Financial institutions

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We provide strategic support in real estate investments — from acquisitions and divestments to strategic portfolio management — with the goal of maximizing returns, mitigating risks, and strengthening the sustainability of assets. We develop bespoke investment products, creating new funds aligned with clients’ wealth objectives, and offer specialized wealth advisory services for banking HNWI and Family Office clients. In addition, we assess and manage real estate risks, considering market dynamics, asset typology, climate change exposure, and obsolescence, bringing analytical rigor and strategic insight to protect and enhance asset value.

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.

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.

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.

Real Estate Wealth Management for Clients

A specialized service for HNWI and Family Offices offering strategic and independent advisory in real estate investment and asset management. It includes support in investing, divesting, diversifying, and managing portfolios across different markets and asset classes, along with specialized training and objective analysis to strengthen decision-making, optimize returns, and preserve long-term wealth value.

Real Estate Investment Product Development

We design tailored real estate investment solutions, from the creation of new vehicles and funds to the selection of the best existing closed-end funds for distribution. This includes strategy definition, legal and financial structuring, market analysis, asset due diligence, and return optimization, providing investors with access to differentiated opportunities aligned with their wealth objectives.

Real Estate Risk Management

We assess and manage risks associated with real estate loans and investments according to product type, market, and location, taking into account financial, regulatory, and operational factors. We integrate climate risk and asset obsolescence due to market shifts, sustainability trends, or new regulations — aiming to protect asset value, mitigate potential losses, and support safe, ESG-aligned investment decisions.

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.

03

Insights

State of Finance for Nature in Cities | UNEP

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

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.

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.

Related Practices

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Location

Barcelona Office
Antoni Bell 2, 4th Floor – C
Sant Cugat del Vallès 08174
+34 93 280 7084

Madrid Office
Alfonso XII 62, 2nd Floor
Madrid 28014
+34 91 048 8455

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