Examples of real estate mandates with private individuals

Calling on experienced professionals reduces risk-taking. Staffelbach & Partner helps private individuals make the most of their real estate assets.

The client
A family of several people of different ages and financial situations

The objective
Advising the family on the future of a building constructed in the 1960s and containing a dozen apartments. Although the building has always been well maintained, it is obsolete in terms of energy performance and technical installations.

What we do

• Choice of maintenance as the best option, as opposed to demolition-reconstruction or sale
• In-depth diagnosis of the building’s physical condition; phased renovation strategy, maximum flexibility
• Diagnosis of building plans, checking correspondence with the current rental market
• Detailed analysis of tenancy law, identification of profitability according to renovation stages
• Verification of financial plan with the Canton
• Choice of renovation with minimum disruption to tenants
• Call for tenders to obtain the best possible financing for the work
• Call for tenders to find the best architect to carry out the work
• Accompanying the family throughout the process, supporting family negotiations

The result

• Creation of a net value of 30% compared with the initial value of the building
• Building family consensus around the chosen strategy

The client
An elderly man who owns a property wants to organize his estate. There are divergent plans among the descendants. Most of the floor space is rented by an industrial tenant, who is threatening to leave if he cannot buy the building. He has formulated a purchase price.

The objective
Identifying the building’s market value

What we do

• Analysis of the property under public law, possibility of development or demolition-reconstruction, possibility of change of use
• Detailed assessment of these possibilities with municipal and cantonal authorities
• Analysis of the demographic and economic development of the region, analysis of the dynamics of demand for space, by type of use
• Qualitative analysis of the situation, impact of public and private transport systems
• Analysis of the property’s rental status and competitiveness
• Analysis of the building’s physical condition and upcoming renovation work
• Strategic scenario building and risk analysis
• Assessment of market value by scenario
• Assessment of the property’s attractiveness on the rental market

The result

• Identification of a market value 20% higher than the offer made by the main tenant

The client
Private individual with a real estate portfolio in Western Switzerland. Although very comfortable with real estate matters, she neither understands nor reads German or the Alemannic dialect.

The objective
Search for an investment property in the canton of Schwyz, in a very local and completely dried-up market, where local players and the administration communicate only in German or dialect.

What we do

• In-depth market analysis
• Economic characteristics (main localities, construction and real estate market dynamics, topography and population concentration, public transport links, development hubs, attractiveness of different localities, vacancy rates by municipality, etc.)
• Prospective market analysis, inventory of development projects
• Analysis of yield trends
• Numerous meetings with local players

The result

• Several objects identified, analyzed and presented to the customer