Mobimo focuses on expanding portfolio value and rental growth

At its Capital Markets Day, Switzerland’s Mobimo Holding unveiled its strategic plan for 2026–2030, built on three central pillars: investment properties, properties under development for its own portfolio, and third-party development.

Mobimo project in Aeschbach

The company aims to boost the fair value of its investment portfolio to at least CHF 4.5 bn (€4.9 bn) by 2030, an increase from CHF 3.9 bn (€4.3 bn) in 2025 (inclusive of properties under construction). This growth will be sustained by its existing development pipeline and strategic acquisitions.

Mobimo projects a CHF 17 mln (€18.6 mln) increase in theoretical rental income by 2030—an organic growth of over 10% from 2025. This is largely attributed to completed projects such as the Hofhaus, Hallenhaus, and Nordbau in Aarau's Aeschbachquartier. Future site developments, including Torfmatt in Wangen-Brüttisellen and the RAD site in Zurich Oerlikon, alongside recent acquisitions and upcoming redevelopments in Zurich and Lausanne, are also expected to contribute significantly to rental income.

Despite increasing political influence, residential real estate remains a key component of Mobimo's resilient portfolio, supported by high-quality assets in Zurich and extensive experience navigating regulated markets like Lausanne and Geneva.

To enhance market agility and pursue targeted, value-adding acquisitions, Mobimo established a new Acquisitions department in January 2026, focusing on more complex deals while maintaining a strong financing policy.

The company anticipates funding its development pipeline through 2030 without requiring additional equity. The EPRA loan-to-value (LTV) ratio and equity ratio are projected to remain around 40% in the long term. While a slight increase in interest expenses is expected by 2030 due to refinancing and new capital needs, it is anticipated to be only a few million francs.