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Peer Analysis for Real Estate Investment Vehicles

The problem

Reading where a real estate vehicle stands means pulling factsheets that were never built to be compared. Every review, someone rebuilds the same peer comparison by hand from inconsistent disclosures, and it is stale before the meeting.

What Quanthome does

Compare any Swiss REIV against named indices or a custom peer set across tenants, asset allocation and ESG, on one maintained base of 140+ vehicles, and save the peer set so the next review is a refresh, not a rebuild.

See where any vehicle stands, on one base.

01

Read the whole peer set

Compare tenants, asset allocation and ESG for a vehicle and its peers side by side, on one maintained base of 140+ REIVs, not on factsheets built to be read alone.

02

Stop normalising by hand

Every metric is read on like-for-like terms, so no one re-collects disclosures or re-keys each vehicle's own format before the comparison can begin.

03

Refresh, never rebuild

A saved peer set reopens on current figures at the next review, moving the time from assembling the comparison to reading where the vehicle stands.

How analysts see where any vehicle stands

Comparing tenant exposure across a peer set of real estate vehicles in Quanthome

Compare tenant concentration, lease maturity and sector mix across the fund and its peers, side by side. Tenant exposure is drawn from the same maintained base as every other metric, so it is read on like-for-like terms, not each vehicle's own disclosure format.

Compare how the fund and its peers allocate across property type, region and use, on one consistent breakdown. See where a vehicle is over- or under-weight versus its peer set before a single factsheet is opened.

Benchmark energy intensity, carbon intensity and ESG ratings across the fund and its peers on comparable figures. Read the vehicle's ESG standing against named indices or a custom peer set, refreshed on current data at every review.

The top real estate teams use Quanthome for

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See How Quanthome Supports Peer Analysis

Peer benchmarking Swiss real estate funds: why factsheets are not built to be read together

Defining a peer set for a Swiss real estate fund: named indices or a custom group

Beyond returns: reading ESG, gearing and tenant exposure across a peer set

What People Ask Before the First Peer Screen

What is fund peer analysis?

Fund peer analysis compares a real estate fund against comparable vehicles or an index on consistent metrics, covering returns, valuation, ESG profile, debt and tenant exposure, to read where the fund stands. In Quanthome the comparison runs on one maintained base covering 140+ Swiss REIVs, so peers line up without hand-normalising disclosures fund by fund.

Which peers and indices can a fund be compared against?

Named indices including SWIIT, SREAL, REAL, SPI, SBI and SMI, plus any custom peer set you define from the 140+ covered Swiss REIVs. The peer set is built to fit the question being asked, then stored with the comparison so the next review reopens the same set on current data.

What dimensions does a peer comparison cover?

A peer comparison covers financial and valuation metrics, ESG profile, debt and gearing, tenant exposure and asset allocation, side by side in one view. Every dimension is drawn from the same maintained base of 400+ data fields per asset, so funds are read on like-for-like figures rather than on each vehicle's own disclosure format.

How current is a peer comparison?

Comparisons draw on maintained data rather than on disclosures collected for each review, so the figures reflect the current state of the base when the screen is opened. A saved peer set refreshes on current data at every review instead of being rebuilt by hand, which keeps the comparison from going stale before the meeting.

How does a saved peer set save time at the next review?

A saved peer set carries its peers, its indices and its metrics forward. The next review reopens the same screen on current data rather than a blank sheet, so no disclosures are re-collected and nothing is re-normalised. The time moves from assembling the comparison to reading it.

CHF 250B+ of Fund NAV. One Maintained Base. Peer Screens That Refresh Instead of Rebuild.

Tell us the fund and the peers. We will run the comparison with you in a working session.

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