Beherzig Realty AG · Switzerland · English Edition

Annual Off-Market
Switzerland Report

Premium market insights, hotspots, and buyer trends for the Swiss HNWI segment.

2026 Edition
Published: May 2026 · Data as of Q1 2026 · Source: Beherzig Off-Market Database, IAZI, Wüest Partner, BFS · Also in Deutsch
+18.5%Off-Market Premium Index 2026vs. public sales
11Premium regionsactively monitored
CHF 60kTop micro-locationSuvretta St. Moritz /m²
11/26Lump-sum taxationcantons available
Chapter 1 — Executive Summary

The five key findings of 2026

The Swiss off-market real-estate market shows a marked shift in 2026: while public premium sales are stagnating, the off-market segment is expanding disproportionately. International HNWIs increasingly focus on resort communities with lump-sum taxation advantages. Family offices intensify generational handover activity.

Finding 1

Off-market premium expanding

The Beherzig Off-Market Premium Index shows a +18.5% premium over publicly-sold comparable properties — peak since recording began. Drivers: privacy demand + off-market scarcity.

Finding 2

Resort communities dominating

St. Moritz, Verbier, Zermatt, Crans-Montana and Saanen/Gstaad lead the premium price list. Top micro-locations: Suvretta CHF 35-60k/m², Le Hameau Verbier CHF 35-60k/m², Oberbort Gstaad CHF 35-55k/m².

Finding 3

Lump-sum taxation drives migration

11 cantons offer lump-sum taxation. Hotspots: VS, GR, VD, BE, TI. UK, US and MENA clientele actively shift residence toward VS and GR — typically combined with resort property.

Finding 4

Family-office generational handover

Swiss family offices (Goldküste, Saanenland, Engadin) are in a generational handover wave: an estimated 35-40% of premium properties will be transferred between generations in the next 10 years.

Finding 5

Lex Koller quotas tightening

Resort quotas in Verbier, Zermatt, St. Moritz are >90% utilized in 2026. Third-country buyers require 12-24 months lead time for permits. Off-market mediation becomes the norm.

Chapter 2 — Off-Market Premium Index

What does discretion cost in 2026?

The Beherzig Off-Market Premium Index measures the price premium that HNWI buyers pay for off-market transactions versus comparable publicly-mediated properties. The premium reflects three components:

  1. Discretion premium: buyers prioritizing privacy over market reach accept ~8-12% premium.
  2. Scarcity premium: top micro-locations are often not publicly available. Buyers seeking Suvretta, Le Hameau, or Oberbort must search off-market — premium 15-25%.
  3. Pre-qualification premium: pre-qualified pool members access properties before public mediation. Early-access premium 5-10%.
"Off-market is not just a mediation method but a value-creation mechanic. The premium reflects the actual benefit for both sides — discreet sale for owners, early access and privacy for buyers."

Index development 2024-2026

Trend: continuously rising. Drivers: growing international clientele, scarcer top locations, higher discretion requirements due to political/regulatory factors (sanctions, privacy concerns).

Chapter 3 — Top-10 HNWI hotspots 2026

The ten most-demanded premium locations

No. 1

Suvretta (St. Moritz)

Engadin · Canton GR

CHF 35-60kPremium /m²
+12% YoYPrice trend
Micro-location detail →
No. 2

Cologny-Frontenex

Geneva · Canton GE

CHF 25-35kPremium /m²
+8% YoYPrice trend
Micro-location detail →
No. 3

Oberbort (Gstaad)

Saanenland · Canton BE

CHF 35-55kPremium /m²
+10% YoYPrice trend
Micro-location detail →
No. 4

Le Hameau (Verbier)

Wallis · Val de Bagnes

CHF 35-60kPremium /m²
+15% YoYPrice trend
Micro-location detail →
No. 5

Itschnach (Küsnacht)

Zürich Goldküste

CHF 18-28kPremium /m²
+5% YoYPrice trend
Micro-location detail →
No. 6

Castagnola (Lugano)

Ticino · Luganese

CHF 13-22kPremium /m²
+6% YoYPrice trend
Micro-location detail →
No. 7

Zugerberg-Hang (Zug)

Zugersee · Tax-haven

CHF 18-28kPremium /m²
+9% YoYPrice trend
Detail →
No. 8

Findeln (Zermatt)

Wallis · Mattertal

CHF 28-45kPremium /m²
+11% YoYPrice trend
Micro-location detail →
No. 9

Plans-Mayens (Crans-Montana)

Wallis · Crans-Montana

CHF 22-38kPremium /m²
+7% YoYPrice trend
Region →
No. 10

Witikon (Zürich)

Zürich City

CHF 22-32kPremium /m²
+6% YoYPrice trend
Micro-location detail →
Chapter 4 — Regional Deep-Dive

Five premium regions in detail

Region 1

Goldküste & Pfnüselküste (Lake Zurich)

9 premium communities Zollikon to Horgen Avg. tax rate 84% ZH-level Median CHF 14k/m² villa market

The Lake Zurich Goldküste remains the market with the deepest transactional volume. Off-market share in 2026 reaches a record 65% — for premium sales (CHF 5M+) without public mediation. Drivers: high anonymity demand from international clientele + scarcity of top locations.

Micro-location differentiation: Itschnach (Küsnacht) and Zollikerberg lead at CHF 22-32k/m². Established premium locations like Heslibach, Goldbach maintain stability at moderate +4 to +6% YoY.

Forecast 2027: Continued moderate growth +3-5%. Scarcity drives prices. Generational handover wave in next 5-10 years will release inventory for off-market mediation.

Region 2

Engadin & Graubünden

1 top resort St. Moritz + Pontresina/Sils/Silvaplana Lump-sum taxation ~32% effective Median CHF 35k/m² + Suvretta CHF 60k peak

The Engadin recorded the strongest growth dynamic of all premium regions in 2026 with +12% YoY. Drivers: international lump-sum taxation migration, Lex Koller resort quota scarcity in St. Moritz, and rise of Polo/White-Turf lifestyle.

Micro-location differentiation: Suvretta and Champfèr lead at CHF 35-60k/m² and 28-45k/m² respectively. St. Moritz Bad as family resort gains importance — marketing extends beyond pure luxury vacation property.

Forecast 2027: Growth slows to +8% (volume scarcity). Davos and Klosters-Serneus see growth pressure as alternatives — planned for regional deep-dive Q3 2026.

Region 3

Saanenland (Gstaad/Saanen)

International family offices dominant Le Rosey winter campus on the plateau Median CHF 32k/m² + Oberbort CHF 55k peak

Saanenland records unbroken demand from international family offices. UHN-wealth density per square kilometer is highest in Switzerland. Off-market share 2026: 80%+ — highest of all regions.

Micro-location differentiation: Oberbort leads unchallenged (CHF 35-55k/m²). Schönried as sun plateau gains value. Gstaad-Dorf remains tourist hub; top private chalets retreat to quieter locations.

Forecast 2027: Stable premium levels. Generational handover in next 10 years will release significant off-market volume — target group NextGen-Inheritors with ESG/sustainability focus.

Region 4

Geneva (Geneva + Vaud)

UN/Banking center + La Côte + Lavaux Multiple premium sub-markets rive gauche/droite Cologny CHF 22-35k/m² + Lavaux UNESCO

Geneva retains its special status as international UN/Banking/Diplomacy city. Cologny-Frontenex remains top address with 8% YoY growth. Lavaux UNESCO as emerging premium sub-market: Saint-Saphorin and Chexbres slope record +12% YoY (Saint-Saphorin even +7.2%).

Micro-location differentiation: Cologny-Frontenex (CHF 25-35k/m²), Champel and Eaux-Vives in Geneva itself (CHF 22-32k/m²). La Côte (Coppet, Founex, Mies) gains popularity among MENA clientele.

Forecast 2027: Geneva grows moderately (+5%). Lavaux region could reach +15% as UNESCO status enforces scarcity and HNWI diversification from Cologny.

Region 5

Wallis-Resort (Verbier, Zermatt, Crans-Montana)

3 top resorts international clientele Lex Koller quotas >90% utilized Lump-sum VS ~36% effective

Wallis resorts experience the strongest Lex Koller competition in ten years in 2026. Verbier's 4 Vallées ski area and Zermatt's car-free premium concept attract UK, US, and MENA clientele. Crans-Montana benefits from Le Régent International School + Forfait fiscale.

Micro-location differentiation: Le Hameau Verbier (CHF 35-60k/m²) and Findeln Zermatt (CHF 28-45k/m²) lead. Crans-sur-Sierre as plateau center gains value.

Forecast 2027: +10-15% price pressure due to quota scarcity. Off-market becomes the norm; public premium mediation in these resorts becomes rare. Buyers should plan 12-24 months lead time.

Chapter 5 — HNWI buyer insights

Who is buying in 2026 — and why?

Three dominant buyer personas crystallize from the Beherzig client database, shaping off-market volume in 2026:

Persona Cluster B · International

Tax-Optimization Migrant

Demographics: 45-65, international background (UK, USA, MENA, Asia), wealth CHF 25-100M, trigger: Brexit/tax reform/crypto sale

Seeking residence change with lump-sum taxation. Prefers resort communities (Verbier, Crans, St. Moritz) with Lex Koller status. International school for family is critical (Le Rosey, Le Régent, Lyceum Alpinum). Willing to plan 18-24 months lead time.

Persona Cluster A · Established HNWI

Family-Office Patriarch / Generational Handover

Demographics: 55-75, Swiss origin, wealth CHF 50-200M, trigger: retirement / NextGen handover

Plans off-market sale of family property (Goldküste, Saanenland) and simultaneous wealth restructuring to descendants. Trust/foundation structures relevant. Discretion absolute priority. Multi-year advisory engagement.

Persona Cluster C · NextGen

NextGen Inheritor with ESG focus

Demographics: 30-45, Swiss/international background, inheritance CHF 20-80M, trigger: estate activation

Selects from inherited properties (often diversification or sale of individual properties). Interest in ESG/heritage renovation, AI valuation tools, modern mediation processes. Personal advice with tech-touch expected.

Take the HNWI Persona Quiz → — Discover your personal profile in 5 questions with tailored recommendations.

Chapter 6 — Regulatory updates

Lex Koller, lump-sum taxation, and more

Lex Koller quota status 2026

Lump-sum taxation 2026

Lump-Sum Taxation Calculator →

Inheritance tax hotspots 2026

Swiss inheritance tax is cantonal. Fully exempt cantons (all relationships): SZ, OW, NW, GL, ZG. Highest rates (non-relatives): VD (50%), BS (49%), NE (45%).

Inheritance Tax Simulator →

Chapter 7 — Outlook

What to expect in 2027

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Methodology & sources

Beherzig Off-Market Premium Index: Calculated from own off-market transactions (n=180+ in 2024-2026) compared with published reference properties. Premium markup is median, not arithmetic — robust against outliers.

Micro-location pricing data: Curated from IAZI reference-property data, Wüest Partner neighborhood analyses, BFS community profiles, and cantonal tax administrations. Peak values based on premium range within the micro-location.

Lex Koller data: From cantonal authorization statistics, Federal Office of Justice, and direct connections to resort communities.

Lump-sum taxation data: From Swiss Tax Conference, KPMG Lump-Sum-Switzerland reports, and cantonal tax administration information.

Data status: Q1 2026. Next update: Q3 2026 (half-year update).

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