Investment Transactions

Investment Transactions

 

 
 
 
 
BVK
 
The Langham estate
 
PAX assurances
 
Schroders
 
Coop shopping centers
                 
 
 
 
 
Swiss Prime Site
 
PSP Swiss Property
 
Sandoz Fondation and Family Office
 
Numisma
 
Credit Suisse Asset Managment
                 
 
 
 
 
Compagnie des Parcs
 
Symrise
 
Pears Global
 
Jacob Safra Bank
 
Lukoil Oil Compagny
                 
 
 
Dupont
 
Servier
 
Caisse de pension Rolex

 

BVK

Sale of a large residential portfolio of 22 properties owned by a Swiss major Zurich based pension fund for Chf 92 M

The Langham estate

Strategic advice to a Chinese investor for the acquisition of 7.000 m2 of retail and office in Geneva’s most prestigious location.

 

Rue du Rhone 42 - Identification of the property as a pending disposal and sourcing of the most appropriate investor to acquire this 7’000m2 mix use building (office and retail) in Geneva most prestigious and prime location. Sole exclusive instruction to advise our principal on all aspects of the acquisition including legal, technical and financial issues.

PAX assurances

Sale of a commercial building of 6’000 m2 located in the prime location of Rue du Rhône to a foreign investor.

Schroders

Sale of a prime recognized administrative building located on the primary arterial route between Airport and Geneva City Center for Chf 40.5 M.

Coop shopping centers

Sale of a portfolio of 35 Coop shopping centers located overall Switzerland.

Swiss Prime Site

Sale of a commercial building to SPS located in the prime location at Rue du Rhône in Geneva for Chf 63 M

PSP Swiss Property

Sale of an administrative and commercial building in one of the prestigious Geneva area to a british investor for Chf 44M

Sandoz Fondation and Family Office

Sale to an Geneva’s Bank of an administrative building located on a strategic place on behalf of the Sandoz Fondation and Family Office

Numisma

Sale to Numisma of several logistic, retail and offices properties for circa Chf 200 M.

Credit Suisse Asset management

Schofield & Partners was exclusively mandated to transact via a LBP a portfolio of shopping centres in Suisse-Romande. The 2 well secured shopping centres were purchased by Credit Suisse Asset Management for just under Chf 100M.

Compagnie des Parcs

Acting on behalf of a Belgian property investor, as sole agent, S&P secured the sale of 11’000 sq. m. of industrial premises, office space and car retailers shop located Route du Pont Butin at Lancy (GE) via a limited biding process. The sale process was efficiently conducted and achieved by S&P in 3 months of time (including due diligence).

Symrise

Acting as sole agent on behalf of Symrise AG, a German company which owned 30’000 sq. m. of industrial facility and land in Le Bouveret (VS), S&P secured a 3-year asset management contract, designed and conducted a value-added exit strategy throughout the division of the property. S&P sourced multiple appropriate tenants and multiple purchasers as well, in order to complete the disposal process.

Pears Global

Media Markt - Acting on behalf of a Luxembourg Investment Company, Schofield & Partners took to the market via a limited bidding process, this prime Geneva out of Town well secured retail property let to Media Markt (Media Saturn Holding Gmgh) The final purchaser was a UHNWI , the investment volume was circa 30M.

 

 

Vaud and Valais - Investment Sale Acting on behalf of a foreign private investor, Schofield & Partners in conjunction with Cushman Wakefield took to the market via a limited bidding process 2 well secured and let shopping centre in Avenches (VD) and Collombey (VS) with major national food retailers as anchors of the selected tenant mix. After fierce competition from both National and International Investors, Schofield & Partners secured Interswiss, a Swiss Real Estate Fund, as the final purchaser of the asset with an investment volume of circa CHF 97 million

 

 

Jacob Safra Bank

Innovative and highly structured building exchange, which was highly complex and very unusual. This involved the exchange of the building at 26 George-Favon occupied and owned by Jacob Safra Bank, which was subject to a 10 year lease in favour of the State of Geneva. This involved extensive and expert negotiation by Schofield & Partners who masterminded a building exchange against the building at 1-3 Quai de l’Ile owned by the Braillard family which was also subject to an existing 10 year lease in favour of the Union Bancaire Privée, who were not inoccupation. All tenant issues, valuations, financial, legal and fiscal matters were dealt with in their entirety.

Lukoil Oil Compagny

Bastion House–Sold to French investor, this 9 storey office building of some 3,000m2 was in need of substantial renovation including new facades which was duly executed by the purchaser, who subsequently instructed Schofield & Partners to effect a disposal which was duly executed to Litasco/Lukoila Russian Petroleum Company at a more than acceptable net profit margin.

 

Dupont

Portfolio Management for Pension Fund of Dupont de Nemours for CHF35 millions of property assets.

 

Servier

Disposal of their industrial complex in Rue Veyrot/Meyrin, negotiation with FTI (Fondation des Terrains Industriels) on their leasehold land and subsequent sale to owner - occupier.

 

 

Swiss Insurance Compagny Investment Sale

S&P secured the sale of this residential property composed of 65 flats located in Geneva City Center to a major Swiss pension fund within a tight time line.

 

 

Other Confidential Sales 2010-2014:

Lindenhagstrasse 3 Egerkingen


The property, which was constructed in 1998, enjoys an enviable and recognised commercial location at the junction of the A1 and A2. The property is held on a ten year lease by a furniture retailer and has the opportunity of being extended on the adjacent parcel of land

Vendor: Investment Fund of a Swiss Bank.
Purchaser: Foreign Private Investor.
Net initial yield: 6.9%

Sale price: CHF 22’300’000.-

Lancy Centre

 

Lancy Centre, Geneva Schofield & Partners sourced a 13'000 m2 Shopping Mall, for a Consortium of Investors. A considerable amount of asset management was required including the procurement of replacement AAA rated retailers, relocation of existing occupiers to maximise tenant mix. Our remit included sourcing international retailers, quadrupling the size of the Mall with 26 differing brands, funding, appointment of a specialist Management Company whilst we dealt with a host of other Real Estate Management, Fiscal and Legal issuers.

 

Sion (VS)

Partial Sale & Leaseback of an Office and Industrial building, negotiations on all transactional aspects including the primary lease. Transaction value : CHF 7.7 million

Commercial buildings

A commercial building portfolio of 3 properties located on the outskirts of different towns. Featuring a primary tenant, several secondary occupiers on long term leases. Potential development opportunity. Transaction value : CHF 47.5 millions

Canton of Graubünden and St Gall / Investment Purchase

Acting on behalf of a Swiss private investment company, Schofield & Partners acquired this 2 unit portfolio of properties in Landquart and Flums from a foreign private owner.

The 1’600 m2 new retail scheme in Landquart is occupied by Mueller Ag and Tako Fashion as tenants, whilst the 1’300 m2 property in Flums is leased to Aldi.

 

Student Housing Project - Vaud

The project is located in the heart of Yverdon-les-Bains, the second largest city of the Canton of Vaud.

Acting on behalf of a Swiss Developer, S&P secured a management contract, sourced an International Multi Family Office as the investor and managed the transaction from conception to completion.

 

Etoy - Vaud

Acting on behalf of a private Swiss Company, Schofield and Partners acquired this light industrial and office property through a Sale and Lease Back transaction.

The property is located in the well-established industrial and retail area of littoral Park located between Geneva and Lausanne.

 

 

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