Advisor Real Estate - EN

Advisor Real Estate

To be made available with specific contracts for each of the following services

 

Preliminary Studies and design
Preliminary Studies and design

        Systematization of investment and project  requirements, including the screening of technical and legal specificities, plus setting the whole into the framework to the Portuguese’ set of laws, codes and regulations.

        Execution of preliminary studies (feasibility studies) and investment planning.

        Pre-quantification and pre-qualification studies (technical or legal DDs, technical inspections and surveys, load and capacity studies, layouts deploying, and more).

        Identification and negotiation of strategic partnerships and investment feasibility screening with co-investors and builders.

        Pre-selection and qualification of suppliers, ensuring the identification of companies or technicians with specific response capacity in preliminary stages of the investment.

Real Estate Preliminary Studies
Investment studies and advisory
Investment studies and advisory

        Advice and consultancy in Real Estate investment management: 

- Issues related with investment strategy formulation, market analysis, property acquisition, management, and disposition;

- Assistance in financing, for example in operations with Financial Institutions and Real Estate specialized financiers like Family Offices or Investment Funds;

- Structuring real estate investment or divestment operations depending on specific strategy and targets;

- Identifying and mitigating technical and legal risks, anticipating issues with investment.


        Contractual advice and legal support when necessary, ensuring:

- Adaptation of specific contractual clauses for each project, operation or Client (tailor-made contracts);

- Adaptation of clauses and business dynamics to Portuguese' practice and legislation, namely overcoming possible transnational barriers to investment or financing.

Investment studies and advisory
Project Development
Project Development

        Representation and advice, for our Clients upon mandate, in issues related with, and before, public entities or counterparties in the discussion of permits and public authorization for projects, ensuring the record and report of relevant information.

        Coordination of project teams, specifically acting upon mandate as manager and pivot or facilitator for the architects, engineers and specialized consultants involved, assuring reporting.

        Specialized assistance and advisory in issues involving public stakeholders*:

- Municipal Chambers, Public Institutes or Agencies;
- General Secretariats or Ministerial Bodies;
- Regional Coordination Committees;
- Public companies and any public authority.

*Specialized representation of Clients throughout the licensing process with these or other entities and authorities, ensuring that approval processes are achieved in a timely and efficient manner.


Project Development
Quality management, deadlines foresight and construction costs
Quality management, deadlines foresight and construction costs
        Project Management on a mandate: 
- Monitoring works and construction, as well as specific licensing in development phase;
- Coordination of technical and supervision teams on design work and construction;
- Tender management and market consultations for the provision of services and construction;
- Pre-Qualification and pre-selection of contractors and service suppliers;
- Management deadlines and costs, validation of invoices and payments as well as awarding contract;
- Technical auditing, quality management and reporting.

        Specific advice and consultancy to accompany the construction, projection or control of construction work on site, with a focus on anticipating strategies, controlling deadlines and budgets;

        Support upon the end of the works, with engagement of the mandatory documentary file and formalization of the registration process.
Quality management, deadlines foresight and construction costs
Post-Construction and Operation
Post-Construction and Operation
        Advice on investments and projects in operation, including assistance in any transmission process (sale, lease, mixed or tailor-made);

        Advice and consultancy on projects and investments under operation, namely with O&M insights, costs efficiency, contract and tenant management (could include selection or pre-selection of potential tenants and qualification of their economic and financial situation);

        In divestment strategies, specialized advice and support implementing any operational flow and divestment processes, including fostering and promotion to investors or financiers.

        In development projects with exit strategies involving retail granular sales, we provide specialized support in the implementation of marketing and sales strategy, such as:
- Pricing and Market studies and strategy;
- Advice on sale channels and partners, promotion and marketing campaigns;
- Representation and negotiation of bank financing agreements for end investors.
Post-Construction and Operation

Contacts

At your disposal we have a team of highly qualified professionals with extensive experience in the areas in which they operate.
Advisory Paulo Lourosa
Paulo Lourosa
Managing Partner
Advisory Firm