Pension Fund Real Estate Benchmark | KPMG | CH
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Pension Fund Real Estate Benchmark

Pension Fund Real Estate Benchmark

The annual Pension Fund Real Estate Benchmark examines the performance of real estate portfolios held by pension funds and occupational benefit plans. The study refers to the year 2016 and aims to provide benchmarks for pension funds for analysis and control of their real estate portfolios.

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Pension Fund Benchmark

Highlights

In times of negative interest rates and low yields on the bond market, pension funds tend to invest heavily in real estate. However, rising vacancy rates and declining yields are considerably reducing the contribution that such investments make toward overall pension scheme performance. By contrast, foreign real estate offers significant investment potential. While many pension schemes are already exploiting the potential of the Swiss real estate market through a very high investment weighting, investments in foreign real estate remain relatively rare, accounting for just 1.3% of total assets.
 

Further highlights of the study:

  • Study findings regarding yields, vacancies and owner costs
  • Interview: Reto Schär and Peer Kocur, Migros-Pensionskasse (MPK), discuss the challenges and opportunities that direct real estate investments represent
  • Special topic: VAT optimizations for employee benefit plans
  • Overview: The real estate allocation of the surveyed pension funds

Find the complete study in German for download here:

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KPMG International Cooperative (“KPMG International”) is a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm.

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