PATRIGEST - Services

 

• Strategic consulting services to institutional investors and funds.
  • Support in establishing and maintaining the most advantageous asset allocation.
  • Feasibility studies and in-depth analyses of objectives and expectations.
  • Support in the negotiation and approval phase.
  • Selection and analysis of acquisition or sales proposals.
• Securitisation.
  • Support to public and private divestors, arrangers and financers in the securitisation of property portfolios or non-performing loans (NPL), through:
    - portfolio valuation and due diligence
    - assistance in developing the business plan
    - assistance to ratings agencies
• Real estate development.
  • Business plan analysis and elaboration
  • Definition of operation structure
  • Coordination of the due diligence
  • Monitoring of implementation and dismissal phases

•  Valuation.
  • Valuation of assets ranging from single properties to entire portfolios, with a specialised team of technicians supported by the Gabetti Agency network and present throughout the country, with over 800 agencies. Values are determined using the most suitable methods, according to type of portfolio and to the specific requirements of the client, in accordance with valuation criteria recognised at the national and international levels, such as:
    - sales comparison approach,
    - income capitalization approach (yield analysis),
    - discounted cash flow method (NVP and IRR analysis),
    - highest and best use analysis,
    - reconstruction cost,
    - transformation value.
• Feasibility studies
  • Analysis of the asset’s potential in relation to actual or potential town planning tools
  • Assessment of the feasibility of options with regard to investor expectations, market demand and occupier requirements
  • Analysis of the possible planning choices as perceived and evaluated by the market
  • Detailed risk/return analysis
• Market analysis
  • Studies to achieve an overall picture of the specific market through an analysis of the major socio-economic indicators (supply/demand) and of the current trends (values, building types and sizes, take-up levels and required standards).

Patrigest SpA, in collaboration with Abaco Servizi, company of the Gabetti Group Group specialised in the preparation of technical due diligences, integrates its valuation and advisory offer with:

• data room activities on paper and/or electronic archives:
  - notary, zoning and cadastral documentation
  - legal certifications with respect to systems
  - building and systems maintenance contracts and lease agreements
  - specifications for work-in-progress;
• technical inspections aimed at dimensional, architectural and systems surveys, presented in CAD format, and calculation of the exact areas, in addition to collection of data and photographic documentation on the current building/zoning, systems and environmental status;
• analysis and verification of compliance with respect to the building/town planning tools and the regulations in force, through a detailed comparison of the current status with the notary, building/zoning and cadastral documentation, in addition to the conformity/certification of existing systems and of any critical building situations;
• definition and economic estimate of necessary and recommended intervention, with summary files highlighting the main issues that emerge throughout the analysis (building - systems - zoning/cadastral - title) and outlining the relative expenditure forecasts to bring the building up to standard and/or for its development (CAPEX).