Naef & Partner

What Naef & Partner does

Naef & Partner is a privately held Swiss real estate services group founded in 2018 and headquartered in Zurich. The firm provides independent client representation and development services to private investors, family offices, institutional investors, construction cooperatives, foundations, corporate real estate owners, and public sector entities. Its core value proposition is fiduciary-only representation, meaning the firm avoids conflicts of interest by not acting as a developer or holding proprietary product positions, which differentiates it from larger Swiss real estate firms that combine development and representation mandates.

The company operates through four integrated service lines delivered via a holding structure: (1) Client Representation & Real Estate Development (Bauherrenvertretung & Immobilienentwicklung), (2) Portfolio Management & Executive Management (Portfoliomanagement & Geschäftsführung), (3) Construction Management & General Management (Baumanagement & Gesamtleitung), and (4) Transactions & Advisory (Transaktionen & Bauherrenberatung). The group is organized as Naef & Partner Holding AG with four wholly-owned operating subsidiaries: Immobilien AG (development and transactions), Baumanagement AG (construction management), Generalplanungen AG (general planning), and Investitionen AG (investment activities). The firm draws heavily on senior talent from leading Swiss real estate and construction firms including Halter AG, Wüest Partner, Implenia, Wincasa, Allreal, and Steiner AG, with credentials concentrated from ETH Zurich, CUREM, and other top-tier programs.

The firm's revenue model is professional services fees, combining recurring portfolio and asset management mandates with project-based development, construction management, and transaction fees. Pricing is quote-based and tailored to client needs. Geographic focus is concentrated in the Zurich metropolitan region and German-speaking Switzerland, including Winterthur, Luzern, Zug, and the corridor from Aarau to Rapperswil. The firm has no external funding, no proprietary technology platform, and relies on professional referrals and direct enterprise relationships rather than paid marketing channels.

Name

Naef & Partner

Legal name

Naef & Partner Gruppe

Website

https://naefpartner.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Naef & Partner is a privately held Swiss real estate services firm founded in 2018, headquartered in Zurich. It provides independent client representation, portfolio management, construction management, and transaction advisory to family offices, institutional investors, cooperatives, and public sector clients across German-speaking Switzerland.

Ownership category

akta.pro rank

Product category

Real Estate Services

NAICS

Management Consulting Services (54161), Other Activities Related to Real Estate (531390)

SIC

Services-Management Consulting Services (8742), Real Estate (6500)

akta.pro primary industry

Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB)

akta.pro secondary industry

Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support) (BPAJANAC)

Keywords

• Real estate services
• Portfolio management
• Construction management
• Client representation
• Real estate advisory

Headquarters

HQ city

Zurich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services - Client Representation & Development: Fees for representing clients in real estate development projects, including project management, fiduciary services, feasibility studies, strategic planning, and overall project leadership for site and property development.
2. Professional Services - Portfolio Management & Executive Management: Ongoing fees for portfolio management, asset management, controlling, reporting, investment and sustainability strategies, and executive management of real estate companies and foundations.
3. Professional Services - Construction Management & General Management: Fees for construction management services including status analyses, cost estimates, tendering, contract management, cost/schedule/quality management, and on-site construction management.
4. Professional Services - Transactions & Advisory: Transaction fees for due diligence, buying and selling real estate, transaction management, usage concepts, pricing strategies, anchor tenant relationships, and market analyses.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Naef & Partner is an independent Swiss real estate services firm providing client representation, real estate development, portfolio and asset management, construction management, and transaction advisory. Services cover the real estate lifecycle from strategy and feasibility through development, construction execution, and ongoing portfolio operations, delivered to family offices, institutional investors, construction cooperatives, and public sector clients. The firm operates through four wholly-owned subsidiaries in Zurich and serves clients primarily in German-speaking Switzerland.

Product overview

Naef & Partner is a Swiss real estate services firm organized as a group of companies offering four integrated service lines: (1) Bauherrenvertretung & Immobilienentwicklung (Client Representation & Development) for strategy definition, project planning and realization; (2) Portfoliomanagement & Geschäftsführung (Portfolio Management & Executive Management) for portfolio and asset management across the full lifecycle; (3) Baumanagement & Gesamtleitung (Construction Management & General Management) for renovation and new-build project execution; and (4) Transaktionen & Bauherrenberatung (Transactions & Advisory) for property transactions and advisory. The services are delivered through operating subsidiaries: Naef & Partner Immobilien AG handles development and transactions; Naef & Partner Baumanagement AG handles construction management; and Naef & Partner Generalplanungen AG handles general planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Bauherrenvertretung & Immobilienentwicklung (Client Representation & Development) Client representation and real estate development services including project management per SIA 101, development concepts, strategic planning, feasibility studies, and overall project management for site and property developments. Targeted at family offices, private investors, construction cooperatives, and institutional investors.
• Portfoliomanagement & Geschäftsführung (Portfolio Management & Executive Management) Portfolio and asset management services for direct real estate investments, including controlling, reporting, investment and sustainability strategies, potential analyses, and executive management of real estate companies and funds. Targeted at family offices, institutional investors, foundations, and corporate real estate owners.
• Baumanagement & Gesamtleitung (Construction Management & General Management) Construction management services for renovation and new-build projects including status analyses, cost/schedule/quality management, project management, on-site construction management, and defect management. Targeted at private investors, construction cooperatives, and public sector clients.
• Transaktionen & Bauherrenberatung (Transactions & Advisory) Real estate transaction and advisory services including due diligence, property acquisition and sale, transaction management, usage concepts, pricing strategies, and anchor tenant relationship management. Targeted at family offices, institutional investors, high-net-worth individuals, and corporate real estate owners.

Named customers5 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LinkedIn (Naef & Partner Group)minorOthersCorporate LinkedIn page for professional networking and company visibility. Standard social media presence for business networking purposes.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Livit AG: Swiss property management and real estate services firm focused on residential portfolios for institutional owners and cooperatives. Overlaps with Naef's portfolio management and construction management offerings for cooperative and institutional clients in the German-speaking Swiss market.
• Privera AG: Swiss independent property management and real estate services firm serving institutional and private owners. Comparable to Naef in portfolio management focus and Swiss-German market scope, though with stronger emphasis on traditional property management rather than development advisory.

Broad incumbents

• Knight Frank Switzerland: Global real estate consultancy active in Swiss prime residential and commercial markets. Comparable in the high-net-worth / family office advisory segment that Naef serves, but with international reach.
• Cushman & Wakefield Switzerland: Global real estate services firm with Swiss operations across advisory, valuation, capital markets, and asset services. Competes with Naef & Partner for larger institutional and corporate mandates.
• CBRE Switzerland: Global commercial real estate services firm with Swiss operations offering advisory, capital markets, valuation, and property management. Overlaps with Naef's transactions, advisory, and portfolio management lines but at much greater scale and broader geographic reach.
• JLL Switzerland: Global real estate services firm providing investment sales, leasing, valuation, and advisory in Switzerland. Competes with Naef for institutional mandates but operates as part of a much larger international platform.
• Colliers Switzerland: International real estate advisory and investment firm with Swiss presence offering similar owner-advisory and transaction services. Comparable to Naef in the institutional / investor segment but with global scale.

Direct peers

• Wüst Partner: Established Swiss real estate consultancy offering owner-side advisory, valuation, and portfolio services. Board member Marcel Scherrer spent 20+ years at Wüst Partner before Naef, and team member Martina Wäckerlin also came from there, making it a direct comparable in advisory scope and client segment.
• Halter AG: Largest Swiss owner-side real estate developer and advisor; offers client representation, development, and construction management services. Directly comparable to Naef & Partner's core Bauherrenvertretung & Immobilienentwicklung and Baumanagement lines, and is the firm from which Naef's founders and several senior staff originated.
• Wincasa AG: Switzerland's largest property management firm (Migros-owned), providing portfolio and asset management for institutional and private owners. Comparable to Naef & Partner's Portfoliomanagement & Geschäftsführung line and is also a common previous-employer for Naef senior hires.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/naef-partner

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles31 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Naef & Partner