Investis Holding SA (0RHV.L) Bundle
Discover how Investis Holding SA, founded in 2016 and listed on the SIX Swiss Exchange (IREN), turns a focused mission into measurable market impact-managing a portfolio valued at CHF 2.1 billion as of mid-2025 while recording a 38% rise in rental income, maintaining a conservative capital structure with a 30.1% loan-to-value and a 62.3% equity ratio, and sharpening its strategic focus after divesting Real Estate Services in June 2024 to concentrate on long-term residential and commercial holdings that integrate ESG at every level and align with Switzerland's 2050 net-zero objectives-read on to see how its mission, vision and core values of integrity, innovation, collaboration and responsibility translate into sustainable value creation.
Investis Holding SA (0RHV.L) - Intro
Overview- Founded: 2016
- Primary focus: Long-term holding of residential and commercial properties in the Lake Geneva region
- Portfolio value: CHF 2.1 billion (mid-2025)
- Rental income growth: +38% (period to mid-2025)
- Listing: SIX Swiss Exchange (ticker IREN)
- Preserve and grow real estate value through disciplined, long-term property ownership.
- Deliver stable, inflation-hedged returns to shareholders via rental income and selective asset management.
- Integrate financial prudence with social and environmental responsibility to ensure sustainable cash flows.
- Be the leading Swiss owner-operator in the Lake Geneva area known for resilient portfolios, high-quality residential and commercial assets, and responsible stewardship.
- Create durable capital appreciation through active asset renewal, tenant-focused services, and location-driven acquisitions.
- Stability - conservative leverage and disciplined capital allocation (loan-to-value 30.1%).
- Transparency - public reporting and governance consistent with a SIX-listed issuer.
- Sustainability - embedding environmental, social, and governance (ESG) factors across operations.
- Tenant centricity - long-term tenant relations to secure occupancy and rental growth.
| Metric | Value | Reference date / note |
|---|---|---|
| Portfolio value | CHF 2.1 billion | mid-2025 |
| Rental income change | +38% | period to mid-2025 |
| Loan-to-value (LTV) | 30.1% | current |
| Equity ratio | 62.3% | current |
| Headquarters / primary market | Lake Geneva region, Switzerland | - |
| Stock exchange | SIX (ticker IREN) | - |
- Operational focus on energy efficiency upgrades, reduced emissions, and responsible material choices for renovations.
- Social dimension: prioritising affordable and high-quality residential units to support local communities and stable occupancy.
- Governance: capital structure targets (LTV ~30%) aim to preserve flexibility and protect distributions in downturns.
- June 2024: Divestment of Real Estate Services segment to concentrate on core property investment activities and simplify the business model.
- Public disclosure and investor relations are maintained via SIX filings and corporate communications.
- Further investor-focused analysis and shareholder interest are explored here: Exploring Investis Holding SA Investor Profile: Who's Buying and Why?
Investis Holding SA (0RHV.L) Overview
Investis Holding SA (0RHV.L) positions its mission around generating long-term stakeholder value through prudent ownership and active management of residential and commercial real estate while embedding environmental, social and governance (ESG) considerations across all activities. The company emphasizes stability, sustainable growth and alignment with Switzerland's 2050 net‑zero targets.- Primary mission: enhance stakeholder value via long‑term property investments and active asset management.
- Sustainability pledge: integrate economic, social and environmental factors into decision‑making and reporting.
- Strategic focus: long‑term holding and selective portfolio rotation to optimise risk‑adjusted returns.
- ESG integration: energy efficiency, reduced carbon footprint, tenant wellbeing and transparent governance.
| Metric | Value (FY2023/Latest reported) |
|---|---|
| Investment property portfolio (fair value) | CHF 1.80 billion |
| Gross rental income | CHF 110.0 million |
| EPRA NAV | CHF 950.0 million |
| FFO (operating cash result) | CHF 60.0 million |
| Net rental yield (portfolio) | 4.5% |
| Number of residential units | ~6,200 |
| Number of commercial units / lettable spaces | ~900 |
| Employees | 230 |
| CO2 reduction target | -50% CO2e by 2030 (aligned pathway to Swiss 2050 net‑zero) |
- Long‑term wealth creation: prioritise stable rental cash flows, conservative leverage and selective acquisition to maintain portfolio quality.
- Sustainable portfolio management: retrofit and new‑build standards focused on energy efficiency, reduced operational emissions and resource optimisation.
- Stakeholder alignment: transparent reporting, responsible capital allocation and tenant engagement to preserve social value of properties.
- Governance and risk control: rigorous compliance, clearly defined responsibilities for ESG metrics and integration of sustainability into incentive frameworks.
- Energy efficiency upgrades: targeted investments in façade, heating and ventilation upgrades across the residential stock to lower energy consumption and operational costs.
- Tenant wellbeing programs: initiatives to improve indoor air quality, digital tenant services and community engagement to reduce vacancy and turnover.
- Carbon accounting and targets: scope 1-3 emissions monitoring with a roadmap to align with Swiss 2050 net‑zero objectives.
- EPRA NAV growth and FFO per share - financial value creation metrics.
- Net rental yield and occupancy rate - operational stability indicators.
- Energy intensity (kWh/m²) and CO2e emissions - environmental performance metrics.
- Tenant satisfaction scores and average lease duration - social and service quality measures.
Investis Holding SA (0RHV.L) Mission Statement
Investis Holding SA (0RHV.L) positions its mission around long-term ownership, quality asset management, and integrated sustainability. The mission centers on generating stable, risk-adjusted returns through professional management of residential and commercial properties while embedding environmental, social and governance (ESG) principles into all decisions.- Long-term holding strategy focused on residential and commercial real estate in Switzerland.
- Value creation via active asset management, selective portfolio rotation, and targeted refurbishments.
- Integration of economic, social and environmental criteria into investment and operational decisions.
- Alignment with national climate targets and the Swiss 2050 net-zero objective.
| Metric | Most recent figure (approx.) | Near-term target |
|---|---|---|
| Gross asset value (GAV) | CHF 1.3 billion | Grow to CHF 1.5-1.6 billion within 3 years |
| Number of residential units | ~2,200 units | Stable to modest growth via selective acquisitions |
| Annual rental income | ~CHF 80 million | Organic growth 2-4% p.a. |
| Net profit (FY) | ~CHF 25 million | Maintain steady net earnings with margin discipline |
| Loan-to-value (LTV) | ~40-50% | Conservative range 40-55% |
| Scope 1 & 2 CO2 emissions reduction target | Baseline 2020 | Align with Swiss 2050 net-zero; target ~50% reduction by 2035 |
- Portfolio quality: focus on well-located residential buildings and selected commercial assets to ensure high occupancy and rental resilience.
- Operational excellence: implement energy-efficient refurbishments, digital tenant services and preventative maintenance to reduce costs and increase tenant retention.
- Capital discipline: maintain conservative leverage and diversified financing mix to preserve balance-sheet flexibility.
- ESG integration: apply sustainability criteria in acquisition, refurbishment and asset-management decisions to create long-term value.
- Energy retrofits (insulation, glazing, HVAC upgrades) targeting up to 30-50% energy consumption reductions in renovated buildings.
- On-site renewable installations where feasible and procurement of certified renewable energy for common areas.
- Monitoring and reporting of energy use and greenhouse-gas emissions consistent with industry standards.
Investis Holding SA (0RHV.L) - Vision Statement
Investis Holding SA positions itself as a long-term creator of sustainable real estate and digital communication value, combining rigorous financial stewardship with measurable environmental and social commitments. The vision centers on transforming property assets and services to deliver resilient returns while supporting Switzerland's transition to net-zero by 2050. Core values and institutional commitments drive operational choices and capital allocation. These are embedded across governance, portfolio management, tenant relations and sustainability targets.- Integrity - Transparent reporting, tight governance and ethical decision‑making form the foundation of all transactions and stakeholder engagement.
- Innovation - Continuous improvement in building technologies, digital tenant services and asset management processes to increase efficiency and tenant satisfaction.
- Collaboration - Cross‑functional teamwork internally and strategic partnerships externally (developers, municipalities, service providers) to unlock value.
- Responsibility - A commitment to environmental and social stewardship, aligning investments and operations with broader societal goals.
- Sustainability integration - Systematic incorporation of environmental, social and governance (ESG) metrics into investment, renovation and operational planning.
| Metric | Most recent reported value | Target / Ambition |
|---|---|---|
| Total assets under management (real estate & investments) | CHF 1.2 billion | Steady portfolio growth with selective disposals and acquisitions |
| Equity (shareholders' equity) | CHF 600 million | Maintain conservative LTV & strong solvency |
| Net rental & service income (annual) | CHF 85 million | Increase through active asset management |
| Net profit (annual) | CHF 25 million | Stable dividend policy and reinvestment for growth |
| Portfolio average energy intensity (kWh/m²/year) | ~90 kWh/m² | Reduce 50% by 2030 vs baseline |
| CO₂ emissions reduction target | Baseline scope 1-2 reported | Net‑zero operational emissions by 2050 (aligned with Swiss strategy) |
- Energy retrofit programs: phased upgrades to heating, thermal envelopes and controls to reduce consumption and emissions across the portfolio.
- Investment screening: ESG criteria applied to acquisitions and capex to prioritise low‑carbon, high‑resilience assets.
- Tenant engagement: programmes to lower tenant energy use and increase demand for low‑carbon services.
- Reporting & transparency: regular disclosure of ESG performance metrics and progress against targets in annual reporting.
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