Real Estate Advisory

We act as an independent financial advisor in real estate transactions and in complex decision-making processes, integrating financial expertise, risk analysis, and transaction structuring capabilities.

We support institutional investors, asset management companies (SGRs), private equity funds, entrepreneurs, and families with significant real estate holdings in strategic decisions involving real estate assets and investment platforms.

Why Choose Andersen for Real Estate Advisory

In real estate, value creation requires financial vision, execution discipline, and independence of judgment.

Our independence and experience in complex transactions enable us to provide rigorous financial oversight, with the objective of protecting and enhancing value over the medium to long term.

Capital Markets – strategic advisory & off-market transactions

We advise institutional investors, corporations, family offices and HNWIs in structuring and executing real estate investment and divestment transactions across the entire deal lifecycle, from origination to closing, proactively identifying qualified purchasers and capital partners through confidential and selective off-market processes designed to maximise value and ensure full discretion.

  • Off-market and competitive disposal processes
  • Origination and selection of confidential investment opportunities
  • Identification of qualified investors and strategic partners
  • Structuring of sale & leaseback transactions
  • Coordination of legal, tax and technical advisors
  • Arrangement and structuring of debt financing

Valuations – litigation & restructuring

We support law firms, financial advisors, insolvency practitioners and corporate bodies in the preparation of technical reports and financial analyses underpinning strategic and judicial decision-making. We provide real estate and corporate valuations with particular expertise in complex and high-criticality scenarios, where independence, methodological rigour and full defensibility are essential. All analyses are performed in accordance with RICS standards and structured to ensure technical consistency, full traceability of the valuation process and robustness in judicial settings.

  • Civil, criminal and tax litigation
  • Arbitration and out-of-court proceedings
  • Insolvency procedures
  • Debt restructuring and certified recovery plans
  • Corporate reorganizations and extraordinary transactions

Fairness opinions – independent reports for asset management companies and funds

We assist asset management companies (SGRs) and real estate funds in preparing independent fairness opinions, particularly in transactions characterised by potential conflicts of interest or requiring enhanced governance safeguards.

  • Independent fairness opinions and market benchmarks
  • Intragroup contributions and disposals
  • Valuations supporting approval or authorization processes

Financial modelling & business planning

We support investors, developers and financial institutions in the preparation of financial models and business plans to assess the economic sustainability of real estate transactions and development projects, providing robust analytical tools to inform strategic decision-making. Where appropriate, these services are seamlessly integrated with our capital markets advisory and valuation activities, ensuring a consistent and comprehensive approach across the entire decision-making process.

  • Business plans and financial models
  • Sensitivity analyses and alternative scenarios
  • Support in discussions and negotiations with lenders and other capital providers

 

Seamless Service

We consistently aim to deliver the best possible outcome for our clients in relation to their needs. In providing real estate valuation and advisory services, our professionals—with the client’s approval—work closely with other Andersen teams, including:

Our team of professionals is available to provide further details on the support offered and to share informational materials

Team leader: Giacomo Morri