in Vaud canton…), obviously, one could be interested with such a found at the end of a given year (buy) and beginning of the following (sell). Has anybody studied that more deeply? Any major cons? I still haven’t done math checking whether it’s worth it (spread, charges).
The issue I am aware of is that by buying and selling assets in a time frame shorter than 6 months, I may be considered a professional trader. Has anybody had experience with such cases?