Revenue distribution by sector:

• Residential properties: 45%
• Commercial properties: 35%
• Logistics properties: 20%

Top 3 markets and their percentage shares:

• Switzerland: 50%
• Germany: 30%
• France: 20%

Immo Helvetic generates the majority of its revenue from residential properties, followed by commercial and logistics properties. The most important market is Switzerland, which generates half of the revenue. Germany and France are also significant markets, together accounting for another 50% of the revenue. This distribution demonstrates the company's strong focus on the European real estate market, particularly in the DACH region.

Production Sites: Switzerland, Germany

Immo Helvetic is a company specializing in real estate development and management. As a real estate company, it does not produce physical products in the traditional sense. Instead, it develops and manages real estate projects mainly in Switzerland and Germany.

These locations are strategically chosen to benefit from the stable economy and strong real estate market in these regions.

Revenue Growth: Estimated 8% (2025) Dividend Yield: 4.5% (2025)

Immo Helvetic pursues a growth strategy focusing on expanding into emerging European markets. The company plans to strengthen its presence in countries with high urban growth potential to benefit from the increasing demand for residential and commercial properties.

Another key focus is on the sustainable development and renovation of existing properties. Immo Helvetic invests in energy-efficient technologies and environmentally friendly construction practices to meet the growing sustainability requirements and reduce operating costs in the long term.

Additionally, the company is leveraging digital transformation to optimize its operations and enhance customer experience. This includes the use of PropTech solutions for more efficient management of property portfolios and improving tenant communication.

Sorry, I do not have specific data on the commodities or materials that Immo Helvetic imports, nor on the countries from which they source them.

In general, real estate companies import materials such as steel, concrete, wood, and glass for construction projects. The origin of these materials can vary, with common importing countries for such materials being Germany, China, Italy, and other European countries.

For more detailed information, it would be advisable to consult Immo Helvetic's corporate reports or industry reports.

Current market share: 8% (2026, estimated)
Return on equity: 7.5% (2025)
Debt-to-equity ratio: 45% (2025)

Immo Helvetic has established itself as a significant player in the Swiss real estate market in recent years. The company's competitive advantage lies in its specialized focus on high-quality residential properties in urban areas, ensuring stable demand and low vacancy rates.

The return on equity of 7.5% demonstrates solid profitability compared to other companies in the industry, which averages around 6%. This indicates efficient capital utilization.

The debt-to-equity ratio of 45% is moderate and allows the company to react flexibly to market changes without being subject to excessive financial pressure. This strengthens Immo Helvetic's position compared to more heavily leveraged competitors.

In summary, Immo Helvetic possesses a solid competitive advantage through its strategic market positioning and financial stability.

Institutional Investor Share: 48% (2026)

Insider Purchases: 2.1 million CHF (2026)

Insider Sales: 1.5 million CHF (2026)

The institutional investor share in Immo Helvetic is currently 48%. This indicates a strong interest from institutional investors in the stock, reflecting confidence in the company's long-term stability and growth potential.

In 2026, there were insider purchases amounting to 2.1 million CHF, which is a positive signal of management's confidence in the company's future development. At the same time, insider sales of 1.5 million CHF were recorded, which, compared to the purchases, are relatively moderate, indicating a healthy balance between profit-taking and confidence.

Market share of Immo Helvetic: 4.5% (2026, estimated)

Main competitors and their market shares:

1. Swiss Prime Site: 12.0%
2. PSP Swiss Property: 10.5%
3. Mobimo Holding: 9.0%
4. Allreal Holding: 7.5%
5. HIAG Immobilien: 6.0%
6. Zug Estates: 5.0%
7. Immo Helvetic: 4.5%
8. Intershop Holding: 4.0%
9. Investis Holding: 3.5%
10. Warteck Invest: 3.0%

Immo Helvetic holds a moderate market share of 4.5% and thus ranks in the middle among the largest real estate companies in Switzerland. The market is dominated by a few major players, with Swiss Prime Site and PSP Swiss Property taking the top positions.

Compared to leading companies like Swiss Prime Site and PSP Swiss Property, Immo Helvetic's economic moat is less pronounced. These companies benefit from greater scale, a diversified portfolio, and a stronger capital base, giving them a significant competitive advantage.

However, Immo Helvetic could develop its own economic moat through specialized services or niche markets. Currently, the advantage is not as significant as with the larger competitors, who have stronger economic moats due to their established market positions and extensive resources.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
Return on Equity: 7.8% (2025)
Debt Ratio: 45% (2025)

In 2025, Immo Helvetic recorded a solid revenue growth of 8.5%, attributed to successful expansion into new markets and effective cost control. The profit growth of 10.2% indicates that the company is able to increase its profitability, which is a positive signal for investors.

The return on equity of 7.8% suggests that the company is efficiently utilizing its capital and generating a reasonable return for its shareholders. The debt ratio of 45% is within a moderate range, indicating that the company has its debts well under control, reducing financial risk.

Overall, these key figures indicate that Immo Helvetic has a stable financial foundation and is well positioned to capitalize on future market opportunities. This could make the stock an attractive investment opportunity, especially for investors seeking stable and growth-oriented companies.

Dividend Yield: 4.2% (2026, estimated)
Dividend History: Stable payouts over the last five years

Immo Helvetic regularly pays dividends to its shareholders. The dividend yield is estimated to be around 4.2% for the year 2026, which is considered attractive compared to other companies in the real estate industry.

The reliability of the payout is confirmed by the stable dividend history of the last five years. During this time, the company has consistently paid dividends, indicating a solid financial foundation and a sustainable business model. Analysts believe that Immo Helvetic will also be able to continue paying dividends at a similar level in the future, provided that no significant market changes occur.