Cham Swiss Properties Ag · SIX:CHAM
Cham Swiss Properties — Investor Presentation (August 2026)
36 slides from Cham Swiss Properties's investor presentation, August 2026
Slide 1: Cham Swiss Properties
Cham Swiss Properties A unique real estate company with significant growth potential Investor presentation August 2026
Slide 2: Disclaimer
Disclaimer This presentation (the "Presentation") has been prepared by Cham Swiss Properties AG ("Cham Swiss Properties" and together with its subsidiaries (the "Group")) for informational purposes only. The contents of this Presentation, including all statements made therein, are based on estimates
Slide 3: A unique real estate company with significant growth potential
Profile Cham Swiss Properties A unique real estate company with significant growth potential Cham Swiss Properties was formed from the merger of Ina Invest and the Cham Group. It has a high- quality portfolio of properties in prime locations worth CHF 1.8 billion, making it one of the top 10 listed
Slide 4: Ambitious financial targets and shareholder-friendly dividend policy
Profile Cham Swiss Properties Ambitious financial targets and shareholder-friendly dividend policy Financial targets Equity ratio Maintain an equity ratio of at least 45% of total assets to und dividend policy ensure stability, flexibility, and dividend capacity. Debt financing Optimization of the c
Slide 5: Prime locations and high property quality
Profile Cham Swiss Properties Prime locations and high property quality Basel Winterthur/Zurich Baar/Cham Lausanne Geneva Excellent location quality thanks to focus on High property quality, as the portfolio exclusively Switzerland's strongest economic metropolitan regions: contains newly built or c
Slide 6: Our equity story – value creation through development
Profile Cham Swiss Properties Our equity story – value creation through development Portfolio size Target rental income >100 in CHF million in CHF million >3’000 CAGR: 20.0% CAGR: 8.2% 1’725 28 2025 2032E 2025 2032E Approx. 25 development projects in prime locations The strong balance sheet with a h
Slide 7: Expected development of target rental income until 2032E
Premium portfolio Expected development of target rental income until 2032E Expected target rental income in CHF million 120.0 100.0 15% 80.0 25% 60.0 60% 40.0 20.0 Commercial Office 0.0 Residential 2026 2027 2028 2029 2030 2031 2032 Cham Swiss Properties • Investor presentation • 7
Slide 8: Broadly diversified rental income base
Premium portfolio Broadly diversified rental income base Target rental income by type of use Target rental income by region as of June 30, 2026 as of June 30, 2026 8% CHF -0.3 million +3% 18% 26% Temporary use Change in target rental Pavatex and Bredella income 39% East YoY (vs. 30.06.2025) CHF 27.8
Slide 9: Strong development pipeline and high share of residential
Premium portfolio Strong development pipeline and high share of residential Portfolio value by type of use Geographical diversification of the portfolio as of June 30, 2026 as of June 30, 2026 13% 9% 17% 20% 18% 44% CHF 1’761 million CHF 1’761 million CHF 1’761 million 55% 1% 69% 54% Investment prop
Slide 10: Projects under construction – Kesselhaus, Cham
Premium portfolio Projects under construction – Kesselhaus, Cham Office and commercial use • Landmark on the Papieri site • Investment volume: CHF ~32.8 million • Rental space: 3’900 m2 • Fully leased • Target rental income: CHF ~1.0 million • Completion: summer 2026 Cham Swiss Properties • Investor
Slide 11: Projects under construction – Phase 3, Cham
Premium portfolio Projects under construction – Phase 3, Cham Residential, office and commercial use • Investment volume: CHF ~82.5 million • Rental space: 16’200 m2 • of which residential: 5’200 m2 • of which office and commercial: 11’000 m2 • Target rental income: CHF ~4.6 million • Completion: su
Slide 12: Projects under construction – Pleasing letting activities phase 3
Premium portfolio Projects under construction – Pleasing letting activities phase 3 Papieri site in Cham is establishing itself as an attractive location • A total of over 6’000 m² of office and commercial space was leased in the first half of the year, prior to completion of construction phase 3 an
Slide 13: Projects under construction – Rue du Valais, Geneva
Premium portfolio Projects under construction – Rue du Valais, Geneva Transformation from office to mixed-use • Investment volume: CHF ~30.1 million • Rental space: 4’600 m2 • Target rental income: CHF ~2.0 million • Completion: spring 2027 • Start of marketing activities: Q4 2026 Cham Swiss Propert
Slide 14: Projects under construction – Schaffhauserstrasse, Zurich
Premium portfolio Projects under construction – Schaffhauserstrasse, Zurich Compact apartments in a prime location • Investment volume: CHF ~27.0 million • Rental space: 3’200 m2 • Target rental income: CHF ~1.6 million • Completion: summer 2027 Cham Swiss Properties • Investor presentation • 14
Slide 15: Projects with construction start 2026/27 – A2, Bredella West, Pratteln
Premium portfolio Projects with construction start 2026/27 – A2, Bredella West, Pratteln Urban living in a central location • Start of preparatory work end of 2026 • Investment volume: CHF ~103 million • Rental space: 12’000 m2 • Target rental income: CHF ~3.5 million • Condominium: 4’000 m2 • Incom
Slide 16: Projects with construction start 2026/27 – Rocket & Tigerli, Winterthur
Premium portfolio Projects with construction start 2026/27 – Rocket & Tigerli, Winterthur Living with a view • Start of civil engineering works Q1 2027 • Investment volume: CHF ~227 million • Rental space: 28’000 m2 (of which 5’800 m2 affordable/cooperative housing) • Target rental income: CHF ~9.8
Slide 17: Full pipeline until 2032
Premium portfolio Full pipeline until 2032 Investment properties for own portfolio as of 30.06.2026 Basic principle: Start of construction depends on the legal validity of the building permit and, in the case of commercial properties, also on the pre-letting rate Cham Swiss Properties • Investor pre
Slide 18: Full pipeline until 2032
Premium portfolio Full pipeline until 2032 Condominiums as of 30.06.2026 Basic principle: Start of construction depends on the legal validity of the building permit Cham Swiss Properties • Investor presentation • 18
Slide 19: Highlights of the first half of 2026
Financial results Highlights of the first half of 2026 Construction proceeding Active portfolio management according to schedule Portfolio quality further optimized through Phase 3 at the Papieri site nearing completion; divestitures and acquisitions in Western construction in Geneva and Zurich on s
Slide 20: Income statement key figures
Financial results Income statement key figures January 1 – June 30 2026 2025* in TCHF Rental income 13’743 9’143 CHF 13.1 million Rental income incl. Ina until merger Income from sale of promotional properties 0 114’890 Other operating income 1’619 1’603 CHF 1.6 million Income from energy center Cha
Slide 21: Comfortable tenant and maturity structure
Financial results Comfortable tenant and maturity structure Tenant mix Maturity structure as of 30 June 2026 as of 30 June 2026 in % 45 WAULT: 12.5% 4.9 years 40 of which leases for 7.4% residential space 35 6.7% 30 4.5% 25 65.7% 3.2% 20 15 SWICA Krankenversicherungen AG 10 Tristar Suisse SA Ringele
Slide 22: Real estate portfolio as of 30 June 2026
Financial results Real estate portfolio as of 30 June 2026 Portfolio value in CHF million '45 1'761 1'725 '6 -'15 Portfolio Net market Portfolio Investments Sales 31.12.2025 value change 30.06.2026 Cham Swiss Properties • Investor presentation • 22
Slide 23: Balance sheet key figures
Financial results Balance sheet key figures in TCHF 30.06.2026 31.12.2025 Cash and cash equivalents 17’524 1’990 Promotional properties 20’790 20’755 Other current assets 33’883 17’481 Arlesheim Total current assets 72’197 40’226 Schwinbach Investment properties 765’858 762’389 Modern condominiums f
Slide 24: Development of a staggered bond portfolio by 2032E
Financial results Development of a staggered bond portfolio by 2032E Financing structure CHF 627 million as of 30 June 2026, in CHF million Financial liabilities 1’400 CHF 100 million 1’200 2Ĕᵈ bond issued in March 2026 1’000 Relative increase in bond financing 1.23% 800 Weighted interest rate of fi
Slide 25: GRI, GRESB and project-level differentiation
Targeted sustainability strategy GRI, GRESB and project-level differentiation The capital markets are addressed through a GRESB rating and Other stakeholders will be won over by innovative and impact- sustainability reporting in accordance with GRI standards. oriented measures at the project and sit
Slide 26: Highlights from the 2025 GRI Report: Energy and CO2 intensity below benchmarks
Targeted sustainability strategy Highlights from the 2025 GRI Report No. 1 Energy and CO2 intensity below CO2-reduction path GRESB rating by benchmarks kgCOe/m² EBF fall 2026 • Renewable energy share at 69% • Energy intensity at a low 63.38 kWh/m² energy reference area • Greenhouse gas intensity at
Slide 27: Highlights from the 2025 GRI Report: Pioneer project: grid-friendly charging
Targeted sustainability strategy Highlights from the 2025 GRI Report No. 2 Pioneer project: grid-friendly charging • Electric vehicles as flexible energy storage • «Peak-Shaving»: targeted smoothing of consumption peaks • Proof-of-concept as a contribution to reducing grid expansion costs Cham Swiss
Slide 28: Attractive investment case
Conclusion Attractive investment case • One of the most attractive and sustainable portfolios in Switzerland with development prospects until after 2040. • Balanced regional distribution in Switzerland’s urban centers and good mix of uses with a high proportion of residential properties. • Portfolio
Slide 29: Appendix
Appendix
Slide 30: Highlights in the real estate portfolio – Papieri site development, Cham
Appendix Highlights in the real estate portfolio – Papieri site development, Cham A vibrant quarter in the center of Pavatex Cham • Site area: approx. 15 hectares • 170’000 m2 floor space • 75% residential properties approx. 1’000 apartments, 100 of which are affordable • 25% Commercial share ap
Slide 31: Highlights in the real estate portfolio – Pavatex site development, Cham
Appendix Highlights in the real estate portfolio – Pavatex site development, Cham Pavatex North Pavatex North (ca. 17’700 m2) • Development plan for commercial spaces Pavatex South • Interim uses Pavatex South (ca. 18’800 m2): • Around 300 apartments and a school building for the municipality of Cha
Slide 32: Highlights in the real estate portfolio – Site development Bredella, Pratteln
Appendix Highlights in the real estate portfolio – Site development Bredella, Pratteln An integral part of the city • Prime location with excellent transport connectivity, directly next to Pratteln train station • Site area: approx. 8.5 hectares • Floor area ratio: approx. 2.0 • Total floor space: 1
Slide 33: Highlights in the real estate portfolio – Site development Lokstadt, Winterthur
Appendix Highlights in the real estate portfolio – Site development Lokstadt, Winterthur A new urban district is taking shape • Walking distance to Winterthur train station • Rocket: 100 m residential tower featuring rental apartments, a restaurant, observation deck • Tigerli: podium building with r
Slide 34: Board of Directors and management with long-standing track record
Appendix Board of Directors and management with long-standing track record Board of Directors Stefan Mächler Philipp Buhofer Christoph Caviezel Annelise Lüscher Hämmerli Hans Ulrich Meister Urs Simeon Chairman Vice Chairman Member Member Member Member 1960, Swiss, lic. iur. 1959, Swiss, University o
Slide 35: Ownership structure characterized by anchor shareholders
Appendix Ownership structure characterized by anchor shareholders BURU Holding AG Implenia AG 28.3% Holmia Holding AG 49.4% Free Float 13.9% 8.4% Cham Swiss Properties • Investor presentation • 35
Slide 36: Share information, financial calendar, and contacts
Appendix Share information, financial calendar, and contacts Share information Contact for investors, analysts, and financial media Cham Swiss Properties shares are listed on the SIX Swiss Daniel Grab, CFO Exchange in accordance with the standard for real estate investors@champroperties.ch companies
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