Services for Different Sectors

Private Investors in Israel

• Gathering general, financial and real estate-related information on targeted markets in Israel and worldwide.
• Building a strategy for real estate investments.
• Identifying and filtering transactions and ‘hand-tailoring a suit’ to meet clients’ needs.
• Consulting and optimizing complicated properties owned by the investor: plots in different planning stages, divisions among inheritors, multiple-use properties, building rights,value appreciation, etc.
• Preparing business plans and financial models.
• Preparing professional presentations for recruiting JV partners, financial sources and management.
• Providing guidance with fund raising [equity and debt].
• Providing guidance with required due diligence: legal, financial, tax and technical.
• Accompanying negotiations through to completion.
• Providing guidance in property management and exit strategy.

Institutional and Real Estate Companies in Israel

• Assisting and advising on recruitment of equity / debt for purchasing properties or capital restructuring.
• Locating and filtering transactions according to client’s criteria and goals.
• Consulting on building real estate investment strategies – geographical and sectoral allocation, risk level, yield and liquidity requirements.
• Providing guidance through all aspects of acquisition – conducting financial analysis, managing negotiations, overseeing due diligence, establishing a structure for regulatory, as well as local and international taxation.
• Preparing presentations for investment committees and boards of directors.
• Preparing market surveys, financial analysis and reports.
• Conducting site visits of properties in Israel and worldwide.

Institutional Investors and Real Estate Companies in Europe and North America

Our added value is our extensive experience with insurance companies in Israel and in-depth knowledge of the israeli real estate market. These advantages enable us to tap into Israeli institutions that are interested in purchasing properties in Western Europe and North America and are gradually allocating more funds to this purpose.

• Providing the relevant guidelines to penetrate the “gate keepers” of Israeli institutions.
• Filtering and providing financial analysis of the transactions.
• Presenting the transaction directly to decision-makers.
• Assisting and guiding through all stages of the acquisition, starting with financial analysis, negotiation management, due diligence, establishment of a transaction structure for regulatory needs, local and international taxation, investment committees through to completion.

Private Investors in Europe and North America

• Assisting and filtering real estate transactions in Israel according to clients’ criteria and goals.
• Consulting on formulating real estate investment strategies – geographical and sectoral allocation, risk level, yield and liquidity requirements.
• Providing guidance through all aspects of acquisition – conducting financial analysis, managing negotiations, overseeing due diligence, establishing structure for regulatory needs and local and international taxation.
• Assisting and guiding recruitment of external funding.
• Preparing presentations for investment committees and boards of directors.
• Preparing market surveys, financial analysis and reports.
• Conducting site visits of properties.