Our services
Adding value in international real estate from a top-down perspective
Markets and Macro Insights
Identification of market cycles, pricing and macro drivers are the basis for investments
Market insights
- Regional: Switzerland, US, Eurozone, CEE, UK, APAC
- Sectors: residential, office, logistics, retail, health care etc.
- Real estate performance in context of macroeconomic and financial market trends, inflation monitoring from real estate perspective
- Special focus on real estate debt markets
Typical outputs
- Real estate market outlooks for Swiss, European, US and other global markets in Word/PowerPoint or PDF format, customizable with client logos for presentation to fund investors, management, and risk departments
- Research studies and analytics on real estate debt
- Forecasting of real estate variables based on macro assumptions and scenarios for risk management and analysis
- Ghostwriting of internal and external client publications
Research products
Annual subscriptions, with long-term contracts on request.
Swiss Real Estate Monthly (SREM)
A monthly update of the Swiss real estate market + a monthly update on inflation dynamics.
Global Real Estate Monthly (GREM)
A monthly update of global real estate markets.
Newsletters (Package)
Swiss Real Estate Monthly and Global Real Estate Monthly together.
Europe Monthly Real Estate Pricing Overview
Monthly update of our pricing indicators for European CRE markets, broken down by available countries: up to 2, up to 5 or all 15.
Special projects
Mandates, articles, white papers and other bespoke work tailored to your needs.
Free with a member account
Our Thoughts: new articles every two weeks on trending topics in CRE across the globe. Europe at a Glance: key macro and commercial real estate figures for Europe.
Create a free accountGo to the members area
Strategic Guidance
A top-down strategy is the starting point of any asset allocation
Global real estate strategies and allocation
- Strategic advisory of pension funds, family offices and investment managers regarding real estate and real estate debt exposures
- Deriving a Swiss and international real estate strategy (sectors, regions, investment styles)
- Real estate debt strategy
Portfolio reviews: Identifying the need for action
- Reviewing portfolios and identifying vulnerabilities to specific risks
- Recommendations on portfolio repositioning needs with clear calls for action
Structural analyses
- Analysis of market structure and competitor landscape
- Feasibility analysis on terms and fees
How we can help
- Market due diligence
- Fair-price estimates for an asset (are you paying too much for that building? Are you getting high-enough price?)
- Prioritising in which markets you should sell / buy an asset and at what price (yield)
- Scenario and risk management analysis for your portfolio
- Strategy work for your assets and portfolios (such as which assets to sell, which to invest in and which to keep as is)
We can also provide third party and independent opinion on external material, manager and fund selection and our independent opinions in e.g. investment and product committees.
Strategy products
Europe CRE Strategies
Forthcoming (November 2026). The outlook for European real estate markets translated into actionable strategies, plus up to two hours per quarter one-on-one with Olaf Margeirsson or Zoltan Szelyes to discuss your own situation and what to do next.
Asset Strategy 2.0
In cooperation with spaciv. Every asset in your portfolio scored on physical, market, ESG and income factors, with repositioning, refurbishment or exit scenarios and the financial case behind them. Built on our Fair Value Estimate methodology.
Advisory Retainers
Outsource your research needs to us: client-specific advisory services focusing on asset and portfolio strategies.
Indirect Real Estate Services
«Best Execution» for fund and manager selection
Investors have the choice between several hundreds of institutional quality private real estate and real estate debt funds. This requires resources and special global real estate expertise.
We are offering outsourcing solutions along the value chain for indirect real estate debt and equity investments. We can assist investors for specific parts or through the whole process.
Our long standing expertise with direct and indirect investments, our broad international network and top down knowledge build the basis for «best execution».
What we cover
- Manager selection: private real estate and real estate debt funds
- Listed real estate portfolio strategies
Sourcing
- Search list based on desired exposures
- Reviewing a “long list” of funds and managers
- Analysis of pitch presentations
- Reduce it to a short list for DD process
Due Diligence
- Analysis of the information provided
- Re-underwriting/modeling of portfolios
- Interviewing managers
- Request additional info
- Obtaining references
- Management of Legal and Tax DD (specialists)
- Presentation of results
Execution
- Writing of investment memos
- Negotiation of side letters
- KYC, FATCA (submitting proper documentation)
- Presenting documents for signatures