Family offices / HNWI

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Real estate assets are fundamental for family offices and HNWI, as they offer profitability, stability, control, and long-term value. Active management has become more relevant and complex, requiring ongoing strategic decisions.

Having specialized support is key to optimizing performance and ensuring wealth resilience. Our team provides comprehensive advisory services to maximize the value of their real estate investments and strengthen their legacy.

Property reimagined

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.

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.

Feasibility study

We assess the overall viability of a project from economic, technical, and operational perspectives. This includes market inputs, revenue projections, cost structure (capex and opex), business model, and financial sensitivity analysis. We deliver a robust business case with scenarios, expected returns, and key risks, providing a solid foundation for rigorous investment decision-making.

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.

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

What Should Family Offices Consider When Replacing Excel? | Forbes

Family offices replace Excel with advanced tools for improved efficiency, security, and data management.

Global Family Office 2024 Survey Insights | Citi Private Bank

Family offices are shifting investments into risk assets, expecting portfolio returns above 10% for 2024.

Green Governance – A Holistic Approach for Feasible and Successful Net Zero Transition Plans in the Real Estate Industry | IIÃ– Institut für ImmobilienÃ¶konomie

Achieving Net Zero in real estate requires a seven-step Green Governance framework focusing on transparency, action, and long-term sustainability.

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.

Navigating Longer Lifespans | World Economic Forum

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

Wealth Outlook 2025 | Citi Wealth

2025 offers a rare opportunity for investors to rethink portfolio strategies, diversify beyond U.S. equities, and embrace credit, global, and private market opportunities amid global uncertainty.