Switzerland REITs

Switzerland Real Estate Investment Trusts (REITs) are companies that own and operate income-producing real estate properties. These properties can include office buildings, shopping centers, industrial warehouses, data centers, and apartment buildings, among others.

In Switzerland REITs are required to distribute at least 90% of their taxable income to investors in the form of dividends. This makes them an attractive option for income-oriented investors.

List of Swizerland REITs by Market Capitalization and Dividend Yield

When evaluating REITs, a useful metric to consider is market capitalization, which is the total value of a company’s outstanding shares. In general, larger REITs tend to have more diversified portfolios and a longer track record of performance, making them a safer investment option.

In addition to market capitalization, investors may also want to consider the dividend yield of a REIT when evaluating its potential as an investment. The dividend yield is the annual dividend per share divided by the share price.

The below table is a list of REITs listed in Australia sorted by market cap. Interact with the table to sort and filter as desired.

Swiss REITs Dividend and Payout Ratio

The best REITs have a sustainable and dividend. Interact with the chart below by selecting items in the legend that interest you. To filter the chart scroll up the to table to use the search filters.

How to Invest in REITs in Switzerland

There are three primary ways to invest in Australian REITs:

  1. Purchase shares of companies directly on the SIX Swiss Exchange (SIX) using a broker.
  2. Purchase shares of ETFs that hold Swiss real estate companies.
  3. Buy into a fund (hedge fund) that invests in real estate.

How are Swiss REIT Dividends Taxed at the Shareholder?

Dividends from Swiss REITs are subject to federal, cantonal, and communal taxes.

  • The federal tax rate on dividends is 35%.
  • Cantonal and communal taxes also apply to dividends, and these rates vary depending on the location of the shareholder. For example, the cantonal tax rate in Zurich is 11.5%, while in Geneva it is 8%.
  • Communal taxes can range between 0-2%.

Switzerland provides some tax reliefs to individuals on dividends, capital gains, and interest income. For example, individuals may be eligible for a federal tax credit which reduces the tax liability on dividends, capital gains, and interest income. This credit is based on the individual’s income and can range from 0-10%. Some cantons provide a tax relief for dividends, capital gains, and interest income. This relief can be a reduction of the tax rate or a tax-free allowance.

It’s important to note that the tax laws and regulations in Switzerland are complex and can change frequently, so it is important to consult with a tax professional who is familiar with Swiss tax laws to determine the specific tax rate and any tax credits that may apply to a particular individual.

REIT ETFs Switzerland

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Switzerland REITs Frequently Asked Questions

What is the total market cap of all REITs in Switzerland?

The total is Column with ID 10 is not found in table with ID 10! Swiss Francs

How much REITs should be in a Retirement Portfolio?

It is difficult to say what percentage should be in a retirement portfolios as this will vary depending on the specific goals and risk tolerance of the investor.

How are REITs Taxed in Switzerland?

Real Estate Investment Trusts (REITs) in Australia must distribute at least 90% of their income to share holders.

Are REITs Tax Free?

REITs are not tax free unless they are held in an account or trust that is structured in a way that allows them to be tax free or tax differed. Please consult with your financial advisor for more information.

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