Patrimonium acquires Sustainable Real Estate AG

Niederer Kraft Frey advised the shareholders in connection with the sale of Sustainable Real Estate AG to Patrimonium.

Through the transaction, Patrimonium will strengthen its position in the Swiss and German real estate markets and will become the sole entrepreneurial shareholder of Sustainable Real Estate Investments SICAV. Likewise, as of 1 January 2027, Patrimonium will assume the fund management and asset management functions for the real estate fund Sustainable Real Estate Switzerland which has total assets of approximately CHF 475 million. Both steps are subject to approval by FINMA. In addition, Patrimonium will also integrate the partnership with the German company Quadoro Investment GmbH, for which Sustainable Real Estate acts as distribution partner and sustainability adviser for three open-ended real estate funds with total assets of approximately EUR 785 million.

Patrimonium is a Swiss private market investment manager operating in real estate, private credit, private equity and infrastructure, managing approximately CHF 5 billion in assets under management on a pre-acquisition basis.

The NKF team was led by Real Estate partners Andreas F. Vögeli and Fabiano Menghini, working with counsel Marc Vogelsang, senior associate Annina Fey and associates Victoria Hotz, Noémie Ammann and Yannik Bleiker (all Real Estate).