Company Fundamenta Real Estate AG

Equities

FREN

CH0045825517

Real Estate Development & Operations

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sales per Business

Annual profits - Rate of surprise

Sector Other Real Estate Development & Operations

Market Closed - Swiss Exchange Other stock markets 16:30:10 02/05/2024 BST			5-day change	1st Jan Change
16.5 ^CHF	-0.60%		+0.61%	-1.79%

03-14	Swiss Prime Site to Buy Fundamenta's Real Estate Business	MT
03-13	Fundamenta Real Estate Posts Lower FY23 Net Profit; Net Rental Income Rises	MT

Fundamenta Real Estate AG is a Switzerland-based Company engaged in the real estate industry. The Companyâs purpose is to acquire, develop, hold, and sell real estate that have stable rental income, and optimization prospects potential in German-speaking regions of Switzerland. The Companyâs activities are focused mainly on rental income prospects and the largest part of its portfolio are residential properties followed by mixed-use properties, which are properties that can accommodate residential and commercial activities simultaneously in the same building. In order to expand the portfolio, the Company invests in development projects that are in various stages of construction or renovations.

Number of employees: 10

CHF in Million	2022	Weight	2023	Weight	Delta
Rental Apartments 93.3 %	38	93.4 %	38	93.3 %	+0.13%
Office and Commercial Space 6.4 %	3	6.3 %	3	6.4 %	+1.46%
Other 0.3 %	0	0.3 %	0	0.3 %	+10.09%

CHF in Million	2022	Weight	2023	Weight	Delta
Switzerland 100.0 %	41	100.0 %	41	100.0 %	+0.24%

Managers	Title	Age	Since
Andreas R. Spahni CHM	Chairman	66	30/09/08
Stefano Sanna IRC	Investor Relations Contact	-	-

Members of the board	Title	Age	Since
Andreas R. Spahni CHM	Chairman	66	30/09/08
Niels Roefs BRD	Director/Board Member	56	08/04/14
Hadrian Rosenberg BRD	Director/Board Member	51	08/04/15
Frédéric de Boer BRD	Director/Board Member	63	10/04/19

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	30,062,833	30,062,833 ( 100.00 %)	0	100.00 %

Name	Equities	%	Valuation
Luzerner Kantonalbank AG (Private Banking) 11.31 %	3,399,365	11.31 %	59 M CHF
GastroSocial Pensionskasse 6.739 %	2,026,047	6.739 %	35 M CHF
Bernische Lehrerversicherungskasse 4.985 %	1,498,726	4.985 %	26 M CHF
UBS Asset Management Switzerland AG 4.762 %	1,431,622	4.762 %	25 M CHF
Caisse de Prévoyance de l'Etat de Genève 4.071 %	1,223,947	4.071 %	21 M CHF
Swiss Finance & Property Funds AG 1.251 %	376,169	1.251 %	7 M CHF
LUKB Expert Fondsleitung AG 1.124 %	338,039	1.124 %	6 M CHF
Migros Bank AG 0.7484 %	225,000	0.7484 %	4 M CHF
Baloise Asset Management AG 0.1451 %	43,618	0.1451 %	760 301 CHF
Basellandschaftliche Kantonalbank (Investment Management) 0.1096 %	32,941	0.1096 %	574 191 CHF

Fundamenta Real Estate AG

Poststrasse 4a

6300, Zug

+41 41 444 22 22

http://www.fundamentarealestate.ch

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

16.6

Average target price

Consensus

Company calendar

Real Estate

Real Estate

Real Estate Operations

Real Estate Development & Operations

Other Real Estate Development & Operations

	1st Jan change	Capi.
FUNDAMENTA REAL ESTATE AG	-1.79%	543M
MITSUI FUDOSAN CO., LTD.	+40.41%	28.24B
SUN HUNG KAI PROPERTIES LIMITED	-12.37%	26.95B
DLF LIMITED	+23.41%	26.45B
CHINA RESOURCES LAND LIMITED	+6.25%	25.93B
MITSUBISHI ESTATE CO., LTD.	+49.25%	22.95B
CHINA OVERSEAS LAND & INVESTMENT LTD.	+9.16%	20.4B
EMAAR PROPERTIES	-0.25%	18.55B
SUMITOMO REALTY & DEVELOPMENT CO., LTD.	+28.90%	16.22B
CK ASSET HOLDINGS LIMITED	-13.27%	15.1B

Other Real Estate Development & Operations