Services

Services

Investa Asset Management provides comprehensive business activities including purchase, active portfolio and property management, letting, development and disposal. The services are characterised by a focus on properties and portfolios with value enhancement potentials. Clients – Family Offices as well as international investors – are provided the opportunity to benefit from and participate in Investa’s detailed local background and know-how in an active real estate management. Investa Asset Management creates targeted, individual services and solutions making a sustainable, secure and enduring profit optimization possible.

The business activities of Investa Asset Management comprehend:

Acquisitions

  • identification of real estate investment opportunities
  • market analysis and site analysis
  • co-ordination of due diligence
  • negotations with vendor
  • transition management
  • assistance in structuring and financing topics

Portfolio management

  • adaption of assets from vendor
  • tendering, examination and preparation of obtaining of insurance coverage for the properties
  • appointing and supervising of property, technical and infrastructural facility management
  • compilation and adjustment of (annual) business cases for each property
  • permanent recording and optimization of (all relevant) costs and earnings
  • monthly comparison of the cumulative actual cost against the forecast
  • annual calculation of profitability of each property
  • liquidity and claim management
  • real estate controlling and reporting
  • cancellation and termination of contracts
  • regular inspection and assessment of the properties regarding maintenance topics
  • assistance or supporting of auditors and consultant of the client
  • assumption of general owner’s obligation

Letting management

  • rental acitivities including marketing strategy, budgeting and negotiations
  • existing clients management (tenant care)
  • handling and checking of tenant requirements
  • appointing and supervising of real estate agents
  • identification of new tenants
  • leasing negotiations with potential tenants
  • supervising of tenant improvements

Re-/Development

  • identification of value enhancement potentials
  • maintenance planning
  • advising on the feasibility of schemes of development and modernization
  • co-ordination of relevant planning services
  • identification, tendering, co-ordination, supervising and controlling of construction contractors

Disposals

  • Compilation of a vendor data room
  • Vendor due diligence
  • identification of potential investors
  • advising on the development budget
  • identification, tendering, co-ordination, supervising and controlling of real estate agents if required
  • negotiations with investors
  • transaction process
  • after sales management