Activities follow two levels of support depending if the focus is on real estate or on the structuring of a transaction.
- Business plan at property, portfolio and company vehicle or fund level,
- Negotiation support (at legal, financial or counterpart level),
- Support to the buyer’s internal corporate functions,
- Operation project management (relationship with legal, financial, notary, regulatory bodies)
- Technical and commercial due diligence, buyer side or vendor side
- Surveys, regularisations, documental retrieval
- Property and company vehicle evaluation
- Market appraisal, broker opinion
- Technical feasibility studies
2016 – Restructuring plan of 3 real estate companies undergoing debt restructuring.
2015 – assistance of an SGR in the commercial portfolio analysis and definition of strategic assumptions.
2014 – for an SGR, project management and negotiation assistance for the contribution of a portfolio of 60 buildings for over 600 mixed-use unit with a value of over € 40 million.
2014 – assistance to two private groups for the reorganisation of commercial and residential real estate assets on the contribution to a real estate fund for an AUM of about € 50 million and a third for commercial use on the contribution to a real estate fund for an AUM of about € 40 million.
2012-2014 – assistance to an SGR in the ordered disposal of the real estate area consisting in 4 funds for a NAV of over €200 million.
2012 – assistance to an SGR in the development of a real estate fund focused on NPL properties and subsequent assistance in negotiation and finalization of the contribution of properties for about €40 million.
2012-2016 - due diligence on over 250 properties throughout Italy. Below are some relevant ones for complexity.
2016 – for “Agenzia del Demanio” feasibility study for the transformation of a public building into a hotel and its valuation within a public portfolio.
2016 - for an SGR due diligence of two shopping centres for a total of 20,000 sqm.
2016 – for an SGR due diligence for the purchase of two 4 star hotels in Rome.
2016 – for an SGR due diligence for the purchase of a portfolio of 6 mixed-use buildings in Veneto, Lombardia and Piemonte.
2016 – for a leasing company, due diligence and document retrieval on 11 properties.
2015 – due diligence and evaluation of 39 properties to back guarantee an NPL portfolio.
2015 – on desk due diligence of 160 mixed-used properties for an investment fund.
2014 – evaluation of the real estate portfolio of 3 insurance companies in liquidation for a total of 11 asset.
2014 – for an SGR, due diligence for the purchase of 21 mixed-used buildings.