Corporate Clients

Corporate Clients

We provide independent real estate advice to SMEs, family offices, and long-term capital owners on the strategic management, optimisation, and evolution of real estate portfolios in Switzerland.

From operational real estate and corporate holdings to multi-generational investment structures, we help align real estate decisions with broader business, financial, and governance objectives.

Our services include portfolio strategy, acquisitions and disposals, asset repositioning, and ownership structuring. We also advise on how real estate activities are best organised and managed – whether internally or through specialised external partners.

Combining strategic perspective, market insight, and a structured approach, we support long-term value creation, capital preservation, and disciplined decision-making.

Real estate decisions deserve thoughtful execution.

We would be pleased to discuss your objectives in a confidential setting.

Corporate Clients – SMEs

We support small and medium-sized enterprises in managing and evolving real estate portfolios that have often grown alongside their core business. In many cases, real estate represents one of the most significant positions on both the balance sheet and income statement – yet its value potential is not always fully understood or actively managed.

We advise on the development of real estate strategies aligned with broader business objectives. This includes assessing how real estate should be held and utilised – whether owned, leased, or structured differently – and which assets should be retained, repositioned, or divested. Options such as sale-and-leaseback transactions are evaluated to unlock capital, improve financial flexibility, and support core business activities.

Through structured portfolio reviews, we provide transparency on performance, risks, and opportunities, helping businesses make informed decisions on capital allocation and long-term positioning. Our approach considers the specific context of each company, including operational requirements and industry dynamics.

We also advise on the appropriate organisational setup for managing real estate activities. This includes evaluating whether capabilities should be managed internally or supported by external service providers, and how responsibilities are best structured. Where relevant, we assist in identifying and selecting suitable partners through structured tender processes – ensuring quality, alignment, and efficiency in execution.

Where appropriate, we support the execution of transactions, ensuring a disciplined and well-structured process. Our role is to bring clarity and strategic perspective – aligning real estate decisions with the long-term operational and financial priorities of the business.

Real estate decisions deserve thoughtful execution.

We would be pleased to discuss your objectives in a confidential setting.

Corporate Clients – Family Offices

We support family offices and long-term capital owners in structuring, managing, and evolving real estate portfolios with a focus on preservation and sustainable value creation across generations.

Real estate often forms a central component of broader wealth structures – providing stability and income when approached with discipline and clarity. Our role is to ensure that these assets are aligned with each family’s objectives, governance frameworks, and investment strategy.

We recognise that wealth extends beyond financial assets. Our work begins with a clear understanding of each family’s priorities and long-term intent, forming the basis for consistent and well-considered decision-making.

We contribute to structured discussions with principals and stakeholders, helping translate these priorities into a coherent framework – including governance, succession, and portfolio positioning.

We advise on portfolio strategy, including allocation, diversification, and structuring, and support the ongoing management and optimisation of assets. This includes performance reviews, repositioning strategies, and the selective acquisition or disposal of residential and commercial properties.

Working closely with clients and their advisors, we provide independent guidance to ensure consistency across all aspects of real estate investment.

Our role is to offer continuity, discretion, and a clear strategic perspective – supporting decisions that preserve capital and strengthen portfolio quality over time.

Real estate decisions deserve thoughtful execution.

We would be pleased to discuss your objectives in a confidential setting.

Private Clients

We advise local private clients, international clients, and private investors on the acquisition, sale, development, and strategic management of residential and investment properties in Switzerland.

Why Valinfort

1. Independent and aligned
2. Selective and relationship-driven
3. Strategic perspective with execution capability
4. Long-term alignment of interests