Cham Swiss Properties (CHAM) Investor presentation summary

Growth strategy and targets

• Formed in 2025 through the merger of Ina Invest and Cham Group; portfolio valued at CHF 1.8bn and ranked among Switzerland’s 10 largest listed real estate companies.

• Portfolio target: >CHF 3bn by 2032 from CHF 1.725bn in 2025; rental income target: >CHF 100m from CHF 28m, with projected CAGRs of 20.0% and 8.2%, respectively.

• Approximately 25 development projects support the growth plan; the pipeline is expected to be realized without capital increases.

Portfolio and rental base

• Portfolio value was CHF 1.761bn as of June 30, 2026, up from CHF 1.725bn at December 31, 2025.

• Portfolio focuses on prime locations in Basel, Western Switzerland, Central Switzerland and the Zurich region; properties are newly built, extensively renovated or under development.

• Target rental income was CHF 27.8m as of June 30, 2026, up 3% YoY; vacancy was 5.2% and WAULT 4.9 years.

• Papieri development covers ~15 hectares, with 170,000 m² of floor area, 75% residential use and expected rental income of ~CHF 40m upon completion.

Development pipeline

• Planned pipeline totals CHF 1.28bn for income-generating properties and CHF 190m for condominiums as of June 30, 2026; construction starts depend on valid permits and, for commercial projects, pre-letting.

• 2027 completions in Zurich and Geneva are expected to strengthen the rental income base by CHF 3.6m from late 2027.

• Rocket & Tigerli in Winterthur: CHF 227m investment volume, 28,000 m² leasable area, including 5,800 m² of affordable or public-benefit housing, and CHF 9.8m target rental income.

• Bredella West in Pratteln: CHF 103m investment volume, 12,000 m² leasable area and CHF 3.5m target rental income; 4,000 m² of condominiums with CHF 38.6m development revenue.