Case Histories

Type of task:
Property and Facility Management.

Aim:
To assist the client in the daily Integrated Management of legal, technical, commercial, administrative and bureaucratic activities connected to the real estate.

Aim:
To assist the client in the daily Integrated Management of legal, technical, commercial, administrative and bureaucratic activities connected to the real estate.

Type of property:
Historical building assigned to commercial use, located in  downtown Rome.

Macro fase of the task:
Budget and control, analytical and general accounting, Bank account management,  periodic report, documents management, database and documents’s archiving, problem solver, safety and security management (RSPP), presence in loco, interventions plan, constant monitoring of construction guidelines, study of alternative uses, strategies aimed to appraise the patrimony, competitive tenders, direction and coordination of suppliers and services, constant processes  monitoring, periodic analysis of gaps.

Involved experts:
Engineers, computer technicians, lawyers, architects, accountants and experts in the field.

Type of task:
Definition of the real estate’s Highest and Best Use.

Aim:
To assist and help the client to establish the “best use” of a property in time of heritage’s reconversion.

Type of property:
Ex  industrial location.

Macro fase of the task:
Documents’ collection and analysis, inspection, micro due diligence, PRG’s study, PEST analysis of the national and local context, SWOT analysis of the estate, study of the current and perspective local market with demand and offer identification, current market value definition, definition of alternative scenario and calculation of its market values, business plan projects drafting, valuation report.

Involved experts:
Engineers, architects, accountants, lawyers and experts in the field.

Type of task:
Drafting and development of a new concept.

Aim:
To assist the client during the development and bring an ad hoc project to fruition in order to satisfy his needs and transform them into spaces and construction objects.

Type of property:
Asset used as commercial site in downtown Milan’s high fashion area.

Macro fase of the task:
Study of the client’s needs, intervention’s plan, preparation of drawings in various architectural scales, tender competitions, administrative and bureaucratic practices,general contractorin the definition and execution, planning control and periodic reports , turnkey delivery.

Involved experts:
Engineers, architects, structuralists, geologists, town planners and designers.

Type of task:
Investment.

Aim:
To assist the client in order to achieve his asset allocation’s agreed goals.

Type of property:
Multifamily asset in Manhattan.

Macro fase of the task:
Preliminary activity, investment plan, assistance during the search, valuation and procedure’s structuring, due diligence, legal assistance during the contractual phase.

Involved experts:
Engineers, architects, accountants, lawyers, mediators and experts in the field.

Type of task:
Industrial advisor in the rebalancing plan’s arrangement (article 67, 3° clause)

Aim:
To assist the client in order to identify the crisis’reasons and the possible exit ways.

Type of property:
Real estate portfolio including: developments, offices and industrial.

Macro fase of the task:
Documents’ collection, inspection, documents search, study of the crisis industrial causes, market analysis ( reference and competitors ones), definition of future strategies, constant comparison with financial advisor, assistance during the negotiation, plan’s drafting according to best practice norm, monitoring.

Involved experts:
Accountants, engineers,architects,,lawyers and experts in the field.

Type of task:
Periodic definition of the property’s fund market value (biannual).

Aim:
To assist the client, as “supert partes” guarantor’s role, in the definition of the market value of the fund real estate portfolio.

Type of property:
Portfolio inclufing assets and residential developments, tertiary properties and corporate partecipation.

Macro fase of the task:
Documents collection and analysis, inspection, study and analysis of the national and local market, PEST analysis of the sector, SWOT analysis of the asset, identification of the valuation method, micro due diligence, valuation report drafting and comparison with Fund Manager, Risk Manager and auditing society.

Involved experts:
Engineers, architects, accountants, lawyers and experts in the field.

Type of task:
Advisoring and brokering of hospitality asset.

Aim:
To assist the client both in the sale and lease operation.

Type of property:
Portfolio including 5 stars luxury hotels and tourist resorts.

Macro fase of the task:
Due diligence, real estate valuation, management profitability’s valuation according to USALI (Uniform System of Account for the Lodging Industry) international business plan parameters, valuation of economically sustainable rent, valuation of the investment’s final yield, Feasibility Study, development of the marketing plan, selection and introduction of  Tenants and potential investors.

Involved experts:
Architects, accountants, engineers, Hotellerie and marketing experts.

Type of task:
Intregated Due Diligence and following  risk underwriting.

Aim:
To assist the client during the purchase,sale, lease and possible competitive auction process through the integrated due diligence completion, able to highlight the asset technical, legal and fiscal  risks or rather its potentialities.

To assist the client during the  c.d. Representation & Warranties drafting with the assistance of c.d. “Transactional Liability Insurance for Real Estate Asset & Real Estate Finance”.

Type of property:
Industrial park used for chemical manufacturing, offices and storages.

Macro fase of the task:
Search and data collection, inspection, report, possible preparation of vendor due diligence”,  “reliance letter” and, if necessary, of c.d. “Transactional Liability Insurance”/“Title Insurance” against detected risks, assistance during the negotiation phase.

Involved experts:
Architects, accountants, engineers, lawyers and experts in the field.

Type of task:
Tenant Representation on European assignement.

Aim:
Renegotiate the leases of medium surfaces and, possibly, replace or close some positions giving, where appropriate, the related branch of business.

Type of property:
Medium commercial surfaces.

Macro fase of the task:
Portfolio’s analysis, inspections, due diligence, strategy sharing, thermographic analysis, market analysis, space analysis, financial analysis division’s hypothesis, times and costs prevision, contracts’ negotiation.

Involved experts:
Engineers, architects, accountants, lawyers, mediators and experts in the field.