Step by step in real estate investment

During the acquisition phase of a real estate project, expertise and professionalism are crucial, as these costs determine the project’s financial viability. Our team of experienced real estate professionals and tax and legal experts provide top-notch advice and support to clients involved in real estate acquisitions.

We are well-equipped to handle a wide range of local and cross-border transactions, including residential and commercial properties, manufacturing facilities, retail premises, logistic parks, and hotels, whether acquiring land, development property, or an income-producing asset.

It is necessary to consider tax aspects, mainly in terms of the form of the acquisition – asset or share deal – and the potential consequences for the seller and benefits for the buyer. Asset deals should consider the consequences for the seller and the benefits for the buyer. In the case of a share deal, especially the tax aspects for the buyer should be considered – the related tax and financial due diligence process, and tax structuring.

Our comprehensive legal services include due diligence, preparation of transaction documents, and effective negotiation with prospective buyers or sellers. Additionally, our feasibility study helps clients determine the viability of their investment and provides deeper insight into revenue drivers.

Working across business functions, we cover all aspects of acquisition, from transaction strategy and structuring to a detailed evaluation of VAT and income tax impacts. We support this with valuation and appraisals for transactional or statutory purposes. Our valuations are conducted in accordance with IVS (International Valuation Standards) and RICS Red Book to provide accurate information about the property.

With our thorough market research and data analytics, we craft a solid business plan that considers our client’s goals and expectations and positively affects investment metrics. Our commitment to our clients doesn’t stop there. We continue to provide valuable post-transaction legal and tax services to ensure a smooth and successful process.

The construction and development phase of the real estate lifecycle requires a comprehensive understanding of construction law, environmental regulations, and tax considerations. Our team of legal and tax specialists is equipped to advise developers, investors, and owners on all aspects of the construction and development process. We ensure that you have the necessary permissions and contracts in place and that your project is structured in a way that minimizes tax liability and maximizes your return on investment.

Our tax team will help you to assess the possibility of claiming VAT from the expenses incurred during development and construction. We also ensure that the right tax CIT and VAT consequences of the contributions to municipalities from the developer perspective are set, as well as CIT and VAT impacts on interests, etc.

In addition, profitability analysis is a crucial aspect to consider in the construction and development phase. Our team can assist in conducting a thorough analysis of the revenue potential of your project, whether aimed at residential sales or the residential rental market. Using a data-driven approach and advanced analytics, we support the design phase of your project and provide relevant insight to target property characteristics.

Our legal team can represent clients before public authorities, preparing all necessary memorandums, strategies, or planning contracts. We advise on ways to obtain planning permissions and work with various stakeholders to ensure a successful outcome.

Our legal team provides comprehensive support to investors, banks, developers, and owners helping them with asset management by negotiating a lease, sub-lease, leasing, and usufructuary lease agreements, as well as representing them before public authorities. In addition, we provide legal advisory on service agreements and property lease incentives to ensure economically sound management of their property.

We have expertise in the tax treatment of depreciation, acquisitions, and disposals of tangible and intangible assets, which enhances our clients’ profitability. Our VAT experts can also assist with rental housing projects and their setup to reduce negative VAT aspects.

Furthermore, we offer expert occupiers’ strategy, workplace advisory, and analysis of the commercial real estate market to prepare your properties for the future. We help you find hidden revenue streams, develop comprehensive business plans, and advise on CAPEX and tenant improvements.

Our in-depth knowledge and experience in lease strategy and negotiation ensure that our clients make informed decisions regarding their real estate operations.

We provide a comprehensive ESG and sustainability solution for the real estate and property industry, focusing on creating and maximizing long-term economic, social, and environmental value.

Our services help establish strong relationships with C-suite officials, verify existing KPIs, and redefine them in alignment with EU Taxonomy and other ESG-related Directives, in response to the increasing market, institutional, financial, and investor expectations for ESG goals.

We work on defining reduction targets in line with the Paris Agreement and develop strategies and initiatives to achieve Net Zero targets and other sustainability-related goals. Our proprietary performance analysis for ESG targets helps draft non-financial reporting statements and comply with global standards.

Our solution is designed to stay ahead of the curve, in response to the increasing legislative changes at the national and European levels such as Taxonomy and GHG.

Selling or divesting real estate assets requires a tailored strategy, careful planning, and execution. Our team provides expert advice and support to clients during this critical stage of the real estate lifecycle.

We use our extensive experience and industry knowledge to offer comprehensive and customized services to our clients. With our long-term relationships on capital markets and experience with investment strategies, we connect our clients with a wide range of global and local investors and provide representation during the divestment process.

Our team’s expertise in tax and legal transaction structuring allows us to conduct complex and multi-party transactions while minimizing negative impacts on the seller. We have strong experience with various investment structures, such as joint ventures or sales and leasebacks, to deliver a positive impact on our client’s investment goals.