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Services

Commercial Due Diligence

01
Target analysis
  • Analysis of the target investment and its legal documents.
  • Site and area inspection, registered by photograph and video.
  • Communication, if necessary, with prior involved entities, i.e brokers, developers, municipality, tenants.
02
Market analysis
  • Analysis of the local Real Estate Market, i.e. other sectors that can impact the analysis, major infrastructures, local amenities and urban planning.
  • Definition of Supply and Demand at a parish and influence area.
  • Analysis of the licensed and under licensing constructions permits, which allow us to have a deep knowledge of the local pipeline that can impact our project.
03
Benchmark
  • Identification and analysis of main Benchmark competition (i.e. Product, Prices, construction, sales, identification of Developers, architectures, brokers and other key stakeholders), with the cooperation of our Global Portuguese Network.
04
Market opinions
  • Communication, guaranteeing all confidentiality of the project, with local brokers, developers and municipality to understand there view of the market and type of investment.
05
Critical Thinking
  • Deep analysis of the potential investment, providing our view regarding its High & Best Use, i.e., layout, typologies, areas, parking, storage, green areas, common areas, site potential issues, licensing’s, tenant analysis, potential demand (affordability) and others.
06
Sales Strategy
  • Definition of sales prices and Time to Sale for each unit by use, typology and location.
  • Sensitive analysis to Sales, Costs, timings, IRR, MOIC.

Technical Due Diligence

01
Inspection
  • Physical inspection of the asset.
02
Due diligence
  • Analysis of the main findings of the construction status of the asset, tracking red flags and main considerations.
03
Recommendations
  • Recommendations for further survey and inspections or tests.
04
Status of repair
  • Identification of the repairs needed.
05
Budget
  • Estimation of the budget of construction work.

Valuation Report

01
Documents
  • Analysis of the asset legal documents.
02
Site Inspection
  • Site and area inspection, registered by photograph and video.
03
Market Analysis
  • Definition of Supply and Demand through i) internal data) and ii) external data bases of several brokers that we partnership.
  • Analysis of the licensed and under licensing constructions permits, which allow us to have a deep knowledge of the local pipeline that can impact our project.
04
Market opinions
  • Communication, guaranteeing all confidentiality of the project, with local brokers, developers and municipality to understand their view of the market.
05
Market Value
  • Estimation of the asset Market Value, considering its High & Best Use, according with Red Book and RICS practices and standards.

Market Research

01
Market overview
  • Analysis of the Real Estate Market, i.e., residential, office, street retail, shopping center, industrial & logistics, rustic land, urban land and alternative use assets.
02
Supply & Demand
  • Definition of Supply and Demand.
03
Pipeline Forecast
  • Analysis of the licensed and under licensing constructions permits, which allow us to have a deep knowledge of the local pipeline and forecast supply.
04
Future Infrastructure
  • Identification of future infrastructures / projects that can impact a city, parish or area, i.e., a new subway station, office building, shopping center, etc.
05
Market opinions
  • Communication, guaranteeing all confidentiality of the project, with local brokers, developers and municipality to understand there current view of the market.

Training

01
Client
  • Analysis of the client
02
Plan of action
  • Define a plan of action /scope for the training sessions.
03
Session
  • Training session providing support material for the class and further reading
04
Survey
  • Individual surveys to guarantee that trainees achieved the main goals of each session.
05
Day after
  • Continuous monitoring of trainees and availability to clarify any questions related to the sessions.

Procurement

01
Target & opportunity screening
  • Leverage on ATTA network and partnerships with industry players. Preparation of ad-hoc and tailor-made investment decks.
02
Market research
  • Support recommendation of investment with specific updated market insights.
03
Real Estate or business valuation
  • Conduct preliminary and/or confirmatory valuation analysis to guide negotiations with targets.
04
Due Diligence
  • Conduct specific commercial, technical or financial due diligence on targets. Coordinate other DD workstreams (legal, tax, environmental or regulatory.
05
Transaction execution
  • Assist along the transaction process (binding, non-binding phase and negotiation closing.
  • "O Miguel é um excelente profissional que se caracteriza pela sua dedicação,integridade, sentido de responsabilidade e espírito de equipa. A conduta profissional do Miguel pauta-se ainda pelo seu rigor, foco, produtividade e comprometimento, que se materializa na qualidade do seu trabalho."
    Abdul Ibrahim

Contact us

We will guide You throughout your investments
+(351) 917 656 752
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Book a call
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Services

- Market Research
- Commercial Due Diligence
- Technical Due Diligence
- Valuation
- Training
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