Process of a Real Estate Transaction

Sourcing and filtering transactions

Determine client’s strategy and goals, geographic and sectoral allocation, scope of investment, risk profile, required yields

Negotiations toward property purchase

Initial due diligence: financial analysis, market survey, site visits Negotiations on purchasing the property: letters of intent, head of terms Securing commercial terms Finalizing commercial conditions

Transaction approval

Approval of transaction by certified bodies: Investment committees, Board of Directors, special commissioners

Realizing the transaction

Managing and advising the acquisition team: lawyers, accountants, tax consultants, appraisers, engineering and technical consultants Formulating the structure for the transaction: tax considerations, regulations and finance Advising on third party finance Overseeing transaction documents Preparing reports and presentations Appointing property management company