At WegzuWolstand, we operate under a purpose-driven and client-centric business model that integrates professional advisory, technology-enabled research, and curated investment opportunities into a single, cohesive platform. Our goal is to democratize access to real estate investment knowledge and provide individuals and business entities in Switzerland with the clarity, tools, and support they need to make sound, profitable, and compliant real estate investments.
Real estate remains one of the most reliable and rewarding long-term asset classes—but it is also one of the most complex. Through our hybrid service model, we reduce complexity, increase investor confidence, and deliver measurable value by combining expert human insight with a powerful digital interface.
Core Services
Our business model is built around four interconnected pillars, each of which addresses a core need in the real estate investment lifecycle: education, advisory, deal discovery, and strategic portfolio management.
1. Investment Advisory and Strategy Development
At the heart of our offering is our expert-led advisory service. We help clients define their real estate investment goals—whether they are focused on income generation, capital growth, tax optimization, or portfolio diversification.
Personalized investor profiling
Market-entry strategies
Location and property-type suitability
Financing and leverage consulting
Risk tolerance and holding period alignment
Our advisors work closely with both new and seasoned investors to build tailored strategies rooted in current market realities and long-term wealth objectives.
2. Market Research and Data Intelligence
We invest heavily in market research capabilities, offering subscribers access to real-time property data, economic indicators, regulatory trends, and demand forecasts across Switzerland's key regions and asset types.
Residential and commercial sector trends
Vacancy and yield analytics
Micro-location investment scores
Cross-border taxation and ownership guides
Real-time deal monitoring dashboard
This data is made available via our proprietary platform, which combines intuitive UX with investor-relevant filters and automated alerts.
3. Curated Investment Opportunities
Rather than acting as a brokerage, we curate a select portfolio of investment-grade property listings that have been reviewed by our internal legal, financial, and operational teams.
Pre-vetted properties with due diligence summaries
ROI projections and yield forecasts
Legal structure and tax treatment options
Suitability for specific investor profiles (e.g. low-risk, high-yield, passive income)
This allows clients to save time, reduce information overload, and focus on assets that truly fit their investment plan.
4. Portfolio Structuring and Lifecycle Support
Once invested, clients receive ongoing support to manage and grow their portfolio. We advise on rebalancing strategies, exit timing, refinancing options, and asset performance analysis.
Performance tracking dashboards
Tax filing and compliance consulting
Reinvestment and diversification planning
Property disposal and exit planning
Legal reviews of ongoing asset obligations
This lifecycle approach ensures clients are supported not just at the acquisition stage, but throughout the entire investment horizon.
Revenue Streams
Our revenue model is intentionally diversified to maintain alignment with client goals while ensuring service scalability and long-term growth.
1. Subscription Plans
Investors pay monthly or annual fees for access to advisory sessions, research tools, curated opportunities, and educational resources. These tiers are segmented into:
Starter (CHF 950 one-time or CHF 99/month)
Advanced (CHF 3,500/year or CHF 349/month)
Institutional (CHF 9,000/year with custom enterprise options)
Each tier unlocks different levels of service, access, and advisory depth.
2. One-Time Advisory Fees
Clients can book standalone strategy sessions or legal/property reviews on a per-need basis:
Legal document review: CHF 750–1,200
Strategy session (90 min): CHF 550
Property-specific due diligence: CHF 1,500+
This allows flexibility for those not yet ready to commit to subscriptions.
3. Deal Introduction and Transaction Consulting
For selected transactions, we charge success-based fees for consulting support in negotiation, legal oversight, or financing strategy. These fees range from 0.5% to 2.0% of deal size depending on complexity and services rendered.
4. Training and Events
We generate additional revenue through paid workshops, investor seminars, webinars, and certificate programs in real estate investment and taxation.
Webinar access: CHF 80–CHF 250
Full-day investor bootcamps: CHF 950
Private seminars for corporate clients: CHF 3,000–CHF 7,500
Target Segments
Our services are designed to meet the needs of multiple investor profiles across Switzerland and select international markets:
1. Individual Investors
High-net-worth individuals, professionals, and retirees seeking long-term capital preservation or income-generating assets. We support both active and passive investors with strategy and sourcing.
2. Small and Mid-Sized Enterprises (SMEs)
Businesses looking to invest surplus capital in property, acquire premises, or diversify holdings. We also advise founders on using real estate as part of succession or tax optimization strategies.
3. Family Offices and Wealth Managers
We partner with fiduciaries and independent advisors to deliver white-labeled or co-managed real estate services tailored to complex multi-asset portfolios.
4. International Investors
We provide legal, tax, and regulatory consulting for cross-border investors navigating Swiss property law, financing options, and ownership structures.
Value Proposition
WegzuWolstand stands apart from traditional agencies and online marketplaces by combining the trust of expert-led consulting with the scale and efficiency of a tech-enabled platform.
Holistic Service Model: One platform for strategy, sourcing, analysis, and portfolio support
Data-Driven Decision Making: Research tools and ROI analysis tailored for investor needs
Swiss Legal Expertise: In-house and partner legal teams ensure full compliance for residents and non-residents
Human + Digital Hybrid: Personalized guidance combined with intuitive digital tools
Education-First Approach: We enable investors to act with confidence, not just react to listings
Marketing and Growth Strategy
To grow our user base and client trust, we employ an integrated go-to-market strategy combining thought leadership, digital targeting, and professional partnerships.
Content Marketing: Guides, reports, podcasts, and newsletters for SEO and lead nurturing
LinkedIn + Google Ads: Precision-targeted campaigns based on investor behavior and demographic data
Webinars and Events: Regular online and offline sessions to educate and engage the investor community
Partnerships: Collaborations with banks, tax advisors, fintech platforms, and legal firms to access complementary client bases
Referral Programs: Incentivized programs for satisfied clients and professional introducers
Scalability
Our hybrid service model and modular digital infrastructure allow for rapid scaling without diluting service quality.
Platform Licensing: Future B2B model for white-labeling or franchising in other geographies
Multilingual Capability: Full support in English, German, French, and Italian
Advisor Network: Growing a distributed network of certified advisors for regional specialization
Data Analytics Expansion: AI-assisted property evaluation and predictive pricing modules in development
Financial Outlook
With a growing base of local and international investors and rising interest in stable, inflation-resistant assets, we project:
40% annual revenue growth over the next 3 years
Increased recurring revenue share via subscriptions and retainers
60%+ customer retention due to high lifetime value and continuous advisory needs
Expanded footprint into institutional advisory and syndicated investment opportunities