Financial institutions

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Our specialized consulting services for financial institutions in real estate are designed to unlock value, enhance profitability, and build resilience in a dynamic and evolving market. We provide strategic guidance on investments, disinvestments, and portfolio management, ensuring optimal capital allocation, effective risk management, and long-term growth. Our expertise extends to improving operational efficiency and elevating the customer experience through tailored solutions. We assist institutions in managing sustainability initiatives and adaptive asset reuse, aligning strategies with ESG standards to capture new growth opportunities. By partnering with us, financial institutions gain access to global best practices and customized strategies, maximizing returns and minimizing risks. Our forward-thinking approach equips organizations with the agility needed to thrive in an increasingly competitive landscape, ensuring they stay ahead of market shifts and achieve their real estate objectives.

Investments

We offer comprehensive investment services, covering both acquisitions and dispositions. We identify market opportunities, conduct financial analysis, and structure optimized agreements, incorporating ESG and SDG criteria when necessary. Additionally, we maximize asset value by identifying buyers and guiding negotiations to ensure successful transactions and optimal outcomes for our clients.

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.

Customer experience

Customer experience is becoming increasingly important as buyers become more informed and demand more personalized, unique, and entertaining services. Digital experiences driven by gamification, along with an emphasis on well-being, design, and local authenticity, when possible, are key to creating a positive customer experience and encouraging loyalty.

Operations excellence

Operations consulting services help clients unlock efficiency and effectiveness through holistic value-chain transformation. We enhance service and quality, reduce costs, mitigate risks, and build resilience. Services include product and service development, procurement optimization, and the preparation of streamlined procedures, ensuring competitive cost advantages and sustained organizational success.

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.

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

Financial institution

Business plan for a financial entity for international expansion into a new geographic market. Considerations on implementation strategy, physical locations, initial budget, and financial projections.

01

Branch expansion

For a digital-native bank, identification of cities and locations for expanding from an online-only presence to physical branches.

02

Strategic plan

A 4-year plan for business and personal banking segments, considering branch profitability, creation of business-dedicated offices, and options for entering new markets.

Financial institutions

Investments

Dispositions

Customer experience

Operations excellence

Property reimagined

Portfolio management

Sustainability

Academy

Featured Service

TEAM EXPERIENCE EXAMPLES

Financial institution

01

Branch expansion

02

Strategic plan

03

Insights

Insurance on the Rise: Climate Risk and Real Estate Investment Decisions | Urban Land Institute

Rising insurance costs due to natural disasters and inflation are reshaping investment strategies in real estate.

Banking on Green Buildings | UNEP FI

Banks can drive sustainability by financing energy-efficient, resilient buildings through green bonds and loans.

Climate Target Setting for Real Estate Sector Financing | NZBA

The NZBA guide provides banks with strategies for setting climate targets for their real estate portfolios.

100 Million Farmers: Breakthrough Models for Financing a Sustainability Transition | World Economic Forum

WEF suggests financial innovations to help farmers adopt sustainable practices, reducing emissions and improving food systems.

State of Finance for Nature in Cities 2024 | UNEP

Increased urban financing for nature is crucial to achieving climate and biodiversity goals worldwide.

Finance as an Enabler to Address the Building Decarbonisation Challenge | Bankers Without Boundaries

Finance is essential to scale building decarbonisation, addressing social and financial retrofit challenges.

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