About
We give investors a means to replicate the risk-adjusted returns of multi-class Commercial Real Estate ownership, predominantly via the REIT market.
B&I Capital is headquartered in Zurich and is a fully regulated Asset Manager under the Swiss FINMA. We also hold a capital markets services license in fund management for institutional and accredited investors under the Securities and Futures Act 2001 administered by the Monetary Authority of Singapore. Our focus is on institutional clients and our services and products are built around the following principles:
- Investing in listed real estate with focus on commercial
- Focusing on long-term and risk-controlled investment strategies
- Providing superb client service
- Investing personally on the same terms as our clients
Our History
B&I Capital was founded in Zurich in 2007 by its two managing partners and owners, Charles Isaac and Christian Bernasconi. AUM at launch was USD 30m, this has grown by a CAGR in excess of 30% pa.
After successfully managing through the financial crisis, B&I Capital opened an office in Singapore in 2010, enabling better access to companies and further improving research.
In 2013, the Singapore office received a CMS license for accredited investors from Monetary Authority of Singapore. Then in 2014, we became a fully regulated Asset Manager under the Swiss FINMA.
To further expand our REIT offering, in 2015 we launched a global REIT fund and, in 2020, a US-dedicated REIT mandate for an institutional client. In 2022, we opened a research office in Austin, Texas, enabling better access to US companies and further improving US research. We have also continued to strengthen our global research capability with additional highly experienced colleagues.
We currently manage two separate funds, with hedged currency share classes where required, and four mandates for institutional clients. All products focus on listed equity REITs but with different characteristics depending on clients’ needs.
The Board
Dr. Christian Camenzind
Chairman, Independent Non-Executive
Christian Bernasconi
Vice Chairman, Executive
Birgit Heim
Member of the Board, Independent Non-Executive
Our Team
Christian Bernasconi
Fund Manager, Founding Partner
Charles Isaac
Fund Manager, Founding Partner
Sanjay Jhaveri
Senior Analyst - US & Europe
André von Rohr
Senior Analyst - Europe & US
Matthew Schmidt
Senior Analyst - Asia
Tian Li Woon
Senior Analyst - Asia
Tyler Lyons
Analyst - US
Aditya Bapna
Analyst - US
Desmond Lim
Head of Execution - Asia
Manuel Zahn
Trading Execution - Europe & US
Patrick Fehr
Head of Business Development and Investor Relations
Owen O'Connor-Aoki
Head of Business Development and Investor Relations - Asia
Caspar Lagler
Chief Operating Officer
Marion Koch
Compliance & Legal Officer
Dr. Marios Garganourakis
Chief Risk Officer
Aldo Tobler
Chief Technology Officer
Peter Hirt
Operative Compliance Officer
Andrea Jabornik
Middle Office and Operations Officer
Cassandra Yan
Chief Compliance Officer & Data Protection Officer, Singapore
B&I Capital offers products for qualified, institutional investors that enable investment in real estate, mainly through REITs.
For further information on how we can assist you or to learn more about our funds please