Analysis of indirect real estate investments for pension funds

Analysis, reporting and benchmarking of the indirect real estate portfolio for pension funds

Alphaprop bundles all relevant KPIs from over 160 investment products (investment foundations, real estate funds, real estate companies), prepares them and displays them in a meaningful way. Regular reports for investment committees, for example, are thus possible in just a few clicks.

One portal, countless smart perspectives

Data-based decision-making

Alphaprop provides new perspectives for research and analysis of indirect real estate investments. Analyze and compare products in just a few clicks, create clear benchmark reports and view the structure and performance of your portfolio on an asset-weighted basis.

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Advantages for pension funds

Transparency

All relevant key figures for investment products bundled in one place

Time saving

Regular reporting in just a few clicks

Simplicity

Intuitive data preparation and direct comparison with all common benchmarks possible

Various pension funds and pension institutions throughout Switzerland use Alphaprop to analyze their real estate investment portfolio in detail, make benchmark comparisons and take data-driven investment decisions. Thanks to Alphaprop, all this can be done quickly and easily in just a few clicks.

Our offer for pension funds

Data portal

Access to the data portal

  • Interactive, user-friendly analysis options
  • Upload of your direct and indirect real estate portfolio
  • Comparison with benchmark of your choice (e.g. KGAST)
  • Data export as Excel, export of graphics and tables
  • Automated reports as PDF (product vs. benchmark, portfolio vs. benchmark)
  • Subject areas: Key figures, financial data, prices and performance, portfolio overview, real estate, ESG


Suitable for pension funds & pension schemes that want to analyze investment products and/or their portfolio in detail and generate automatic reports.

  • The most important aspects of the direct and indirect portfolio summarized in a data-driven manner
  • Comparison with benchmark of your choice (e.g. KGAST)
  • Delivery as PDF or Excel
  • If required, with customer-specific analysis for an even more detailed insight into the status and structure of the portfolio.



Suitable for pension funds that want to save time with regular reporting and provide internal and external stakeholders (e.g. investment committee) with a regular overview of the portfolio of indirect and direct real estate investments.

Our experts provide you with data-driven support for your individual questions:
  • Assessment of the current portfolio and comparison with benchmarks.
  • Development of a procedure for the establishment and reduction of indirect real estate investments.
  • Preparation of analyses for capital increases and investment decisions.
  • Development of a possible approach with regard to the portfolio of indirect real estate investments.

Suitable for pension funds that want a detailed, data-driven analysis of their portfolio.

Success Story

comPlan - Pension Fund Swisscom

comPlan uses Alphaprop's data portal for data-based management of indirect real estate investments and automated reporting.

News

On the occasion of Alphaprop’s fifth anniversary, parent company and data analytics specialist Novalytica is consolidating its entire real estate expertise under the well-established Alphaprop brand. The aim is to focus even more closely on the needs of the real estate sector. The milestone will be celebrated with an exclusive client and partner event at the FIFA Museum in Zurich.
The annual reports as at December 31 and the corresponding valuations were eagerly awaited again this year. The reports always provide an indicator of how the investment vehicles for indirect Swiss real estate investments are performing in an environment of higher interest rates.
Weighted by market capitalization, environmentally relevant key figures are available for 100% of the SWIIT and 95% of the KGAST. Around half of the investment products in both indices have a reduction path.
With the change in the interest rate environment and the 50 basis point increase in the SNB policy rate, the environment for indirect real estate investments has changed. The SWIIT index of listed real estate funds plunged nearly 15% over the first 6 months of 2022. SIX-listed real estate stocks had a performance of -7% over the same period. After years of falling interest rates, falling discount rates and therefore increasing property valuations, the generated cash flow becomes now the main focus.

Want to find out more? Contact us!

Address

Industriestrasse 24
6300 Zug
Switzerland

Your contact person

Marina Arnold

Find out more

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