Family offices

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Our consulting services for family offices investing in real estate focus on long-term growth, family values, and legacy. We understand the importance of not just financial returns but also resilience, sustainability, and social impact. Our tailored strategies help preserve and grow wealth across generations, balancing financial performance with sustainable and socially responsible investments. We provide market insights to ensure resilience against volatility, and identify projects with a positive environmental and social impact. Whether expanding your portfolio, improving operational efficiency, or integrating sustainability initiatives, we offer the strategic guidance you need. Partnering with us builds a legacy that aligns with your values and delivers sustainable growth in real estate.

Adquisitions

We provide comprehensive acquisition services, from identifying market opportunities and conducting thorough market analysis, to reviewing financial assumptions and forecasting profitability. Our due diligence process ensures the best service providers are selected, incorporating ESG and SDG criteria when necessary. We also structure deals, considering acquisition types, payment methods, and key contract clauses to secure successful transactions.

Dispositions

We provide comprehensive deal structuring services, ensuring agreements consider acquisition types, payment mechanisms, and key clauses. Additionally, we support disinvestment by maximizing asset value through the preparation of investment theses, identifying potential buyers, and marketing opportunities, while guiding clients through sales negotiations to achieve optimal outcomes.

Strategy & aliances

A strong strategy combines long-term planning with the analysis of trends and competitive landscapes, identifying opportunities in emerging segments, alternative assets, and sustainability. Strategic alliances enhance this by pooling resources, expanding services, and improving efficiency, leading to increased revenue, cost savings, and competitive advantage while allowing companies to focus on core competencies.

Performance improvement

We drive performance improvement through integrated commercial strategies, operational excellence, and organizational effectiveness. By maximizing asset value and market reach, optimizing processes to enhance efficiency, and establishing robust governance structures, we help clients achieve sustained growth. Our holistic approach ensures competitive advantages, cost reduction, and the alignment of resources with strategic business goals.

Property reimagine

Many assets have the potential to increase their value by reimagining their current function, through a change in use and/or repositioning and incorporating ESG criteria. This requires a deep understanding of real estate market trends to evaluate and quantify the best opportunity for each building and estimate the feasibility of each initiative.

Portfolio management

Involves making decisions to maximize asset returns and value, optimize risks, and manage potential obsolescence and increase its sustainability/ESG. This may include buying, selling, improving, and managing properties, as well as making decisions about financial optimization of the real estate portfolio for investors, REITs, family offices, and corporate real estate in general.

Sustainability

We provide specialized assistance in sustainable real estate development, with a strong focus on circular buildings and innovative processes. We guide companies through every step, from efficient material reuse to recycling and modular construction. Our goal is to enhance asset value, reduce environmental impact, and ensure sustainable practices through comprehensive assessments and advanced designs.

Academy

We offer tailored training programs to organizations, adapting our courses to their specific needs across a wide range of key areas. We specialize in topics such as market trends and research, financial analysis, project promotion, operational management, sustainability, and technology. Our goal is to equip teams with the skills they need to effectively tackle today’s market challenges.

Featured Service

TEAM EXPERIENCE EXAMPLES

Real estate asset portfolio evaluation

Evaluation of all real estate assets of a business group (office, residential, and industrial) and recommendations for improvement, tenant management, asset repositioning, and divestment

01

Coffee joint venture creation

Creation of a joint venture between a coffee farm-owning company and an international producer and seller company of coffee. Support in business planning, defining the roles of the parties, and structuring the agreement

02

Reimagining a historic property

Evaluation of trends in residential, hotel, and restaurant markets. Development and prioritization of new concepts. Business plan and feasibility study

03

Insights

Climate Risk Landscape Analysis | UNEP FI

Climate tools in finance enable more precise climate risk management, driven by advanced technologies. Regulatory challenges persist, and collaboration is needed to integrate these solutions into strategic decision-making.

Navigating Longer Lifespans | World Economic Forum 2024

Experts discuss the longevity economy, the health challenges of aging, and necessary policy adaptations.

Biodiversity Credits: Demand Analysis and Market Outlook | World Economic Forum

Climate tools in finance manage risks with precision, but face regulatory challenges and require collaboration for integrated strategic decisions.

Green Governance – A Holistic Approach for Feasible and Successful Net Zero Transition Plans in the Real Estate Industry | IIÖ Institut für Immobilienökonomie