• Search and Origination of real estate investments in different sectors

• We adapt the search to the risk/return profile of the assets, focusing on the preservation of assets, security, and liquidity of long-term assets.

• Due diligence, financial modelling and investment structuring

• Search for financing, capital and setup “club deals” with similar FO/HNWI profiles

• Outsourced Chief Investment Officer Services - We act as an extension of your Family Office to cover specific needs in real estate investment, management and divestment

• We act at specific times or throughout an investment or divestment cycle.

• Our engagement covers the entire real estate value creation cycle (origination, investment, development/management and exit)

• No conflicts of interest

• Developing a real estate investment policy for family assets

• Preparation of asset allocation with an appropriate mix of assets, sectors and locations according to your risk tolerance, time horizon and capital needs

• Own analysis models for building real estate portfolios by sectors and duration of cash flows for capital protection

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• Structuring asset sale/exit processes - Competitive and off-market processes optimizing exit value

• Real Estate Estate Planning for Family Succession Strategies

• Tax analysis and structuring of regulated or private real estate investment vehicles

• Management and administration of private investment vehicles
  
  
  
   

• Independent opinion without conflicts of interest – valuation, risk assessment, liquidity assessment, review of business plan assumptions

• We prepare ad-hoc research for direct investment (sub-sectors and niche markets) and indirect investment (Pan-EU, UK, USA funds and REITs) both nationally and internationally using publicly available information and our own market data.

• Our analysis tools allow us to benchmark the performance of your portfolio and asset manager, compared to the market.

• NAV evolution analysis reports, and source of value creation (financial, market, manager)