Analysis

  • Profitability: Key performance indicators for the total stock, development of the core business, comparison with benchmark values, and identification of the competitive position, quantification of opportunities and threats.
  • Market analysis and forecast: Analysis of the regional housing market, future quantitative development of supply and demand in the local market, demand qualified according to household size and income.
  • Portfolio analysis: Break-even analysis of all administration units, strategic portfolio segmentation, investment planning at building level, the appraisal of investment effects and prioritization of measures.
  • Review legal framework: Ownership situation and legal rights of other parties, restrictions arising from lease agreements, contracts with service providers, legal regulations and restrictions laid down by the Federal Republic / State.

Development Concept

  • Developing the investment plan: Selection of development units according to portfolio segmentation and number of demanding households, appraisal of modernization volumes and times.
  • Construction work specification: Determination of building-specific construction works, definition of complex works and single measures (technical specifications), rough calculation before bidding.
  • Financing concept creation: Review of the current financing structure, calculation of financing alternatives, examination of the eligibility, developing a funding plan in accordance with the future financial needs.
  • Comprehensive strategic concept: Documentation of analysis results, presentation of all strategic parts, developing the overall strategic targets, creation of the management summary and other templates.

Portfolio Development

  • Energy efficiency measures: Insulation of exterior walls, roof, basement, renovation of windows and exterior doors, replacement of heating and energy technologies, ventilation and air-conditioning technology including heat recovery, decentralized energy generation (solar energy).
  • Maintenance and Repair: Meeting the technical requirements of building structure, maintenance of technical infrastructure, pre-letting measures in apartments, developing common areas and residential environment.
  • Legal support: Private and public construction law, analysis of construction and modernization announcements in terms of tenancy laws, preparation and enforcement of rent increase requests.
  • Asset Management: Representing the shareholders’ interests, coordination and controlling of all service providers, designing the overall strategy and its integral components, project progress controlling and reporting.

Growth

  • Focus is laid on energy efficiency measures that affect rent increase directly
  • Added modernization measures according to earnings potentials
  • Complete investment planning for all portfolio units
  • Implementation of rent adjustments to increase earnings

After the measures described above have been implemented, a new net yield and market value are achieved. The yield is fed by current cash flow and the increase in value which will be returned as part of the sales price.

Only a strictly economic approach from the start will result in successful acquisition, development and sale of a real estate portfolio. We make sure that your expectations for returns are met.