Helvetadvisors
Helvetadvisors is a Swiss independent real estate advisory firm in Geneva, founded in 2017, serving institutional clients including pension funds, foundations, and public entities with portfolio management, investment advisory, valuation, leasing, and project development services across Swiss Romandy.
- Company typePrivate
- Founded2017
- HeadquartersGeneva, Switzerland
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Helvetadvisors does
Helvetadvisors SA is a Swiss independent real estate advisory firm founded in November 2017 and headquartered in Geneva (Rue Adrien-Lachenal 20). The firm is privately held by its founding partners, Thomas Baude and Lucie Esquerre, both formerly senior professionals at CBRE Switzerland. It operates with approximately 8 employees and serves institutional clients primarily across Swiss Romandy, including Geneva, Vaud, Fribourg, and Valais.
The firm delivers an integrated suite of five core service lines: Portfolio Management (Gestion de Portefeuilles), Investment & Transactions (Investissement), Commercial Leasing (Location), Property Valuation (Expertise Immobilière using IVS and RICS methodologies), and Development & Project Management (Développement & Pilotage). It does not operate a technology platform; service delivery is grounded in human expertise, professional credentials (RICS certification, FINMA-accredited valuers), and membership in industry bodies (SVIT, UN PRI). Transactions covered include residential, commercial, hotel, industrial, and land development assets.
Helvetadvisors earns revenue through professional advisory fees and transaction commissions from institutional clients. Its go-to-market is direct enterprise advisory, relying on professional networking, industry events (MIPIM, SVIT), and referrals rather than marketing-led demand generation. Client engagements typically begin with investment advisory mandates and expand into portfolio management, asset management, valuation, and project pilotage services. The firm emphasizes an independent, conflict-free approach with sole focus on client interests, and has accumulated mandates covering CHF 1 billion+ in real estate assets across Swiss pension funds, foundations, public entities, and insurance companies.
Helvetadvisors firmographics
Firmographics- Name
- Helvetadvisors
- Legal name
- Helvetadvisors SA
- Website
- https://helvetadvisors.ch
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Helvetadvisors is a Swiss independent real estate advisory firm in Geneva, founded in 2017, serving institutional clients including pension funds, foundations, and public entities with portfolio management, investment advisory, valuation, leasing, and project development services across Swiss Romandy.
- Ownership category
- akta.pro rank
Helvetadvisors industry classification
Industry- Product category
- Real Estate Advisory Services
- NAICS
- Offices of Real Estate Agents and Brokers (5312), Portfolio Management and Investment Advice (52394)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Commercial Real Estate Brokerage (Leasing & Sales) (FSAEAJAB)
- akta.pro secondary industries
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH)
Keywords
Where Helvetadvisors is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Helvetadvisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Advisory and Consulting Fees: Professional services revenue from investment advisory, portfolio management consulting, property valuation, and project development/pilotage services for institutional clients.
- Transaction Advisory: Fees and commissions from facilitating real estate acquisitions and sales for clients including pension funds and foundations.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
Helvetadvisors product offering
Product offeringCore offering
Helvetadvisors is an independent Swiss real estate advisory firm providing five integrated service lines to institutional clients: investment advisory and transaction support, portfolio management, commercial leasing, property and portfolio valuation (using IVS and RICS standards), and development and project management. The firm serves pension funds, foundations, and public entities across Switzerland, delivering end-to-end real estate counsel from strategic positioning through asset management and disposition.
Product overview
Helvetadvisors is a Swiss independent real estate advisory firm offering an integrated suite of five core service lines: Gestion de Portefeuilles (portfolio management), Investissement (investment & transactions), Location (commercial leasing), Expertise Immobilière (property valuation), and Développement & Pilotage (development & project management). The firm specializes in serving institutional clients including pension funds, foundations, and public entities, providing end-to-end advisory from strategic portfolio positioning through transaction execution and active asset management.
Differentiator
Problem solved
Functional benefit
Products and services
- Gestion de Portefeuilles (Portfolio Management) Strategic advisory and active management of real estate portfolios for institutional clients, including asset management, project piloting, acquisitions, disposals, and custom reporting services. Targeted at Swiss pension funds, foundations, and public entities seeking ongoing portfolio oversight.
- Investissement (Investment & Transactions) Real estate investment advisory covering acquisitions and sales, including market opportunity identification, due diligence, negotiations, and transaction support for residential, commercial, hotel, industrial, and land development assets. For institutional investors such as pension funds and foundations.
- Location (Commercial Leasing) Commercial space leasing services representing property owners in marketing and tenant selection, as well as tenant representation for lease renegotiations and new space searches. For owners and occupiers of commercial real estate in Switzerland.
- Expertise Immobilière (Property Valuation) Property and portfolio valuation services using IVS (International Valuation Standards) and RICS methodologies, providing market value estimates for transactions, financing, and accounting purposes (Swiss GAAP, IFRS), delivered by FINMA-accredited experts. For institutional clients, lenders, and reporting purposes.
- Développement & Pilotage (Development & Project Management) Real estate development and project piloting services covering planning, feasibility studies, procurement, construction oversight, and commissioning support, from programming through exploitation phases. For institutional owners and developers undertaking construction or renovation projects.
Quantifiable outcome
- Expertised over CHF 1 billion in real estate assets in 2018, after just one year of operation
- +2 more outcomes
Companies that use Helvetadvisors
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles4 records
Helvetadvisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Helvetadvisors partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- RICS (Royal Institution of Chartered Surveyors)coreHelvetadvisors obtained RICS certification, demonstrating compliance with international professional standards for real estate valuation and advisory services.
- UN PRI (Principles for Responsible Investment)coreHelvetadvisors became a signatory of the UN Principles for Responsible Investment, committing to integrate ESG considerations into their institutional client advisory services.
- Greenbrix Asset Management AGminorGreenbrix Asset Management AG acquired a 180-unit residential portfolio from Skycare Foundation, facilitated by Helvetadvisors in a competitive bidding process.
- SVIT Young RomandieminorHelvetadvisors hosted the final Speed'Immo event organized by SVIT Young Romandie at their new Geneva offices. The event brought together the next generation of real estate professionals for networking and exchange on current topics.
- Procimmo Invest AGminorLucie Esquerré, Associate at Helvetadvisors, joined the Board of Directors of Procimmo Invest AG, strengthening professional ties between the organizations.
- Varia Swiss RealTech PropertiesminorHelvetadvisors advised Varia Swiss RealTech Properties on the acquisition of a clinic project in Valais. The transaction involved collaboration with CIC Groupe Santé as long-term tenant.
- SVIT (Swiss Real Estate Association)coreHelvetadvisors is a member of SVIT, Switzerland's leading real estate industry association with approximately 2,000 members representing 28,000+ professionals.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Helvetadvisors competitors and assessment
Company assessmentDirect peers
- Brolliet Group: Swiss independent real estate advisory firm based in Geneva serving institutional and private clients with investment advisory, valuation, and asset management services. Strong geographic overlap with Helvetadvisors in Swiss Romande.
- Wüest Partner: Leading Swiss independent real estate advisory firm offering valuation, consulting, and investment advisory. Closest comparable in terms of Swiss-focused independent boutique model serving institutional clients with similar service offerings.
- Bernhart Partner: Swiss independent real estate advisory and brokerage firm. Comparable boutique model with focus on institutional clients and similar integrated service offerings across investment, valuation, and portfolio management.
Broad incumbents
- JLL Switzerland: Global real estate advisory offering investment sales, valuation, and asset management. Direct competitor across the same service lines Helvetadvisors offers; team member Sylvain Biscarrat previously worked at JLL Paris.
- Cushman & Wakefield Switzerland: Global real estate services firm with Swiss operations in investment advisory, valuation, and asset management. Comparable to Helvetadvisors in service breadth but with substantially larger scale and broader geographic reach.
- Knight Frank Switzerland: Global real estate consultancy with Swiss operations spanning investment advisory, valuation, and asset management. Competes directly for Swiss institutional and pension fund real estate mandates.
- CBRE Switzerland: Global real estate services firm with significant Swiss presence offering investment advisory, valuation, and portfolio management. Helvetadvisors' founders (Baude, Esquerré) previously held senior roles at CBRE Switzerland, making it a direct talent and capability reference point.
Others
- SVIT Switzerland: Swiss Real Estate Association with 2,000+ member firms representing 28,000+ professionals. Industry association of which Helvetadvisors is a member; serves as ecosystem and competitive landscape reference for Swiss real estate advisory.
- Procimmo: Swiss real estate investment company managing investment funds. Not a direct competitor but a partner/ecosystem player in the Swiss institutional real estate space with overlapping client relationships.
Regional players
- SPG Intercity: Swiss real estate advisory firm with focus on commercial leasing, investment, and property management. Comparable service mix and Swiss market focus, though with a different geographic concentration.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Helvetadvisors social profiles
Digital presenceHelvetadvisors compliance and trust
Trust signalCompliance1 record
Helvetadvisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Helvetadvisors leadership team
Management profileNumber of profiles
Profiles5 records
Helvetadvisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Helvetadvisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Helvetadvisors
What does Helvetadvisors do?
Helvetadvisors is an independent Swiss real estate advisory firm providing five integrated service lines to institutional clients: investment advisory and transaction support, portfolio management, commercial leasing, property and portfolio valuation (using IVS and RICS standards), and development and project management. The firm serves pension funds, foundations, and public entities across Switzerland, delivering end-to-end real estate counsel from strategic positioning through asset management and disposition.
Is Helvetadvisors a public or private company?
Helvetadvisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Helvetadvisors founded?
Helvetadvisors was founded in 2017. It employs 1 to 10 people.
Where is Helvetadvisors based?
Helvetadvisors is headquartered in Geneva, Switzerland, in the Europe region.
How does Helvetadvisors make money?
Two revenue lines are on record. Advisory and Consulting Fees are the primary driver. The others are transaction Advisory.
Who are Helvetadvisors's main competitors?
Direct peers on record are Brolliet Group, Wüest Partner and Bernhart Partner. Broad incumbents are JLL Switzerland, Cushman & Wakefield Switzerland, Knight Frank Switzerland and CBRE Switzerland. Others are SVIT Switzerland and Procimmo. SPG Intercity is listed as a regional player.
Does Helvetadvisors have an API?
No public API is recorded for Helvetadvisors.
What industry is Helvetadvisors in?
Helvetadvisors's product category is Real Estate Advisory Services. Its primary akta.pro industry code is FSAEAJAB, Commercial Real Estate Brokerage (Leasing & Sales), with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 5312 and its SIC code is 6531.