Portfolio Managment

Do you need professional support when selling your residential or commercial property? Thanks to our distinctive and broad network, we can market and sell your property extremely discreetly and offline. This means that the maximum added value of your property is retained.

We are happy to support you with the first rental. In addition, Petrus Real Estate AG is acquiring residential properties throughout German-speaking Switzerland for its own real estate portfolio.

We assume all responsibility right from the start. From financing to strategic renovation, planning or development of your real estate portfolio.

Petrus Real Estate AG analyzes the portfolio and controls the property stock with a view on return, risk and liquidity. Our tasks include profitability calculations and the detection of risks. As part of the improvement of the portfolio, we also prepare corresponding stop plans, strategy plans and redevelopment plans.

Real estate portfolio management is about building a portfolio that is as optimized as possible from various real estate assets, in which the key points return / risk are optimally balanced. The first step is normal diversification, in which we put several properties together for a portfolio or precisely analyze the existing ones. In this way, we reduce unsystematic risks in a portfolio for which there is no return. In the next steps, we determine which properties have a low correlation to those in the portfolio and supplement them with such properties. The task of Petrus Real Estate AG is to build a portfolio of real estate, which is tailored to the customer based on their individual characteristics. The specifics of the individuality lie in the use, size, life cycle of the tenant structure and the special properties. This minimizes the portfolio risk without reducing the expected return.

Petrus Real Estate AG helps you to continuously optimize the value of your property and offers you competent and comprehensive support in portfolio and asset management.

Petrus Real Estate AG takes over the technical and administrative management of your property or your property portfolio and relieves you in dealing with authorities, caretakers, tenants and offices. In addition, Petrus Real Estate AG can take care of the entire financial accounting for you.