Warteck Invest AG — Cyborg Score 7/10

Strategic Profile

The portfolio consists of 57 properties in 11 cantons with approximately 42% of the investment portfolio in residential real estate properties and approximately 40% in commercial real estate properties. The firm also provides facility management services, creating a vertically integrated real estate platform with strong recurring rental income streams.

Cyborg Score Rationale

Warteck Invest demonstrates solid fundamentals with strong 2024 financial performance, stable dividend yield of 3.66%, and a diversified property portfolio across Switzerland. However, technical indicators and limited growth visibility in a challenging real estate market present some headwinds to the investment case.

Top Insights

• 2024 revenue increased 10.78% to CHF 43.99 million with earnings up 44.12% to CHF 23.08 million
• Market capitalization of approximately CHF 595.55 million
• Dividend yield of 3.66% in 2024 with payout ratio of 85.13%
• Warteck Invest has the longest track record of all listed real estate companies in Switzerland

Named Competitors

• Other Swiss Real Estate Companies — Competitors in residential and commercial property leasing in Switzerland

Recent Developments

• (May 2025) Portfolio valued at CHF 1,035.4 million as of December 31, 2024, focusing on sustainable income
• (2024) Strong earnings growth of 44.12% year-over-year
• (2024) Revenue growth of 10.78% reaching CHF 43.99 million

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