Valuing an asset or a portfolio with the rigour of international standards, to decide, transfer or rebalance.
We deliver real estate valuations and portfolio audits for institutional and private clients. Our work complies with RICS Red Book standards and Swiss practice requirements, and is recognised by supervisory bodies, tax authorities and banks.
Purpose, scope, basis of value, valuation date.
Documentation locative, technique, juridique, fiscale.
Physical condition, local market, comparables.
DCF, capitalisation, hedonic method depending on the asset.
Red Book-compliant report, client presentation.
Private investors (inheritances, transfers, portfolio rebalancing), family offices, pension funds and foundations (recurring portfolio valuation), funds (due diligence), banks (financing appraisal), tax authorities and courts.
Our six service lines work in parallel, all serving a single portfolio strategy.
Our Transactions and Asset Management teams provide real market indicators, essential to the valuation. Our Project Management team can estimate the value of works to consider.
The valuation feeds institutional reporting, frames disposal decisions, or prepares a transaction.
Let's talk in full confidence.