Swiss Real Estate Research

Work with Switzerland’s leading real estate research team to benefit from the country’s broadest indirect real estate coverage and close connections to top management at every real estate investment vehicle. We conduct bottom-up peer and industry research, and summarise all the relevant information in detailed financial models to help you with your investment process.

What we offer

In-depth coverage

We cover more than 90% of the total capitalisation of the SWIIT Index.

Coverage of real estate companies, funds and investment foundations

We cover more than 50 real estate companies, funds and investment foundations.

Outstanding corporate access

We host roadshows in Zurich, Geneva and London. The Swiss Real Estate Conference is the leading get-together for real estate companies and investors.

Over the last decade, investment in real estate has rightly become an essential building block in asset allocation for institutional investors.

Ken Kagerer, Head Real Estate Research

The most comprehensive coverage of Swiss real estate

Zürcher Kantonalbank boasts the most comprehensive research coverage of Swiss equities and is committed to providing continuous, long-term research coverage. With 21 sell-side analysts, we are one of the largest local research providers for Swiss equities. We offer a variety of publications and studies on a daily, weekly and monthly basis. Our research covers the majority of companies listed on the SIX Swiss Exchange:

29

listed real estate fonds covered

14

real estate companies covered

12

investment foundations covered

Tailor-made research packages

Our research can be purchased by various client groups, including asset managers, pension funds, insurance companies, family offices, third-party asset managers and high net worth individuals.

Base - Swiss real estate

Our Base service includes selected publications and access to insights via Bloomberg and email (Bloomberg: RESP ZKBA). Our research in the field of indirect real estate investment covers key listed real estate investment funds, as well as a range of listed company shares.

Full Service - Swiss real estate

In addition to the publications provided with our Base service, Full Service includes the following services: active support from our equity sales team (including discussions on specific markets or securities and flow information on securities with low liquidity), alongside short-term additional publications, such as initial estimates and intraday comments. If company-specific events come into play, our analysts offer timely initial assessments of the situation. An update in the form of an intraday comment is also provided after ad-hoc announcements or analyst presentations.

Specific analyst calls: individual calls by analysts on current events and issues
Subject-specific presentations by analysts
Specific analyst presentations for clients on current and sector-specific issues

Full Service Plus - Swiss real estate

In addition to the publications and services included in Full Service, Full Service Plus encompasses the following:

Access to management meetings
Zürcher Kantonalbank organises more than 150 roadshows per year, with the option of individual or group meetings with senior management (generally CEO and/or CFO) of listed Swiss companies
Company visits
Zürcher Kantonalbank organises on-site company visits at irregular intervals, such as factory visits or meetings at sector trade fairs in Switzerland and abroad
Access to topical events and mini-conferences (generally one-day events)

Macro research

Our macro research arm includes more than 30 economists, strategists and analysts who cover global economic trends, rates, FX, commodities and public policy.

Swiss equity
Swiss real estate
Bonds
Market
FX
Commodities
Public policy

Our publications

Our publications provide the most extensive coverage of the Swiss indirect real estate universe. Our tailor-made insights align perfectly with your investment interests and goals. We cover all the relevant market movements and company and fund developments in the Swiss market.

Daily Market Opinion

Short comments and analysis of company and market news, breaking news and analyst presentations. Brief commentaries on facts, with assessments and summaries of particular companies. Published daily before the stock markets open. Half a page per company.

Download example (PDF, 1 MB)

Number Cruncher

Timely, comprehensive analysis of financial results before market opening and variance analysis for results publications. Released at 8 am on the day of publication of results by Swiss companies; one page per company.

Download example (PDF, 214 KB)

Company studies

Detailed investment case studies, insights, company and financial analysis. Published at irregular intervals; five or more pages.

Two-pagers

Comprehensive summaries of investment case studies, including description, valuation and SWOT analysis.

Swiss Equity Investments

Monthly publication with comments on the Swiss stock market, rating revisions, estimate updates and key figures for each company. Comments on the Swiss stock market, sector allocation and upcoming corporate events. Published monthly; 20 to 25 pages.

Access to Switzerland’s top management

Our leading conferences, site visits and roadshows offer a unique opportunity to come into contact with companies’ top management teams. Gain insights into the secrets of their success and financial development.