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B&I Capital AG
B&I Capital AG is a fully regulated Swiss asset manager founded in 2007 and headquartered in Zurich, Switzerland, with additional offices in Singapore and Austin, Texas. The firm specializes in listed real estate investments, predominantly through Real Estate Investment Trusts (REITs), and primarily serves institutional and accredited investors. B&I Capital focuses on long-term, risk-controlled investment strategies and emphasizes superior client service and alignment by investing alongside clients. The firm employs a boutique structure and has fewer than 25 employees, serving clients globally across Europe, Asia-Pacific, and North America.
Investment Strategy
B&I Capital’s investment strategy centers on delivering risk-adjusted returns by investing in listed commercial real estate, mainly via REITs. The firm conducts bottom-up, index-agnostic stock selection with a strong focus on risk and return profiles. B&I Capital’s approach relies on long-term, risk-controlled strategies, aiming for stable, growing dividends and capital appreciation. The firm integrates robust ESG standards and climate-risk factors into its process, using both in-house analysis and third-party benchmarking with GRESB, and employs negative screening to align with international sustainability regulations. Products are tailored for institutional and qualified investors, and all funds maintain a disciplined, high-conviction portfolio construction philosophy.
Latest 13F Filing Activity
B&I Capital AG filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $294M. The fund increased holdings in Digital RLTY TR Inc., Cousins PPTYS Inc., American Assets TR Inc. among other positions. B&I Capital AG reduced exposure to Prologis Inc., Equinix Inc., Boston Properties Inc. among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMT | AMERICAN TOWER CORP NEW | 11.67% | $34.3M | 155,240 | $184.28 | $221.02 | +$1.3M |
P PLD | PROLOGIS INC. | 10.02% | $29.5M | 280,201 | $120.38 | $105.12 | -$9.1M |
W WELL | WELLTOWER INC | 7.99% | $23.5M | 152,790 | $77.72 | $153.73 | -$656.0K |
E EQIX | EQUINIX INC | 6.84% | $20.1M | 25,282 | $739.21 | $795.47 | -$6.1M |
D DLR | DIGITAL RLTY TR INC | 5.14% | $15.1M | 86,711 | $173.00 | $174.33 | +$7.4M |
Industry Allocation
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