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Sourcing, negotiating, executing

Acquisitions & Sales

Sourcing, negotiating and executing real estate transactions aligned with portfolio strategy, from over-the-counter deals to structured processes.

CHF 1.5Bn+ transacted CHF 1Bn acquisition + CHF 500M sale Tenders and off-market
Vue aérienne, Helvetadvisors
The service

We support institutional and private investors on their real estate acquisitions and disposals in Switzerland. Our involvement runs from sourcing to execution, in strict alignment with the client's portfolio strategy.

Scope

What we take on

  • Sourcing of tender and off-market opportunities
  • Financial, technical and legal analysis (full due diligence)
  • Negotiation conduct and transaction structuring
  • Stakeholder coordination (notaries, tax advisers, banks, lawyers, …)
  • Managing structured sale tenders
Methodology

From mandate to closing, two distinct paths.

Acquisition
01

Mandate

Definition of acquisition criteria.

02

Sourcing

Network activation, off-market or structured opportunity search.

03

Analysis

Financial, technical, legal and tax due diligence.

04

Negotiation

Structuring, terms, guarantees.

05

Closing

Coordination with the notary, transfer of ownership, integration into the portfolio.

Sale
01

Mandate

Drafting the sale mandate and defining objectives.

02

Marketing materials

DataRoom and sale brochure preparation.

03

Going to market

Tender process or private treaty sale.

04

Negotiation

Structuring, terms, guarantees.

05

Closing

Coordination with the notary, transfer of ownership, post-sale support.

For whom

Institutional and private investors, both buy-side and sell-side.

Acquisition and sale mandates across all asset types: residential, commercial, mixed-use, industrial, hospitality, development land.

Pension funds Foundations Funds Family offices Private clients
The 360° approach

A transaction is not a solo effort.

Our six service lines work in parallel, all serving a single portfolio strategy.

Upstream

Our Asset Management team formalises the investment strategy that drives search criteria; our Project Management team assesses the physical condition of assets and the works to be factored in.

Downstream

Our Asset Management team integrates the acquired asset into ongoing management; our Project Management team oversees post-acquisition works; our Commercial Leasing team optimises rental income.

Anonymised case studies

A few notable, anonymised transactions.

Acquisition 2026

Residential asset, canton of Geneva

CHF 23M
42 apartments, 2 retail units

Off-market sourcing, full renovation project.

Acquisition 2025

Residential asset, West Lausanne

CHF 25M
56 apartments, 50 parking spaces

Off-market sourcing, accelerated process.

Sale 2025

Portfolio of 3 residential assets, French-speaking Switzerland

CHF 25M
112 apartments, 3 retail units

Two-round structured tender process.

Acquisition 2023

Project in a development zone, Geneva

CHF 25M
40 apartments, 2 retail units, delivery 2023

Land and turnkey contract, bespoke negotiation and structuring.

Acquisition December 2022

Portfolio of 4 residential buildings, central Geneva

CHF 40M
62 apartments, 12 retail units

Off-market sourcing, bundled negotiation, coordinated closing.

Sale August 2022

Portfolio in German-speaking Switzerland (Aargau, Solothurn)

CHF 55M
177 apartments, 7 retail units

Two-round structured tender process.

An asset to acquire, a portfolio to rebalance?

Let's talk in full confidence.