Private Real Estate Advisory

On homes, holdings, and the places that anchor a life.

A deep analysis of a specific situation and the preparation of the council's recommendations — for acquisition, sale, and considered decisions in real estate.

Real Estate Discovery Package

$1,000
Recommended if
  • You are choosing a property to purchase.
  • You want an independent opinion.
  • You need to determine the property's investment potential.
Includes
  • An expert assessment of a defined situation.

Real Estate Standard Package

$5,000

For clients considering the purchase, sale, or a specific real-estate investment who want an independent expert assessment before deciding.

Recommended if
  • You are considering the purchase of a high-value property.
  • You need a comprehensive assessment of the transaction.
  • You need to identify possible risks before signing documents.
Includes
  • Analysis of the property

    A comprehensive study of the property, accounting for its characteristics, location, potential liquidity, appeal for living or investment, and the factors that could affect its future value.

  • Assessment of the prospects for purchase or sale

    An analysis of the merit of the transaction in light of the client's long-term goals. The potential advantages of acquiring or selling the property, possible scenarios for how its value may change, and the prospects for using the asset in future are considered.

  • Identification of potential risks

    Identifying the factors that could negatively affect the property's investment appeal or the success of the transaction. Market, financial, legal, infrastructural, and other risks relevant to the decision are considered.

  • Closing brief from the council

    A final report with the specialists' conclusions, an assessment of the property's prospects, and the advantages and risks identified — everything needed to make a considered investment decision.

Real Estate Premium Package

$15,000

For clients weighing several properties at once who want to choose the most advantageous option for living, preserving capital, or investment.

Recommended if
  • You are acquiring property abroad.
  • You need support across several properties at once.
  • Coordination with agents, advisers, and specialists is required.
Includes
  • Analysis of up to three (3) properties

    A comprehensive assessment of up to three properties under consideration, accounting for their location, characteristics, liquidity, potential for appreciation, investment prospects, and fit with the client's goals.

  • Assessment of the prospects for purchase or sale

    An analysis of the merit of the transaction in light of the client's long-term goals. The potential advantages of acquiring or selling the property, possible scenarios for how its value may change, and the prospects for using the asset in future are considered.

  • Identification of potential risks

    Identifying the factors that could negatively affect the property's investment appeal or the success of the transaction. Market, financial, legal, infrastructural, and other risks relevant to the decision are considered.

  • Comparative report

    A structured comparative analysis of the properties across key criteria: price, potential yield, growth prospects, level of risk, ease of use, investment appeal, and possible market scenarios.

  • Assessment of the properties' investment appeal

    An analysis of each property's potential as an investment asset, accounting for the current market situation, the prospects for the location's development, demand, liquidity, possible appreciation, and the capacity to generate income in future.

  • Recommendations on buying, selling, or exchanging assets

    Personal recommendations for the most effective use of capital. Options for acquiring new properties, selling existing assets, exchanging real estate, or rebalancing the investment portfolio to achieve the client's goals are considered.

  • Closing brief from the council

    A final report with the specialists' conclusions, a comparative evaluation of the properties, an analysis of the advantages and risks of each option, and recommendations on the most sensible decision.

Real Estate VIP Package

$47,000

For holders of capital, investors, and families who regard real estate as a strategic asset and want professional support in managing and developing their property portfolio.

Recommended if
  • The value of the property calls for careful assessment beforehand.
  • You are considering buying property abroad.
  • It matters to weigh not only the property itself but the surroundings, tax implications, and the region's prospects.
  • You need access to trusted international partners.
  • You want the transaction supported through to its full completion.
Includes
  • Analysis of up to six (6) properties

    A comprehensive assessment of up to six properties under consideration, accounting for their location, characteristics, liquidity, potential for appreciation, investment prospects, and fit with the client's goals.

  • Assessment of the prospects for purchase or sale

    An analysis of the merit of the transaction in light of the client's long-term goals. The potential advantages of acquiring or selling the property, possible scenarios for how its value may change, and the prospects for using the asset in future are considered.

  • Identification of potential risks

    Identifying the factors that could negatively affect the property's investment appeal or the success of the transaction. Market, financial, legal, infrastructural, and other risks relevant to the decision are considered.

  • Comparative report

    A structured comparative analysis of the properties across key criteria: price, potential yield, growth prospects, level of risk, ease of use, investment appeal, and possible market scenarios.

  • Analysis of the property portfolio

    A comprehensive assessment of the client's existing real-estate portfolio. The performance of each property, the structure of the assets, the level of diversification, liquidity, yield, potential for appreciation, and alignment with the overall investment strategy are analyzed.

  • Assessment of the properties' investment appeal

    An analysis of each property's potential as an investment asset, accounting for the current market situation, the prospects for the location's development, demand, liquidity, possible appreciation, and the capacity to generate income in future.

  • Recommendations on buying, selling, or exchanging assets

    Personal recommendations for the most effective use of capital. Options for acquiring new properties, selling existing assets, exchanging real estate, or rebalancing the investment portfolio to achieve the client's goals are considered.

  • Advisory support of up to thirteen (13) hours over a period of up to three (3) months

    Scheduled online meetings for practical support on matters of owning and managing real estate throughout the engagement: discussing decisions, adjusting strategy, addressing emerging questions, and ongoing accompaniment. The team helps assess new opportunities, analyze emerging risks, make decisions on developing the portfolio, and adjust strategy as market conditions change.

  • Closing brief from the council

    A final report with the specialists' conclusions, a comparative evaluation of the properties, an analysis of the advantages and risks of each option, and recommendations on the most sensible decision for the ongoing management of the assets.

  • Priority accompaniment

    The client receives direct access to the council, the ability to discuss strategic questions promptly, and priority handling of requests within the project.

Not available for trial
An Invitation

If the decision before you is quiet, complex, and yours alone — we should speak.

We accept a small number of new engagements each year. All conversations are held in confidence.

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